Difference between revisions of "Reports – Services – Finances by receivables and payables"

From Protemos Wiki
Jump to: navigation, search
 
(33 intermediate revisions by 5 users not shown)
Line 1: Line 1:
''Reports – Services – Finances by articles: [https://cloud.protemos.com/report/service-finances https://cloud.protemos.com/report/service-finances]''
+
__FORCETOC__
 +
''Reports – Services – Finances by receivables and payables: [https://cloud.protemos.com/report/service-finances cloud.protemos.com/report/service-finances]''
 
----
 
----
  
Here you may see your finances reports for each service based on the receivables.
+
To view the '''Monthly finances per service groups by receivables and payables''' reports, go to '''Reports → Services → Finances by receivables and payables''':
  
You can select the period of time for reporting and the services:
+
[[File:Reports - services.png|border|430px]]
  
[[file:rep serv finances filter.jpg|border|600px]]
+
You can select the period of time, Legal entities, Language pair, and Income services and Expenses services because the services that you define in the receivables and payables can differ.
  
===='''Monthly income per service by articles'''====
+
[[File:1 services filters.png|border|550px]]
  
This report shows the turnover per service based on receivables in the related projects:
+
=='''Monthly finances per service groups by receivables and payables'''==
  
[[file:rep serv mon inc by article.jpg|border|1000px]]
+
This report shows the income, expenses and profit for services that you define in filters based on receivables and payables in the related projects:
  
===='''Monthly profit per service by articles'''====
+
[[File:1 service reports.png|border|1070px]]
  
This report shows the profit for each service based on receivables in the related projects:
+
=='''Report data'''==
  
[[file:rep serv mon profit by article.jpg|border|1000px]]
+
This table shows all income, expense, profit amounts, and profit margin per service and month:
  
===='''Monthly income share per service by articles'''====
+
[[File:Report data (reports by services).png|border|1070px]]
  
This report shows how the income share of each service was changing each month:
+
=='''Export data to Excel'''==
  
[[file:rep serv mon income share by article.jpg|border|1000px]]
+
You can export finances per service by receivables and payables reports to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:
  
===='''Monthly profit share per service by articles'''====
+
[[File:Export data (reports by services).png|border|1070px]]
  
This report shows how the profit share of each service was changing each month:
+
[[File:Redirect.jpg|40px|link=Reports – Services  – Finances by receivables and payables]] Back to the '''table of contents'''.
 
 
[[file:rep serv mon profit share by article.jpg|border|1000px]]
 
 
 
===='''Income share per service by articles'''====
 
 
 
On this report you may see the shares of incomes each of the services brings over the selected period:
 
 
 
[[file:rep serv inc share.jpg|border|1000px]]
 
 
 
===='''Profit share per service by articles'''====
 
 
 
On this report you may see the shares of profit each of the services brings over the selected period:
 
 
 
[[file:rep serv prof share.jpg|border|1000px]]
 
 
 
===='''Finances per service by articles summary table'''====
 
 
 
This table shows all income, expense and profit amounts per service and month:
 
 
 
[[file:rep serv finances table.jpg|border|1000px]]
 

Latest revision as of 10:59, 12 September 2022

Reports – Services – Finances by receivables and payables: cloud.protemos.com/report/service-finances


To view the Monthly finances per service groups by receivables and payables reports, go to Reports → Services → Finances by receivables and payables:

Reports - services.png

You can select the period of time, Legal entities, Language pair, and Income services and Expenses services because the services that you define in the receivables and payables can differ.

1 services filters.png

Monthly finances per service groups by receivables and payables

This report shows the income, expenses and profit for services that you define in filters based on receivables and payables in the related projects:

1 service reports.png

Report data

This table shows all income, expense, profit amounts, and profit margin per service and month:

Report data (reports by services).png

Export data to Excel

You can export finances per service by receivables and payables reports to Excel by clicking the "Export to Excel" button over the upper right corner of the table:

Export data (reports by services).png

Redirect.jpg Back to the table of contents.