Reports: Gross Profit per Invoice

[Selby]

A cool and needed feature for MYOB is a detailed gross profit report that we can produce at the end of each month; this needs to be able to list invoices one-by-one with fields like customer name (maybe card number), customer order number, date, (maybe due date), invoice number/reference, gross amount, nett amount, cost amount, gross profit amount and gross profit %.

Anybody else need this style report or similar, please vote this idea up!

"Detailed Gross Profit Report"

[Jennifer_Kelly]

Hi Selby,

Some of the Add-on solutions might be able to help you get some more advanced reporting around Gross Profit. See - http://myob.com.au/addons/

As an Example our software Business Intelligence for MYOB will easily produce the above report (see screen shot below).  Then simply change the "Analyse by" Dimension to see the same report and Gross Profit by:

- Customer

- Customer Postcode or State

- Customer Ship to adress ( where you Invoice head office but ship to branches)

- Item

- Custom lists ( e.g. Customer buying groups or Product type)

- Sales rep

- Referal Source

- Supplier

- Job

Add Subtotals  Pivots and Filters to combine 2 or more of the above together.

All details and a 14day Free trial are on our website at www.BIforMYOB.com.

I hope this helps 

Jennifer Kelly CA

02 8912 4112

[Steven_M]

Hi @Selby 

Thank you for your idea in regards to AccountRight and a detailed gross profit report.

I would encourage other users that would like to see a detailed gross profit report for customers to vote and comment if required for this idea. 

Currently a possible workaround would be an addon solution like the one mentioned by @Jennifer_Kelly 

[Adcanoe]

Gross Margin by salesperson would be very helpful indeed.

[Steven_M]

Hi @Adcanoe

Thank you for voting and commenting for this idea.

[martinl]

Hi. A report showing the GP / GM per invoice would be very helpful. Being able to filter by customer and salesperson would instantly show a loss of profit by an invoicing error, incorrect price quoted, incorrect item costings. Would be very helpful and used daily.

[BruceFordham]

It would be helpful if in the  Profit & Loss Statement under the "Accounts" detail, as well as the individual costs that are shown, that the individual invoiceor income streams would also be detailed. At the moment the income of a job is shown only as a total lump sum so one has to then go into a seperate report to retrieve the information for each invoice that is issued. 

[John_P]

Hi there,

Would there be a chance to allow a Profit Report to be generated for invoices? So basically if 20 invoices are sent in one month, a Report could be generated to show how much Gross profit was made across each invoice.

It'd be a great Report to be able to show each invoice and how much Profit was made across each invoice.

Thanks,

[Jennifer_Kelly]

Hi @John_P

This is similar to another post on the Idea Exchange

- http://community.myob.com/t5/AccountRight-Idea-Exchange/Detailed-Gross-Profit-Report/idi-p/351308

Some of the Add-on solutions will be able to help you. See - http://myob.com.au/addons/

As an Example our software Business Intelligence for Cloud (BI4Cloud) will easily produce the above report (see screen shot below).  Then simply change the "Analyse by" Dimension to see the same report and Gross Profit by:

- Customer

- Customer Postcode or State

- Customer Ship to adress ( where you Invoice head office but ship to branches)

- Item

- Custom lists ( e.g. Customer buying groups or Product type)

- Sales rep

- Referal Source

- Supplier

- Job

Add Subtotals  Pivots and Filters to combine 2 or more of the above together.

If what you are looking for is Invoices below a set margin then you could simply add a filter to report only sales below a set margin say any below 25%, thne only the exceptions will report. You could set this report to auto email to alert you to issues to investigate.

If you would like to try this on your MYOB data we have a 14 day free trial at - http://www.bi4cloud.com/

I hope this helps.

Jennifer Kelly CA

02 8011 1511

[JoT]

Yes please. GP by customer by time  period much needed.