jaz-clio 4.35.3 → 4.47.0

package/README.md

@@ -1,291 +1,133 @@
-# Clio — Jaz AI Command Line Tool
+# Clio — The AI Stack for Accounting
 
 <p align="center">
   <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/v/jaz-clio?style=for-the-badge&logo=npm" alt="npm"></a>
   <a href="https://www.npmjs.com/package/jaz-clio"><img src="https://img.shields.io/npm/dm/jaz-clio?style=for-the-badge&label=downloads" alt="npm downloads"></a>
-  <img src="https://img.shields.io/badge/tools-211-blue?style=for-the-badge" alt="211 Tools">
-  <img src="https://img.shields.io/badge/calculators-13-red?style=for-the-badge" alt="13 Calculators">
-  <img src="https://img.shields.io/badge/jobs-12-teal?style=for-the-badge" alt="12 Jobs">
+  <img src="https://img.shields.io/badge/tools-255-blue?style=for-the-badge" alt="255 Tools">
   <a href="https://github.com/teamtinvio/jaz-ai/blob/main/LICENSE"><img src="https://img.shields.io/github/license/teamtinvio/jaz-ai?style=for-the-badge&color=green" alt="License"></a>
 </p>
 
-**Complete agent stack for all of Jaz, built for AI agents and accountants.**
-Create invoices, record bills, manage contacts, run financial calculators, execute accounting jobs, and install AI agent skills — all from your terminal.
-
-> Also fully compatible with [Juan Accounting](https://juan.ac).
-
-## Contents
-
-- [Quickstart](#quickstart)
-- [Install](#install)
-- [Authenticate](#authenticate)
-- [Commands](#commands)
-- [MCP Server](#mcp-server)
-- [Install AI Skills](#install-ai-skills)
-- [Privacy & Security](#privacy--security)
-- [Support](#support)
-
-## Quickstart
+255 tools. 13 financial calculators. 12 job playbooks. 117 API rules. 16 IFRS recipes.
 
 ```bash
 npm install -g jaz-clio
-clio auth add <your-api-key>    # Get key from Settings > API in Jaz app
-clio invoices list               # You're in
-```
-
-## Install
-
-**Node.js 18+** required. If `node --version` works, you're set. Otherwise: [nodejs.org](https://nodejs.org) (LTS).
-
-```bash
-npm install -g jaz-clio
-```
-
-## Authenticate
-
-```bash
-clio auth add <your-api-key>    # Add your Jaz API key
-clio auth whoami                 # Verify it works
-```
-
-| I have... | Use |
-|-----------|-----|
-| API key from Jaz app | `clio auth add <key>` |
-| Environment variable | `export JAZ_API_KEY=jk-...` |
-| Multiple orgs | `clio auth add <key>` + `clio auth switch <label>` |
-
-### Auth Precedence
-
-When multiple credentials are available, Clio resolves them in this order:
-
-| Priority | Source | Set via |
-|----------|--------|---------|
-| 1 | `--api-key` flag | Explicit per-command |
-| 2 | `JAZ_API_KEY` env var | Shell or `.env` |
-| 3 | `--org` flag / `JAZ_ORG` env | Named profile lookup |
-| 4 | Active profile | `clio auth switch` |
-
-> **Warning:** If `JAZ_API_KEY` is set in your shell, it overrides `--org` and the active profile. Unset it (`unset JAZ_API_KEY`) before switching tenants with `clio auth switch`, or use per-command `--api-key` instead.
-
-<details>
-<summary>All auth subcommands</summary>
-
-```bash
-clio auth add <key>              # Add API key (validates against API)
-clio auth list                   # List all saved profiles
-clio auth switch <label>         # Switch active org
-clio auth remove <label>         # Remove a profile
-clio auth whoami                 # Show current org
-clio auth clear                  # Remove all profiles
-```
-
-</details>
-
-## Commands
-
-### Transactions
-
-```bash
-clio invoices list                     # List invoices
-clio invoices create --contact "ACME"  # Create a draft invoice
-clio invoices pay <id>                 # Record payment
-clio bills list --status APPROVED      # List approved bills
-clio bills pay <id>                    # Pay a bill
-clio customer-credit-notes list        # List customer credit notes
-clio supplier-credit-notes list        # List supplier credit notes
-clio journals list                     # List journal entries
-clio cash-in list                      # List cash-in entries
-clio cash-out list                     # List cash-out entries
-clio cash-transfer list                # List cash transfers
-clio capsules list                     # List capsules (transaction groups)
 ```
 
-### Contacts, Accounts & Items
+Requires **Node.js 18+** ([nodejs.org](https://nodejs.org)). Also fully compatible with [Juan Accounting](https://juan.ac).
 
