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 project balances''' reports, go to '''Reports→Clients→Finances by project balances''':
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To view the '''Finances per client by project balances''' 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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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 project balances'''==
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=='''Monthly income per client by receivables and payables'''==
  
 
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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Each line represents an individual client. You can see the names under the diagram.
 
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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=='''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 the profit for each client based on receivables in their projects:
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[[File:ClRep Mon Prof.jpg|border|800px]]
 
[[File:ClRep Mon Prof.jpg|border|800px]]
  
=='''Monthly income share per client by project balances'''==
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=='''Monthly income share per client by receivables and payables'''==
  
 
This report shows how the income share of the client was changing each month:
 
This report shows how the income share of the client was changing each month:
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[[File:ClRep Mon Inc Share by project.jpg|border|800px]]
 
[[File:ClRep Mon Inc Share by project.jpg|border|800px]]
  
=='''Monthly profit share per client by project balances'''==
+
=='''Monthly profit share per client by receivables and payables'''==
  
 
This report shows how the profit share of each client was changing each month:
 
This report shows how the profit share of each client was changing each month:
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[[File:ClRep Mon Prof Share by project.jpg|border|800px]]
 
[[File:ClRep Mon Prof Share by project.jpg|border|800px]]
  
=='''Income share per client by project balances'''==
+
=='''Income share per client by receivables and payables'''==
  
 
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 income each of your client brings over the selected period:
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[[File:ClRep Inc Share by project.jpg|border|800px]]
 
[[File:ClRep Inc Share by project.jpg|border|800px]]
  
=='''Profit share per client by project balances'''==
+
=='''Profit share per client by receivables and payables'''==
  
 
On this report you may see the shares of profit 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:
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[[File:ClRep Prof Share by project.jpg|border|800px]]
 
[[File:ClRep Prof Share by project.jpg|border|800px]]
  
=='''Finances per client by project balances summary table'''==
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=='''Finances per client by receivables and payables summary table'''==
  
 
This table shows all income, expense and profit amounts per each client monthly:
 
This table shows all income, expense and profit amounts per each client monthly:
  
 
[[file:ClRep by project Summary table.jpg|border|800px]]
 
[[file:ClRep by project Summary table.jpg|border|800px]]

Revision as of 17:36, 8 February 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:

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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:

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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 and payables

This report shows the turnover per client based on receivables in their projects.

800px

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:

800px

Monthly income share per client by receivables and payables

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

800px

Monthly profit share per client by receivables and payables

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

800px

Income share per client by receivables and payables

On this report you may see the shares of income each of your client brings over the selected period:

800px

Profit share per client by receivables and payables

On this report you may see the shares of profit each of your client brings over the selected period:

800px

Finances per client by receivables and payables summary table

This table shows all income, expense and profit amounts per each client monthly:

800px