match_bank_transaction
Reconcile uncategorized bank transactions by matching them to existing Zoho transactions, updating their bank reconciliation status.
Instructions
Match an uncategorized bank transaction to one or more existing Zoho transactions. Use get_bank_transaction_matches first to inspect candidates. This updates bank reconciliation status; creating a journal alone does not mark imported bank transactions as matched.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| organization_id | No | Zoho org ID (uses ZOHO_ORGANIZATION_ID env var if not provided) | |
| account_id | Yes | Bank account ID | |
| transaction_id | Yes | Uncategorized bank transaction ID to reconcile | |
| transactions_to_be_matched | Yes | Existing Zoho transactions to match against this bank transaction |