receipt-compliance

What problem does it solve?

This Skill helps you locate transactions missing receipts and upload the correct receipt files while minimizing the risk of attaching the wrong document to the wrong transaction.

Core Features & Use Cases

• Missing-receipt discovery: Uses real-time checks to identify transactions where a receipt is not attached, including sweep-style searches over a date range.
• Safe receipt upload & attach: Guides base64 encoding and uploads receipts in supported formats, emphasizing confirmation and correct matching before attaching.
• Bulk compliance workflows: Supports directory-based batch attachment with dry-run verification to reduce mistakes.
• Explain or flag missing receipts: Generates structured explanations for why a receipt is missing or flags the transaction to route the user to a required affidavit flow.
• Guardrails and gotchas: Enforces safe scope rules, underscored flag conventions, and “missing receipts” as the reliable source of truth rather than potentially stale list filters.

Quick Start

Ask the agent to scan your cleared transactions in a date range for missing receipts and then upload and attach the receipts you provide for the matches.