transaction-cleanup

What problem does it solve?

This Skill helps you complete missing details on your Ramp transactions so your records aren’t incomplete, including memos, accounting categories, funds/spend allocations, and attendees.

Core Features & Use Cases

• Find what’s missing: List your recent cleared transactions that need attention and check per-transaction missing receipts, memos, and accounting items.
• Use AI memo suggestions: Retrieve memo suggestions for transactions before you write anything manually.
• Edit with guardrails: Show details first (no blind edits), support single and bulk changes, and confirm a bulk plan before execution.
• Set structured fields correctly: Update memos, assign funds, set tracking categories via JSON, and set attendees via JSON, including provenance with --user_submitted_fields.
• Hand off missing receipts appropriately: Explain why a receipt is missing or generate an affidavit link instead of performing receipt uploads.

Quick Start

Ask the agent to clean up your recent cleared transactions by finding missing items, suggesting memos, and updating memos and tracking categories only after you confirm the proposed changes.