Skill

Pass

Audit score 90

expense-report

claude-office-skills/skills

Organize business expenses into categorized reports for reimbursement, tax prep, and accounting.

What is expense-report?

This skill helps you create structured expense reports from receipts and transactions. Use it to categorize business expenses, prepare reimbursement requests, organize travel costs, and summarize monthly spending for accounting or tax purposes.

Categorize expenses into standard business categories (travel, meals, transportation, office supplies, etc.)
Generate formatted expense reports with summaries and detailed breakdowns
Create travel expense reports with daily tracking and per-diem calculations
Produce monthly expense summaries with budget variance analysis
Organize receipts and documentation for reimbursement or tax preparation

How to install expense-report

npx skills add https://github.com/claude-office-skills/skills --skill expense-report

Claude Code

Cursor

Windsurf

Cline

How to use expense-report

1.Gather your expense information (receipts, transaction descriptions, dates, amounts, vendors)
2.Specify the report type needed (reimbursement, tax prep, monthly summary, or travel report)
3.Provide your expense categories or company expense policy if applicable
4.Share any relevant details (trip destination, business purpose, attendees for meals)
5.Receive a structured report in markdown or spreadsheet format ready for submission or filing

Use cases

Good for

Creating expense reimbursement reports for business trips or projects
Organizing receipts and transactions for monthly or quarterly accounting
Preparing travel expense reports with daily breakdowns and totals
Categorizing freelance or business expenses for tax preparation
Summarizing operating expenses against budget for financial review

Who it's for

Employees submitting reimbursement requests
Freelancers and small business owners tracking expenses
Finance and accounting teams processing expense reports
Project managers documenting project-related costs

expense-report FAQ

What expense categories does this skill support?

It supports common business categories including travel, meals & entertainment, transportation, office supplies, software & subscriptions, professional development, communication, professional services, marketing, and equipment. It can also align with IRS categories for US tax purposes.

Do I need receipts for all expenses?

Generally keep receipts for expenses over $25 (US threshold). For meals, include attendees and business purpose. The skill will note any missing receipts in the report.

Can this skill handle multi-currency expenses?

Yes. It can convert expenses using exchange rates from the date of the transaction. You should document the rate source (bank, XE.com, etc.) and keep both original and converted amounts.

What report formats are available?

The skill provides three main templates: Standard Reimbursement Report, Travel Expense Report (with daily breakdowns), and Monthly Expense Summary (with budget variance analysis).

Can it calculate mileage reimbursement?

Yes. It can calculate mileage using current IRS rates (verify the current rate for your year). Document the date and destinations for accurate calculation.

Full instructions (SKILL.md)

Source of truth, from claude-office-skills/skills.

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CLAUDE OFFICE SKILL - Enhanced Metadata v2.0

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Basic Information

name: expense-report description: ">" version: "1.0.0" author: Claude Office Skills Contributors license: MIT

Categorization

category: finance tags:

expense
report
reimbursement department: Finance

AI Model Compatibility

models: recommended: - claude-sonnet-4 - claude-opus-4 compatible: - claude-3-5-sonnet - gpt-4 - gpt-4o

MCP Tools Integration

mcp: server: office-mcp tools: - read_xlsx - create_xlsx - analyze_spreadsheet

Skill Capabilities

capabilities:

expense_tracking
categorization
summarization

Language Support

languages:

Expense Report

Overview

This skill helps you organize business expenses into clear, categorized reports suitable for reimbursement requests, accounting, and tax preparation.

Use Cases:

Creating expense reimbursement reports
Organizing receipts for tax preparation
Categorizing business expenses
Summarizing travel expenses
Preparing monthly/quarterly expense summaries

How to Use

Provide your expense information (receipts, transactions, or descriptions)
Specify the purpose (reimbursement, tax prep, budget tracking)
Tell me your expense categories or policies
I'll create a structured expense report

Example prompts:

"Create an expense report from these receipts for my business trip"
"Categorize and summarize my expenses for the month"
"Format these expenses for reimbursement"
"Help me organize my freelance business expenses for taxes"

Expense Report Templates

Standard Reimbursement Report

# Expense Report

**Employee:** [Name]
**Department:** [Department]
**Report Period:** [Start Date] - [End Date]
**Purpose:** [Business trip / Project / General]
**Submission Date:** [Date]

## Summary
| Category | Amount |
|----------|--------|
| Transportation | $XXX.XX |
| Lodging | $XXX.XX |
| Meals | $XXX.XX |
| Other | $XXX.XX |
| **Total** | **$XXX.XX** |

