expense-entry

What problem does it solve?

This Skill streamlines the process of logging expenses and processing receipts, ensuring compliance with company policies and automating the creation of expense report entries.

Core Features & Use Cases

• Receipt Processing: Extracts information from various receipt formats (images, PDFs, text).
• Expense Categorization: Assigns expenses to predefined categories based on merchant and item details.
• Policy Enforcement: Validates expenses against company policies, including approval thresholds, duplicate detection, and late submission rules.
• Data Entry Automation: Creates detailed expense report entries in Dataverse, populating all necessary fields.
• Use Case: A user uploads a photo of a restaurant receipt and says "Log this business lunch expense." The skill extracts the merchant, date, amount, and categorizes it as "Meals," checks for policy violations, determines the approval tier, and creates an expense entry in Dataverse.

Quick Start

Use the expense-entry skill to process the attached receipt for a hotel stay.