Difference between revisions of "Reports – Clients – Finances by receivables and payables"
m (Anatoly.k moved page Reports – Clients – Finances by articles to Reports – Clients – Finances by project balances) |
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| − | ''Reports – Clients – Finances by project | + | ''Reports – Clients – Finances by project balances: [http://cloud.protemos.com/report/client-finances/ http://cloud.protemos.com/report/client-finances]'' |
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| + | To view the '''Finances by project balances''' reports, go to '''Reports=>Clients=>Finances by project balances''': | ||
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| + | [[file:Reports menu clients by project balances.jpg|border|440px]] | ||
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. | ||
| − | All amounts are converted to the basic currency of your account. | + | 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: | You can select the period of time for reporting, manager, clients and minimum profit share if needed: | ||
Revision as of 19:33, 14 November 2017
Reports – Clients – Finances by project balances: http://cloud.protemos.com/report/client-finances
To view the Finances 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 then the specified won't be displayed as the individuals.
Their profit shares will be combined and shown as the "Other clients".
Contents
Monthly income per client by articles
This report shows the turnover per client based on receivables in their projects.
In short, it shows how much of job was done monthly for each client in terms of turnover:
Each line represents an individual client. You can see the names under the diagram.
Monthly profit per client by articles
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 your client brings over the selected period:
On this report you may see the shares of profit each your client brings over the selected period:
Finances per client by articles summary table
This table shows all income, expense and profit amounts per each client monthly:
