Build Live P&L Statements
With all transactions marked as complete, Mazlo builds a P&L statement to provide live insight into your organization's financial standing.
Last updated
With all transactions marked as complete, Mazlo builds a P&L statement to provide live insight into your organization's financial standing.
Last updated
Generate comprehensive P&L statements that reflect the financial status across all your organization's accounts. These reports provide detailed insights into revenue streams and expense allocations.
As transactions are coded and marked as complete, the P&L statement is automatically updated, ensuring that your financial data is always current. Your team can code all transactions as specific types of revenue or expenses to match your chart of accounts.
Open the account settings.
Select 'Accounting' to open the P&L.
To see transactions in the P&L, they must be marked as complete. All incomplete transactions will be available here to easily review, code, and mark as complete.
With the accurate accounting code added, mark the transaction as 'Complete.'
Save all changes.
Select a date range to apply it to the P&L. The date range selection will change the data that is used to calculate the P&L statement.
Click the account name or the 'All Accounts' default option.
Select the account to review its P&L.
If popups are enabled for your browser, you will see the file in your Downloads folder immediately.
Finally, open the file to review the P&L data for the date range you selected.
Please contact our team if you have any questions: support@mazlo.com.
