Reports – Clients – Finances by receivables and payables

Reports – Clients – Finances by receivables and payables: http://cloud.protemos.com/report/client-finances

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To view the Finances per client by receivables and payables reports, go to Reports → Clients → Finances by receivables and payables:

Here you may see your finances reports for each client based on the receivables and payables.

Each of them is described below. All amounts are converted to the basic currency of your account.

You can also apply various filters if needed:

Note: Clients with minimum profit share less than the specified won't be displayed as the individuals.

Their profit shares will be combined and shown as the "Other clients".

Monthly income per client by receivables

This report shows the income per client based on receivables in the related projects:

Monthly expenses per client by payables

This report shows the expenses for each client based on payables in the related projects:

Monthly profit per client by receivables and payables

This report shows how the income by each client was changing each month:

Monthly income share per client by receivables

This report shows how the income share of each client was changing each month:

Monthly expenses share per client by payables

On this report you may see the shares of expenses for each of the clients over the selected period:

Monthly profit share per client by receivables and payables

On this report you may see the shares of profit each of the clients brings over the selected period:

Income share per client by receivables

This report shows the shares of income for each client for the whole period:

Expenses share per client by payables

This report shows the shares of expenses for each client for the whole period:

Profit share per client by receivables and payables

This report shows the shares of profit for each client for the whole period:

Finances per client by receivables and payables summary table

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

Export data to Excel

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

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