Reports – Clients – Finances by receivables and payables

Reports – Clients – Finances by receivables and payables: http://cloud.protemos.com/report/client-finances

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To view the Finances per client by project balances reports, go to Reports→Clients→Finances by receivables and payables:

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Here you may see your finances reports for each client based on the receivables.

Each of them is described below. All amounts are converted to the basic currency of your account.

You can select the period of time for reporting, manager, clients and minimum profit share if needed:

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Note: Clients with minimum profit share less than the specified won't be displayed as the individuals.

Their profit shares will be combined and shown as the "Other clients".

Monthly income per client by receivables and payables

This report shows the turnover per client based on receivables in their projects.

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Each line represents an individual client. You can see the names under the diagram.

Monthly profit per client by receivables and payables

This report shows the profit for each client based on receivables in their projects:

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Monthly income share per client by receivables and payables

This report shows how the income share of the client was changing each month:

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Monthly profit share per client by receivables and payables

This report shows how the profit share of each client was changing each month:

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Income share per client by receivables and payables

On this report you may see the shares of income each of your client brings over the selected period:

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Profit share per client by receivables and payables

On this report you may see the shares of profit each of your client brings over the selected period:

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Finances per client by receivables and payables summary table

This table shows all income, expense and profit amounts per each client monthly:

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