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Index Budgets Commitments Actuals Journal Rules Sync Settings Audit Reports Reconciliation QBO Connect Mappings
Entity Control Plane
Fiscal year, currencies, posting thresholds, and valuation policy. Changes affect all downstream modules.
Core configuration
Base Currency
Fiscal Year Start
Fiscal Year End
Current Open Period
Manual JE Threshold
Default VAT Regime
Inventory Valuation
Doc Numbering Prefix
Entity ID
Posting Periods
Control which periods accept postings. AP/AR/GL locks can be set independently. The current open period is highlighted.
Open active
—
Accepting all postings
Soft Close restricted
—
Warnings on post
Closed locked
—
No postings allowed
Total periods
—
—
PeriodStatusAPARGLClose Owner
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Policy Editor
Entity-specific close policy. Centralised here, not scattered across modules.
Close Policy Notes
Missing Controls
Essential for multi-company discipline. Future releases.
Per-entity FX sourcemissing
Retention accounting policyneeded
Intercompany numbering policyneeded
Consolidation close calendarmissing
Storage
Firestore schema for this page.
accounting_settings/{entityId}header
accounting_settings/{entityId}/periods/{id}periods
Collections are created automatically on first save.