jaz-clio 5.1.5 → 5.1.7

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.1.5
+version: 5.1.7
 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
@@ -17,6 +17,16 @@ compatibility: Requires Jaz API key (x-jk-api-key header). Works with Claude Cod
 
 You are working with the **Jaz REST API** — the accounting platform backend. Also fully compatible with Juan Accounting (same API, same endpoints).
 
+## Pick the right invocation path first
+
+Before touching this skill's HTTP details, check what's actually available:
+
+- **Running inside an MCP host (Claude Desktop, Cowork)**: use the MCP tools (`execute_tool` with `create_invoice`, `list_bills`, etc.). Do not write direct HTTP. The MCP server handles auth, retries, and field shape for you.
+- **Running Claude Code with the `jaz-clio` CLI**: use the CLI commands (`clio invoices list --json`, etc.). Same code path, structured output.
+- **No agent surface, raw integration**: write HTTP calls per the endpoints catalog below.
+
+The rest of this skill — field names, gotchas, error catalog, dependency order, search filter syntax — applies regardless of invocation path. Read it for *context*, not for HTTP-call construction unless you're in the third bucket.
+
 ## When to Use This Skill
 
 - Writing or modifying any code that calls the Jaz API

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

@@ -125,36 +125,50 @@ Source: https://help.jaz.ai/en/articles/9104224-draft-bills-payments
 
 - 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?**
+**Q3. How do I bulk convert draft bills to active?**
+
+- Select the draft bills using the checkboxes → click **Check and Convert**. This will:
+  - Validate which bills can be converted
+  - Show errors for those that can’t
+- If you proceed, only eligible bills will be converted.
+
+**Q4. How do I bulk approve draft bills?**
+
+- Select the draft bills using the checkboxes → click **Check and Approve**. This will:
+  - Validate which bills can be approved
+  - Show errors for those that can’t
+- If you proceed, only eligible bills will be approved.
+
+**Q5. 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?**
+**Q6. 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?**
+**Q7. 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?**
+**Q8. 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?**
+**Q9. 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?**
+**Q10. 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?**
+**Q11. 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?**
+**Q12. 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.
 
@@ -206,21 +220,6 @@ Source: https://help.jaz.ai/en/articles/9104236-import-bills
 
 ---
 
-### Purchase Order
-Source: https://help.jaz.ai/en/articles/10219637-purchase-order
-
-**Q1. How can I create a purchase order?**
-
-- Create a new invoice and save it as draft.
-- Open the draft invoice and download the PDF purchase order.
-
-**
-Q2. Can I email the purchase order directly from Jaz?**
-
-- Emailing purchase order directly from the app is not yet supported.
-
----
-
 ### Scheduled And Recurring Bills
 Source: https://help.jaz.ai/en/articles/9104238-scheduled-and-recurring-bills
 

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

@@ -1,3 +1,57 @@
+### Beneficiaries
+Source: https://help.jaz.ai/en/articles/14836403-beneficiaries
+
+**Q1. What are beneficiaries?**
+
+- Beneficiaries are used for disbursements. They represent payment recipients and store their payout details, such as payment method and account information.
+- A contact can have multiple beneficiaries. Contacts store the person’s details, while beneficiaries store their payout details (how they receive payments).
+
+**Q2. What are the requirements to use beneficiaries?**
+
+- To use beneficiaries for disbursements, you must first [set up a payment connection](https://help.jaz.ai/en/articles/14819935-setup-connections#h_803d317fce) that supports disbursements.
+- Some payment services may not support disbursements and will not appear in the list.
+
+**Q3. How do I create a beneficiary?**
+
+- You can create a beneficiary in two ways:
+  - From **Contacts**
+  - During a **disbursement flow** by adding a new beneficiary**Q4. How do I use a beneficiary?**
+
+- When making online disbursements, select a beneficiary for each contact. A single beneficiary can also be used across multiple contacts.
+
+**Q5. How do I manage a beneficiary (edit or delete)?**
+
+- **To edit:**Choose a beneficiary → click the 3-dot icon → **Edit**
+  - Note: editing beneficiaries will not impact past disbursements. Edits will only take effect for succeeding disbursements.
+- **To delete:** Choose a beneficiary → click the 3-dot icon →**DeleteQ6. Where can I manage all my beneficiaries?**
+
+- Go to **Contacts** →**Beneficiaries.Q7. Can I use a beneficiary for a different contact in bills?**
+
+- Yes. You can choose any available beneficiary when processing bill payments, regardless of the contact.
+
+**Q8. Why can’t I disburse to a beneficiary with payment method set to “Paid offline”?**
+
+- Disbursements require an active payment service connection. You cannot process online disbursements for beneficiaries set to “Paid offline.”
+
+**Q9. What happens to a beneficiary when I edit a payment connection?**
+
+- The beneficiary’s payment method and currency will reset. You’ll need to set them up again before using them for disbursements.
+
+**Q10. Why can’t I see a payment connection I just connected?**
+
+- Some payment services do not support disbursements. Only [supported services](https://help.jaz.ai/en/articles/14819935-setup-connections#h_803d317fce) will appear in the list.
+
+**Q11. Are there limits to choosing beneficiaries during disbursement?**
+
+- Yes. Limits depend on the connected payment service. For example, PayNow has a per-transaction limit of up to S$200,000 for local transfers.
+- This limit is applied to the total disbursement amount per transaction. For example, if you are disbursing to multiple contacts using the same beneficiary:
+  - Contact 1: S$100,000
+  - Contact 2: S$100,000
+  - Contact 3: S$50,000
+  - The total becomes S$250,000, which exceeds the limit. In this case, the beneficiary will no longer be available for selection once the limit is reached.
+
+---
+
 ### Contact Groups
 Source: https://help.jaz.ai/en/articles/10214737-contact-groups
 

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

@@ -41,23 +41,37 @@ Source: https://help.jaz.ai/en/articles/9101352-draft-customer-credits
 - For customer credits, any draft refunds are converted only if the credit note is also converted to active.
 - Hence, to record the refund, the customer credit note must be converted to active status.
 
