elnora-merit-aktiva

How to create, find, credit, and send sales invoices correctly in Merit Aktiva (müügiarve) via the elnora-merit CLI. Covers customer resolution, VAT tax-code selection, self-managed invoice numbering, prepayment invoices, credit notes, and delivery by e-mail / e-invoice. Use when: creating a sales invoice, billing a customer, issuing a credit note, recording a prepayment invoice, sending an invoice as an e-invoice or PDF, or finding/looking up an existing sales invoice. TRIGGERS: "create sales invoice", "create invoice", "müügiarve", "bill the customer", "issue invoice", "credit note", "kreeditarve", "prepayment invoice", "ettemaksuarve", "send invoice", "e-invoice", "e-arve", "invoice PDF", "find invoice", "unpaid invoices".

How to pull an LHV bank statement straight into Merit Aktiva without touching a file export — LHV's own MCP server returns camt.053 XML, which is exactly what Merit's bank-statement import accepts. Covers connecting LHV (OAuth2 + Smart-ID, read-only), the 31-day window, the multi-currency trap, and where the statement stops being the agent's job and becomes a match-and-confirm in the Merit UI. Use when: importing an LHV statement, reconciling the LHV bank in Merit, pulling transactions or balances from LHV, connecting LHV to Claude, or backfilling several months of LHV history. TRIGGERS: "lhv", "lhv.ai", "lhv pank", "lhv statement", "lhv bank", "import lhv", "pull from lhv", "lhv transactions", "lhv balance", "connect lhv", "bank statement from lhv", "reconcile lhv", "lhv to merit", "camt from lhv", "lhv backfill".

How to record payments and reconcile the bank statement correctly in Merit Aktiva (maksed / pank) via the elnora-merit CLI. The core skill is choosing the right transaction type for each line — customer receipt, vendor/tax payment, other income, or other expenditure — plus bank-statement import, settlements (tasaarveldus), prepayments, currency payments, and internal transfers. Use when: recording a payment, marking an invoice paid, importing a bank statement, reconciling the bank, netting a credit note, paying the tax authority, recording a prepayment, paying a foreign-currency invoice, or moving money between own accounts. TRIGGERS: "record payment", "mark invoice paid", "apply payment", "import bank statement", "reconcile bank", "maksed", "pank", "tasaarveldus", "settlement", "net invoices", "pay vendor", "pay tax", "prepayment", "ettemaks", "bank fee", "transfer between accounts".

Keep every Merit Aktiva transaction backed by its source document (receipt / supplier invoice). Audits Merit for invoices missing an attachment, searches configured sources (local folders, or Gmail/Drive/etc. via a command adapter) for the matching PDF, stages or attaches it, and reports what it cannot find to a Slack-compatible webhook. Runs on a schedule. Use when: "missing receipts", "which invoices have no document", "attach receipts", "receipt audit", "documents without invoices", "find missing invoices", "auto-attach receipts", "receipt reminder", "document compliance". TRIGGERS: "missing receipt", "missing invoice", "no attachment", "receipt audit", "document sync", "attach receipt", "which transactions lack a receipt", "unattached invoice", "receipt reminder", "merit documents".

Look up Estonian companies in the Business Register (äriregister) using the two FREE live services via `elnora-merit ariregister`: invoicing requisites (legal name, VAT number, status, address) by registry code, and e-invoice capability. Use to fill or verify customer/invoice details from the authoritative source, or to check whether a company can receive e-invoices before sending one. Use when: looking up a company's registry data, getting a VAT number or address by registry code, verifying customer details before invoicing, or checking e-invoice capability. TRIGGERS: "äriregister lookup", "business register", "registrikood", "look up company", "company requisites", "VAT number for", "registry data", "verify customer", "e-invoice check", "can they receive e-invoices", "e-arve check", "kmkr number".