-```bash
-clio contacts search "ACME"            # Fuzzy search contacts
-clio contacts create --name "ACME Ltd" # Create a contact
-clio accounts list                     # Chart of accounts
-clio items list                        # Products and services
-clio tags list                         # Tracking tags
-clio contact-groups list               # Contact groups
-clio custom-fields list                # Custom field definitions
-```
+## Contents
 
-### Bank & Reconciliation
+- [Four Ways In](#four-ways-in) — Agent, CLI, MCP, Skills
+- [Agent](#agent) — Natural language accounting
+- [CLI](#cli) — 48 command groups
+- [MCP Server](#mcp-server) — 243 tools for AI agents
+- [Skills](#skills) — Teach any AI the Jaz API
+- [Setup](#setup) — Auth, multi-org, automation
 
-```bash
-clio bank import --file statement.csv  # Import bank statement
-clio bank accounts                     # List bank accounts
-clio bank records                      # List bank records
-clio bank add-records                  # Create bank records (JSON)
-clio bank auto-recon                   # Auto-reconciliation
-clio bank-rules list                   # List auto-tagging rules
-clio bank-rules create                 # Create auto-tagging rule
-```
+## Four Ways In
 
-### Fixed Assets
+| | What happens | Try it |
+|---|---|---|
+| **Agent** | Talk to your books in plain English | `clio agent` |
+| **CLI** | 48 command groups, every accounting operation | `clio invoices list` |
+| **MCP** | Plug into Claude Code, Cursor, Codex, Copilot | `clio mcp` |
+| **Skills** | Teach any AI tool the Jaz API | `clio init` |
 
-```bash
-clio fixed-assets list                 # List fixed assets (alias: clio fa list)
-clio fixed-assets get <id>             # Get fixed asset details
-clio fixed-assets create               # Register a new asset
-clio fixed-assets sell <id>            # Record asset sale
-clio fixed-assets discard <id>         # Discard/scrap an asset
-clio fixed-assets transfer <id>        # Transfer between accounts
-clio fixed-assets undo-disposal <id>   # Reverse a disposal
-```
+---
 
-### Subscriptions
+## Agent
 
 ```bash
-clio subscriptions list                # List recurring subscriptions (alias: clio subs)
-clio subscriptions create              # Create a subscription
-clio subscriptions cancel <id>         # Cancel a subscription
-clio subscriptions search-scheduled    # Search scheduled transactions
+clio agent
 ```
 
-### Financial Calculators
-
-13 IFRS-compliant calculators that output structured blueprints with journal entries, workings, and execution plans.
+First run: paste API key, pick billing mode, done. Then:
 
-```bash
-clio calc loan --principal 100000 --rate 6 --term 60 --json
-clio calc depreciation --cost 50000 --salvage 5000 --life 5 --method ddb --json
-clio calc lease --value 120000 --term 36 --rate 5 --json
-clio calc ecl --receivables '[{"bucket":"0-30","balance":50000,"rate":0.5}]' --json
-clio calc provision --amount 100000 --rate 4 --periods 24 --json
-clio calc fx-reval --account "USD Cash" --balance 10000 --old-rate 1.35 --new-rate 1.34 --json
-clio calc fixed-deposit --principal 100000 --rate 3.5 --term 12 --json
-clio calc disposal --cost 50000 --accum-dep 30000 --proceeds 15000 --json
-clio calc prepaid-expense --amount 12000 --periods 12 --start 2025-01-01 --json
-clio calc deferred-revenue --amount 24000 --periods 12 --start 2025-01-01 --json
-clio calc accrued-expense --amount 5000 --periods 3 --json
-clio calc leave-accrual --employees 50 --avg-daily-rate 200 --avg-days 15 --json
-clio calc dividend --amount 100000 --json
 ```
-
-### Transaction Recipes (Capsule Transactions)
-
-13 recipe subcommands that compute, plan, and optionally execute multi-step transactions from calculator output.
-
-```bash
-clio capsule-transaction loan --principal 100000 --rate 6 --term 60    # alias: clio ct loan
-clio ct lease --payment 5000 --term 36 --rate 5
-clio ct depreciation --cost 50000 --salvage 5000 --life 5
-clio ct prepaid-expense --amount 12000 --periods 12 --start 2025-01-01
-clio ct fx-reval --account "USD Cash" --balance 10000 --old-rate 1.35 --new-rate 1.34
+"create a draft invoice for Acme Corp — consulting $5k, travel $1.2k, software $3.8k"
+"close the books for March"
+"reconcile my bank and flag anything suspicious"
+"show trial balance — how's my cash position?"
+"set up an IFRS 16 lease for the new office"
 ```
 
