jaz-clio 5.20.19 → 5.20.21

package/help-center-mirror/index.md

@@ -1,4 +1,4 @@
-Auto-generated from [help.jaz.ai](https://help.jaz.ai) — 2026-06-15 — 188 articles
+Auto-generated from [help.jaz.ai](https://help.jaz.ai) — 2026-06-22 — 189 articles
 
 | Section | Articles | File |
 |---|---|---|
@@ -19,5 +19,5 @@ Auto-generated from [help.jaz.ai](https://help.jaz.ai) — 2026-06-15 — 188 ar
 | Collaboration | 1 | [collaboration.md](collaboration.md) |
 | Fixed Assets | 2 | [fixed-assets.md](fixed-assets.md) |
 | AI Agents | 3 | [ai-agents.md](ai-agents.md) |
-| Settings | 30 | [settings.md](settings.md) |
+| Settings | 31 | [settings.md](settings.md) |
 | Security & Privacy | 2 | [security-privacy.md](security-privacy.md) |

package/help-center-mirror/reports.md

@@ -406,6 +406,7 @@ Source: https://help.jaz.ai/en/articles/13904552-gst-ledger
   - None
   - GST Profile
   - GST Type
+  - IRAS F5
 
 **Q5. Can I filter GST transactions?**
 
@@ -469,7 +470,21 @@ You may also click Add New Template to create a customized GST Ledger layout.
 **Q11. Does the GST Ledger support multi-currency?**
 
 - Yes. If your organization uses multi-currency, the GST Ledger can display amounts in both the source currency and the tax currency, depending on the columns selected in the report.
-- **Note:** The tax currency is always the organization’s base currency, which is defined during organization creation.**Q12. What is the difference between base currency and source currency in the GST Ledger?**
+- **Note:** The tax currency is always the organization’s base currency, which is defined during organization creation.**Q12. How do I record import GST for IRAS F5 reporting?**
+
+For records dated 1 April 2026 onward, record each import as two separate entries:
+- **Goods bill:** Record the supplier bill as normal, coded with no GST (out of scope). The overseas supplier does not charge Singapore GST.
+- **Customs / freight-forwarder charge:** Record a separate bill for the GST charge. Enter one line with the exact GST amount shown on the import permit and apply the “Imports (Taxable)” tax profile.
+
+How it is reported on Jaz:
+- **Input tax (F5 Box 7):** Recorded as it is.
+- **Taxable purchase value (F5 Box 5):** Derived by dividing the GST by the prevailing rate (9%).**Example:** If Customs assesses SGD 121.50 on the permit, enter SGD 121.50 on the customs charge bill. Jaz will report Box 7 = 121.50 and Box 5 = 1,350.00.
+
+This method ensures the F5 input tax matches the import permit exactly, including for foreign-currency imports where Customs applies its own exchange rate.
+
+Records dated before 1 April 2026 do not need to be updated.
+
+**Q13. What is the difference between base currency and source currency in the GST Ledger?**
 
 - **Base Currency**
   - The base currency is the organization’s default currency configured during organization creation. This also serves as the tax currency used in the GST Ledger.

package/help-center-mirror/settings.md

@@ -861,6 +861,62 @@ Source: https://help.jaz.ai/en/articles/9094240-transfer-trial-balance
 
 ---
 
+### E-Sign Templates
+Source: https://help.jaz.ai/en/articles/15562970-e-sign-templates
+
+**Q1. What transactions can I use e-sign templates for?**
+
+- E-sign templates can be used for Sales Quotes.
+
+**Q2. How do I create an e-sign template?**
+
+- Go to **Settings → Templates → E-Signs → + New Template**.**Q3. What can I set up under General?**
+
+- Template Name: identifies the template
+- Description: appears when choosing the template; use it to give context on when to use it within your organization
+- Default expiry days: number of days from send before the document expires
+- Decline reason requirement: require signers to provide a reason when declining
+- Cancel reason requirement: require a reason when cancelling a request
+- **Post-Completion settings**
+  - Action on completion:
+    - **Do nothing:** no automated action
+    - **Auto-accept quote:** the quote is accepted
+    - **Auto-accept & invoice:** the quote is accepted and an active invoice is created
+  - Action on expiry:
+    - **Auto-cancel:** cancels the quote
+    - **Alert, then cancel:** notifies all parties, then cancels the quote
+    - **Manual only:** no automated action; quote must be edited manually**Q4. What can I set up under Emails?**
+
+- Edit the invitation, reminder, and completion email content
+- Insert email strings to pull in dynamic values from your organization
+- Click Preview to see how an email will look before saving
+
+**Q5. What can I set up under Signers?**
+
+- Add default external and internal signers
+- External signers receive a signing link by email; internal signers sign in-app
+- These are defaults only: senders can override any signer at send time
+- Append PDFs: attach default PDFs to the quote, up to 8 MB total and 10 files
+
+**Q6. What can I set up under Reminders?**
+
+- Reminder schedule: how often reminder emails are sent to signers; set to 0 to send reminders until the document expires
+- Movement alerts: toggle to notify the sender when a request has had no activity
+- Alert after [X] days: set the number of inactive days before a movement alert is sent
+- Sender notification cadence: how often the sender is notified of progress
+  - **Every event:** viewed, signed, declined, etc.
+  - **Milestones only:** notified each time someone signs
+  - **Completion only:** notified when the document is fully signed
+  - **None:** no notifications**Q7. How do I use an e-sign template?**
+
+- Go to **Sales → Orders → Quotes → Pending → select a quote → click the E-Sign icon → choose the template**. All settings from the template are applied as defaults for that e-sign request.**Q8. Can I duplicate an e-sign template?**
+
+- Yes. **Hover over the template → click the 3-dot icon → select Duplicate**.**Q9. What happens if I update an existing template?**
+
+- Updates apply to future e-sign requests only. E-sign requests already sent are not affected unless you resend them.
+
+---
+
 ### Email Templates
 Source: https://help.jaz.ai/en/articles/10729542-email-templates
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.20.19",
+  "version": "5.20.21",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {