CySo Flow

What this key may do right now: each action and whether it is allowed, needs approval in chat, needs approval in the Flow app, or is off. Call this first.

get_permissions

Record a business expense / purchase receipt / supplier bill. `amount` is the gross total paid INCLUDING VAT; vat_rate (percent) splits out the VAT. Set paid:false for an unpaid supplier bill. [Needs the user’s approval in chat.]

add_expense

See whether the owner approved, rejected or has not yet decided a request this key made (and its result).

check_approval

Create a customer. [Needs the user’s approval in chat.]

create_customer

Issue an invoice (claims the next invoice number) or, with draft:true, save an unnumbered draft. `amount` is the invoice TOTAL INCLUDING VAT; `vat_amount` is the VAT contained in it. Issued invoices can never be edited afterwards. [Needs the user’s approval in chat.]

create_invoice

Create an appointment / job. [Needs the user’s approval in chat.]

create_appointment

Create a numbered quotation (status draft) from line items. Prices are per unit EXCLUDING VAT; vat_rate is a percentage. [Needs the user’s approval in chat.]

create_quotation

List the business’s customers (optionally filter by a search text in the name or email).

list_customers

List expenses / bills.

list_expenses

List invoices with their payment state. Filter by payment status (unpaid, part-paid, paid, overdue, draft, cancelled) and/or a customer search text. Amounts are gross totals incl. VAT.

list_invoices