expense-claims-ops_skill

Overview

This skill processes personal and work expense reimbursement claims through a structured, low-friction workflow. It collects receipts and metadata, validates readiness against provided constraints, and produces a decision-ready submission package. Outputs are concise and focused on Ready, Blocked, and Next action.

How this skill works

Provide a set of receipts, date range, currency, any policy constraints, and the claim destination. The skill extracts line items (date, merchant, amount, currency, category, payment method, receipt proof status) and runs validation checks for missing data, duplicates, and out-of-policy risks. It then builds a compact output with totals, counts of missing documents, categorized totals by currency, and per-item guidance for fixes or submission notes.

When to use it

• Preparing a batch of receipts for a single reimbursement submission
• Checking claim readiness before uploading to a company tool or sending via email
• Finding missing receipts, duplicate charges, or policy exceptions quickly
• Generating a concise submission summary and per-item notes for approvers
• Drafting follow-up messages for exceptions or missing information

Best practices

• Attach clear receipt images and include business purpose on each line when possible
• Supply policy rules if you want automated out-of-policy checks; otherwise items will be marked 'policy not provided'
• Group receipts by date range and currency to simplify totals and conversions
• Resolve Blocked items exactly as the guidance states (e.g., upload receipt, add business purpose, or confirm merchant)
• Use the generated summary block for copy-paste into claim tools or emails to reduce manual errors

Example use cases

• An employee compiles a month of travel receipts and wants a claim-ready package with totals and missing-item flags
• A finance admin audits a set of expense submissions for duplicates and policy violations before approval
• A contractor prepares a single reimbursement request with a summary block and per-item notes for the client
• A team lead needs a quick follow-up draft for items blocked due to missing business purpose