-**Q5. Can I delete a draft customer credit?**
+**Q5. How do I bulk convert draft customer credits to active?**
+
+- Select the draft customer credits using the checkboxes → click **Check and Convert**. This will:
+  - Validate which customer credits can be converted
+  - Show errors for those that can’t
+- If you proceed, only eligible customer credits will be converted.
+
+**Q6. How do I bulk approve draft customer credits?**
+
+- Select the draft customer credits using the checkboxes → click **Check and Approve**. This will:
+  - Validate which customer credits can be approved
+  - Show errors for those that can’t
+- If you proceed, only eligible customer credits will be approved.
+
+**Q7. Can I delete a draft customer credit?**
 
 - Yes, you can delete a draft customer credit note. If the note also had a linked draft refund record, it will also be deleted.
 
-**Q6. Do draft customer credits affect my financial reports?**
+**Q8. Do draft customer credits affect my financial reports?**
 
 - No, they do not. Financial reports are only affected once the customer credit notes are active, and a refund has been recorded for it or it has been applied to an invoice.
 
-**Q7. Can I create non-base draft customer credit notes?**
+**Q9. Can I create non-base draft customer credit notes?**
 
 - Yes, you can save a customer credit note as a draft even if it is in non-base currency.
 
-**Q8. Do draft customer credit refunds affect my financial reports?**
+**Q10. Do draft customer credit refunds affect my financial reports?**
 
 - No, draft customer credit refunds do not affect financial reports.
 
-**Q9. Can I create a non-base draft customer credit refund?**
+**Q11. Can I create a non-base draft customer credit refund?**
 
 - Yes, you can save a customer credit refund even if it's in non-base currency.
 
@@ -241,18 +255,25 @@ Source: https://help.jaz.ai/en/articles/9062379-create-customer-credit
 
 ---
 
-### Customer Credit Attachments
-Source: https://help.jaz.ai/en/articles/9101350-customer-credit-attachments
+### Customer Credit Attachments (External & Internal)
+Source: https://help.jaz.ai/en/articles/9101350-customer-credit-attachments-external-internal
 
 **Q1. Can I upload attachments to a customer credit note?**
 
-- You can upload attachments during customer credit note creation
+- You can upload attachments during customer credit note creation. There are two types:
+  - **External attachments:** Included in the customer credit email sent to your customers.
+  - **Internal attachments:** Visible only to users within your organization.
 - Alternatively, you can add attachments to an existing customer credit note.
 
 **Q2. Can I preview the uploaded attachment?**
 
 - Yes, you can see a preview of the attachment by clicking on the attachment after uploading.
 
+**Q3. Will my customers be able to see these attachments when I send them the customer credit note via email?**
+
+- Customers can only see **external attachments** when the customer credit note email is sent to them.
+- **Internal attachments** are visible only to users in your organization who have access to the credit note.
+
 ---
 
 ### Customer Credit Line Items
@@ -302,7 +323,11 @@ Source: https://help.jaz.ai/en/articles/9101351-notes-in-customer-credits
 **Q1. How can I add notes for customers on a customer credit note?**
 
 - Click on **Customer Credit > + New Credit**
-- Under **Credit Notes** on the bottom of the customer credit note, add a note for your customer.**Q2. How can I add internal notes to a customer credit note?**
+- Under **Credit Notes** on the bottom of the customer credit note, add a note for your customer.**Q2. Can I customize customer credit notes?**
+
+- Yes. Click the customize icon beside Credit Notes to edit them. Your changes will appear in the credit note PDF and will be seen by your customer.
+
+**Q3. How can I add internal notes to a customer credit note?**
 
 - Find the internal notes section in the customer credit settings tab under 'Advanced'.
 

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

@@ -115,3 +115,25 @@ Source: https://help.jaz.ai/en/articles/9575775-fixed-assets
 - Only **Admins**can convert draft fixed assets to active fixed asset.
 
 ---
+
+### Import Fixed Assets
+Source: https://help.jaz.ai/en/articles/14835057-import-fixed-assets
+
+**Q1. How do I import Fixed Assets?**
+
+- There are several ways you can import Fixed Assets into Jaz
+  - **New Fixed Assets**
+    - Fixed Assets → + Register Asset → Import Fixed Assets → New Assets
+  - **Transfer Fixed Assets**
+    - Fixed Assets → + Register Asset → Import Fixed Assets → Transferred Assets
+    - Alternatively, [Data Transfer](https://help.jaz.ai/en/articles/14456526-data-transfer-migrate-data-to-jaz) is available to migrate assets from another accounting software.
+
+**Q2. How do I download templates for importing Fixed Assets?**
+
+- While you’re in the import flow, a template is available for you to download.
+
+**Q3. What files are accepted for importing Fixed Assets?**
+
+- Only Excel (XLSX) files are supported.
+
+---