Guide · Agent skill
How to use the Expense Claim Report Builder agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The expense-report skill is an add-on for an AI agent that turns a pile of receipts into a finished expense claim summary. It reads screenshots, photos, statements or a handwritten list, pulls out the key fields for each item, and delivers an Excel workbook that highlights missing receipts, over-limit amounts and likely duplicates. This guide explains what the skill does, how to install it, how to ask for it in plain language, and what to check before you submit.
Expense Claim Report Buildergenspark-ai/genoffice · Apache-2.0 Download the skill Quick start
- 1Download and unzip. Download the skill ZIP from this page and unzip it so that SKILL.md sits in a skills folder.
- 2Place the skill folder. Move it into ~/.claude/skills/ for personal use or into a project's .claude/skills/ folder, or upload it under Settings → Capabilities → Skills in the Claude apps.
- 3Confirm a spreadsheet tool. Make sure your agent setup has a tool that can create Excel workbooks.
- 4Gather your policy. Collect your expense policy with per-category limits, required attachments and currency rules.
- 5Send your receipts. Attach screenshots, photos, statements or a handwritten list, and ask for an expense claim summary.
- 6Verify flagged fields. Confirm every [verify] item and the amounts the agent could not read.
- 7Resolve exceptions. Work through the Exceptions sheet, then fill in Attachment # and have finance review before submission.
What the skill makes the agent do
An agent skill is a folder of instructions that an AI agent loads when a task matches it. This one is written for expense claims. The agent extracts date, category, merchant, amount, currency and receipt type for each receipt, then builds a workbook rather than a plain text reply.
The workbook has four sheets: Detail (every receipt), Summary (totals by category and by project), Rules (the limits from your policy) and Exceptions (only the problem rows, each with a suggested action). The agent does not guess unreadable amounts; it marks them "[verify]" for you to confirm.
- Detail: one row per receipt, sorted by date
- Summary: receipt count, total, over-limit amount and reimbursable amount
- Rules: category limits, required attachments and notes from your policy
- Exceptions: missing receipts, unclear amounts, over-limit items, same-day duplicates, out-of-period items, suspected personal spend and header mismatches
Install the skill
Download the skill ZIP from this page and unzip it. The skill is a single file, SKILL.md. Put the unzipped folder in one of two places: your personal skills folder at ~/.claude/skills/, or a project's .claude/skills/ folder if you want it only for one project.
In the Claude apps you can instead upload the skill under Settings → Capabilities → Skills.
- Personal use: ~/.claude/skills/
- Single project: the .claude/skills/ folder inside that project
- Claude apps: Settings → Capabilities → Skills, then upload
Check what you need before you start
The skill needs a spreadsheet tool that the agent can use to create Excel workbooks. The skill refers to the spreadsheet tools available in your environment, so confirm your agent setup includes one before you rely on the output.
The most useful input is your company expense policy, ideally with per-category limits, required attachments and currency rules. Without a policy, the agent can only categorise items. Over-limit checks rely only on the limits you supply.
- A spreadsheet tool the agent can use to create Excel files
- Your written expense policy, with per-category limits if you have them
- Claimant name, department or project, and the claim period
- Receipt details as screenshots, photos, exported statements or a handwritten list
Trigger the skill with a natural request
You do not need a special command. Describe the task in plain words and attach or paste your receipts. The skill's suggested prompts include "Turn these receipts into an expense claim summary" and "Check which of these expenses break the reimbursement policy".
If you do not provide a policy, the agent will ask for the limits of common categories. Include them in your message to get over-limit checks.
- "Turn these receipts into an expense claim summary."
- "Check which of these expenses break the reimbursement policy."
- "Here is my policy and my January travel receipts. Build the claim workbook and flag anything that needs my attention."
What you get back and how to read it
After building the workbook, the agent replies with the total claimed, the reimbursable amount, the number of exceptions and the three items most in need of your attention. The Summary sheet shows these three figures in bold at the top.
Work through the Exceptions sheet first. Each note is one sentence describing the problem and one sentence giving the suggested action. Foreign-currency rows note the exchange rate and conversion date. The Attachment # column is left blank for you to fill in according to your finance system.
- Check every item marked [verify] and confirm the amount
- Review each exception and decide the action
- Fill in Attachment # from your own system
Safety notes and limits
This skill runs no scripts and uses no network access, according to its description. It works from the receipt details you provide and the policy you give it.
The skill does not judge tax deductibility. Invoice compliance follows current local tax rules, and finance should review invoices before formal submission. Fixed allowances such as car or telecom allowances are listed separately, not treated as receipts. The agent is also instructed never to alter receipt details or suggest switching receipt types.
- No scripts are run and no network use is declared
- Not a tax or deductibility decision tool
- Fixed allowance items are kept separate by design
- Amounts are taken at face value, with no rounding adjustments or merging of receipts
What people use it for
- Preparing a travel expense claim with taxis, hotels and meals from one trip
- Reconciling a month of receipts against a written expense policy before sending them to finance
- Checking a set of expenses for missing receipts and over-limit amounts before submission
- Producing a clean expense spreadsheet from a handwritten list of purchases
Frequently asked questions
How do I install the expense-report agent skill?
Download the skill ZIP from this page and unzip it. Place the folder in ~/.claude/skills/ for personal use, or in a project's .claude/skills/ folder. In the Claude apps, you can also upload it under Settings → Capabilities → Skills.
What does the expense-report skill need to run?
It needs a spreadsheet tool the agent can use to create Excel workbooks. It also works best with your company expense policy, ideally with per-category limits, required attachments and currency rules.
Is the expense-report skill free?
The source material for this page does not state pricing or licence terms beyond the listed licence, Apache-2.0. Check the licence file in the repository for the terms that apply to you.
Does the skill decide whether an expense is tax-deductible?
No. The skill explicitly does not judge tax deductibility. It notes that finance should review invoices before formal submission, and invoice compliance follows current local tax regulations.
What happens if I do not give it a policy?
The agent will ask for the limits of common categories. If you still do not provide them, it only categorises items and does not judge which ones are over limit.
Can it read blurry or unclear receipts?
It does not guess unreadable amounts. Unclear fields are marked [verify] and listed in the reply so you can confirm them before submitting.
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Our verdict
Use this skill if you prepare travel or business expense claims and want a spreadsheet with problems flagged before you submit. Pick something else if you need final tax or deductibility decisions, if you have no written expense policy to check against, or if your claim is mainly fixed allowances such as car or telecom payments.
Download the skill