-### Accounting Jobs
-
-12 job blueprints that generate step-by-step playbooks with checklists and paired tools.
-
-```bash
-clio jobs month-end --period 2025-01                            # Month-end close
-clio jobs quarter-end --period 2025-Q1                          # Quarter-end close
-clio jobs year-end --period 2025                                # Year-end close
-clio jobs bank-recon match --input bank-data.json --json        # Bank reconciliation matcher
-clio jobs document-collection ingest --source "./receipts" --json  # Document scanner
-clio jobs gst-vat --period 2025-Q1                              # GST/VAT filing prep
-clio jobs payment-run --due-before 2025-02-28                   # Payment run
-clio jobs credit-control                                        # AR aging + chase list
-clio jobs supplier-recon                                        # AP vs supplier statements
-clio jobs audit-prep --period 2025                              # Audit pack
-clio jobs fa-review                                             # Fixed asset review
-clio jobs statutory-filing sg-cs --ya 2026 --revenue 500000 --profit 120000 --json  # SG Form C-S
-```
+The agent discovers tools, calls the right APIs, asks before writing anything, and learns from each session. Bank recon playbooks, month-end checklists, GST filing guides, and IFRS recipes load automatically when relevant — no prompting needed.
 
-### Reports
+---
 
-16 report types:
+## CLI
 
 ```bash
-clio reports generate <type>           # Generate a report
-clio reports pdf <type>                # Download report as PDF
+clio invoices create --contact "ACME" --json     # Create draft, get JSON back
+clio bank import statement.csv                    # Import and auto-reconcile
+clio reports pdf profit-loss                       # Download P&L as PDF
+clio calc lease --payment 5000 --term 36 --rate 5 # IFRS 16 (offline, instant)
+clio jobs month-end --period 2026-03              # Step-by-step close playbook
+clio magic create --file receipt.pdf              # AI extracts → draft transaction
+clio search "overdue"                             # Find it across all entities
 ```
 
-Types: `trial-balance`, `balance-sheet`, `profit-loss`, `cashflow`, `aged-ar`, `aged-ap`, `cash-balance`, `general-ledger`, `vat-ledger`, `equity-movement`, `bank-balance-summary`, `bank-recon-summary`, `bank-recon-details`, `fa-summary`, `fa-recon-summary`, `ar-report`.
-
-### Other Commands
-
-```bash
-clio org info                          # Current org details
-clio org-users list                    # Organization members
-clio currencies list                   # Enabled currencies
-clio currency-rates list               # Exchange rates
-clio payments search                   # Search payments
-clio tax-profiles list                 # Tax profiles
-clio cashflow search                   # Search cashflow transactions
-clio schedulers list-invoices          # Scheduled (recurring) invoices
-clio exports download --type INVOICES  # Download data export
-clio attachments list <id>             # List attachments on a transaction
-clio bookmarks list                    # Saved bookmarks
-clio inventory items                   # Inventory items
-clio inventory balance <item-id>       # Inventory balance for an item
-clio search "query"                    # Universal cross-entity search
-clio magic create --file receipt.pdf   # AI-extract from attachment
-clio kb "topic"                        # Search help center (alias: clio hc)
-clio context                           # Generate agent context summary
-clio versions                          # Show version info
-clio update                            # Update to latest
-```
+48 command groups. 16 report types. 13 calculators. 12 job playbooks. Every command supports `--json`. Run `clio --help` for the full list.
 
