[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb3.22″][et_pb_row column_structure=\u00bb3_4,1_4″ module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|27px|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb3.27.4″ custom_margin=\u00bb||40px|||\u00bb]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb|40px|0px|||\u00bb hover_enabled=\u00bb0″ sticky_enabled=\u00bb0″]<\/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=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/CashBasisGif.gif\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.26.5″ custom_margin=\u00bb|40px||||\u00bb custom_padding=\u00bb|4px||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb3.27.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px||||\u00bb]<\/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=\u00bb3.26.5″ custom_margin=\u00bb||35px|||\u00bb][\/et_pb_divider][et_pb_text _builder_version=\u00bb3.27.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb||40px|||\u00bb custom_padding=\u00bb|40px||||\u00bb]<\/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=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/PL-Report-Cash.png\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.26.5″ custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb|4px||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686″ saved_tabs=\u00bball\u00bb]<\/p>\n