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The PnL Release feature in Garde gives you a structured workflow for reviewing and finalizing your Profit & Loss statement before sharing it with stakeholders.

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How It Works

PnL Release adds a review step to your financial reporting process. Instead of your P&L data being immediately visible to all users, you can review it first, make any necessary adjustments, and then “release” it when you’re confident the numbers are accurate.

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Steps to Release Your P&L

  1. Navigate to Performance > Controllable P&L in Garde.
  2. Select the period you want to review.
  3. Review your revenue, costs, and expenses. Check that:
    • All invoices for the period have been processed
    • Inventory has been posted
    • Sales data is complete
    • Categories and mappings look correct
  4. Once you’re satisfied, click Release to make the P&L available to your team.

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Why Use PnL Release?

  • Accuracy — Catch errors or missing data before your team sees the numbers.
  • Confidence — Know that the P&L your team is reviewing has been validated.
  • Control — Manage when financial data becomes visible to different user roles.
  • Consistency — Establish a regular cadence for P&L review and release.

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Best Practices

  • Set a regular schedule for P&L review (e.g., weekly or at the close of each accounting period).
  • Use the review step to verify that all invoices have been uploaded and processed.
  • Coordinate with your accounting team so exports happen after release.
Questions? Reach out to contact@garde.app.