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 works with or without Mosofin **With Mosofin connected**, the skill reads your live accounting data through the gateway: the figures come from your own books, it validates against the real chart of accounts, and most steps run automatically. **Without it, the skill still works.** No subscription, no connector, or a skill copied on its own — you are not blocked and you are not asked to buy anything first. The Mosofin gates are skipped and you are asked for what each step needs instead: a trial balance, a statement, an export, the documents themselves. **The accounting logic, the edge cases and the output standards are identical** — only where the numbers come from changes, and the output always says which is which. **You choose, and you are asked.** Where a connection exists, the skill asks at the start whether to use it for this run or whether you would rather supply the data yourself — **a connected gateway is not taken as consent to read your books.** Say no and it runs manually without asking again. ### 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**: