Difference between revisions of "Reports – General finances by invoices"

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[[File:Reports - general finances by invoices.png|border|450px]]
 
[[File:Reports - general finances by invoices.png|border|450px]]
  
It will open the '''Monthly finances by project balances, invoices and payments''' page.
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Here you may see your general finances report based on invoices.
 
 
Here you may see your general finances reports. Each of them is described below.
 
  
 
All amounts are converted to the default currency of your account.
 
All amounts are converted to the default currency of your account.
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[[File:Filter report 1.png|border|500px]]
 
[[File:Filter report 1.png|border|500px]]
 
=='''Monthly finances by receivables and payables'''==
 
 
This report shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.
 
 
[[File:Resports 1.png|border|1000px]]
 
  
 
=='''Monthly finances by invoices'''==
 
=='''Monthly finances by invoices'''==
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[[File:Reports 2.png|border|1000px]]
 
[[File:Reports 2.png|border|1000px]]
 
=='''Monthly finances by payments'''==
 
 
This report shows the turnover, expenses and profit based on client and vendor payments. In fact, it shows the actual cashflow.
 
 
[[File:Reports 3.png|border|1000px]]
 
  
 
=='''Export data to Excel'''==
 
=='''Export data to Excel'''==

Revision as of 15:42, 30 June 2022

This page is not completed yet.

Reports – General finances – General finances by invoices: cloud.protemos.com/report/general-by-invoices


To view the Monthly finances by invoices reports, go to Reports → General finances → General finances by invoices:

Reports - general finances by invoices.png

Here you may see your general finances report based on invoices.

All amounts are converted to the default currency of your account.

You can select the period of time and the Legal entity and see the corresponding reports:

Filter report 1.png

Monthly finances by invoices

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:

Reports 2.png

Export data to Excel

You may export the data of general finances reports by clicking "Export to Excel" over the upper left corner of the summary tables:

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