How to record Estonian foreign business trips (välislähetus) in Merit Aktiva correctly: tax-free daily allowance (välislähetuse päevaraha), the VAT treatment of flights and hotels (which is NOT reverse charge), paying a non-employee's travel via a käsundusleping, and client/partner meals (vastuvõtukulud). All figures are the current statutory limits — verify against Riigi Teataja, since the 2025 reform raised several of them and older blog figures are stale. Use when: booking per diem, a trip expense report, a foreign flight/hotel invoice, a contractor's covered travel, or a business-partner dinner. TRIGGERS: "lähetus", "välislähetus", "päevaraha", "daily allowance", "per diem", "business trip", "trip expenses", "kuluaruanne", "aruandev isik", "reporting person expense", "vastuvõtukulud", "representation costs", "client dinner", "äripartnerite toitlustamine", "TÖR", "töötamise register", "tasuta töötamine", "käsundusleping travel".

How to onboard employees and maintain contracts, contacts, and base salary agreements in Merit Palk via `elnora-merit palk`. Covers the sendemployees-vs-sendpayterms distinction, required import codes, and reading the employee / agreement lists. Use when: adding a new employee, creating a first contract, setting or updating a base salary agreement, adding an employee's bank/contact details, or listing employees/agreements. TRIGGERS: "add employee", "onboard employee", "new hire", "create contract", "tööleping", "base salary agreement", "palgakokkulepe", "change salary", "update salary agreement", "employee bank account", "employee contact", "list employees", "employee list".

Merit Aktiva accounting — routes work to the elnora-merit CLI, slash commands, and agents. Use when: looking up or creating invoices, recording payments, checking financial reports, managing customers/vendors, or any Merit Aktiva accounting task. TRIGGERS: "merit", "merit aktiva", "aktiva", "invoice", "sales invoice", "purchase invoice", "create invoice", "unpaid invoices", "record payment", "customer balance", "vendor", "income statement", "profit and loss", "balance sheet", "VAT", "accounting", "bookkeeping", "chart of accounts", "general ledger", "reconcile stripe", "book stripe payouts", "card sales".

How to run monthly payroll in Merit Palk via `elnora-merit palk` — enter salaries and withholdings (sendsalary) and record absences/leave/sick days (sendabsence). Covers the positive/negative Typecode rule, the absence type enum, and the accounting-period fields. Use when: calculating or entering salary for a month, adding a withholding/deduction, recording vacation, sick leave, or any other absence, or running the monthly payroll. TRIGGERS: "run payroll", "enter salary", "calculate salary", "pay employees", "withholding", "deduction", "kinnipidamine", "add absence", "record vacation", "annual leave", "sick leave", "töövõimetus", "puhkus", "haigusleht", "õppepuhkus", "parental leave", "monthly payroll".

Merit Palk payroll — routes work to the elnora-merit CLI's `palk` command group and the topic how-to skills. Use when: onboarding an employee, running payroll (salaries, withholdings, absences), reading the salary/hours or GL report, checking vacation obligation, or any Merit Palk payroll task. Merit Palk is a SEPARATE product from Aktiva accounting — own credentials, own host, own PRO license. TRIGGERS: "merit palk", "palk", "payroll", "salary", "wage", "withholding", "absence", "vacation", "annual leave", "sick leave", "employee contract", "base salary agreement", "onboard employee", "add employee", "payslip", "social tax", "salary report", "vacation balance", "töötasu", "puhkus", "töövõimetus", "tööleping".

How to enter vendor bills (ostuarve) correctly in Merit Aktiva via the elnora-merit CLI — vendor resolution, invoice rows + VAT, posting straight to the ledger vs the approval queue (kinnitamata ostuarved / kinnitusring), purchase credit notes, and expense claims. For EU/foreign suppliers see the merit-reverse-charge skill. Use when: entering a purchase invoice, recording a vendor bill, booking a supplier receipt/expense, creating a draft invoice for approval, issuing a purchase credit note, or entering an employee expense claim. TRIGGERS: "purchase invoice", "enter a bill", "vendor bill", "ostuarve", "supplier invoice", "book an expense", "record a receipt", "purchase credit note", "ostu kreeditarve", "expense claim", "kuluaruanne", "pending invoice", "kinnitamata ostuarve", "approval ring".

