Financial Reports
Trial balance, P&L, balance sheet, cash flow. Real-time. Export to PDF/Excel.
Trial balance, P&L, balance sheet, cash flow. Real-time, not month-end batch. Export to PDF, Excel, or Google Sheets.
How it works
Every Codeblix transaction auto-posts to the general ledger in real time. The financial reports reflect the latest state of the books at any moment — not a month-end snapshot.
Available reports
Trial balance, P&L (income statement), balance sheet, cash flow statement, and general ledger detail. Compare across periods (this month vs last month, this quarter vs last quarter).
Customisation
Add or remove line items, regroup accounts, save custom layouts for monthly board reports. Useful for businesses with non-standard reporting needs.
Export options
Every report exports to PDF (for board packs), Excel (for further analysis), or Google Sheets (for collaborative review). Schedule auto-email delivery of key reports.
Internal links
See Accounting module, General Ledger, and Year-End Closing.
FAQ
Which financial reports does Codeblix generate?
Trial balance, P&L (income statement), balance sheet, cash flow statement, and general ledger detail. Real-time, not month-end batch.
Can I export to Excel or PDF?
Yes. Every report exports to Excel, PDF, or Google Sheets. Customisable date ranges and groupings.
Can I customise the P&L layout?
Yes. Add or remove line items, regroup accounts, save custom layouts for monthly board reports.