-Every command supports `--json` for structured output — ideal for piping to other tools or for AI agents.
+---
 
 ## MCP Server
 
-Expose all 241 CLI tools to AI coding and coworking agents via the Model Context Protocol (MCP). The server runs locally on your machine — no cloud, no ports. API calls go directly from your machine to the Jaz API.
+243 CLI tools, available to any AI agent that speaks MCP. Runs locally — no cloud, no ports.
 
 **Claude Code:**
-
 ```bash
 claude mcp add jaz -- npx jaz-clio mcp
 ```
 
-**Cursor / VS Code / Windsurf** — add to your MCP config:
-
+**Cursor / VS Code / Windsurf:**
 ```json
 {
   "mcpServers": {
     "jaz": {
       "command": "npx",
       "args": ["-y", "jaz-clio", "mcp"],
-      "env": {
-        "JAZ_API_KEY": "jk-your-api-key"
-      }
+      "env": { "JAZ_API_KEY": "jk-your-api-key" }
     }
   }
 }
 ```
 
-Auth resolves the same way as the CLI: `JAZ_API_KEY` env var, `--api-key` flag, or existing credentials from `clio auth add`. Offline tools (calculators, job blueprints) work without any API key.
+---
 
-## Install AI Skills
+## Skills
 
-Clio also installs AI agent skills into your project. Skills are knowledge files that teach AI tools (Claude Code, Antigravity, Codex, Copilot, Cursor) how to work with the Jaz API.
+117 production-tested API rules. Field name mappings. Error recovery patterns. 12 job playbooks. Installable into any AI-aware project.
 
 ```bash
-cd /path/to/your/project
-clio init                              # Auto-detects your AI tool, installs all 4 skills
-clio init --skill jaz-api              # Install a specific skill
-clio init --platform claude            # Force a specific platform
+clio init
 ```
 
-See the [full README](https://github.com/teamtinvio/jaz-ai) for skill details, reference file catalogs, and plugin installation.
+Auto-detects the AI tool (Claude Code, Codex, Copilot, Cursor, Antigravity) and installs the right skill files. The skills teach the AI how to call the Jaz API correctly — which fields to use, what to avoid, how to handle edge cases.
+
+---
+
+## Setup
+
+```bash
+clio auth add <api-key>      # Get key from Settings > API in Jaz
+clio auth whoami              # Verify
+```
+
+Or just run `clio agent` — it handles everything interactively.
+
+**Multiple orgs:** `clio auth add` each key, then `clio auth switch <label>` or `--org <label>` per command. In agent mode: `/org switch`.
 
-## Privacy & Security
+**Automation:** Every CLI command supports `--json` for structured output. Set `JAZ_API_KEY` as an env var for scripts and CI pipelines.
 
-Jaz AI runs entirely on your machine. API calls go directly from your machine to the Jaz API over HTTPS. This tool does not include telemetry or collect data. Your API key is stored locally in `~/.config/jaz-clio/credentials.json`.
+## Privacy
 
-See our full privacy policy: [jaz.ai/legal](https://jaz.ai/legal)
+Runs on your machine. Calls go to the Jaz API over HTTPS. No telemetry. No data collection.
 
 ## Support
 
-- Help center: [help.jaz.ai](https://help.jaz.ai)
-- GitHub Issues: [github.com/teamtinvio/jaz-ai/issues](https://github.com/teamtinvio/jaz-ai/issues)
-- Email: api-support@jaz.ai
+[help.jaz.ai](https://help.jaz.ai) · [GitHub Issues](https://github.com/teamtinvio/jaz-ai/issues) · api-support@jaz.ai
 
 ## License
 
-[MIT](https://github.com/teamtinvio/jaz-ai/blob/main/LICENSE) - Copyright (c) 2026 Tinvio / Jaz
+[MIT](LICENSE)

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 4.35.3
+version: 4.47.0
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 117 production gotchas, error
@@ -66,6 +66,10 @@ You are working with the **Jaz REST API** — the accounting platform backend. A
 21. **CoA POST uses `classificationType`** — GET returns `accountType`. Same values.
 22. **CoA code mapping: match by NAME, not code** — pre-existing accounts may have different codes. Resource IDs are the universal identifier.
 
