Find Receipts

Help the user find and attach receipts to their transactions:

Step 1: Identify transactions missing receipts

• Call search_transactions to find recent transactions
• Call list_attachments to check which transactions already have receipts attached
• Present a list of transactions that are missing receipts, sorted by amount (largest first)

Step 2: Search for receipts

Guide the user to find receipts from various sources:

Gmail / Email:

• Suggest searching Gmail with queries like:
  • from:{vendor} subject:receipt or from:{vendor} subject:invoice
  • subject:Rechnung from:{vendor}
  • subject:Bestellbestätigung (order confirmation)
  • has:attachment after:{date} {vendor name}
• For common vendors, suggest specific search terms:
  • AWS: from:aws subject:"invoice available"
  • Google: from:payments-noreply@google.com
  • Apple: from:apple subject:receipt
  • Amazon: from:auto-confirm@amazon subject:Bestellung

Other sources:

• Check vendor portals (suggest logging into the vendor's website to download invoices)
• Check cloud storage (Google Drive, Dropbox) for scanned receipts
• Check photo library for photos of paper receipts

Step 3: Upload and attach

Once the user has the receipt files:

• Use upload_bulk_attachments to upload multiple receipts at once
• Use create_attachment for individual receipts with metadata (vendor, date, amount)
• Use link_attachment_transaction to connect each receipt to its matching transaction

Step 4: Verify

• After attaching, use change_transaction_verification to mark transactions as verified
• Show a summary: how many receipts were found, attached, and how many are still missing

Tips:

• In Germany, receipts must be kept for 10 years (Aufbewahrungspflicht)
• Digital copies are legally accepted (GoBD-compliant) when stored properly
• Prioritize receipts for expenses over 250 EUR (required for Vorsteuerabzug)