By name: expense-processing description: Process expense reports with policy validation and approval checkpoints required_tools: - receipts__extract - policy__validate - erp__submit
Step 1: Extract receipt data
Use the receipts tool to extract all available receipt fields from the submitted expense report.
Look for:
- Date of purchase
- Vendor name
- Amount and currency
- Category (meals, travel, supplies, etc.)
- Payment method
Step 2: Validate policy
[APPROVAL REQUIRED] Check the extracted data against company policy and summarize any violations.
Policy rules to check:
- Single meal expense must not exceed $75
- Travel expenses require manager pre-approval
- Receipts older than 90 days are not reimbursable
- Entertainment expenses require attendee list
Step 3: Submit to ERP
[PRE-APPROVAL REQUIRED] Submit the approved expense report to the ERP system.
Include all validated receipt data and any policy notes in the submission.