jaz-clio 5.20.13 → 5.20.15

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.20.13
+version: 5.20.15
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 158 production gotchas, error

package/assets/skills/api/help-center-mirror/ai-agents.md

@@ -140,3 +140,65 @@ Source: https://help.jaz.ai/en/articles/10631206-clio
 - Both chat and voice queries support **all languages** available in Jaz.
 
 ---
+
+### Jaz for Claude and ChatGPT (Remote Connector)
+Source: https://help.jaz.ai/en/articles/15432314-jaz-for-claude-and-chatgpt-remote-connector
+
+**Q1. What is the Jaz connector for Claude and ChatGPT?**
+
+- It connects your Jaz accounting workspace to Claude or ChatGPT. Once connected, you can ask in plain language to look up invoices and bills, run reports, manage contacts, reconcile transactions, and more.
+- Jaz records accounting entries and reads your financial data. It does not move money or execute fund transfers.
+
+**Q2. What do I need before I connect?**
+
+- A Jaz account. Sign in at [app.jaz.ai](https://app.jaz.ai).
+- Claude (claude.ai or the Claude desktop app), or ChatGPT with connectors enabled for your plan.
+
+**Q3. How do I connect Jaz to Claude?**
+
+- Open **Settings → Connectors → Add custom connector**.
+- Enter the connector URL: `[https://mcp.jaz.ai/mcp](https://mcp.jaz.ai/mcp)` - Sign in to Jaz with your **email one-time code** or a**passkey**.
+- Select **Allow**. The connector reaches every organization you belong to; you name the one you want in your request.**Q4. How do I connect Jaz to ChatGPT?**
+
+- Open **Settings → Connectors → Add a connector** (connectors / developer mode must be enabled for your plan).
+- Enter `[https://mcp.jaz.ai/mcp](https://mcp.jaz.ai/mcp)`, then follow the same sign-in and **Allow** steps.**Q5. What can I do once connected?**
+
+- **Invoices and receivables:** list, search, create, update, pay, and download invoices; check what is overdue.
+- **Bills and payables:** manage purchase bills and supplier credit notes.
+- **Reports:** profit and loss, balance sheet, trial balance, general ledger, aging, cash flow.
+- **Contacts, journals, bank and reconciliation, items, taxes, chart of accounts, currencies, fixed assets,** and more.**Q6. What are some example questions I can ask?**
+
+- "What is my outstanding accounts receivable?"
+- "List my unpaid invoices."
+- "Show my profit and loss for last quarter."
+- "Create a draft invoice for Acme Corp for 5,000."
+- "What were my largest expenses this month?"
+- "Generate a trial balance as of today."
+
+**Q7. Will the assistant change my records without confirming?**
+
+- The assistant confirms the details with you before creating or changing records.
+
+**Q8. Can the connector move money or make payments?**
+
+- No. The connector records accounting entries (for example, marking an invoice paid records a payment in your ledger) and reads your data. It does not transfer funds or execute payments to third parties.
+
+**Q9. How do I work across multiple organizations?**
+
+- No switching needed. The connector reaches every organization you belong to. Name the organization in your request (for example, "in Acme Pte Ltd, list unpaid invoices") and it targets that one. Ask "which organizations can you see?" to list them.
+
+**Q10. How is my data secured?**
+
+- Sign-in uses OAuth 2.1 with PKCE. The connector receives a scoped, time-limited token tied to your account that reaches the organizations you belong to, and never sees your password. Access to each organization is checked on every request.
+- All traffic is over HTTPS. See the [privacy policy](https://jaz.ai/legal).
+
+**Q11. How do I disconnect?**
+
+- Remove the Jaz connector in your Claude or ChatGPT connector settings.
+
+**Q12. Who do I contact for help?**
+
+- Account or data questions: [api-support@jaz.ai](mailto:api-support@jaz.ai)
+- Security reports: [security@jaz.ai](mailto:security@jaz.ai)
+
+---

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

@@ -36,23 +36,6 @@ Source: https://help.jaz.ai/en/articles/9104226-apply-supplier-credit
 
 ---
 
-### Bill Approval Records
-Source: https://help.jaz.ai/en/articles/9115415-bill-approval-records
-
-**Q1. What is a bill approval record?**
-
-- A bill approval record shows the contents of a bill that has been approved.
-- It lists out the items that have been approved for purchase, the quantities, prices, and amounts charged for it.
-- At the bottom of the bill approval record, you can also find an audit record for the bill approval - indicating who submitted the bill for approval, and who approved the bill.
-- Refer: [Can I download an active bill approval record PDF?](https://help.jaz.ai/en/articles/9104237-bill-downloads#h_1b9c44dc7a)
-
-**Q2. How can I download a bill approval record?**
-
-- After a submitted bill is approved, download
-- For more information on submitting bills for approval and approving bills, see [Approvals](https://help.jaz.ai/en/articles/8938045-approvals)
-
----
-
 ### Bill Downloads
 Source: https://help.jaz.ai/en/articles/9104237-bill-downloads
 
