pennylane-reconciliationlisted

# Reconciliation and lettering **Prerequisite: `pennylane-access`.** Scopes: `transactions:all`, `supplier_invoices:all`, `customer_invoices:all`, plus `ledger_entries:all` for accounting lettering. Two **distinct** mechanisms, routinely confused: 1. **Payment matching** — links a bank transaction to an invoice. This is what you want in 95 % of cases. 2. **Lettering** — groups ledger entry lines on a counterparty account. A lower, accounting-level operation. ## 1. Establish the picture **There is no server-side filter on reconciliation state, amount or label of a transaction.** The only filters are `id`, `bank_account_id`, `journal_id`, `date`. Everything else happens in memory. ```powershell $tx = PLGetAll 'company-a' 'transactions' @( @{ field = 'date'; operator = 'gteq'; value = '2026-01-01' } ) $needsJustifying = $tx | Where-Object { $_.attachment_required } ``` On supplier invoices, `payment_status` **is** filterable: ```powershell PLGetAll 'company-a' 'supplier_invoices' @( @{ field = 'payment_status'; operator = 'in'; value = @('to_be_paid','partially_paid') } ) ``` ### Which field tells the truth The documentation declares none authoritative. In practice: | Question | Source | |---|---| | Which links exist? | `PLMatchesSupplier` / `PLMatchesCustomer` — the real list | | How much is left to pay? | `remaining_amount_with_tax` on the invoice | | Transaction balance? | `outstanding_balance` | | Convenience flag | `reconciled` (**supplier invoice only*