tres-invoice-bill-matching - Match TRES transactions to ERP invoices and bills
Matches TRES ledger transactions with ERP invoices or bills and optionally syncs the matched entry to Xero, QuickBooks Online, or NetSuite.
Tags
Updated: 2026-10-06Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Verify ERP connections
- Identify transaction or document
- Fetch transaction details
- Suggest invoice matches
- Find matching bills
- Rank match candidates
- Configure payment account and fiat
- Request explicit approval
- Apply approved matches
- Sync matches to ERP
- Repeat matching workflow
Inputs
- Transaction hash
- Invoice or bill ID
- Invoice or bill number
- Transaction date or date range
- Vendor or customer information
- ERP selection
- Payment account
- Fiat currency alignment
- User approval
Outputs
- Ranked match suggestions
- Change summary
- Matched invoice or bill state
- ERP synchronization state
- ERP connection guidance
Requirements
- TRES API access
- Organization context
- Active Xero, QuickBooks Online, or NetSuite integration
- ERP read and mutation access