Reports – Clients – Finances by receivables and payables

From Protemos Wiki
Jump to: navigation, search

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


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

Rc1.png

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:

Rc1f.png

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:

Rc11.png

Monthly expenses per client by payables

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

Rc12.png

Monthly profit per client by receivables and payables

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

Rc13.png

Monthly income share per client by receivables

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

Rc14.png

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:

Rc15.png

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:

Rc16.png

Income share per client by receivables

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

Rc17.png

Expenses share per client by payables

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

Rc18.png

Profit share per client by receivables and payables

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

Rc19.png

Finances per client by receivables and payables summary table

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

Rc1st.png

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:

Rc1e.png

Redirect.jpg Back to the table of contents.