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

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''Reports – Services – Finances by receivables and payables: [https://cloud.protemos.com/report/service-finances https://cloud.protemos.com/report/service-finances]''
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''Reports – Services – Finances by receivables and payables: [https://cloud.protemos.com/report/service-finances cloud.protemos.com/report/service-finances]''
 
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To view the '''Finances per service by receivables and payables''' reports, go to '''Reports→Services→Finances by receivables and payables''':
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To view the '''Monthly finances per service groups by receivables and payables''' reports, go to '''Reports → Services → Finances by receivables and payables''':
  
[[file:Reports services.png|border|340px]]
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[[File:Reports - services.png|border|430px]]
  
 
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.
 
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.
  
[[File:1 services filters.png|border|500px]]
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[[File:1 services filters.png|border|550px]]
  
===='''Monthly profit per service groups by receivables and payables'''====
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=='''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:
 
This report shows the income, expenses and profit for services that you define in filters based on receivables and payables in the related projects:
  
[[File:1 service reports.png|border|1000px]]
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[[File:1 service reports.png|border|1070px]]
  
===='''Finances per service by project balances summary table'''====
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=='''Report data'''==
  
This table shows all income, expense and profit amounts per services and month:
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This table shows all income, expense, profit amounts, and profit margin per service and month:
  
[[File:1 services filters 2.png|border|500px]]
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[[File:Report data (reports by services).png|border|1070px]]
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=='''Export data to Excel'''==
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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:
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[[File:Export data (reports by services).png|border|1070px]]
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[[File:Redirect.jpg|40px|link=Reports – Services  – Finances by receivables and payables]] Back to the '''table of contents'''.

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.