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4 main reports for management control

You need to receive management reports in OneBox OS related to the activities of the enterprise.
Question to Maxim Miroshnichenko. Please tell me which OneBox system reports you personally use to get a picture of the company as a whole and make strategically important decisions.
Four key reports for the owner
1. To track in a single table mutual settlements for each client/supplier individually or for all, for the required period in the format:
- balance at the beginning of the period
- sale/receipt of goods
- receipt/sending of payments for goods/services
- balance at the end of period
The standard system report does not allow you to see this
2. Cash flow analysis
To see how much money was received and spent during the reporting period.
The reporting period is important in order to accurately understand your financial results, it can be both the project movement period and calendar periods:
- month
- quarter
- six months...
including with assets, which are all resources that can be co
Оригинальный вопрос доступен на версии: ru

Answers:

I'm also interested in the answer to this question...
25.06.2021, 09:58
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I support. Reports are a complete mess.
25.06.2021, 19:06
Оригинальный комментарий доступен на версии: ru

I'll probably sign up.
25.06.2021, 20:10
Оригинальный комментарий доступен на версии: ru

Here you don’t even need to invent anything, just take how the reports are arranged in 1C and do it within the framework of boxing. Directly by the same logic. Because it is the standard, it is correct and convenient. Mutual settlements, P&L, Cashflow.
26.06.2021, 00:26
Оригинальный комментарий доступен на версии: ru


Legeza Vyacheslav Valerianovich
iCOLOR OneBox (FOP LEGEZA VYACHESLAV VALERIANOVYCH)
Premium Partner
FOP Legeza Vyacheslav Valerianovich wrote:
You need to receive management reports in OneBox OS related to the activities of the enterprise.
Question to Maxim Miroshnichenko. Please tell me which OneBox system reports you personally use to get a picture of the company as a whole and make strategically important decisions.
Four key reports for the owner
1. To track in a single table mutual settlements for each client/supplier individually or for all, for the required period in the format:
- balance at the beginning of the period
- sale/receipt of goods
- receipt/sending of payments for goods/services
- balance at the end of period
The standard system report does not allow you to see this
2. Cash flow analysis
To see how much money was received and spent during the reporting period.
The reporting period is important in order to accurately understand your financial results, it can be both the project movement period and calendar periods:
- month
- quarter
- six months...
including with assets, which are all resources that can be converted into money.
3. Statement of financial results, what profit we have (what is often called PNL).
To see profit for a specific reporting period. At the same time, variables must be taken into account when generating such a report in accordance with the rules of financial accounting and reporting.
The purpose of such a report is to become an attractive company for investment.
4. Balance - the presence of assets and liabilities of the company for the reporting period.

1. The reconciliation report shows this
2. 3. 4. - these are apks https://crm-onebox.com/ru/apps/?q=cash and https://crm-onebox.com/ru/app/billing/
26.06.2021, 17:39
Оригинальный комментарий доступен на версии: ru

Легеза Вячеслав Валерианович iCOLOR OneBox
ФОП Легеза Вячеслав Валерианович
Personal license

Ustimenko Igor
OneBox production
OneBox CTO wrote:

Legeza Vyacheslav Valerianovich
iCOLOR OneBox (FOP LEGEZA VYACHESLAV VALERIANOVYCH)
Premium partner
FOP Legeza Vyacheslav Valerianovich wrote:
You need to receive management reports in OneBox OS related to the activities of the enterprise.
Question to Maxim Miroshnichenko. Please tell me which OneBox system reports you personally use to get a picture of the company as a whole and make strategically important decisions.
Four key reports for the owner
1. To track in a single table mutual settlements for each client/supplier individually or for all, for the required period in the format:
- balance at the beginning of the period
- sale/receipt of goods
- receipt/sending of payments for goods/services
- balance at the end of period
The standard system report does not allow you to see this
2. Cash flow analysis
To see how much money was received and spent during the reporting period.
The reporting period is important in order to accurately understand your financial results, it can be both the project movement period and calendar periods:
- month
- quarter
- six months...
including with assets, which are all resources that can be converted into money.
3. Statement of financial results, what profit we have (what is often called PNL).
To see profit for a specific reporting period. At the same time, variables must be taken into account when generating such a report in accordance with the rules of financial accounting and reporting.
The purpose of such a report is to become an attractive company for investment.
4. Balance - the presence of assets and liabilities of the company for the reporting period.

1. The reconciliation report shows this
2. 3. 4. - these are apks https://crm-onebox.com/ru/apps/?q=cash and https://crm-onebox.com/ru/app/billing/

not quite the same, as there are standard requirements for reports by financiers
04.01.2022, 10:17
Оригинальный комментарий доступен на версии: ru

Сусяк Ігор Integrator
Integrator.com.ua
Personal license
Vyacheslav - yak on me, all tsі zvіti є. food is less according to the peculiarities of the business, if you ask for a call for yourself, or design for the light. According to cashflow, everything works, it is possible to get a more expensive one https://1b.app/ua/forum/reports-and-analytics/12290-mvp-cashflow/
according to P&L it is also a block According to the processes, it is possible to have more money needed.
yakscho є zagalnі zapitanya, you can dial.
04.01.2022, 11:39
Оригинальный комментарий доступен на версии: ru

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