[et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row column_structure=”3_4,1_4″ module_class=” et_pb_row_fullwidth” _builder_version=”3.25″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” custom_padding=”27px|0px|27px|0|false|false” make_fullwidth=”on”][et_pb_column type=”3_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ custom_margin=”||40px|||”]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.9.4″ text_font=”|300|||||||” custom_margin=”|40px|40px|||” custom_padding=”|40px|0px|||” hover_enabled=”0″ sticky_enabled=”0″]<\/p>\n
Cash basis performance helps to track company financial performance based on Revenues and Costs. <\/strong><\/p>\n This chart shows Revenues (green bar) and Costs (blue bar) for the selected months. The chart locates both Revenues and Costs into the period according to their accounting date<\/strong>, regardless of the status of the relevant Job, Client Overhead, or Internal Overhead.<\/strong><\/p>\n The grey line represents a Cumulated Operating Profit evolution<\/strong> for your chosen time period. Revenues and Costs are calculated only from valid financial documents.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/CashBasisGif.gif” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”3.26.5″ custom_margin=”|40px||||” custom_padding=”|4px||||” box_shadow_style=”preset2″][\/et_pb_image][et_pb_text _builder_version=”3.27.4″ text_font=”|300|||||||” custom_margin=”|40px||||”]<\/p>\n This chart is visible only for users in the following groups:\u00a0Supervisor, Financial Supervisor and Finance.\u00a0<\/strong><\/span><\/p>\n [\/et_pb_text][et_pb_divider _builder_version=”3.26.5″ custom_margin=”||35px|||”][\/et_pb_divider][et_pb_text _builder_version=”3.27.4″ text_font=”|300|||||||” custom_margin=”||40px|||” custom_padding=”|40px||||”]<\/p>\n The source for chart data can be found in:<\/strong><\/p>\n 1. P&L in the Report section. Use the proper filters (breadcrumbs) to see the relevant data (Period and Job type):<\/p>\n a) To see Direct Revenues and Direct Costs from Job, use Job type = Job<\/p>\n b) To see Direct Revenues and Direct Costs from Client Overhead, use Job type = Client Overhead<\/p>\n c) To see Operating Revenues and Operating Costs from Internal Overhead, use Job type = Internal Overhead<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/PL-Report-Cash.png” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”3.26.5″ custom_margin=”|40px|40px|||” custom_padding=”|4px||||” box_shadow_style=”preset2″][\/et_pb_image][et_pb_text _builder_version=”3.26.5″ text_font=”|300|||||||” custom_margin=”-14px|40px||||” custom_padding=”12px|0px||||” text_font_last_edited=”off|desktop” global_module=”14686″ saved_tabs=”all”]<\/p>\n