Difference between revisions of "Reports – Clients – Finances by receivables and payables"
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Revision as of 15:23, 16 April 2021
Reports – Clients – Finances by receivables and payables: http://cloud.protemos.com/report/client-finances
To view the Finances per client by project balances reports, go to Reports→Clients→Finances by receivables and payables:
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 receivables and payables
- 2 Monthly profit per client by receivables and payables
- 3 Monthly income share per client by receivables and payables
- 4 Monthly profit share per client by receivables and payables
- 5 Income share per client by receivables and payables
- 6 Profit share per client by receivables and payables
- 7 Finances per client by receivables and payables summary table
Monthly income per client by receivables and payables
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 receivables and payables
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 receivables and payables summary table
This table shows all income, expense and profit amounts per each client monthly:
Back to the table of contents.
