Difference between revisions of "Reports – General finances by invoices"
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''Reports – General finances – General finances by invoices: [http://cloud.protemos.com/report/general-by-invoices cloud.protemos.com/report/general-by-invoices]'' | ''Reports – General finances – General finances by invoices: [http://cloud.protemos.com/report/general-by-invoices cloud.protemos.com/report/general-by-invoices]'' | ||
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To view the '''Monthly finances by invoices''' reports, go to '''Reports → General finances → General finances by invoices''': | To view the '''Monthly finances by invoices''' reports, go to '''Reports → General finances → General finances by invoices''': | ||
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| − | Here you may see your general finances | + | Here you may see your general finances report based on invoices. |
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]] | ||
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=='''Monthly finances by invoices'''== | =='''Monthly finances by invoices'''== | ||
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[[File:Reports 2.png|border|1000px]] | [[File:Reports 2.png|border|1000px]] | ||
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=='''Export data to Excel'''== | =='''Export data to Excel'''== | ||
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You may export the data of general finances reports by clicking "'''Export to Excel'''" over the upper left corner of the summary tables: | You may export the data of general finances reports by clicking "'''Export to Excel'''" over the upper left corner of the summary tables: | ||
| − | [[File: | + | [[File:General finances - by receivables and payables (report data).png|border|1000px]] |
[[File:Redirect.jpg|40px|link=General finances]] Back to the '''table of contents'''. | [[File:Redirect.jpg|40px|link=General finances]] Back to the '''table of contents'''. | ||
Latest revision as of 16:59, 15 August 2022
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:
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:
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:
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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Back to the table of contents.
