On this page
TL;DR - Prepare and review journal entries, manage financial periods and use posted ledger reports. Platform app budgets and existing EBS agreements have separate terms.
From journal preparation to posted reports
Organise your chart of accounts and reporting periods. Prepare journal entries with supporting records, review the debits and credits, then post through the controlled accounting workflow.
Review the journal register, trial balance and balance sheet for the relevant book and period. Your accountant determines classification, reporting treatment and any statutory filing responsibilities.
Choose the accounting edition
Platform Accounting has its own app scope and budgeting figure. MRA EBS customers keep the accounting inclusions and limits in their existing agreement. Accounting is not automatically free across every Codeblix product.
Reconciliation and connections
Bank statement processing, direct feeds and connectors require a supported configuration and separately confirmed account scope. No named bank connection, unlimited feed allowance or automatic statutory filing is promised by this page.
For customer documents use Platform Invoicing. Combining app selections does not by itself activate an accounting integration.
