Difference between revisions of "Reports – Clients – Finances by receivables and payables"
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| − | To view the '''Finances per client by | + | To view the '''Finances per client by receivables and payables''' reports, go to '''Reports→ Clients→ Finances by receivables and payables''': |
[[File:1 menu rep cl.png|border|350px]] | [[File:1 menu rep cl.png|border|350px]] | ||
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You can select the period of time for reporting, manager, clients and minimum profit share if needed: | You can select the period of time for reporting, manager, clients and minimum profit share if needed: | ||
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<span style="color:"red">'''Note''': </span> Clients with minimum profit share less than the specified won't be displayed as the individuals. | <span style="color:"red">'''Note''': </span> Clients with minimum profit share less than the specified won't be displayed as the individuals. | ||
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Their profit shares will be combined and shown as the "'''Other clients'''". | Their profit shares will be combined and shown as the "'''Other clients'''". | ||
| − | =='''Monthly income per client by receivables | + | ===='''Monthly income per client by receivables '''==== |
| − | This report shows the | + | This report shows the income per client based on receivables in the related projects: |
| − | [[ | + | [[file:Rc11.png|border|800px]] |
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| − | + | ===='''Monthly expenses per client by payables'''==== | |
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| + | This report shows the expenses for each client based on payables in the related projects: | ||
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| + | [[file:Rc12.png|border|800px]] | ||
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| + | ===='''Monthly profit per client by receivables and payables'''==== | ||
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| + | This report shows how the income by each client was changing each month: | ||
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| + | [[file:Rc13.png|border|800px]] | ||
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| + | ===='''Monthly income share per client by receivables'''==== | ||
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| + | This report shows how the income share of each client was changing each month: | ||
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| + | [[file:Rc14.png|border|800px]] | ||
| − | =='''Monthly | + | ===='''Monthly expenses share per client by payables'''==== |
| − | + | On this report you may see the shares of expenses for each of the clients over the selected period: | |
| − | [[ | + | [[file:Rc15.png|border|800px]] |
| − | =='''Monthly | + | ===='''Monthly profit share per client by receivables and payables'''==== |
| − | + | On this report you may see the shares of profit each of the clients brings over the selected period: | |
| − | [[ | + | [[file:Rc16.png|border|800px]] |
| − | ==''' | + | ===='''Income share per client by receivables'''==== |
| − | This report shows | + | This report shows the shares of income for each client for the whole period: |
| − | [[ | + | [[file:Rc17.png|border|800px]] |
| − | ==''' | + | ===='''Expenses share per client by payables'''==== |
| − | + | This report shows the shares of expenses for each client for the whole period: | |
| − | [[ | + | [[file:Rc18.png|border|800px]] |
| − | =='''Profit share per client by receivables and payables'''== | + | ===='''Profit share per client by receivables and payables'''==== |
| − | + | This report shows the shares of profit for each client for the whole period: | |
| − | [[ | + | [[file:Rc19.png|border|800px]] |
| − | =='''Finances per client by receivables and payables summary table'''== | + | ===='''Finances per client by receivables and payables summary table'''==== |
| − | This table shows all income, expense and profit amounts per | + | This table shows all income, expense and profit amounts per client and month: |
| − | [[file: | + | [[file:Rc1st.png|border|800px]] |
| − | [[File:Redirect.jpg|40px|link=Reports – Clients – Finances by | + | [[File:Redirect.jpg|40px|link=Reports – Clients – Finances by receivables and payables]] Back to the '''table of contents'''. |
Revision as of 10:26, 21 April 2021
Reports – Clients – Finances by receivables and payables: http://cloud.protemos.com/report/client-finances
To view the Finances per client by receivables and payables 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
- 2 Monthly expenses per client by payables
- 3 Monthly profit per client by receivables and payables
- 4 Monthly income share per client by receivables
- 5 Monthly expenses share per client by payables
- 6 Monthly profit share per client by receivables and payables
- 7 Income share per client by receivables
- 8 Expenses share per client by payables
- 9 Profit share per client by receivables and payables
- 10 Finances per client by receivables and payables summary table
Monthly income per client by receivables
This report shows the income per client based on receivables in the related projects:
Monthly expenses per client by payables
This report shows the expenses for each client based on payables in the related projects:
Monthly profit per client by receivables and payables
This report shows how the income by each client was changing each month:
This report shows how the income share of each client was changing each month:
On this report you may see the shares of expenses for each of the clients over the selected period:
On this report you may see the shares of profit each of the clients brings over the selected period:
This report shows the shares of income for each client for the whole period:
This report shows the shares of expenses for each client for the whole period:
This report shows the shares of profit for each client for the whole period:
Finances per client by receivables and payables summary table
This table shows all income, expense and profit amounts per client and month:
Back to the table of contents.