+### Bulk Upsert (Items & Rates)
+- **Items bulk-upsert** (`POST /items/bulk-upsert`) — max 500 per call. Provide `resourceId` per item to update (partial — only changed fields needed, server preserves existing values). Omit `resourceId` to create (defaults: `status=ACTIVE`, `itemCategory=NON_INVENTORY`). Response: `{ resourceId: null, resourceIds: [...] }`.
+- **Rates bulk-upsert** (`POST /organization/currencies/rates/bulk-upsert`) — max 500 per call. Requires `rateDirection` per rate (`FUNCTIONAL_TO_SOURCE` or `SOURCE_TO_FUNCTIONAL`). **Auto-enables currencies not yet enabled in the org** — no need to call `add_currency` first. Response: `{ resourceId: null, resourceIds: [...] }`.
+
 ### Journals & Cash
 23. **Journals use `journalEntries`** with `amount` + `type: "DEBIT"|"CREDIT"` — NOT `debit`/`credit` number fields.
 24. **Journals support multi-currency via `currency` object** — same format as invoices/bills: `"currency": { "sourceCurrency": "USD" }` (auto-fetch platform rate) or `"currency": { "sourceCurrency": "USD", "exchangeRate": 1.35 }` (custom rate). Must be enabled for the org. Omit for base currency. Three restrictions apply to foreign currency journals: (a) **no controlled accounts** — accounts with `controlFlag` (AR, AP) are off-limits (use invoices/bills instead), (b) **no FX accounts** — FX Unrealized Gain/Loss/Rounding are system-managed, (c) **bank accounts must match** — can only post to bank accounts in the same currency as the journal (e.g., USD journal → USD bank account only, not SGD bank account). All other non-controlled accounts (expenses, revenue, assets, liabilities) are available.
@@ -250,7 +254,7 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 ### Fixed Assets
 91. **Fixed asset search does NOT support `createdAt` sort** — Valid sort fields: `resourceId`, `name`, `purchaseDate`, `typeName`, `purchaseAmount`, `bookValueNetBookValueAmount`, `depreciationMethod`, `status`. Using `createdAt` returns 422. Default to `purchaseDate` DESC.
 92. **Fixed asset disposal/sale/transfer use different endpoint patterns** — Discard: `POST /discard-fixed-assets/:id` (body includes `resourceId` + dates). Mark sold: `POST /mark-as-sold/fixed-assets` (body-only, no path param). Transfer: `POST /transfer-fixed-assets` (body-only). Undo: `POST /undo-disposal/fixed-assets/:id`.
-92a. **Two ways to create fixed assets** — (1) **Register** (`POST /fixed-assets`): links to an existing purchase bill or journal. ACTIVE assets require `purchaseBusinessTransactionType` (`PURCHASE` or `JOURNAL_MANUAL`) and `purchaseBusinessTransactionResourceId`. Draft assets skip this validation. (2) **Transfer** (`POST /transfer-fixed-assets`): standalone asset entry, no linked transaction needed.
+92a. **Two ways to register fixed assets** — (1) **Create** (`POST /fixed-assets`): for assets purchased via a bill or journal already in the system. ACTIVE assets require `purchaseBusinessTransactionType` (`PURCHASE` or `JOURNAL_MANUAL`) and `purchaseBusinessTransactionResourceId`. (2) **Transfer** (`POST /transfer-fixed-assets`): for pre-existing assets purchased before using Jaz or outside the system. Accepts `bookValueAccumulatedDepreciationAmount` for depreciation already incurred. No linked transaction needed.
 92b. **`saveAsDraft` defaults to `true`** — To create an ACTIVE fixed asset, pass `saveAsDraft: false` with ALL required fields: `name`, `category`, `typeCode`, `purchaseAmount`, `purchaseDate`, `purchaseAssetAccountResourceId`, `depreciationMethod`, `effectiveLife`, and for `STRAIGHT_LINE`: `depreciationStartDate`, `accumulatedDepreciationAccountResourceId`, `depreciationExpenseAccountResourceId`. Omitting any returns 422.
 92c. **Valid enums** — `depreciationMethod`: `STRAIGHT_LINE`, `NO_DEPRECIATION`. `category`: `TANGIBLE`, `INTANGIBLE`. Optional string fields (`purchaseBusinessTransactionResourceId`, `accumulatedDepreciationAccountResourceId`, `capsuleResourceId`) can be safely omitted — the API ignores empty values.
 

package/assets/skills/api/help-center-mirror/bank-reconciliations.md

@@ -105,20 +105,24 @@ Source: https://help.jaz.ai/en/articles/9941732-export-reconciled-unreconciled-r
 ### Magic Match in Bank Reconciliation
 Source: https://help.jaz.ai/en/articles/9993390-magic-match-in-bank-reconciliation
 
-**Q1. What is a Magic match in Bank reconciliation?**
+Q1. What is a Magic match in Bank reconciliation?
 
