Accounting & exports

Why are collections by resource approximate?

In Revenue & collections analysis, Breakdown by resource view, invoiced amounts follow financial lines. Collections are allocated between resources pro rata to each resource’s share of revenue (incl. VAT) in the column β€” this is not payment-by-payment traceability.

Consequences:

  1. Ticket across multiple activities (grouping by activity or category): collections follow the same logic as revenue; display may be misleading if a payment mainly matches one activity.
  2. Multiple resources on one line: revenue is split equally between them; collections follow that pro rata.
  3. Column with no revenue but collections: amounts may go to No resource.

For careful reading, start with grouping by sales ticket. Step-by-step: Analyze revenue and collections.

Guides: Accounting & exports β†’

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