Difference between revisions of "Reports – General finances"

Revision as of 18:34, 30 October 2017

Here you may see your general finances reports. All amounts are converted to the basic currency of your account.

You can select the period of time for reporting:

This report shows the turnover, expenses and profit for based on receivables in your projects and payables in the related jobs.

In short, it shows how much of job you did each month in terms of finances:

This report shows the turnover, expenses and profit for based on client and vendor invoices.

In fact, it shows how much you were invoicing your clients and vendors each month:

This report shows the turnover, expenses and profit for based on client and vendor payment. In fact, it shows the actual cashflow.

You may export the data of financial reports by clicking "Export to Excel" over the upper left corner of the summary table:

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-=='''Chart data visibility'''==
-You can hide unnecessary data on the chart by clicking the corresponding item:
-[[file:chart data visibility.jpg|border|1000px]]