expense-report-processor
Skill2 starsChanged 3 months agoAGPL-3.0View on GitHub
Processes employee expense reports from any T&E tool (Concur, Expensify, Brex, Ramp, Pleo, Spendesk, Soldo) or a pasted report: validates each line against the user's own policy, codes it to the real chart of accounts, flags personal and duplicate claims, calculates what each employee is owed, and prepares the GL posting inputs. Jurisdiction-agnostic: mileage rates, per-diems, receipt thresholds and deductibility rules come from the user, never from memory. Reads the books through a connected Mosofin workspace when the user agrees, so claims are checked against card charges already posted, or works from uploaded exports. Use when the user uploads an expense report, asks to review expense claims, check a report against policy, code employee expenses, or work out mileage, per-diems or T&E reimbursements. Do not use for vendor invoices (use invoice-data-extractor) or petty cash. Read-only: produces a policy-checked, coded workpaper, posting inputs and a coverage sheet, and approves, pays or posts nothing.
In this repository30 other files it gives its agents.
- accruals-and-deferralsSkill
- ap-accrual-cutoffSkill
- ap-aging-and-payment-runsSkill
- ar-aging-and-collectionsSkill
- balance-sheet-reconciliationsSkill
- bank-reconciliationSkill
- budget-vs-actual-analysisSkill
- cash-applicationSkill
- cash-flow-forecast-13-weekSkill
- closing-entries-and-trial-balanceSkill
- credit-card-reconciliationSkill
- credit-memo-and-refund-handlerSkill
- customer-invoicingSkill
- duplicate-invoice-detectionSkill
- financial-statement-builderSkill
- fixed-asset-register-and-depreciationSkill
- gl-coding-assistantSkill
- inventory-to-gl-reconciliationSkill
- invoice-data-extractorSkill
- journal-entry-builderSkill
- journal-entry-reviewSkill
- merchant-and-payment-processor-recSkill
- month-end-close-checklistSkill
- payroll-clearing-reconciliationSkill
- payroll-journal-entry-builderSkill
- payroll-reconciliationSkill
- prepaid-amortization-scheduleSkill
- recurring-transaction-builderSkill
- three-way-matchSkill
- vendor-statement-reconciliationSkill
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8 rules. About 0 are common, 5 are distinctive, and 3 are very specific to this project.
≈0
Common · estimate
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≈5
Distinctive · estimate
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3
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Licensed with conditions — read it at the source. We count its rules but don't quote them. Read them on GitHub.
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
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