Reports – Clients – Finances by receivables and payables
Reports – Clients – Finances by project page: http://cloud.protemos.com/report/client-finances
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.
You can select the period of time for reporting and the clients:
The fields "Date from/to", "Clients", "Minimum profit share"
Contents
- 1 Income per client and month by articles
- 2 Profit per client and month by articles
- 3 Income share per client and month by articles
- 4 Income share per client by articles
- 5 Profit share per client and month by articles
- 6 Profit share per client by articles
- 7 Income, expenses and profit per client and month by articles
Income per client and month 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.
Profit per client and month 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:
On this report you may see the shares of income each your client brings over the selected period:
Income share per client by articles
This report shows how the profit share of each client was changing each month:
On this report you may see the shares of profit each your client brings over the selected period:
Profit share per client by articles
Income, expenses and profit per client and month by articles
This table shows all income, expense and profit amounts per clients and months.
