jaz-clio 4.50.1 → 4.55.3

package/README.md

@@ -3,11 +3,11 @@
 <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-255-blue?style=for-the-badge" alt="255 Tools">
+  <img src="https://img.shields.io/badge/tools-247-blue?style=for-the-badge" alt="247 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>
 
-255 tools. 13 financial calculators. 12 job playbooks. 117 API rules. 16 IFRS recipes.
+247 tools. 13 financial calculators. 12 job playbooks. 117 API rules. 16 IFRS recipes.
 
 ```bash
 npm install -g jaz-clio
@@ -18,8 +18,8 @@ Requires **Node.js 18+** ([nodejs.org](https://nodejs.org)). Also fully compatib
 ## Contents
 
 - [Three Ways In](#three-ways-in) — CLI, MCP, Skills
-- [CLI](#cli) — 48 command groups
-- [MCP Server](#mcp-server) — 243 tools for AI agents
+- [CLI](#cli) — 53 command groups
+- [MCP Server](#mcp-server) — 247 tools for AI agents
 - [Skills](#skills) — Teach any AI the Jaz API
 - [Setup](#setup) — Auth, multi-org, automation
 
@@ -27,7 +27,7 @@ Requires **Node.js 18+** ([nodejs.org](https://nodejs.org)). Also fully compatib
 
 | | What happens | Try it |
 |---|---|---|
-| **CLI** | 48 command groups, every accounting operation | `clio invoices list` |
+| **CLI** | 53 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` |
 
@@ -45,13 +45,13 @@ clio magic create --file receipt.pdf              # AI extracts → draft transa
 clio search "overdue"                             # Find it across all entities
 ```
 
-48 command groups. 16 report types. 13 calculators. 12 job playbooks. Every command supports `--json`. Run `clio --help` for the full list.
+53 command groups. 16 report types. 13 calculators. 12 job playbooks. Every command supports `--json`. Run `clio --help` for the full list.
 
 ---
 
 ## MCP Server
 
-242 CLI tools, available to any AI agent that speaks MCP. Runs locally — no cloud, no ports.
+247 CLI tools, available to any AI agent that speaks MCP. Runs locally — no cloud, no ports.
 
 **Claude Code:**
 ```bash
@@ -71,6 +71,11 @@ claude mcp add jaz -- npx jaz-clio mcp
 }
 ```
 
+**Multi-org** — comma-separated keys or a personal access token:
+```json
+{ "env": { "JAZ_API_KEY": "jk-org1-key,jk-org2-key" } }
+```
+
 ---
 
 ## Skills

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 4.50.1
+version: 4.55.3
 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
@@ -66,10 +66,28 @@ 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: [...] }`.
+### Bulk Upsert (Items, Contacts & 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: [...] }`. **SYNC** — returns resourceIds immediately.
+- **Contacts bulk-upsert** (`POST /contacts/bulk-upsert`) — max 500 per call. Provide `resourceId` to update (partial), omit to create. `billingName` required for create. **ASYNC** — returns `{ jobId, status: "QUEUED", totalRecords }`. Poll `search_background_jobs` with `filter: {resourceId:{eq:jobId}}` until status is `SUCCESS`, `FAILED`, or `PARTIAL_SUCCESS`. Unlike items, contacts bulk-upsert is asynchronous.
 - **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: [...] }`.
 
