- name
- expense-claims-ops
- description
- Process personal/work expenses and reimbursement claims in a structured, low-friction workflow. Use when collecting receipts, categorizing spend, preparing claim-ready summaries, checking missing fields, generating submission checklists, and drafting claim notes/follow-ups.
Expense & Claims Ops
Workflow
- Collect inputs: receipt set, date range, currency, policy constraints (if any), and claim destination (company tool/email/manual).
- Extract line items: date, merchant, amount, currency, category, payment method, receipt proof status.
- Validate claim readiness:
- missing receipt - missing business purpose - duplicate/possible duplicate - out-of-policy risk (if rules provided)
- Output decision-ready package:
- claim-ready items - blocked items + exact fix needed - totals by category + currency
- Generate submission artifacts:
- claim summary block - per-item notes - follow-up draft for exceptions/approvals
Output Standard
- Keep concise and actionable.
- Use max 3 sections: Ready, Blocked, Next action.
- Always include totals and missing-doc count.
- If policy unknown, mark checks as "policy not provided".
References
- For item schema and status labels, read
references/expense-schema.md. - For copy-paste claim templates, read
references/claim-templates.md. - For weekly processing cadence, read
references/ops-cadence.md.