The financial report 'Cost Centers and Cost Categories' provides an easy way for you to view and analyze the costs and revenues relating to a company/fiscal year for a particular period, broken down by cost center and cost category. In the report, choose the report model and (if desired) the budget against which the actual values are to be compared. Report models and budgets are defined in Isah Finance.
Cost centers and cost categories are set up by company. You can modify the Power BI template supplied with the software to suit your company situation in order to see the details you require.
The Isah Finance journal supplies the details of the financial report 'Cost Centers and Cost Categories'. In the journal, the turnover is generally presented as a credit (negative) amount, and the costs as a debit (positive) amount. This means that the profit - the sum of ledger accounts of the type Profit & Loss - is shown as a negative amount in the journal. The actual and budget values in the report 'Profit & Loss' are multiplied by -1, so that a positive total is presented as a positive result.
Settings
Use the settings on the left-hand side of the form to define the contents of the report:
Tree structure
The table shows the structure with various levels of nodes and ledger accounts, as defined in the report model 'Cost Centers and Cost Categories'. The columns show - for each line - the actual data, the budget and the difference between them, broken down by cost center and/or cost category.