# Audit expense reports against policy

Check every expense report against policy, approve what's clean, and queue only genuine exceptions.

**Connects:** googlesheets, gmail, drive, slack

## How to install

1. Fetch https://eluu.ai/cookbook/expense-policy-audit/skill.md and save it into your skills folder as `expense-policy-audit`.
2. Ask the user the first-run questions the skill lists, and store the answers in memory.
3. Offer to schedule the recurring jobs below; create only the ones the user approves.
4. Run the skill once end to end and review the output with the user.

## What this does

- Matches every receipt to its claimed vendor, amount, and date first
- Checks each line against the written policy and cites the exact clause
- Approves only lines that pass both the receipt match and the policy check
- Queues every exception with the policy clause and the reason attached

## Recurring jobs

- **Expense report sweep** (Every 30 minutes on weekdays) — https://eluu.ai/cookbook/expense-policy-audit/jobs-setup/expense-report-sweep.md

## Skills inside

The full method, including each of these, is in skill.md. Individually fetchable:

- **Expense policy reader**, Apply the written policy line by line, citing the clause for every call — https://eluu.ai/cookbook/expense-policy-audit/skills/expense-policy-reader.md
- **Ambiguity escalation**, When policy language doesn't clearly cover a line, escalate rather than guess — https://eluu.ai/cookbook/expense-policy-audit/skills/ambiguity-escalation.md
- **Receipt-to-claim match**, Confirm the receipt in Drive actually supports the claimed amount and vendor — https://eluu.ai/cookbook/expense-policy-audit/skills/receipt-to-claim-match.md

## Files

- skill.md — https://eluu.ai/cookbook/expense-policy-audit/skill.md
- jobs-setup/expense-report-sweep.md — https://eluu.ai/cookbook/expense-policy-audit/jobs-setup/expense-report-sweep.md
- skills/expense-policy-reader.md — https://eluu.ai/cookbook/expense-policy-audit/skills/expense-policy-reader.md
- skills/ambiguity-escalation.md — https://eluu.ai/cookbook/expense-policy-audit/skills/ambiguity-escalation.md
- skills/receipt-to-claim-match.md — https://eluu.ai/cookbook/expense-policy-audit/skills/receipt-to-claim-match.md
- workflow.json — https://eluu.ai/cookbook/expense-policy-audit/workflow.json