+### Background Jobs (Universal Async Tracking)
+- **ANY operation that returns a `jobId`** can be polled via `search_background_jobs`. This includes: contacts bulk-upsert (`UPSERT_CONTACTS`), items bulk-upsert (`UPSERT_ITEMS`), bank statement import (`PROCESS_BANK_STATEMENT_FILES`), and magic processing (`MAGIC_TRANSACTION_*`).
+- **🚨 CRITICAL: Filter by `resourceId`, NOT `jobId`** — `filter: {jobId:{eq:...}}` is silently ignored (returns ALL jobs). Must use `filter: {resourceId:{eq:theJobId}}`. The response field is named `jobId` but the filter path is `resourceId`.
+- **Poll until terminal status** — `SUCCESS`, `FAILED`, or `PARTIAL_SUCCESS`. Use `processedCount`, `failedCount`, `totalRecords` for progress. `PARTIAL_SUCCESS` means some records succeeded and some failed — check `errorDetails` array for per-record errors.
+- **`startedAt` filter does NOT work** — use `createdAt` for date range filtering.
+- **`errorDetails` is `[]` (empty array) on success** — not `null`.
+- **Known jobTypes**: `UPSERT_CONTACTS`, `UPSERT_ITEMS`, `PROCESS_BANK_STATEMENT_FILES`, `MAGIC_TRANSACTION_PURCHASE`, `MAGIC_TRANSACTION_SALE`, `MAGIC_TRANSACTION_SALE_CREDIT_NOTE`.
+
+### Export Records
+- **`outputFormat: "XLSX"` is always required** — no other format is currently supported. Hardcode it.
+- **`query` + `filter` are mutually exclusive** — the server returns `INVALID_SEARCH_INPUT` if both are provided. Pass `query` (structured search string, same syntax as dashboard) OR `filter` (raw JSON filter object), never both.
+- **Available entity types**: `INVOICE`, `BILL`, `CUSTOMER_CREDIT_NOTE`, `SUPPLIER_CREDIT_NOTE`, `SALE_PAYMENT`, `PURCHASE_PAYMENT`, `BATCH_PAYMENT`, `CONTACT`, `ITEM`, `CAPSULE`, `SCHEDULED_TRANSACTION`, `JOURNAL`, `BANK_RECORD`, `CASHFLOW_TRANSACTION`, `FIXED_ASSET`, `CHART_OF_ACCOUNT`, `TAX_PROFILE`.
+- **`fileUrl` expires in ~5 minutes** — it's a pre-signed S3 URL. Warn the user to download immediately.
+- **Preview first** — use `preview_export_records` to confirm scope (count + sample rows) before calling `export_records`. The `filterDescription` field gives a human-readable summary like `"2580 records | Status in: UNPAID"`.
+- **Column customization** — use `get_export_columns` to discover available column paths and headers. Pass a `columns` array to select specific fields. Omit for default columns.
+- **`previewRows` keys are column headers** — not field paths. E.g. `{"Invoice Ref #": "INV-001", "Customer": "Acme"}`. Use `resolvedColumns` to map headers back to paths.
+
 ### 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.
@@ -144,6 +162,9 @@ You are working with the **Jaz REST API** — the accounting platform backend. A
 
