expense-processing

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.