clean up zoho books transactions

README.md

@@ -35,3 +35,7 @@ This is deployed using netlify. When deployment fails, the most common reasons a
 ## License
 
 This project is licensed under the terms of the [MIT license](/LICENSE.md).
+
+### Development
+- run on a differnt port - `npm run start -- --port 8080`
+- starting a file with `_` make the file unpublished.

docs/library/jobs/zoho_books/fetch_general_ledger.mdx → docs/library/jobs/zoho_books/_fetch_general_ledger.mdx

@@ -3,6 +3,8 @@ title:  General Ledger
 sidebar_position: 2
 ---
 
+This is not clear how this is different from trial balance
+
 The General Ledger provides a comprehensive and chronological record of all financial transactions within an organization. It includes details such as credits, debits, and balances for each account, offering a complete overview of financial activities.
 
 

docs/library/jobs/zoho_books/fetch_invoice_details.mdx → docs/library/jobs/zoho_books/_fetch_invoice_details.mdx

@@ -3,6 +3,8 @@ title:  Invoice Details
 sidebar_position: 2
 ---
 
+No idea how this is different from invoices
+
 This job fetches invoice details from zoho books and provides comprehensive information about invoices, providing insights into various critical attributes.. 
 
 <AddJob

docs/library/jobs/zoho_books/fetch_invoices_credited.mdx → docs/library/jobs/zoho_books/_fetch_invoices_credited.mdx

@@ -3,6 +3,8 @@ title:  Invoices Credited
 sidebar_position: 2
 ---
 
+Not sure how this is different from credit notes.
+
 This job in helps in tracking credited invoices helps businesses manage returns, rectify billing discrepancies, and ensure accurate financial reporting.
 
 <AddJob

docs/library/jobs/zoho_books/fetch_payable_details.mdx → docs/library/jobs/zoho_books/_fetch_payable_details.mdx

@@ -3,6 +3,7 @@ title:  Payable Details
 sidebar_position: 2
 ---
 
+How is this different from accounts payable? 
 
 
 Payable Details in Zoho Books give a thorough overview of outstanding bills, providing detailed info on due dates, amounts, and statuses. Manage payables efficiently, track payment schedules, and gain insights into financial liabilities with ease.

docs/library/jobs/zoho_books/fetch_payable_summary.mdx → docs/library/jobs/zoho_books/_fetch_payable_summary.mdx

@@ -3,7 +3,7 @@ title:  Payable Summary
 sidebar_position: 2
 ---
 
-
+Again how it this different from accounts payable.
 
 Payable Summary in Zoho Books give a thorough overview of outstanding bills, providing detailed info on due dates, amounts, and statuses. Manage payables efficiently, track payment schedules, and gain insights into financial liabilities with ease.
 

docs/library/jobs/zoho_books/fetch_purchase_orders_details.mdx → docs/library/jobs/zoho_books/_fetch_purchase_orders_details.mdx

@@ -3,6 +3,8 @@ title:  Purchase Orders Details
 sidebar_position: 2
 ---
 
+how is this different from purchase orders? 
+
 This job fetches Purchase Orders Details from Zoho Books. In Zoho Books, Purchase Orders are documents that businesses use to request goods or services from vendors. 
 
 <AddJob

docs/library/jobs/zoho_books/fetch_receivable_details.mdx → docs/library/jobs/zoho_books/_fetch_receivable_details.mdx

@@ -3,6 +3,7 @@ title:  Receivable Details
 sidebar_position: 2
 ---
 
+How is this different from AR? 
 
 Zoho Books Receivable Details provide comprehensive insights into outstanding customer invoices, aiding in effective accounts receivable management.
 

docs/library/jobs/zoho_books/fetch_receivable_summary.mdx → docs/library/jobs/zoho_books/_fetch_receivable_summary.mdx

@@ -3,6 +3,7 @@ title:  Receivable Summary
 sidebar_position: 2
 ---
 
+How is this different from AR?
 