-- Magic Match automatically finds matching transactions or payments in Jaz when you upload your bank statements.
-- A banner with this information will be displayed for each bank account with uploaded statements.
-- If there are no magic match suggestions, you can manually reconcile the statements. Refer: [Different ways statements can be reconciled](https://help.jaz.ai/en/articles/9941720-reconciliations-overview#h_36afa48ec1).
+- Magic Match automatically pairs your bank statement lines with corresponding records in Jaz. It simplifies the reconciliation process, making it faster and more accurate regardless of your accounting experience.
+- You will see a notification banner whenever Magic Match finds potential pairings. If Jaz doesn't find a match, you can manually reconcile the entry yourself.
 
 **Q2. How does Jaz determine which transactions will potentially reconcile with a statement line?**
 
-- Jaz uses specific criteria to match transactions with statement lines:
-  - **With Contact (Payer/Payee)**: Jaz looks for transactions within 30 days before the statement line date where the contact and amount match.
-  - **Without Contact (Payer/Payee)**: Jaz looks for transactions within 30 days before the statement line date where any contact and the amount match.
-  - **Payment (Cash-Out/Cash-In Entries)**: Jaz also matches these entries against statement lines with the same bank account if the transaction date is within 3 days before the statement line date.**Q3. I see the same transaction matched with more than one statement line. What happens if I reconcile both?**
+- Jaz uses **Magic Match** which aims to save you time in reconciliations. It looks beyond simple dates and amounts, using layered search logic to suggest the most accurate records for your reconciliation.
+  - **Payment Recognition**: Magic Match automatically detects internal records, such as bill payments, customer refunds, or manual journal entries, that correspond to your bank activity.
+  - **Multidimensional Matching**: Jaz goes beyond amounts and includes contact names, reference numbers, and descriptions in order to find highest-confidence transactions to match a statement line.
+  - **Date Windows**: Magic Match identifies your typical payment patterns to suggest matches that occurred within a logical timeframe of your statement line.
+  - **Currency Conversion**: For cross-currency matching, Magic Match identifies transactions even when the currency of your invoice is different from the currency of your bank account.
+  - **Group Matching**: If a single bank entry represents multiple invoices or bills (such as a bulk deposit), Juan can identify and suggest the specific combination of records that add up to that total.
+​
 
-- Jaz shows potential matches with statement lines, but if one transaction is matched with multiple statement lines, reconciling will not allow both to reconcile with the same transaction. Instead, you will see a partial success banner and only the first statement line in the list will be reconciled.
+**Note:** If a single record doesn’t match the amount, Jaz can automatically identify a group of transactions that add up to your statement line. This is particularly helpful for reconciling bulk deposits or batch payments.**Q3. I see the same transaction matched with more than one statement line. What happens if I reconcile both?**
+
+- If one transaction is matched with multiple statement lines, reconciling will not allow both to reconcile with the same transaction. Only the first statement line will be reconciled.
 
 **Q4. I see records with the same date and amount as the statement line, but I don't see them matched.**
 
@@ -360,7 +364,13 @@ Source: https://help.jaz.ai/en/articles/9941723-resetting-reconciliations
 - There will be no further impact on your financial reports. However, previously created transactions such as journal entries used for adjustments will remain recorded.
 - You can reset the reconciled statement lines individually using the 3-dot menu or you can bulk reset by multi-selecting desired records.
 
