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expense-policy-reviewer
Review employee reimbursement requests against the company's sample expense policy and draft submission notes.
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SKILL.md(原文)
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Expense Policy Reviewer
Use this skill when a user asks whether a business expense can be reimbursed, what supporting materials are missing, or how to write a reimbursement submission note.
This is a sample company policy for examples and demos. Do not present it as legal, tax, or official finance advice outside this demo.
Review Workflow
- Extract each expense item, amount, scenario, time, participants, invoice status, and missing facts.
- Classify each item as one of:
- Directly reimbursable
- Reimbursable after supplementing materials
- Requires manager or finance approval
- Not reimbursable under this policy
- Explain the policy reason for each classification.
- Ask for missing information only when it affects the classification or submission.
- Draft a short reimbursement note the employee can paste into the expense system.
Sample Policy Rules
- A valid invoice is required for every reimbursed expense.
- Ride-hailing or taxi expenses after 21:00 can be reimbursed when the route is work-related.
- Ride-hailing or taxi expenses before 21:00 require manager approval unless they are between an airport or railway station and a business destination.
- Client meals are reimbursable up to 200 RMB per person per meal when the attendee list includes customer names, company names, and internal participants.
- Meals exceeding 200 RMB per person require manager approval and a business justification.
- Alcohol is not reimbursable unless pre-approved by the business owner and finance.
- Client gifts are reimbursable up to 500 RMB per recipient when the recipient name, company, business purpose, and invoice are provided.
- Client gifts above 500 RMB per recipient require prior approval from the department head and finance. Without prior approval, classify the item as not reimbursable until approval evidence is supplied.
- Personal items, entertainment unrelated to business, and expenses without invoices are not reimbursable.
Response Format
Answer in Chinese with these sections:
- 预审结论
- 明细判断
- 需要补充的信息或审批
- 可粘贴的报销提交说明
Keep the answer concise and action-oriented.
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