 ### Search & Filter
 50. **Search endpoint universal pattern** — All 28 `POST /*/search` endpoints share identical structure: `{ filter?, sort: { sortBy: ["field"], order: "ASC"|"DESC" }, limit: 1-1000, offset: 0-65536 }`. Sort is REQUIRED when offset is present (even `offset: 0`). Default limit: 100. `sortBy` is always an array on all endpoints (no exceptions). See `references/search-reference.md` for per-endpoint filter/sort fields.
+50a. **`query` field — Jaz search operators** — 14 endpoints accept an optional `query` string alongside `filter`: invoices, bills, customer/supplier credit notes, journals, cashflow-transactions, bank-records, contacts, items, capsules, fixed-assets, scheduled-transactions, chart-of-accounts, tax-profiles. Example: `{ "query": "status:unpaid AND $500+", "limit": 50 }`. Key syntax: amounts (`$500+`, `$100-500`, `amount:>2m`, magnitude suffixes `5k`/`2m`/`1b`), negative (`$-500`), absolute value (`abs:1000+`), dates (`date:this month`, `date:-30d`, `due:overdue`, `submitted:last week`, `lastpayment:-7d`), status/enum (`status:unpaid`, `currency:SGD,USD` — comma = OR), string fields (`customer:acme`, `ref:INV-*` wildcard, `=ref:INV-001` exact, `ref:/\d{4}/` regex), blank checks (`ref:blank`, `tag:!blank`), booleans (`hasattachment:yes`, `customer:yes`), negation (`!status:paid` or `NOT status:void` — **never `-`** for negation), logic (`AND`/`OR` with implicit AND on space), grouping, inline sort (`sort:amount:desc`). Full syntax spec (all fields, aliases, entity field lists, examples): **`references/search-syntax.md`**.
+50b. **`query` + `filter` merge** — When both are present, they are merged at the filter level. Explicit `filter` keys win on conflict. Use `query` for human-readable shorthand, `filter` for programmatic precision, or combine both: `{ "query": "date:this year", "filter": { "currencyCode": { "in": ["SGD"] } } }`.
+50c. **`query` error handling** — Unknown field name → `query_not_understood` (400). Bad enum value (e.g. `status:BADVALUE`) → **empty results, no error** (silent miss). Unsupported endpoint → `query_not_supported` (400). Parser unavailable → `query_parse_error` (502). Empty/null/whitespace query → passthrough (ignored). In CLI/MCP: use `--query` / `query` param only on supported entities — unsupported entities have no `--query` flag.
 51. **Filter operator reference** — String: `eq`, `neq`, `contains`, `in` (array, max 100), `likeIn` (array, max 100), `reg` (regex array, max 100), `isNull` (bool). Numeric: `eq`, `gt`, `gte`, `lt`, `lte`, `in`. Date (YYYY-MM-DD): `eq`, `gt`, `gte`, `lt`, `lte`, `between` (exactly 2 values). DateTime (RFC3339): same operators, converted to epoch ms internally. Boolean: `eq`. JSON: `jsonIn`, `jsonNotIn`. Logical: nest with `and`/`or`/`not` objects, or use `andGroup`/`orGroup` arrays (invoices, bills, journals, credit notes).
 52. **Date format asymmetry (CRITICAL)** — Request dates: `YYYY-MM-DD` strings (all create/update and DateExpression filters). Request datetimes: RFC3339 strings (DateTimeExpression filters for `createdAt`, `updatedAt`, `approvedAt`, `submittedAt`). **ALL response dates**: `int64` epoch milliseconds — including `valueDate`, `createdAt`, `updatedAt`, `approvedAt`, `submittedAt`, `matchDate`. Convert: `new Date(epochMs).toISOString().slice(0,10)`. **Timezone convention**: ALL business dates (`valueDate`, `dueDate`, `startDate`, `endDate`, etc.) are in the **organization's timezone** — never UTC. The epoch ms stored in the DB represents the org-local date (no timezone conversion is ever needed). Only audit timestamps (`createdAt`, `updatedAt`, `action_at`) are UTC.
 53. **Field aliases on create endpoints** — Middleware transparently maps: `issueDate`/`date` → `valueDate` (invoices, bills, credit notes, journals). `name` → `tagName` (tags) or `internalName` (items). `paymentDate` → `valueDate`, `bankAccountResourceId` → `accountResourceId` (payments). `paymentAmount` → `refundAmount`, `paymentMethod` → `refundMethod` (credit note refunds). `accountType` → `classificationType`, `currencyCode` → `currency` (CoA). Canonical names always work; aliases are convenience only.
@@ -328,7 +349,8 @@ Bills, invoices, and credit notes share identical mandatory field specs. Adding
 
 For detailed reference, read these files in this skill directory:
 
-- **[references/search-reference.md](./references/search-reference.md)** — Complete search/filter/sort reference for all 28 search endpoints — per-endpoint filter fields, sort fields, operator types
+- **[references/search-syntax.md](./references/search-syntax.md)** — Full Jaz search query syntax: amounts, dates, abs, blanks, wildcards, regex, entity field lists, aliases, examples (auto-synced from dashboard repo)
+- **[references/search-reference.md](./references/search-reference.md)** — API search/filter/sort reference for all 28 endpoints — per-endpoint filter fields, sort fields, operator types
 - **[references/endpoints.md](./references/endpoints.md)** — Full API endpoint reference with request/response examples
 - **[references/errors.md](./references/errors.md)** — Complete error catalog: every error, cause, and fix
 - **[references/field-map.md](./references/field-map.md)** — Complete field name mapping (what you'd guess vs actual), date format matrix, middleware aliases

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

@@ -105,24 +105,22 @@ 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 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.
+- 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.
 
 **Q2. How does Jaz determine which transactions will potentially reconcile with a statement line?**
 
-- 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.
+- Jaz uses **Magic Match** which aims to save you time in reconciliations. It looks beyond dates and amounts, using layered search logic to suggest the most accurate records for your reconcilation:
+  - **Payment Recognition**: Magic Match detects internal records, such as bill payments, customer refunds, or manual journal entries, that correspond to your bank activity.
+  - **Multidimensional Matching**: Magic Match goes beyond amounts and includes contact names, reference numbers, and descriptions in order to find transactions to match a statement line with high confidence.
   - **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.
-​
+  - **Group Matching**: If a single bank entry represents multiple invoices or bills (such as a bulk deposit), Jaz can identify and suggest the specific combination of records that add up to that total.
+- **Note:** Although Magic Match provides you with high confidence of reconciliation, always make sure to double check.**Q3. I see the same transaction matched with more than one statement line. What happens if I reconcile both?**
 
-**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.
+- 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.
 