-**Q2. Are there any other triggers to reset reconciliation apart from manually resetting the statement lines?**
+**Q2. What are the different reset reconciliation options?**
+
+- There are three different reset options:
+  - **Reset:** resets the reconciliation without deleting any reconciled entries. The bank record returns to**Unreconciled**.
+  - **Delete Bank Records:** resets the reconciliation and deletes the bank record.
+    - Note: you can undelete bank records.
+  - **Delete Cashflows:**resets the reconciliation and deletes the cashflows. The bank record returns to **Unreconciled**.**Q3. Are there any other triggers to reset reconciliation apart from manually resetting the statement lines?**
 
 - Yes, there are a couple of ways you can reset reconciliations -
   - Updating the net payment amount of the payment record used for reconciliation

package/assets/skills/api/help-center-mirror/bills.md

@@ -36,44 +36,6 @@ Source: https://help.jaz.ai/en/articles/9104226-apply-supplier-credit
 
 ---
 
-### Apply Supplier Credit
-Source: https://help.jaz.ai/en/articles/9104226-apply-supplier-credit
-
-**Q1. Can I apply a draft supplier credit note to a bill?**
-
-- No, supplier credit notes must be active before they can be applied.
-
-**Q2. Can I apply a supplier credit note of a different currency than the bill?**
-
-- If you would like to apply a supplier credit note to a bill, the supplier credit note must be in the same currency that the bill was created in.
-- For example, a bill that was created in USD can only make use of supplier credits that were also credited in USD.
-
-**Q3. Can I partially apply a supplier credit note to a bill?**
-
-- Yes, you do not have to use the full amount in the supplier credit note.
-- You can adjust this via the **Amount to Apply**field. Enter an amount smaller than the supplier credit note amount to only apply the credit note partially.
-
-**Q4. Can I partially pay a bill using a supplier credit only?**
-
-- Yes, supplier credits do not have to cover the entire bill amount. You can apply as much of a supplier credit note as you would like to a bill.
-- The rest of the bill can be paid with other payment methods.
-
-**Q5. Can I remove an applied supplier credit note from a bill?**
-
-- Yes, you can remove an applied supplier credit note on a bill by updating the applied amount to 0.
-  - Change the **Amount to Apply**amount to 0 on the **Edit Applied Credit**modal. This will remove all applied credit from the bill.
-
-**Q6. Does applying or removing a supplier credit note have an impact on my financial reports?**
-
-- There will be no further impact on your financial reports.
-- This is because the credits would have been accounted for during creation, appearing as a debit to Accounts Payable, and a credit to transaction account used on the bill.
-- The offset value date aligns with the later of the transaction date or the credit note date, ensuring accurate reporting across time zones. For example:
-  - Transaction Date: 1 Jan 2025
-  - Credit Note Date: 5 Jan 2025
-  - Offset Value Date: 5 Jan 2025
-
----
-
 ### Bill Approval Records
 Source: https://help.jaz.ai/en/articles/9115415-bill-approval-records
 
@@ -152,6 +114,52 @@ Source: https://help.jaz.ai/en/articles/9104231-bill-receipts
 
 ---
 
+### Draft Bills & Payments
+Source: https://help.jaz.ai/en/articles/9104224-draft-bills-payments
+
+**Q1. Can I save a bill as a draft?**
+
+- Yes, a bill can be saved as a draft even if all the mandatory fields are not filled.
+
+**Q2. How can I convert a draft bill to an active one?**
+
+- Any draft bill can be converted to active only after all the mandatory fields are filled.
+
+**Q3. Can I save bill payment records as drafts?**
+
+- Similar to bill records, bill payments can also be saved as a draft.
+
+**Q4. How can I convert draft payment records to active ones?**
+
+- For bills, any draft payments are converted only if the bill is also converted to active.
+- Hence, to record the payment, the bill must be converted to active status.
+
+**Q5. Can I delete a draft bill?**
+
+- Yes, you can delete a draft bill. If the bill had a draft payment linked, it will also be deleted.
+
+**Q6. Can I delete a draft bill payment?**
+
+- Similar to draft bills, draft bill payments can also be deleted.
+
+**Q7. Do draft bills affect my financial reports?**
+
+- No, it does not. Financial reports are only affected once the bills are active.
+
+**Q8. Do draft bill payments affect my financial reports?**
+
+- No, it does not. Financial reports are only affected once the payments are active.
+
+**Q9. Can I create a non-base currency draft bill?**
+
+- Yes, the currency setting on a bill does not affect the ability to save it as a draft.
+
+**Q10. Can I create a non-base currency draft bill payment?**
+
+- Yes, you can save a bill payment as a draft even if it is in non-base currency.
+
+---
+
 ### Import Bills
 Source: https://help.jaz.ai/en/articles/9104236-import-bills