Which Merit Aktiva financial report answers which question, and how to read the output, via the elnora-merit CLI. Income statement, balance sheet, sales, purchase, customer debts, and customer payments — all read-only. Use when: pulling a profit & loss, balance sheet, sales or purchase report, checking what a customer owes, or listing customer payments. TRIGGERS: "income statement", "profit and loss", "P&L", "kasumiaruanne", "balance sheet", "bilanss", "sales report", "purchase report", "customer debts", "what does X owe", "outstanding receivables", "customer payments", "financial report", "run a report".

How Stripe payments must be set up and recorded in Merit Aktiva — the canonical clearing-account method. Stripe is a payment intermediary, not your bank: never book the bank deposit as revenue (it arrives NET of fees). Each Stripe payout is booked as ONE summary GL batch — gross card sales as revenue + output VAT, Stripe fees as a separate expense, through a clearing account the real bank row then clears. Use when: setting up Stripe in Merit, booking Stripe payouts, reconciling card sales, deciding the VAT treatment of Stripe fees, or fixing how Stripe revenue is recorded. TRIGGERS: "stripe", "stripe payout", "stripe payouts", "stripe fees", "card sales", "card payout", "book stripe", "record stripe", "reconcile stripe", "stripe clearing", "stripe vahekonto", "stripe revenue", "stripe vat", "payment processor accounting", "platform payout", "ticket sales accounting", "how to book stripe".

How VAT and the Estonian VAT return (käibedeklaratsioon / KMD) work in Merit Aktiva, and how to get them right from the elnora-merit CLI. Covers the tax-code model, paying the VAT, what feeds each KMD line, time-of-supply, and pulling supporting VAT figures. The KMD itself is generated and filed in the Merit UI — the API has no KMD endpoint. Use when: preparing or checking the VAT return, choosing a VAT/tax code, understanding a KMD line, reconciling VAT figures, or asking why the GL VAT balance differs from the KMD. TRIGGERS: "KMD", "käibedeklaratsioon", "VAT return", "VAT declaration", "tax code", "VAT code", "käibemaks", "input VAT", "output VAT", "käibeandmik", "KMD line", "VAT INF", "tax point", "time of supply", "VAT reconciliation".

How to read data out of Merit Palk via `elnora-merit palk` — the salary & hours report, the general-ledger batch (to post payroll into accounting), and the vacation obligation balance. All read-only POST queries. Use when: pulling the salaries & working-hours report, getting the GL journal for a payroll month to post into Aktiva/another ledger, or checking an employee's unused vacation days. TRIGGERS: "salary report", "hours report", "payroll report", "salaries and working hours", "GL batch", "general ledger", "payroll journal", "post payroll to accounting", "vacation balance", "unused vacation days", "vacation obligation", "puhkusejääk", "puhkusekohustus".

How to configure per-employee payroll settings and dimensions in Merit Palk via `elnora-merit palk` — basic exemption (tax-free income) usage, vacation liability rate, reduced work capacity, and department/cost-centre/project dimensions. All POST writes. Use when: setting an employee's tax-free income usage, creating a vacation liability rate, recording reduced/decreased work capacity (social-tax relief), or adding a dimension code. TRIGGERS: "basic exemption", "tax-free income", "maksuvaba tulu", "tax free", "vacation liability", "vacation days per year", "puhkusekohustus", "reduced work capacity", "decreased work capacity", "töövõimetus", "social tax relief", "dimension", "department", "cost center", "project", "osakond", "kulukoht", "projekt".

How to book reverse-charge VAT (pöördkäibemaks) correctly in Merit Aktiva — EU intra-community acquisitions and foreign-supplier services. The trigger is the VENDOR's country, NOT a VAT code: there is no reverse-charge code to pick. Use when: booking a purchase invoice from an EU or non-EU supplier, an EU acquisition of goods/services, a foreign SaaS/cloud bill, or any time you must decide which VAT treatment a foreign purchase gets. TRIGGERS: "reverse charge", "reverse vat", "reverse-charge", "pöördkäibemaks", "pöördmaksustamine", "ühendusesisene soetamine", "intra-community acquisition", "EU acquisition", "EU supplier invoice", "foreign vendor VAT", "foreign supplier", "import service VAT", "self-assess VAT", "book EU invoice", "SaaS VAT", "cloud invoice VAT".