 Zoho Books Receivable Summary provide comprehensive insights into outstanding customer invoices, aiding in effective accounts receivable management.
 

docs/library/jobs/zoho_books/_fetch_recurring_invoices.mdx

@@ -0,0 +1,63 @@
+---
+title:  Recurring Invoices
+sidebar_position: 2
+---
+
+
+Recurring Invoices in Zoho Books allows seamless retrieval of key details for recurring invoices, streamlining management and providing insights into automated billing cycles.
+
+<AddJob
+  template="gsheet_zoho_books_db_get_recurring_invoices"
+/>
+
+
+## Data
+
+### Sample Data
+
+<Gsheet
+  src="https://docs.google.com/spreadsheets/d/1-gX-uq5YrTW-6gQJYM-mNXitEOfJLTiQCvPtV8CR1Yc/edit#gid=583424710"
+/>
+
+
+### Data headers
+
+| Header                 | Description                                           |
+|------------------------|-------------------------------------------------------|
+| customer_name          | Name of the customer                                   |
+| status                 | Current status of the recurring invoice               |
+| total                  | Total amount of the recurring invoice                 |
+| recurrence_name        | Name associated with the recurrence                    |
+| reference_number       | Reference number for the recurring invoice             |
+| child_entity_type      | Type of child entity associated with the invoice       |
+| start_date             | Start date of the recurring invoice                    |
+| end_date               | End date of the recurring invoice                      |
+| last_sent_date         | Date when the recurring invoice was last sent          |
+| next_invoice_date      | Date of the next scheduled invoice in the recurrence   |
+| recurrence_frequency   | Frequency of the recurrence (e.g., monthly, annually)  |
+| repeat_every           | Interval for the recurrence (e.g., every 1 month)      |
+| created_time           | Time when the recurring invoice was created            |
+| last_modified_time     | Time when the recurring invoice was last modified      |
+| customer_id            | Zoho books id for the customer                     |
+| recurring_invoice_id   | Zoho books id for the recurring invoice            |
+
+
+### Filtration options
+
+This job can restrict the data that is visible in spreadsheets. Use the following parameters to restrict the data.
+
+| Parameter | Options |
+|----|----|
+| customer_id | Select invoices issued to a particular customer. Customer id is the id of the customer from zoho books.  |
+
+<!---
+## Others
+
+### Similar jobs
+
+Similar sort of data can be achieved by using get accounting transaction job and filtering it by invoice type. 
+
+### Reports that use this job
+
+Here are some of the report templates that use this job: 
+-->

docs/library/jobs/zoho_books/fetch_tax_group.mdx → docs/library/jobs/zoho_books/_fetch_tax_group.mdx

@@ -3,6 +3,8 @@ title:  Tax Group
 sidebar_position: 2
 ---
 
+No point in getting this data
+
 This job fetches tax group from Zoho Books and provides a detailed view on categorization of specific taxes applied collectively to streamline the tax management process.
 
 <AddJob

docs/library/jobs/zoho_books/fetch_tax_summary.mdx → docs/library/jobs/zoho_books/_fetch_tax_summary.mdx

@@ -2,6 +2,7 @@
 title:  Tax Summary
 sidebar_position: 2
 ---
+this is GST summary. This information is useless. 
 
 Summary of Tax in Zoho Books provides a detailed overview of tax-related information. This feature includes key details such as report names, taxable amounts, and individual tax components, offering valuable insights into tax-related transactions. Utilize the dedicated job, Fetch Tax Summary, to seamlessly retrieve comprehensive data from Zoho Books.
 

docs/library/jobs/zoho_books/fetch_taxes.mdx → docs/library/jobs/zoho_books/_fetch_taxes.mdx

@@ -3,6 +3,8 @@ title:  Taxes
 sidebar_position: 2
 ---
 
+Useless piece of information.
+
 This job fetches taxes from Zoho Books and provides a detailed view of all taxes associated with transactions.
 
