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