 **Q4. I see records with the same date and amount as the statement line, but I don't see them matched.**
 

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

@@ -426,11 +426,11 @@ Source: https://help.jaz.ai/en/articles/9104249-bill-line-items
 - You can’t save a new item when creating a bill. You need to go to the** Items List** to create a new item, then the item will appear when creating a bill. See[Items List](https://help.jaz.ai/en/articles/9094095-items-list) for more information.
 - However, you can create a new custom item. Refer to [Q3. What is a custom item, when would I need to create one for a bill?](#h_4d7ae4a3b3) for more information.
 
-**Q2. How can I update the GST/VAT profile for a line item?**
+**Q2. How can I update the GST profile for a line item?**
 
-- Ensure that a GST/VAT setting has been selected (GST/VAT included in price or GST/VAT excluded in price) via the **Bill Settings.**
-- Afterwards, you will be able to select a GST/VAT profile for the line item.
-- To update the GST/VAT profile for a line item, choose from one of your organization's existing GST/VAT profiles, or **Add New**to add a new GST/VAT profile.
+- Ensure that a GST setting has been selected (GST included in price or GST excluded in price) via the **Bill Settings.**
+- Afterwards, you will be able to select a GST profile for the line item.
+- To update the GST profile for a line item, choose from one of your organization's existing GST profiles, or **Add New**to add a new GST profile.
 
 **Q3. What is a custom item, when would I need to create one for a bill?**
 
@@ -439,9 +439,9 @@ Source: https://help.jaz.ai/en/articles/9104249-bill-line-items
 
 **Q4. Is there a restriction on the type of account I can select for an item in a bill?**
 
-- While there are no strict restrictions on the type of account you can select for an item in a bill, Jaz will **warn you** if you have selected an account that is not an**Expense Account or Asset account**.**Q5. Why do I not see all the GST/VAT profiles created in a bill?**
+- While there are no strict restrictions on the type of account you can select for an item in a bill, Jaz will **warn you** if you have selected an account that is not an**Expense Account or Asset account**.**Q5. Why do I not see all the GST profiles created in a bill?**
 
-- Some of your previously created GST/VAT profiles may only apply to other business transactions such as invoices or customer credits. As such, you may not be able to select them for your bill.
+- Some of your previously created GST profiles may only apply to other business transactions such as invoices or customer credits. As such, you may not be able to select them for your bill.
 
 **Q6. Why can't I edit/delete a line item from an existing bill?**
 
@@ -474,9 +474,9 @@ Source: https://help.jaz.ai/en/articles/9104248-bill-settings
 
 - Click on the **gear icon**on the right side of the screen while creating a bill. A menu should show up.
 
-**Q2. How to remove GST/VAT, item discount or item quantity & unit from appearing in the bill?**
+**Q2. How to remove GST, item discount or item quantity & unit from appearing in the bill?**
 
-- To remove GST/VAT, you can adjust the default GST/VAT settings to **No GST/VAT.**
+- To remove GST, you can adjust the default GST settings to **No GST.**
 - To remove item quantity & unit, you can disable both options under **Item Attributes.Q3. What are bill internal notes?**
 
 - Bill internal notes are notes added for the internal team, which will not be printed on the PDFs.
@@ -519,7 +519,7 @@ Source: https://help.jaz.ai/en/articles/9104247-create-a-bill
 
 **Q7. How do I add taxes?**
 
-- To add taxes for a bill, ensure that you have selected a **GST/VAT setting** under default**GST/VAT**, either**GST/VAT Included in Price** or **GST/VAT Excluded in Price**.
+- To add taxes for a bill, ensure that you have selected a **GST setting** under default**GST**, either**GST Included in Price** or **GST Excluded in Price**.
 - Afterwards, you will be able to select a tax profile at a line item level.
 - These taxes will also show up in the bill total summary.
 
@@ -655,26 +655,26 @@ Pretty Case offers four formatting styles:
 
 These options make it easy to standardize text formats across bill item descriptions, unit fields, and other text-based fields.
 
-**Q9. How to adjust GST/VAT in Bills?**
+**Q9. How to adjust GST in Bills?**
 
-- Click the GST/VAT amount in the totals section when editing a bill transaction.
+- Click the GST amount in the totals section when editing a bill transaction.
 
