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finance

coa-account

Manages the Chart of Accounts as a set of `coa-account` entities, one file per account, scoped per jurisdiction. Used by journal-entry-poster, trial-balance-generator, and financial-statement-generator as the canonical source for account codes, names, types, and the normal-balance side.

Inputs

  • chart-of-accounts — Existing chart of accounts — the population being read or extended.
  • request — User request and source context for seed (own)
  • request — User request and source context for seed (client live)
  • request — User request and source context for seed (client audit)
  • request — User request and source context for lookup
  • request — User request and source context for add account
  • request — User request and source context for deprecate

How you ask

  • Chart of accounts
  • Journal entry account codes
  • Seed the PCMN scheme

Outputs

  • add-account-result (markdown)
  • conversation
  • deprecate-result (markdown)
  • lookup-result (markdown)
  • seed-client-audit-result (markdown)
  • seed-client-live-result (markdown)
  • seed-own-result (markdown)
Levelbeginner
Inputdata
Outputspreadsheet
Setup[none]
Roles[Finance Manager]