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".