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

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''Reports – Services – Finances by articles: [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 project balances''' reports, go to '''Reports=>Services=>Finances by project balances''':
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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''':
  
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[[file:Reports menu services.jpg|border|340px]]
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[[File:Reports - services.png|border|430px]]
  
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Here you may see your finances reports for each service based on the receivables.
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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.
  
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Each of them is described below. All amounts are converted to the default currency of your account.
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[[File:1 services filters.png|border|550px]]
  
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You can select the period of time for reporting, services and minimum profit share:
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=='''Monthly finances per service groups by receivables and payables'''==
  
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[[file:ServRep by project filter.jpg|border|500px]]
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This report shows the income, expenses and profit for services that you define in filters based on receivables and payables in the related projects:
  
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<span style="color:#DC143C">'''Note''': Services with minimum profit share less then the specified won't be displayed as the individuals.</span>
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[[File:1 service reports.png|border|1070px]]
  
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<span style="color:#DC143C">Their profit shares will be combined and shown as the "'''Other services'''".</span>
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=='''Report data'''==
  
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This table shows all income, expense, profit amounts, and profit margin per service and month:
  
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===='''Monthly income per service by project balances'''====
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[[File:Report data (reports by services).png|border|1070px]]
  
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This report shows the turnover per service based on receivables in the related projects:
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=='''Export data to Excel'''==
  
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[[file:ServRep Mon Inc by project.jpg|border|800px]]
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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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===='''Monthly profit per service by project balances'''====
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[[File:Export data (reports by services).png|border|1070px]]
  
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This report shows the profit for each service based on receivables in the related projects:
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[[File:Redirect.jpg|40px|link=Reports – Services – Finances by receivables and payables]] Back to the '''table of contents'''.
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[[file:ServRep Mon Prof by project.jpg|border|800px]]
 
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===='''Monthly income share per service by project balances'''====
 
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This report shows how the income share of each service was changing each month:
 
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[[file:ServRep Mon Inc Share by project.jpg|border|800px]]
 
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===='''Monthly profit share per service by project balances'''====
 
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This report shows how the profit share of each service was changing each month:
 
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[[file:ServRep Mon Prof Share  by project.jpg|border|800px]]
 
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===='''Income share per service by project balances'''====
 
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On this report you may see the shares of incomes each of the services brings over the selected period:
 
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[[file:ServRep Inc Share  by project.jpg|border|800px]]
 
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===='''Profit share per service by project balances'''====
 
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On this report you may see the shares of profit each of the services brings over the selected period:
 
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[[file:ServRep Prof Share  by project.jpg|border|800px]]
 
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===='''Finances per service by project balances summary table'''====
 
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This table shows all income, expense and profit amounts per service and month:
 
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[[file:ServRep by proj summary 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.

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