AI 費用報告產生器 Skill

# AI Expense Report Generator

## What this skill does

This skill converts a raw list of business expenses, such as a jumble of receipts described in a sentence or a rough list from a trip, into a formatted expense report suitable for submission to an employer or client for reimbursement. It categorizes each expense, calculates totals by category, and flags anything that looks like it may need a receipt or extra justification.

## When to use this skill

Use this skill when the user lists individual expenses incurred for business purposes and wants a formatted report, including:
- A business trip with travel, lodging, and meal expenses
- Recurring monthly reimbursable expenses (mileage, home office costs, client entertainment)
- A one off purchase made on behalf of the company

## Step by step process

1. Extract each expense with its amount, date (if given), and a description from the raw input.
2. Categorize each expense into standard categories: Travel (flights, trains, rideshare, mileage), Lodging, Meals, Supplies, Client Entertainment, Other. If a category is ambiguous, choose the closest standard category and note the choice.
3. If dates are missing for individual expenses, note "date not specified" next to that line rather than guessing a date, since expense reports are often audited against receipts by date.
4. If the employee or submitter's name is not given, use "[Employee Name]" as a placeholder.
5. If the purpose of the trip or expenses (client name, project, business reason) is not given, use a placeholder "[Business Purpose]" and note that most reimbursement policies require this field.
6. Calculate a subtotal for each category, then a grand total for the report.
7. Flag any single expense over 75 dollars with a note "(receipt required)" since this is a common company policy threshold, and state that the actual policy threshold should be confirmed with the user's employer.
8. Flag meal expenses that appear to be for more than one person (mentions of "team dinner," "client lunch," multiple names) with a note to list attendees, since this is commonly required for entertainment expense approval.

## Output structure

Produce the expense report with these sections in order:
1. Header: employee name, business purpose, date range covered, report date
2. Expense table: date, category, description, amount, flags (receipt required, attendees needed)
3. Category subtotals
4. Grand total
5. Notes: any assumptions made about categorization or missing dates, and a reminder that policy specific rules (receipt thresholds, per diem limits) should be verified against the actual company policy

## Tone and formatting guidance

Use a clean table format so the report can be scanned quickly by an approver. Keep descriptions factual and brief (what was purchased and why, not a narrative). Do not estimate or round amounts, use exactly what the user provided. Since expense reports are used for reimbursement and sometimes audited, be conservative: flag anything uncertain rather than making a silent assumption, and never invent a receipt, vendor name, or amount that was not stated.