Result status

Result status
The income statement is an important tool in the financial management of an organization.

The accounting module contains all the elements to produce a user-friendly income statement. It will thus become an important tool for planning and managing your financial year.

You can also get a budget and track your budget items.

These tools are directly integrated into the functionalities of the Collabox accounting module.

Prepare for your end of the year

By Accounting, Checks, Result status

Your fiscal year is drawing to a close and the time to do your taxes is approaching? Collabox saves you time and money. With just a few clicks, you can view your income and expense status for a year. This is called the income statement. But before viewing this report, you must verify your invoices and disbursements.

The check makes it possible to identify discrepancies between the data of invoices and disbursements. Without this step, the income statement produced could be incorrect.

How to do an audit?

You must first access the accounting module by clicking on its icon.

Then click on “Verification” in the side navigation menu.

In the drop-down menu, choose “Full year”, the year you want to display as well as “Invoices” or “Disbursed”. Both are to be verified. So start with the first one.

Collabox then checks all the information and lets you know where there are differences.

When it comes to bills, you see all the unbalanced ones. That is to say when the amount of the invoice sent to the customer does not correspond to the accounting portion.

Match the two amounts and you’re done.

Regarding disbursements, Collabox will only report those with contradictory elements as in the example below.

Once the verification is complete, you can now view your income statement. To do this and still in the “Accounting” module, click on “Income statements”.

The summary of your income and expenses is then displayed according to the various budget items.

Collabox: a tool to manage your budget

By Accounting, Result status

Managing your business finances can be complicated, we grant you that. That’s why we made it easier thanks to Collabox. This is your best tool for planning your fiscal year thanks to, among other things, a budget and an income statement. Isn’t that great? This tool is directly integrated into the accounting functions of Collabox. To use it, just follow the steps below. With that, good planning!

How to have access to management tools?

Go to the menu bar at the top of the page and click on the “Accounting” category:
In the menu on the left, locate the “Accounting” section and click on the “Income statement” tab:


All your budgets for past years and the current year will then appear:


Now you just have to choose the budget year you want to work on.

To make your job easier, Collabox also allows you to forecast your expenses and income during the budget year.

Procedure for forecasting expenditure

By clicking directly on the year, you access the planning portion of the tool. This allows you to forecast your income and expenses for the year to avoid surprises later.
To determine your income and expenses, click on the “Income” and “Expenses” tabs. You will be able to choose the estimated amounts for your coming year.


Income overview for the current fiscal year
Overview of expenditures for the current fiscal year.

Overview of expenditures for the current fiscal year.

When you are in the income or expenditure overview, each line corresponds to a budget item.


To make your forecasts, Collabox offers you four possibilities to enter your forecasts (annual, monthly, weekly and divided). Choose the option that matches your needs from the drop-down menu. The “Divided” option allows you to enter arbitrary and different amounts for each month.


For our example, we have chosen the “Divided” option. Once the choice is made, all you have to do is click on “Divide” at the end of the line on the right.

It only remains to indicate the amounts in the boxes.


When done, don’t forget to save!

During the year, you can compare your forecasts and your results at any time. To do this, you must click on “Consult the income statement”.


Collabox directly displays your report for the budget year you have chosen.


You can also choose the period you want by using the drop-down menus at the top of the table to change months and years.