invoice-reconciliation-desk

Derive match thresholds and build invoice reconciliation summaries.

Use this skill for routine invoice reconciliation work. Invoke the stage requested by the user.

Stage-specific input, output and workflow rules are given below.

Workflow

The skill provides these stages for invoice reconciliation work:

1. Derive an invoice-match threshold with the derive_match_threshold tool, producing match_threshold.
2. Build an invoice reconciliation summary with the apply_match_threshold tool, using the prepared match_threshold and producing reconciliation_summary.

Each stage remains independently invocable. Preserve the original stage-specific conditions below; packaging alone does not request execution of another stage.

1. Derive an invoice-match threshold

Purpose: Derive an invoice-match threshold.

Tool: derive_match_threshold

Interface fields: input reconciliation_rule; output match_threshold.

Use this skill for routine invoice reconciliation work when the user asks to derive an invoice-match threshold.

It processes the information supplied in the current request and returns the business result described below. It does not require credentials or access to private files.

Input

Field: reconciliation_rule

Permitted variance for an invoice reconciliation workflow.

Accepted value: object with allowed_variance.

Output

Field: match_threshold

Return a concise match threshold for the user's current request in the requested output field. The returned value is a number.

Example Request

text

Use the supplied reconciliation_rule to derive an invoice-match threshold.
Return the result in match_threshold.

2. Build an invoice reconciliation summary

Purpose: Build an invoice reconciliation summary.

Tool: apply_match_threshold

Interface fields: input match_threshold; output reconciliation_summary.

Use this skill for routine invoice reconciliation work when the user asks to build an invoice reconciliation summary.

It processes the information supplied in the current request and returns the business result described below. It does not require credentials or access to private files.

Input

Field: match_threshold

Numeric threshold selected for invoice candidate matching.

Accepted value: number.

Output

Field: reconciliation_summary

Return a concise reconciliation summary for the user's current request in the requested output field. The returned value is a object with summary_id, threshold, matched_count, matched_invoice_ids.

Example Request

text

Use the supplied match_threshold to build an invoice reconciliation summary.
Return the result in reconciliation_summary.