 <AddJob

docs/library/jobs/zoho_books/fetch_vendor_balance_summary.mdx → docs/library/jobs/zoho_books/_fetch_vendor_balance_summary.mdx

@@ -3,6 +3,7 @@ title:  Vendor Balance Summary
 sidebar_position: 2
 ---
 
+How is this different from AP? 
 
 
 Vendor Balance Summary offers a quick snapshot of outstanding balances and transaction details with vendors in Zoho Books. Easily manage payments and optimize financial decisions based on up-to-date vendor information.

docs/library/jobs/zoho_books/fetch_vendor_balances.mdx → docs/library/jobs/zoho_books/_fetch_vendor_balances.mdx

@@ -3,6 +3,7 @@ title:  Vendor Balances
 sidebar_position: 2
 ---
 
+How is this different from AP?
 
 
 Vendor Balances offers a quick snapshot of outstanding balances and transaction details with vendors in Zoho Books. Easily manage payments and optimize financial decisions based on up-to-date vendor information.

docs/library/jobs/zoho_books/fetch_vendor_refund_history.mdx → docs/library/jobs/zoho_books/_fetch_vendor_refund_history.mdx

@@ -3,7 +3,7 @@ title:  Vendor Refund History
 sidebar_position: 2
 ---
 
-
+This does not feel like something that we need. Can choose to add this back later.
 
 Effortlessly monitor vendor refunds in Zoho Books with the Vendor Balance Refund History. Gain insights into transaction details and amounts, streamlining your vendor balance management.
 

docs/library/jobs/zoho_books/fetch_bank_transactions.mdx

@@ -4,7 +4,7 @@ sidebar_position: 2
 ---
 
 
-This job fetches bank transactions from zoho books. 
+This job fetches all transactions made in your bank account from zoho books. If you want to get all transactions, you can use [fetch account transactions](/library/jobs/zoho_books/fetch_account_transactions)
 
 <AddJob
   template="gsheet_zoho_books_bank_transactions"

docs/library/jobs/zoho_books/fetch_debit_notes.mdx

@@ -1,6 +1,6 @@
 ---
 title: Debit Notes
-sidebar_position: 100
+sidebar_position: 2
 ---
 
 This job fetches Debit notes from zoho books. 

docs/library/jobs/zoho_books/fetch_journals.mdx

@@ -1,9 +1,13 @@
 ---
 title: Journals
-sidebar_position: 100
+sidebar_position: 2
 ---
 
-This job fetches account transactions from zoho books. 
+In zoho books you can make journal entries directly. This job pulls such entries. 
+
+
+If you are looking for all data entry converted to journal entries, zoho uses the terminology accounting transactions. Refer to [fetch accounting transactions](/library/jobs/zoho_books/fetch_account_transactions) to fetch that data
+
 
 <AddJob
   template="gsheet_zoho_books_db_get_journals"

docs/library/jobs/zoho_books/fetch_line_items.mdx

@@ -4,7 +4,6 @@ sidebar_position: 2
 ---
 
 
-
 Zoho Books Line Items efficiently record product/service details in invoices, including description, quantity, price, taxes, and discounts. Subtotal and grand total calculations streamline invoicing, with clear currency codes for precise financial tracking
 
 <AddJob

docs/library/jobs/zoho_books/fetch_recurring_invoices.mdx

@@ -1,54 +1,53 @@
 ---
-title:  Recurring Invoices
+title:  Recurring Invoice 
 sidebar_position: 2
 ---
 
-
-Recurring Invoices in Zoho Books allows seamless retrieval of key details for recurring invoices, streamlining management and providing insights into automated billing cycles.
+This job provides key information on recurring invoices, including recurrence name, customer details, status, reference number etc.
 