-**Q10. Which transactions allow GST/VAT adjustments?**
+**Q10. Which transactions allow GST adjustments?**
 
-- You can utilize GST/VAT adjustments for the following transactions:
+- You can utilize GST adjustments for the following transactions:
   - [Invoices](https://help.jaz.ai/en/articles/9094439-edit-invoice)
   - [Customer Credit Notes](https://help.jaz.ai/en/articles/9101355-edit-customer-credit)
   - Bills
   - [Supplier Credit Notes](https://help.jaz.ai/en/articles/9115435-edit-supplier-credit)
 
-**Q11. What impact will GST/VAT adjustments have?**
+**Q11. What impact will GST adjustments have?**
 
-- Adjustments affect the GST/VAT total and transaction total. All amounts in reports are impacted but not recorded in the ledger.
+- Adjustments affect the GST total and transaction total. All amounts in reports are impacted but not recorded in the ledger.
 
-**Q12. Where can I see reports showing GST/VAT adjustments?**
+**Q12. Where can I see reports showing GST adjustments?**
 
-- GST/VAT adjustments are shown in the "GST/VAT Adj. (Source)" and "GST/VAT Adj. (Notes)" columns in:
-  - GST/VAT Ledger and related reports
+- GST adjustments are shown in the "GST Adj. (Source)" and "GST Adj. (Notes)" columns in:
+  - GST Ledger and related reports
   - Sales/Purchases Summary reports
     - Note: Adjustments are displayed in the item details column. No new adjustment columns are added to the Sales/Purchase Summary report.
 
@@ -699,39 +699,11 @@ These options make it easy to standardize text formats across bill item descript
   - Description (with classifier support)
   - Quantity, Unit, Price, Discount
   - Account
-  - VAT/GST Profile
+  - GST Profile
 - Smart locking ensures only unlocked fields are editable, reducing errors.
 
 ---
 
-### Saved Search (Bills)
-Source: https://help.jaz.ai/en/articles/11324613-saved-search-bills
-
-**Q1: What is Saved Search in Bills?**
-
-- Saved Search lets you store commonly used filters for faster access when working with Bills
-
-**Q2: What filters can I use in a Saved Search (Bills)?**
-
-- Saved Searches support:
-  - Numeric ranges (e.g., amount ranges)
-  - Date ranges (e.g., specific time periods)
-  - Text filters (e.g., reference numbers, contact names)
-
-**Q3: Can I edit or delete a Saved Search (Bills)?**
-
-- Yes. You can edit or delete Saved Searches using the same modal where you created them.
-
-**Q4: Can I apply multiple Saved Searches at once?**
-
-- No. Only one Saved Search can be active at a time. It behaves like a regular filter and cannot be edited inline or combined with other filters.
-
-**Q5: Are there any rules when creating a Saved Search (Bills)?**
-
-- Yes. Filters must pass strict validations—no duplicate rules or invalid combinations are allowed during setup.
-
----
-
 ### View Bills
 Source: https://help.jaz.ai/en/articles/9104252-view-bills
 
@@ -1090,13 +1062,13 @@ Source: https://help.jaz.ai/en/articles/9306134-transaction-fees-bill-payments
 - The **Net Cash Spent**reflects the actual spent amount, including fees**.**
 - On the bill details, the payment amount shown in the bill total summary will reflect the **Gross Cash Spent**or the cash spent before fees.
 
-**Q4. How does recording GST/VAT work for transaction fees?**
+**Q4. How does recording GST work for transaction fees?**
 
-- You can include GST/VAT on fees easily by selecting a profile.
-- The summary will reflect a breakdown of the fees charged, showing the actual **fees charged**and the **GST/VAT on fees**.**Q5. How are transaction fees reflected on the general ledger?**
+- You can include GST on fees easily by selecting a profile.
+- The summary will reflect a breakdown of the fees charged, showing the actual **fees charged**and the **GST on fees**.**Q5. How are transaction fees reflected on the general ledger?**
 
 - On the general ledger, you should see a record reflecting the transaction fees charged under the expense account (e.g. **Transaction Fees & Charges**) that you have selected when recording a transaction fee.
-- If you have indicated **GST/VAT included** in the transaction fees, you should see an additional record for the included GST/VAT under the**Input GST Receivable **account.
+- If you have indicated **GST included** in the transaction fees, you should see an additional record for the included GST under the**Input GST Receivable **account.
 
