Financials pillar · v0.16.0

reconciliation Reconciliation

Reconciliation record.

$id · https://corpospec.com/schemas/v0.16.0/reconciliation.schema.json

Fields

Field Type Required Description
actual_balance MonetaryAmount yes Per-external-statement actual balance (bank / vendor / tax authority).
as_of IsoDate yes ISO 8601 date (YYYY-MM-DD).
entity PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
expected_balance MonetaryAmount yes Per-GL expected balance (the company's books).
id PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
kind ReconKind yes Kind of reconciliation.
period PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
prepared_at IsoDate yes ISO 8601 date (YYYY-MM-DD).
prepared_by PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
reconciling_items ReconcilingItem[] yes Reconciling line items that explain the variance.
status ReconcStatus yes Outer reconciliation status (overall workflow stage).
variance MonetaryAmount yes Computed variance (`actual - expected`).
evidence PathRef[] Statement PDFs, screenshots — typically PathRefs into encrypted document storage.
note string?
reviewed_at IsoDate?
reviewed_by PathRef?

Definitions

Shared types referenced within this schema.

IsoCurrency
ISO 4217 currency code.
pattern: ^[A-Z]{3}$
IsoDate
ISO 8601 date (YYYY-MM-DD).
type: string
MonetaryAmount
A monetary value with currency.
type: object
PathRef
Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
pattern: ^[a-z0-9_-]+(/[a-z0-9_.-]+)+$
ReconKind
Kind of reconciliation.
enum: "bank", "ar", "ap", "intercompany", "payroll", "tax", "inventory"
ReconcStatus
Outer reconciliation status (overall workflow stage).
ReconcilingItem
One reconciling line item.
type: object
ReconcilingItemKind
Item-level classification of a reconciling item.

Reference in your YAML

# yaml-language-server: $schema=https://corpospec.com/schemas/v0.16.0/reconciliation.schema.json