Reconcile a wire and lift an engineering hold

Verifier checks

Score 1.00 · 6 of 6 checks passed

• The wire is reconciled as a payment of INV-2041 in fullINV-2041 750000
• INV-2041 is paid
• No other bank line was touched (the Lumen deposit matches no invoice)
• One comment on WEB-320, the task on hold until INV-2041 was paidWEB-320: Brightwave's wire payment for INV-2041 has arrived and the invoice is fully sett
• No collateral changes outside what the task requires
• Finished within the step budget (25)6 steps

Tool calls

6 calls, in order. Results are shortened to 2,400 characters.

1. 1.ledgerline_list_bank_transactionsread

   {"status":"unreconciled","type":"deposit"}

   {"account":"Operating Checking ••7718","as_of":"2026-01-12","count":2,"transactions":[{"bank_transaction_id":"bt-3002","date":"2026-01-09","description":"ACH CREDIT LUMEN ANALYTICS","type":"deposit","amount":"$1260.00","amount_cents":126000,"status":"unreconciled","reconciled_to":null,"memo":null},{"bank_transaction_id":"bt-3001","date":"2026-01-09","description":"INTL WIRE IN BRIGHTWAVE SYSTEMS REF INV-2041","type":"deposit","amount":"$7500.00","amount_cents":750000,"status":"unreconciled","reconciled_to":null,"memo":null}],"unmatched_payments":[]}

2. 2.ledgerline_get_invoiceread

   {"invoice_id":"inv-2041"}

   {"invoice_id":"INV-2041","status":"overdue","customer_id":"c-brightwave","customer_name":"Brightwave Systems","billing_email":"finance@brightwave.example","issue_date":"2025-11-20","due_date":"2026-01-04","days_overdue":8,"po_number":null,"notes":"Data export API integration (fixed fee)","lines":[{"line_id":"ln-2041-1","item_id":"it-integration","description":"Custom integration","quantity":1,"unit_price":"$7500.00","unit_price_cents":750000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-exempt","tax_rate":"Exempt 0%","net":"$7500.00","net_cents":750000,"tax":"$0.00","tax_cents":0,"line_total":"$7500.00","line_total_cents":750000,"credited_quantity":0}],"subtotal":"$7500.00","subtotal_cents":750000,"discounts":"$0.00","discounts_cents":0,"tax":"$0.00","tax_cents":0,"late_fees":"$0.00","late_fees_cents":0,"total":"$7500.00","total_cents":750000,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$7500.00","balance_cents":750000,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2025-11-20T14:00:00.000Z","sent_at":"2025-11-20T14:01:00.000Z","sent_to":"finance@brightwave.example","voided_at":null,"void_reason":null,"as_of":"2026-01-12"}

3. 3.ledgerline_reconcile_bank_transactionwrite

   {"invoice_allocations":[{"amount_cents":750000,"invoice_id":"inv-2041"}],"bank_transaction_id":"bt-3001"}

   {"bank_transaction":{"bank_transaction_id":"bt-3001","date":"2026-01-09","description":"INTL WIRE IN BRIGHTWAVE SYSTEMS REF INV-2041","type":"deposit","amount":"$7500.00","amount_cents":750000,"status":"reconciled","reconciled_to":{"payments":[{"payment_id":"pmt-9001","invoice_id":"INV-2041","amount":"$7500.00","amount_cents":750000}]},"memo":null},"payments_created":[{"payment_id":"pmt-9001","invoice_id":"INV-2041","date":"2026-01-09","amount":"$7500.00","amount_cents":750000,"method":"bank_transfer","reference":"INTL WIRE IN BRIGHTWAVE SYSTEMS REF INV-2041","bank_transaction_id":"bt-3001","reconciled":true}],"invoices":[{"invoice_id":"INV-2041","customer_id":"c-brightwave","customer_name":"Brightwave Systems","status":"paid","issue_date":"2025-11-20","due_date":"2026-01-04","days_overdue":0,"po_number":null,"total":"$7500.00","total_cents":750000,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false}]}

4. 4.crewboard_search_issuesread

   {"open_only":true,"label":"cust-brightwave"}

   {"count":3,"issues":[{"key":"WEB-320","project":"WEB","type":"task","title":"Brightwave: enable the data export API","status":"todo","resolution":null,"priority":"P2","assignee":"Chloe Dubois","assignee_id":"u-chloe","labels":["cust-brightwave","on-hold-billing"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2025-12-30T14:00:00.000Z","updated_at":"2025-12-30T15:00:00.000Z"},{"key":"WEB-323","project":"WEB","type":"task","title":"Premium support onboarding for Brightwave","status":"in_progress","resolution":null,"priority":"P2","assignee":"Samuel Adeyemi","assignee_id":"u-samuel","labels":["setup","cust-brightwave","support"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2026-01-05T10:30:00.000Z","updated_at":"2026-01-07T09:00:00.000Z"},{"key":"WEB-327","project":"WEB","type":"bug","title":"Brightwave: CSV export times out for large workspaces","status":"todo","resolution":null,"priority":"P3","assignee":null,"assignee_id":null,"labels":["cust-brightwave"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2026-01-12T13:40:00.000Z","updated_at":"2026-01-12T13:40:00.000Z"}]}

5. 5.crewboard_get_issueread

   {"key":"WEB-320"}

   {"key":"WEB-320","project":"WEB","type":"task","title":"Brightwave: enable the data export API","status":"todo","resolution":null,"priority":"P2","assignee":"Chloe Dubois","assignee_id":"u-chloe","labels":["cust-brightwave","on-hold-billing"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2025-12-30T14:00:00.000Z","updated_at":"2025-12-30T15:00:00.000Z","description":"On hold until Brightwave pays INV-2041 (Finance hold). Once that invoice is paid, Chloe can start.","status_label":"To Do","in_status_since":"2025-12-30T14:00:00.000Z","resolved_at":null,"reporter":"Avery Chen","reporter_id":"u-avery","sprint_state":null,"epic":null,"children":[],"blocked_by_open_issues":[],"links":[],"comments":[],"history":[{"at":"2025-12-30T14:00:00.000Z","by":"Avery Chen","field":"created","from":null,"to":null},{"at":"2025-12-30T15:00:00.000Z","by":"Avery Chen","field":"assignee","from":null,"to":"Chloe Dubois"}]}

6. 6.crewboard_add_commentwrite

   {"body":"Brightwave's wire payment for INV-2041 has arrived and the invoice is fully settled. The billing hold can be lifted.","key":"WEB-320"}

   {"key":"WEB-320","comment_id":"c-7001","at":"2026-01-12T15:00:42.000Z","comment_count":1}