Match Transaction to Invoice
match_transaction_to_invoiceMatch a bank transaction to an invoice or expense document to update fiscal reconciliation records.
Instructions
TRUST AREA — RECONCILIATION. Link a bank transaction to an invoice or expense document. This affects fiscal reconciliation records. Requires confirm=true to proceed. Idempotent: re-matching to same document is a no-op. Example: transactionId='tx_abc', documentId='inv_xyz', documentType='invoice', confirm=true / AREA DE CONFIANZA — CONCILIACION. Vincula un movimiento bancario a una factura o gasto. Afecta registros de conciliacion fiscal. Requiere confirm=true para ejecutar.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transactionId | Yes | Bank transaction ID / ID del movimiento bancario | |
| documentId | Yes | Invoice or expense ID to link / ID de la factura o gasto a vincular | |
| documentType | Yes | Type of document being matched / Tipo de documento | |
| confirm | Yes | Must be true to confirm fiscal reconciliation / Debe ser true para confirmar conciliacion fiscal | |
| notes | No | Optional reconciliation notes / Notas de conciliacion opcionales |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ||
| accountId | No | ||
| amount | Yes | ||
| currency | No | ||
| description | No | ||
| postedAt | No | ||
| category | No | ||
| status | No | ||
| matchedDocId | No | ||
| createdAt | No | ||
| updatedAt | No |