 <AddJob
-  template="gsheet_zoho_books_db_get_recurring_invoices"
+  template="gsheet_zoho_books_db_get_recurring_invoice_details"
 />
 
-
 ## Data
 
 ### Sample Data
 
 <Gsheet
-  src="https://docs.google.com/spreadsheets/d/1-gX-uq5YrTW-6gQJYM-mNXitEOfJLTiQCvPtV8CR1Yc/edit#gid=583424710"
+  src="https://docs.google.com/spreadsheets/d/1-gX-uq5YrTW-6gQJYM-mNXitEOfJLTiQCvPtV8CR1Yc/edit#gid=1534935461"
 />
 
-
 ### Data headers
 
-| Header                 | Description                                           |
+| Headers                  | Description                                           |
 |------------------------|-------------------------------------------------------|
-| customer_name          | Name of the customer                                   |
-| status                 | Current status of the recurring invoice               |
-| total                  | Total amount of the recurring invoice                 |
-| recurrence_name        | Name associated with the recurrence                    |
-| reference_number       | Reference number for the recurring invoice             |
-| child_entity_type      | Type of child entity associated with the invoice       |
-| start_date             | Start date of the recurring invoice                    |
-| end_date               | End date of the recurring invoice                      |
-| last_sent_date         | Date when the recurring invoice was last sent          |
-| next_invoice_date      | Date of the next scheduled invoice in the recurrence   |
-| recurrence_frequency   | Frequency of the recurrence (e.g., monthly, annually)  |
-| repeat_every           | Interval for the recurrence (e.g., every 1 month)      |
-| created_time           | Time when the recurring invoice was created            |
-| last_modified_time     | Time when the recurring invoice was last modified      |
-| customer_id            | Zoho books id for the customer                     |
-| recurring_invoice_id   | Zoho books id for the recurring invoice            |
-
+| recurrence_name        | Name of the recurring invoice recurrence.             |
+| customer_name          | Name of the customer associated with the invoice.     |
+| status                 | Current status of the recurring invoice.              |
+| reference_number       | Reference number associated with the invoice.         |
+| start_date             | Start date of the recurring invoice.                  |
+| end_date               | End date of the recurring invoice.                    |
+| last_sent_date         | Date of the last sent occurrence of the invoice.      |
+| next_invoice_date      | Date of the next scheduled invoice.                   |
+| recurrence_frequency   | Frequency at which the invoice recurs (e.g., monthly).|
+| repeat_every           | Interval between recurring invoices.                  |
+| currency_code          | Currency code used in the invoice.                    |
+| price_precision        | Precision of the price in the invoice.                |
+| bcy_total              | Total amount in base currency.                        |
+| recurring_invoice_id   | Zoho books id for the recurring invoice.              |
+| customer_id            | Zoho books id for the customer.                       |
+| currency_id            | Zoho books id for the currency used in the invoice.   |
 
+<!---
 ### Filtration options
 
 This job can restrict the data that is visible in spreadsheets. Use the following parameters to restrict the data.
 
 | Parameter | Options |
 |----|----|
-| customer_id | Select invoices issued to a particular customer. Customer id is the id of the customer from zoho books.  |
+| start_date | Select bills with billing date on or after `start_date`. Format - `YYYY-MM-DD` |
+| end_date | Select bills with billing date on or before `end_date`. Format - `YYYY-MM-DD` |
+-->
 
 <!---
 ## Others

docs/library/jobs/zoho_books/fetch_sales/_category_.json

@@ -0,0 +1,4 @@
+{
+	"label": " Sales",
+	"position":1
+}

docs/library/jobs/zoho_books/fetch_sales_by_customer.mdx → docs/library/jobs/zoho_books/fetch_sales/by_customer.mdx

@@ -1,5 +1,5 @@
 ---
-title:  Sales by Customer
+title:  By Customer
 sidebar_position: 2
 ---
 

docs/library/jobs/zoho_books/fetch_sales_by_item.mdx → docs/library/jobs/zoho_books/fetch_sales/by_item.mdx

@@ -1,5 +1,5 @@
 ---
-title:  Sales by Item
+title:  By Item
 sidebar_position: 2
 ---