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Weekly Financial Reports

Weekly Financial Reports

Weekly Financial Reports

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You can create and use Dashboard reports only in the GE, ME and MF editions.

 

You can use the Monthly Financial Report to generate reports such as Total Sales, Receivables against Payables, plus Inflow/Outflow Plan.

 

It consists of the following components:

 

NAME SHOWS:

Column chart
Total Sales

Total sales of the current year (to the previous week) compared with the total year-to-date sales. It is shown in primary currency. Set transaction data for sales document types in the Administration Panel.

Column chart
Receivables against payables

Receivables against payables shown in primary currecy for the current date and previous week. They are shown in primary currency set in General Ledger for accounts set in Admininstration Panel.

Table
Receivables from Customers

A list of debtors by due receivables. Here are displayed also total receivables. They are shown in primary currency set in General Ledger for accounts set in Administration Panel.

Table
Payables to Suppliers

A list of debtors by due payables. Here are displayed also total payables. They are shown in primary currency set in General Ledger for accounts set in Administration Panel.

PANTHEON report
Inflow/Outflow Plan

... in development...

 

 

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The out-of-the-box Dashboard reports (that is, the ones whose ID is preceded by a dash) can be stored after modifying them. Only the name and modified components are not kept (in case a user added or deleted components). All other information (notes to components, text, etc.) remain unchanged after upgrade.

 

 

 

 

Instructions for use:

Related topics:


 

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