 ---
 

package/assets/skills/api/help-center-mirror/customer-credits.md

@@ -185,7 +185,7 @@ Source: https://help.jaz.ai/en/articles/9062379-create-customer-credit
 
 **Q11. How do I add taxes?**
 
-- To add taxes for a customer credit note, ensure that you have selected a **GST/VAT setting** under**default GST/VAT**, either**GST/VAT Included in Price** or **GST/VAT Excluded in Price**.
+- To add taxes for a customer credit note, ensure that you have selected a **GST setting** under**default GST**, either**GST Included in Price** or **GST Excluded in Price**.
 - Afterwards, you will be able to select a tax profile at a line item level.
 - These taxes will also show up in the customer credit total summary.
 
@@ -263,11 +263,11 @@ Source: https://help.jaz.ai/en/articles/9101349-customer-credit-line-items
 - You can’t save a new item when creating a customer credit note. You need to go to the **Items List** to create a new item. Afterwards, the item will appear when creating a customer credit note. See [Items List](https://help.jaz.ai/en/articles/9094095-items-list) for more information.
 - However, you can create a new custom item. Refer to [Items List](https://help.jaz.ai/en/articles/9094095-items-list) for more information.
 
-**Q2. How can I update the GST/VAT profile for a line item?**
+**Q2. How can I update the GST profile for a line item?**
 
-- Ensure that a GST/VAT setting has been selected (GST/VAT included in price or GST/VAT excluded in price) via the **Customer Credit Settings.**
-- Afterwards, you will be able to select a GST/VAT profile for the line item.
-- To update the GST/VAT profile for a line item, choose from one of your organization's existing GST/VAT profiles, or **Add New**to add a new GST/VAT profile.
+- Ensure that a GST setting has been selected (GST included in price or GST excluded in price) via the **Customer Credit Settings.**
+- Afterwards, you will be able to select a GST profile for the line item.
+- To update the GST profile for a line item, choose from one of your organization's existing GST profiles, or **Add New**to add a new GST profile.
 
 **Q3. What is a custom item, when would I need to create one for a customer credit note?**
 
@@ -276,9 +276,9 @@ Source: https://help.jaz.ai/en/articles/9101349-customer-credit-line-items
 
 **Q4. Is there a restriction on the type of account I can select for an item in a customer credit note?**
 
-- While there are no strict restrictions on the type of account you can select for an item in a customer credit note, Jaz will **warn you** if you have selected an account that is not a**Revenue Account**.**Q5. Why do I not see all the VAT/Tax profiles created in a customer credit note?**
+- While there are no strict restrictions on the type of account you can select for an item in a customer credit note, Jaz will **warn you** if you have selected an account that is not a**Revenue Account**.**Q5. Why do I not see all the GST profiles created in a customer credit note?**
 
-- Some of your previously created VAT/Tax profiles may only be applicable to other business transactions such as bills or supplier credits. As such, you may not be able to select them for your customer credit note.
+- Some of your previously created GST profiles may only be applicable to other business transactions such as bills or supplier credits. As such, you may not be able to select them for your customer credit note.
 
 ---
 
@@ -289,9 +289,9 @@ Source: https://help.jaz.ai/en/articles/8937984-customer-credit-settings
 
 - Click on the **gear icon**on the right side of the screen while creating a customer credit note. A menu should show up.
 
-**Q2. How can I remove GST/VAT, item discount, or item quantity & unit from appearing in the customer credit note?**
+**Q2. How can I remove GST, item discount, or item quantity & unit from appearing in the customer credit note?**
 
-- To remove GST/VAT, you can adjust the default GST/VAT settings to **No GST/VAT.**
+- To remove GST, you can adjust the default GST settings to **No GST.**
 - To remove item quantity & unit, you can disable both options under **Item Attributes.**
 
 ---
@@ -388,26 +388,26 @@ Pretty Case offers four formatting styles:
 
 These options make it easy to standardize text formats across customer credit item descriptions, unit fields, and other text-based fields.
 
-**Q9. How to adjust GST/VAT in Customer Credit Notes?**
+**Q9. How to adjust GST in Customer Credit Notes?**
 
-- Click the GST/VAT amount in the totals section when editing a customer credit note transaction.
+- Click the GST amount in the totals section when editing a customer credit note transaction.
 
