categorizing-expenses

name	categorizing-expenses
description	Categorize expense-report line items into GL accounts. Use when a user has an expense export and needs each line mapped to a general-ledger code, with low-confidence matches flagged for review.

Categorizing Expenses

Map each expense line to a general-ledger account, flagging anything the rules cannot place with confidence.

GL code reference

Use the GL code table to resolve category names to account numbers.

Steps

1. Read the expense export and identify the description and amount columns.
2. Match each line to a GL code using the reference table.
3. Flag low-confidence matches for human review rather than guessing.