Canonical Prime accounts. This is your governance layer: budgets/commitments/actuals depend on these buckets being clean.
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Tip: Your accountant’s COA can be imported, but do not blindly accept it. If we allow junk buckets, your commitment engine becomes theatre.
Account Details
Define controls: posting eligibility, budget eligibility, and bucket classification.
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Code
Unique within Prime COA.
Name
Human readable label.
Class
Used for financial statements.
Parent
Optional. Builds hierarchy.
Bucket
This is what budgets/commitments enforce.
Active
Inactive accounts remain for audit/history.
Posting Allowed
If false: cannot be used in budgets/commitments/journal.
Budget Eligible
If false: not allowed in activity budgets.
Commitment Eligible
If false: cannot be used to validate PO commitments.
Brutal truth: if you allow everything to be postable, you’ve built a reporting toy, not a control engine.
Budgetable/CommitmentEligible should be restricted to clean COGS + relevant expense buckets only.