-**Q10. Which transactions allow GST/VAT adjustments?**
+**Q10. Which transactions allow GST adjustments?**
 
-- You can utilize GST/VAT adjustments for the following transactions:
+- You can utilize GST adjustments for the following transactions:
   - [Invoices](https://help.jaz.ai/en/articles/9094439-edit-invoice)
   - Customer Credit Notes
   - [Bills](https://help.jaz.ai/en/articles/9104253-edit-bill)
   - [Supplier Credit Notes](https://help.jaz.ai/en/articles/9115435-edit-supplier-credit)
 
-**Q11. What impact will GST/VAT adjustments have?**
+**Q11. What impact will GST adjustments have?**
 
-- Adjustments affect the GST/VAT total and transaction total. All amounts in reports are impacted but not recorded in the ledger.
+- Adjustments affect the GST total and transaction total. All amounts in reports are impacted but not recorded in the ledger.
 
-**Q12. Where can I see reports showing GST/VAT adjustments?**
+**Q12. Where can I see reports showing GST adjustments?**
 
-- GST/VAT adjustments are shown in the "GST/VAT Adj. (Source)" and "GST/VAT Adj. (Notes)" columns in:
-  - GST/VAT Ledger and related reports
+- GST adjustments are shown in the "GST Adj. (Source)" and "GST Adj. (Notes)" columns in:
+  - GST Ledger and related reports
   - Sales/Purchases Summary reports
     - Note: Adjustments are displayed in the item details column. No new adjustment columns are added to the Sales/Purchase Summary report.
 
@@ -433,39 +433,11 @@ These options make it easy to standardize text formats across customer credit it
   - Description (with classifier support)
   - Quantity, Unit, Price, Discount
   - Account
-  - VAT/GST Profile
+  - GST Profile
 - Smart locking ensures only unlocked fields are editable, reducing errors.
 
 ---
 
-### Saved Search (Customer Credits)
-Source: https://help.jaz.ai/en/articles/11324634-saved-search-customer-credits
-
-**Q1: What is Saved Search in Customer Credit?**
-
-- Saved Search lets you store commonly used filters for faster access when working with Customer Credit
-
-**Q2: What filters can I use in a Saved Search (Customer Credit)?**
-
-- Saved Searches support:
-  - Numeric ranges (e.g., amount ranges)
-  - Date ranges (e.g., specific time periods)
-  - Text filters (e.g., reference numbers, contact names)
-
-**Q3: Can I edit or delete a Saved Search (Customer Credit)?**
-
-- Yes. You can edit or delete Saved Searches using the same modal where you created them.
-
-**Q4: Can I apply multiple Saved Searches at once?**
-
-- No. Only one Saved Search can be active at a time. It behaves like a regular filter and cannot be edited inline or combined with other filters.
-
-**Q5: Are there any rules when creating a Saved Search (Customer Credit)?**
-
-- Yes. Filters must pass strict validations—no duplicate rules or invalid combinations are allowed during setup.
-
----
-
 ### View Customer Credit
 Source: https://help.jaz.ai/en/articles/9101354-view-customer-credit
 
@@ -713,13 +685,13 @@ Source: https://help.jaz.ai/en/articles/9306137-transaction-fees-customer-credit
 - The **Net Cash Received**reflects the actual refunded amount, including fees**.**
 - On the customer credit note details, the refund amount shown in the customer credit note's total summary will reflect the **Gross Cash Received**or the cash received after fees.
 
-**Q4. How does recording GST/VAT work for transaction fees?**
+**Q4. How does recording GST work for transaction fees?**
 
-- You can include GST/VAT on fees easily by selecting a profile.
-- The summary will reflect a breakdown of the fees charged, showing the actual **fees charged**and the **GST/VAT on fees**.**Q5. How are transaction fees reflected on the general ledger?**
+- You can include GST on fees easily by selecting a profile.
+- The summary will reflect a breakdown of the fees charged, showing the actual **fees charged**and the **GST on fees**.**Q5. How are transaction fees reflected on the general ledger?**
 
 - On the general ledger, you should see a record reflecting the transaction fees charged under the expense account (e.g. **Transaction Fees & Charges**) that you have selected when recording a transaction fee.
-- If you have indicated **GST/VAT included** in the transaction fees, you should see an additional record for the included GST/VAT under the**Input GST Receivable **account.
+- If you have indicated **GST included** in the transaction fees, you should see an additional record for the included GST under the**Input GST Receivable **account.
 
 ---