Difference between revisions of "Reports – Clients – Finances by receivables and payables"

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''Reports – Clients – Finances by project balances: [http://cloud.protemos.com/report/client-finances/ http://cloud.protemos.com/report/client-finances]''
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''Reports – Clients – Finances by receivables and payables: [http://cloud.protemos.com/report/client-finances/ http://cloud.protemos.com/report/client-finances]''
 
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To view the '''Finances per client by receivables and payables''' reports, go to '''Reports → Clients → Finances by receivables and payables''':
  
To view the '''Finances per client by project balances''' reports, go to '''Reports=>Clients=>Finances by project balances''':
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[[File:Reports - client - by receivables and payables.png|border|400px]]
  
[[file:Reports menu clients by project balances.jpg|border|340px]]
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Here you may see your finances reports for each client based on the receivables and payables.  
  
Here you may see your finances reports for each client based on the receivables.  
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Each of them is described below. All amounts are converted to the basic currency of your account.
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You can also apply various filters if needed:
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[[File:Client reports filters.png|border|1070px]]
  
Each of them is described below. All amounts are converted to the basic currency of your account.
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<span style="color:orange">'''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'''".
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===='''Monthly income per client by receivables '''====
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This report shows the income per client based on receivables in the related projects:
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[[file:Rc11.png|border|1000px]]
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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|1000px]]
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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|1000px]]
  
You can select the period of time for reporting, manager, clients and minimum profit share if needed:
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===='''Monthly income share per client by receivables'''====
  
[[File:ClRep by project balances filter.jpg|border|500px]]
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This report shows how the income share of each client was changing each month:
  
<span style="color:#DC143C">'''Note''': Clients with minimum profit share less then the specified won't be displayed as the individuals.</span>
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[[file:Rc14.png|border|1000px]]
  
<span style="color:#DC143C">Their profit shares will be combined and shown as the "'''Other clients'''".</span>
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===='''Monthly expenses share per client by payables'''====
 
=='''Monthly income per client by project balances'''==
 
  
This report shows the turnover per client based on receivables in their projects.
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On this report you may see the shares of expenses for each of the clients over the selected period:
  
In short, it shows how much of job was done monthly for each client in terms of turnover:
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[[file:Rc15.png|border|1000px]]
  
[[File:ClRep Mon Inc.jpg|border|800px]]
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===='''Monthly profit share per client by receivables and payables'''====
 
Each line represents an individual client. You can see the names under the diagram.
 
  
=='''Monthly profit per client by project balances'''==
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On this report you may see the shares of profit each of the clients brings over the selected period:
  
This report shows the profit for each client based on receivables in their projects:
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[[file:Rc16.png|border|1000px]]
  
[[File:ClRep Mon Prof.jpg|border|800px]]
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===='''Income share per client by receivables'''====
  
=='''Monthly income share per client by project balances'''==
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This report shows the shares of income for each client for the whole period:
  
This report shows how the income share of the client was changing each month:
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[[file:Rc17.png|border|900px]]
  
[[File:ClRep Mon Inc Share by project.jpg|border|800px]]
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===='''Expenses share per client by payables'''====
  
=='''Monthly profit share per client by project balances'''==
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This report shows the shares of expenses for each client for the whole period:
  
This report shows how the profit share of each client was changing each month:
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[[file:Rc18.png|border|900px]]
  
[[File:ClRep Mon Prof Share by project.jpg|border|800px]]
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===='''Profit share per client by receivables and payables'''====
  
=='''Income share per client by project balances'''==
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This report shows the shares of profit for each client for the whole period:
  
On this report you may see the shares of income each your client brings over the selected period:
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[[file:Rc19.png|border|900px]]
  
[[File:ClRep Inc Share by project.jpg|border|800px]]
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===='''Finances per client by receivables and payables summary table'''====
  
=='''Profit share per client by project balances'''==
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This table shows all income, expense, profit amounts, and profit margin per client and month:
  
On this report you may see the shares of profit each your client brings over the selected period:
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[[file:Rc1st.png|border|1000px]]
  
[[File:ClRep Prof Share by project.jpg|border|800px]]
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=='''Export data to Excel'''==
  
=='''Finances per client by project balances summary table'''==
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You can export finances per client by receivables and payables reports to Excel by pressing the "Export to Excel" button over the upper right corner of the table:
  
This table shows all income, expense and profit amounts per each client monthly:
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[[File:Rc1e.png|border|1000px]]
  
[[file:ClRep by project Summary table.jpg|border|800px]]
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[[File:Redirect.jpg|40px|link=Reports – Clients – Finances by receivables and payables]] Back to the '''table of contents'''.

Latest revision as of 10:38, 22 August 2022

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:

Reports - client - by receivables and payables.png

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

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

You can also apply various filters if needed:

Client reports filters.png

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

This report shows the income per client based on receivables in the related projects:

Rc11.png

Monthly expenses per client by payables

This report shows the expenses for each client based on payables in the related projects:

Rc12.png

Monthly profit per client by receivables and payables

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

Rc13.png

Monthly income share per client by receivables

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

Rc14.png

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:

Rc15.png

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:

Rc16.png

Income share per client by receivables

This report shows the shares of income for each client for the whole period:

Rc17.png

Expenses share per client by payables

This report shows the shares of expenses for each client for the whole period:

Rc18.png

Profit share per client by receivables and payables

This report shows the shares of profit for each client for the whole period:

Rc19.png

Finances per client by receivables and payables summary table

This table shows all income, expense, profit amounts, and profit margin per client and month:

Rc1st.png

Export data to Excel

You can export finances per client by receivables and payables reports to Excel by pressing the "Export to Excel" button over the upper right corner of the table:

Rc1e.png

Redirect.jpg Back to the table of contents.