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Who: the owner — creating releases needs a higher-level role. When: a few days after the books close, monthly or quarterly. A P&L release is a snapshot statement per location for a period — the document you review with partners, investors, or your GM.

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Create a release

  1. Go to Profit & Loss, press Start New Release.
  2. Select locations, answer How often do you close your books?, pick the period.
  3. Generate P&L. Generation runs in the background; the page refreshes as releases land.
The P&L release list

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Read a release

  • P&L Dashboard — headline revenue, prime cost, and margins against targets.
  • Detailed View — the full line-item statement.
  • Settings — per-release adjustments, plus section settings so the statement reads the way you read it.

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Share it

A release is made to be sent: publish the period and send it to recipients — partners, investors, your GM — with a log of every send. If upstream numbers change later, press Sync Data to resync the release; its sync status shows when it’s stale. The detailed P&L statement
The Prime Cost Insight Targets (Labor %, COGS %) a release grades against are set in Settings → Chain Settings — set them once so every release and Mise speak the same language. See Chain settings.