Difference between revisions of "Reports – General finances"
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Revision as of 11:59, 27 October 2017
Reports – General finances page: http://cloud.protemos.com/report/general
Here you may see your general finances reports. All amounts are converted to the basic currency of your account.
You can select the period of time for reporting:
Contents
Monthly finances by articles
This report shows the turnover, expenses and profit for based on receivables in your projects and payables in the related jobs.
In short, it shows how much of job you did each month in terms of finances:
Monthly finances by invoices
This report shows the turnover, expenses and profit for based on client and vendor invoices.
In fact, it shows how much you were invoicing your clients and vendors each month:
Monthly finances by payments
This report shows the turnover, expenses and profit for based on client and vendor payment. In fact, it shows the actual cashflow.
Export data to Excel
You may export the data of financial reports by clicking "Export to Excel" over the upper left corner of the summary table:
Chart data visibility
You can hide unnecessary data on the chart by clicking the corresponding item:
