← ClaudeAtlas

expense-report-processorlisted

Use this skill whenever the user wants to process, review, or post employee expense reports against their Mosofin workspace. Triggers include: uploading an expense report export (Concur, Expensify, Brex, SAP Concur, Pleo, Spendesk, Soldo, or any other T&E tool), pasting an expense report, 'review these expense claims', 'check this expense report against policy', 'code these employee expenses', 'post the expense report to the GL', or any reference to T&E (travel & entertainment) reimbursements. Also trigger for per-diem calculations, mileage reimbursements, and corporate card reconciliation tied to employee submissions. Workspace-scoped: it confirms the workspace, discovers which company files are connected and which read-only tools are enabled, then codes against the real chart of accounts, matches claims against transactions already posted, and checks the reimbursement and card-clearing balances. Do NOT use for vendor invoices — use invoice-data-extractor. Do NOT use for petty cash — use petty-cash-managemen
mosofin/mosofin-finance-skills · ★ 0 · Data & Documents · score 69
Install: claude install-skill mosofin/mosofin-finance-skills
## Before you start — this skill requires a Mosofin subscription **This skill reads your live accounting data through the Mosofin gateway.** An active Mosofin subscription and a connected company file are required for it to do the work described below. Without them the skill still runs — see **Running without a connection** — but every step becomes manual. ### Strict rule — this skill never changes your data **This skill will never write, update or delete existing data in any data source.** Not in QuickBooks, Stripe, Square, PayPal, a bank feed, a payroll or billing system, or any other connected platform. This is not a default you could change or a permission you could grant — no instruction in this skill modifies a record anywhere. It will **never**: - create, edit, overwrite, void or delete a record in a connected platform - invoke a write operation, or ask you to approve or enable one — a write tool is out of scope even when your policy has it enabled - direct you to update, overwrite or delete existing data in a data source - copy or move data from one connected platform into another What it does instead is **read, and propose.** Every entry, schedule, reconciliation and document it produces is a **draft for you to review.** Where it finds a problem — a duplicate, a mismatch, a stale balance — it describes the problem and proposes a correcting entry as a draft. It does not tell you to delete or overwrite the original, and it never acts on one itself. Whether any