Key Features
- A new field called "Percentage" will be added.
- The "Percentage" field will function as a formula field.
- Users can input the formula they want.
- The formula will calculate the percentage from which section they are coming.
- The field will display the result with a % sign.
- The result will be rounded to two digits.
How It Works
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Install the module Financial Reports Percentage.
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Go to "Financial Reports"
Accounting >> Configuration >> Management >> Financial Reports
Chose which report we need to add a percentage to it.
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Three new boolean fields have been added to the financial report configuration page (Show Total Column, Show Total Percentage Column and Show Percentage Column). When those fields are checked the Percentage column "%" will appear in the related report.
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After the New fields are checked, two new fields will appear in the sections form (Percentage Formulas and Total Percentage Formulas), in these two fields we can set the formulas which will be used to calculate the percentage.
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In the field labeled "Percentage Formulas" we input the desired formula for calculating the percentage in this section.
EX: The percentage value for the "AWS Resources" section of the "Revenue" section will be calculated based on the formula added to the "Percentage Formulas" field.
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In financial reports, the column % should appear, and its value for each line calculated based on the "Percentage Formulas" set in the section form.
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In the field labeled "Total Percentage Formulas" we input the desired formula for calculating the percentage for compersion with the last periods.
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A new column will appear in the financial report "Total" and the percentage will be calculated based on the formula or (section code) set in the "Total Percentage Formulas" field.
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