[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=\u00bb3.26.5″ 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||0px|||\u00bb hover_enabled=\u00bb0″ sticky_enabled=\u00bb0″]<\/p>\n
Accrual basis performance helps to track company performance based on Jobs, Client Overheads, and Internal Overheads. <\/strong>This chart shows Revenues (green bar) and Costs (blue bar) for the selected months.<\/p>\n The chart locates both Revenues and Costs into the period, according to the date of the relevant Job<\/strong>. Revenues and Costs of one job are always in one period<\/strong>. If the Job is closed, its amounts are in the period of the Job closing date. If the Job is not closed, the amounts are in the period of the Job deadline. Revenues and Costs from Client Overheads and Internal<\/strong> Overheads (Operating revenues & costs)<\/strong> are located according to their accounting date.<\/p>\n The grey line represents a cumulated operating profit<\/strong> evolution in a 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\/AcrrualBasis.gif\u00bb _builder_version=\u00bb3.26.5″ custom_margin=\u00bb||40px|||\u00bb][\/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.<\/strong><\/p>\n [\/et_pb_text][et_pb_divider _builder_version=\u00bb3.26.5″ custom_margin=\u00bb|40px|40px|||\u00bb][\/et_pb_divider][et_pb_text _builder_version=\u00bb3.27.4″ text_font=\u00bb|300|||||||\u00bb min_height=\u00bb229px\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n The Source for chart data can be found in:\u00a0<\/strong><\/p>\n 1.) The business report for Direct Revenues and Direct Costs<\/strong> from Jobs<\/strong>. Use the proper filters (breadcrumbs) to see relevant data:<\/p>\n a) For Direct Revenues and Direct Costs from Closed jobs<\/strong> use filters Job status=Closed and chosen Date period.<\/p>\n b) For Revenues and Costs of Not-closed jobs<\/strong> use filters Job status=Not closed and chosen Date period.<\/p>\n 2.) The P&L report for Direct Revenues and Direct Costs<\/strong> from Client Overheads<\/strong>. Use the proper filters (breadcrumbs) to see the relevant data (chosen Date period and Job type=Client overhead).<\/p>\n 3.)The P&L report for Operating Revenues and Operating Costs<\/strong> from Internal Overheads<\/strong>. Use the proper filters (breadcrumbs) to see the relevant data (Chosen Date period and Job type=Internal overhead).<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/screenzvyrazneny.png\u00bb _builder_version=\u00bb3.26.5″ custom_margin=\u00bb|40px|40px|||\u00bb][\/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