From Amalgam: Reallocate expenses across classes or other dimensions based on sales or another account. Reallocate expenses (or other account lines) based on the allocation of another account line across classes, locations, or other dimensions. To use the template, you’ll pull the P&L using Amalgam where the columns are the dimension of your choosing. This […]
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From Amalgam: Consolidate multiple entities into one and make elimination entries where General Ledgers can’t. This template is perfect of accounting systems like Quickbooks that don’t accommodate multiple entities. It works by Amalgam connecting to multiple entities across distinct tabs in this workbook. It pulls in Trial Balance reports which can be updated each period
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From Amalgam: Analyze financial closes for consistent accuracy and make GL adjustments right from the same workbook. This template allows you to dynamically review the accuracy and consitency of a period’s financial close. Here’s how it works. All of the black tabs are datasets drawn using Amalgam.Some are direct reports, like the GL, Balance Sheet,
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Use Amalgam to dynamically calculate quarterly tax footprints. Update the entire workbook with one click! Taxes aren’t just a once a year thing. Managing quarterly estimates and updating projections get a lot easier to update with this template. When you open the Excel or Google Sheet, you’ll find an “Input” sheet that allows you to
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Use this schedule to calculate and book interest for multiple types of loans and convertible notes. The Loan Interest Expense template illustrates the calculation of interest across three loan types, the creation of the journal entries for that interest, and a check against the balance sheet once booked. The interest schedule illustrates three types of
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From Amalgam: Pull from multiple sources to track past cash movements and project the next 13 weeks.
From Amalgam: Post entries for gross and net sales, cost of goods sold, and inventory.
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From Amalgam: Draw standard P&L and Balance Sheet reports to create formatted financial statements and a Dashboard.
From Amalgam: Pull in raw revenue data, recognize it based on contract terms, and book journal entries directly into the general ledger