@@ -121,54 +104,56 @@ Source: https://help.jaz.ai/en/articles/9104224-draft-bills-payments
 
 - 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?**
+**Q2. Can I switch between draft bill transactions while editing?**
+
+- Yes. Click the list icon beside **Edit Draft Bill** to switch between draft bills.**Q3. 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. How do I bulk convert draft bills to active?**
+**Q4. 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.
+- Select the draft bills using the checkboxes, then click **Check and Convert**.
+- Jaz validates which bills can be converted and flags those with errors.
+- Review the results. Signals are available to help you assess trends within a contact before confirming.
+- Confirm to proceed. Only eligible bills will be converted.
 
-**Q4. How do I bulk approve draft bills?**
+**Q5. 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?**
+**Q6. Can I save bill payment records as drafts?**
 
 - Similar to bill records, bill payments can also be saved as a draft.
 
-**Q6. How can I convert draft payment records to active ones?**
+**Q7. 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.
 
-**Q7. Can I delete a draft bill?**
+**Q8. 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.
 
-**Q8. Can I delete a draft bill payment?**
+**Q9. Can I delete a draft bill payment?**
 
 - Similar to draft bills, draft bill payments can also be deleted.
 
-**Q9. Do draft bills affect my financial reports?**
+**Q10. Do draft bills affect my financial reports?**
 
 - No, it does not. Financial reports are only affected once the bills are active.
 
-**Q10. Do draft bill payments affect my financial reports?**
+**Q11. Do draft bill payments affect my financial reports?**
 
 - No, it does not. Financial reports are only affected once the payments are active.
 
-**Q11. Can I create a non-base currency draft bill?**
+**Q12. 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.
 
-**Q12. Can I create a non-base currency draft bill payment?**
+**Q13. 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.
 

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

@@ -103,3 +103,30 @@ Source: https://help.jaz.ai/en/articles/9095678-cashflows
   - Note: Cash Transfers and Quick Reconcile do not support negative amounts. The total sum cannot be negative—saving will be disabled if the total is less than or equal to zero.
 
 ---
+
+### Import Cash Entries
+Source: https://help.jaz.ai/en/articles/15423137-import-cash-entries
+
+**Q1. What cash entries are supported for bulk import?**
+
+- Jaz supports cash-ins/outs and cash transfers.
+- Each import is only limited to 1,000 rows.
+
+**Q2. How does cash entry import work?**
+
+- Go to **Bank Reconciliation → Cashflows → New Direct Entry → Import Entries**(Cash-ins/outs or Cash Transfer).
+- Choose the entry type to import and download the corresponding template. Fill it out in Excel and upload the completed file. Maximum 5 MB per import.
+- **For cash-ins/outs:**
+  - Rows belonging to the same journal must share the same Reference. Type, Contact, and Date must also match across all rows.
+  - Each journal must include at least one Bank or Cash account line.
+  - Review all instructions in the Excel workbook before importing.
+- **For cash transfers:**
+  - Each row imports as one cash transfer. Transfer From and Transfer To must be different Bank or Cash accounts.
+  - Cash-out Amount is in the Transfer From account's currency. Cash-in Amount is in the Transfer To account's currency.
+  - Review all instructions in the Excel workbook before importing.
+- **After uploading:**
+  - Jaz will display a review screen before finalizing the import.
+  - Rows with errors are flagged and excluded from the import. Only valid rows will be imported.
+  - Confirm the import to post the eligible entries.
+
+---

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

@@ -28,32 +28,27 @@ Source: https://help.jaz.ai/en/articles/9101352-draft-customer-credits
 
 - Yes, a customer credit note can be saved as a draft even if all the mandatory fields are not filled.
 
-**Q2. How can I convert a draft customer credit note to an active one?**
+**Q2. Can I switch between draft customer credit notes while editing?**
+
+- Yes. Click the list icon beside **Edit Draft Credit Note** to switch between draft customer credit notes.**Q3. How can I convert a draft customer credit note to an active one?**
 
 - Any draft bill can be converted to active only after all the mandatory fields are filled.
 
-**Q3. Can I save a customer credit refund record as a draft?**
+**Q4. Can I save a customer credit refund record as a draft?**
 
 - Similar to a customer credit note, a refund can also be saved as a draft against a credit note.
 
-**Q4. How can I convert a draft refund record to an active one?**
+**Q5. How can I convert a draft refund record to an active one?**
 
 - 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. 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?**
+**Q6. How do I bulk convert draft customer credits to active?**
 
-- 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.
+- Select the draft credit notes using the checkboxes, then click **Check and Convert**.
+- Jaz validates which credit notes can be converted and flags those with errors.
+- Review the results. Signals are available to help you assess trends within a contact before confirming.
+- Confirm to proceed. Only eligible credit notes will be converted.
 
 **Q7. Can I delete a draft customer credit?**