Difference between revisions of "Reports – Clients – Finances by receivables and payables"
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| − | To view the '''Finances per client by project balances''' reports, go to ''' | + | To view the '''Finances per client by project balances''' reports, go to '''Reports→Clients→Finances by project balances''': |
| − | [[ | + | [[File:1 menu rep cl.png|border|350px]] |
Here you may see your finances reports for each client based on the receivables. | Here you may see your finances reports for each client based on the receivables. | ||
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[[File:ClRep by project balances filter.jpg|border|500px]] | [[File:ClRep by project balances filter.jpg|border|500px]] | ||
| − | <span style="color: | + | <span style="color:"red">'''Note''': </span> 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 project balances'''== | =='''Monthly income per client by project balances'''== | ||
This report shows the turnover per client based on receivables in their projects. | This report shows the turnover per client based on receivables in their projects. | ||
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[[File:ClRep Mon Inc.jpg|border|800px]] | [[File:ClRep Mon Inc.jpg|border|800px]] | ||
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=='''Income share per client by project balances'''== | =='''Income share per client by project balances'''== | ||
| − | On this report you may see the shares of income each your client brings over the selected period: | + | On this report you may see the shares of income each of your client brings over the selected period: |
[[File:ClRep Inc Share by project.jpg|border|800px]] | [[File:ClRep Inc Share by project.jpg|border|800px]] | ||
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=='''Profit share per client by project balances'''== | =='''Profit share per client by project balances'''== | ||
| − | On this report you may see the shares of profit each your client brings over the selected period: | + | On this report you may see the shares of profit each of your client brings over the selected period: |
[[File:ClRep Prof Share by project.jpg|border|800px]] | [[File:ClRep Prof Share by project.jpg|border|800px]] | ||
Revision as of 16:14, 8 February 2021
Reports – Clients – Finances by project balances: http://cloud.protemos.com/report/client-finances
To view the Finances per client by project balances reports, go to Reports→Clients→Finances by project balances:
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:
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".
Contents
- 1 Monthly income per client by project balances
- 2 Monthly profit per client by project balances
- 3 Monthly income share per client by project balances
- 4 Monthly profit share per client by project balances
- 5 Income share per client by project balances
- 6 Profit share per client by project balances
- 7 Finances per client by project balances summary table
Monthly income per client by project balances
This report shows the turnover per client based on receivables in their projects.
Each line represents an individual client. You can see the names under the diagram.
Monthly profit per client by project balances
This report shows the profit for each client based on receivables in their projects:
This report shows how the income share of the client was changing each month:
This report shows how the profit share of each client was changing each month:
On this report you may see the shares of income each of your client brings over the selected period:
On this report you may see the shares of profit each of your client brings over the selected period:
Finances per client by project balances summary table
This table shows all income, expense and profit amounts per each client monthly:
