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opp-closeout

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Automate opp closeout: invoices to Jira.

Finance & Accounting#automation#invoices#jira#payments#opportunity#connect#closeout
Authorjjackson
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This practice automates the financial closeout of completed opportunities by pulling generated invoices and creating a Jira payment ticket for the LLO, reducing manual tracking and errors.

Core Features & Use Cases

  • Pull and verify invoices for a completed opportunity from Connect.
  • Create a Jira ticket with payment details and attach relevant invoices to facilitate timely payment.
  • Write a closeout record to ACE/<opp-name>/closeout/invoices.md documenting invoice totals and the Jira ticket link.

Quick Start

Run the opp-closeout process for a completed opportunity to pull invoices and issue the Jira payment ticket.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: opp-closeout
Download link: https://github.com/jjackson/ace/archive/main.zip#opp-closeout

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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