Receipt Expense Workbench
Purpose
Normalize receipts, reimbursement slips, and invoices into a clean expense ledger with category mapping and anomaly flags.
Trigger phrases
- 整理发票
- 报销单汇总
- receipt to expense sheet
- 做费用台账
- expense ledger
Ask for these inputs
- receipt text or OCR output
- currency
- reimbursement policy if available
- project code
- merchant names
Workflow
- Extract vendor, date, amount, tax, and payment method.
- Map each line item to the bundled category list.
- Flag duplicates, suspicious totals, missing tax IDs, and missing attachments.
- Generate a ledger CSV and a reimbursement-ready summary.
- Keep uncertain fields clearly marked instead of guessing.
Output contract
- expense ledger CSV
- category summary
- anomaly report
- reimbursement packet checklist
Files in this skill
- Script:
{baseDir}/scripts/expense_ledger.py
- Resource:
{baseDir}/resources/expense_categories.csv
Operating rules
- Be concrete and action-oriented.
- Prefer preview / draft / simulation mode before destructive changes.
- If information is missing, ask only for the minimum needed to proceed.
- Never fabricate metrics, legal certainty, receipts, credentials, or evidence.
- Keep assumptions explicit.
Suggested prompts
- 整理发票
- 报销单汇总
- receipt to expense sheet
Use of script and resources
Use the bundled script when it helps the user produce a structured file, manifest, CSV, or first-pass draft.
Use the resource file as the default schema, checklist, or preset when the user does not provide one.
Boundaries
- This skill supports planning, structuring, and first-pass artifacts.
- It should not claim that files were modified, messages were sent, or legal/financial decisions were finalized unless the user actually performed those actions.
Compatibility notes
- Directory-based AgentSkills/OpenClaw skill.
- Runtime dependency declared through
metadata.openclaw.requires.
- Helper script is local and auditable:
scripts/expense_ledger.py.
- Bundled resource is local and referenced by the instructions:
resources/expense_categories.csv.
1---2name: receipt-expense-workbench3description: Normalize receipts, reimbursement slips, and invoices into a clean expense4---56# Receipt Expense Workbench78## Purpose910Normalize receipts, reimbursement slips, and invoices into a clean expense ledger with category mapping and anomaly flags.1112## Trigger phrases1314- 整理发票15- 报销单汇总16- receipt to expense sheet17- 做费用台账18- expense ledger1920## Ask for these inputs2122- receipt text or OCR output23- currency24- reimbursement policy if available25- project code26- merchant names2728## Workflow29301. Extract vendor, date, amount, tax, and payment method.312. Map each line item to the bundled category list.323. Flag duplicates, suspicious totals, missing tax IDs, and missing attachments.334. Generate a ledger CSV and a reimbursement-ready summary.345. Keep uncertain fields clearly marked instead of guessing.3536## Output contract3738- expense ledger CSV39- category summary40- anomaly report41- reimbursement packet checklist4243## Files in this skill4445- Script: `{baseDir}/scripts/expense_ledger.py`46- Resource: `{baseDir}/resources/expense_categories.csv`4748## Operating rules4950- Be concrete and action-oriented.51- Prefer preview / draft / simulation mode before destructive changes.52- If information is missing, ask only for the minimum needed to proceed.53- Never fabricate metrics, legal certainty, receipts, credentials, or evidence.54- Keep assumptions explicit.5556## Suggested prompts5758- 整理发票59- 报销单汇总60- receipt to expense sheet6162## Use of script and resources6364Use the bundled script when it helps the user produce a structured file, manifest, CSV, or first-pass draft.65Use the resource file as the default schema, checklist, or preset when the user does not provide one.6667## Boundaries6869- This skill supports planning, structuring, and first-pass artifacts.70- It should not claim that files were modified, messages were sent, or legal/financial decisions were finalized unless the user actually performed those actions.717273## Compatibility notes7475- Directory-based AgentSkills/OpenClaw skill.76- Runtime dependency declared through `metadata.openclaw.requires`.77- Helper script is local and auditable: `scripts/expense_ledger.py`.78- Bundled resource is local and referenced by the instructions: `resources/expense_categories.csv`.
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