## Expense Details

### Transportation
| Date | Description | Vendor | Amount | Receipt |
|------|-------------|--------|--------|---------|
| [Date] | [Description] | [Vendor] | $XX.XX | ✓ |

### Lodging
| Date | Description | Vendor | Amount | Receipt |
|------|-------------|--------|--------|---------|
| [Date] | [Hotel name] | [Vendor] | $XX.XX | ✓ |

### Meals & Entertainment
| Date | Description | Attendees | Business Purpose | Amount | Receipt |
|------|-------------|-----------|------------------|--------|---------|
| [Date] | [Restaurant] | [Names] | [Purpose] | $XX.XX | ✓ |

### Other Expenses
| Date | Description | Category | Amount | Receipt |
|------|-------------|----------|--------|---------|
| [Date] | [Description] | [Category] | $XX.XX | ✓ |

## Approvals
- [ ] Employee Signature: _____________ Date: _______
- [ ] Manager Approval: _____________ Date: _______
- [ ] Finance Approval: _____________ Date: _______

## Notes
[Any additional context or explanations]

Travel Expense Report

# Travel Expense Report

**Traveler:** [Name]
**Trip Dates:** [Start] - [End]
**Destination:** [City, Country]
**Business Purpose:** [Reason for travel]

## Trip Summary
- **Duration:** [X] days
- **Total Expenses:** $X,XXX.XX
- **Per Diem Allowance:** $XXX.XX
- **Variance:** +/- $XX.XX

## Pre-Trip Expenses
| Item | Vendor | Amount | Date Paid |
|------|--------|--------|-----------|
| Flight | [Airline] | $XXX.XX | [Date] |
| Hotel Booking | [Hotel] | $XXX.XX | [Date] |
| Conference Registration | [Event] | $XXX.XX | [Date] |

## Daily Expenses

### Day 1 - [Date]
| Category | Description | Amount |
|----------|-------------|--------|
| Transport | Airport taxi | $XX.XX |
| Meals | Dinner | $XX.XX |
| **Day Total** | | **$XX.XX** |

### Day 2 - [Date]
| Category | Description | Amount |
|----------|-------------|--------|
| Meals | Breakfast/Lunch/Dinner | $XX.XX |
| Transport | Uber to meeting | $XX.XX |
| **Day Total** | | **$XX.XX** |

## Expense by Category
| Category | Amount | % of Total |
|----------|--------|------------|
| Airfare | $XXX.XX | XX% |
| Lodging | $XXX.XX | XX% |
| Ground Transport | $XXX.XX | XX% |
| Meals | $XXX.XX | XX% |
| Other | $XXX.XX | XX% |
| **Total** | **$X,XXX.XX** | 100% |

## Receipt Checklist
- [ ] Flight confirmation/receipt
- [ ] Hotel invoice
- [ ] Ground transportation receipts
- [ ] Meal receipts over $[threshold]
- [ ] Other expense receipts

Monthly Expense Summary

# Monthly Expense Summary

**Period:** [Month Year]
**Prepared by:** [Name]
**Business:** [Business Name]

## Overview
| Metric | Amount |
|--------|--------|
| Total Expenses | $X,XXX.XX |
| vs Last Month | +/-XX% |
| vs Budget | +/-XX% |

## Expenses by Category

### Operating Expenses
| Category | Amount | Budget | Variance |
|----------|--------|--------|----------|
| Rent/Utilities | $XXX.XX | $XXX.XX | $XX.XX |
| Software/Subscriptions | $XXX.XX | $XXX.XX | $XX.XX |
| Office Supplies | $XXX.XX | $XXX.XX | $XX.XX |

### Professional Services
| Category | Amount | Budget | Variance |
|----------|--------|--------|----------|
| Legal | $XXX.XX | $XXX.XX | $XX.XX |
| Accounting | $XXX.XX | $XXX.XX | $XX.XX |
| Consulting | $XXX.XX | $XXX.XX | $XX.XX |

### Marketing & Sales
| Category | Amount | Budget | Variance |
|----------|--------|--------|----------|
| Advertising | $XXX.XX | $XXX.XX | $XX.XX |
| Events | $XXX.XX | $XXX.XX | $XX.XX |
| Travel | $XXX.XX | $XXX.XX | $XX.XX |

## Top 10 Expenses
| Rank | Date | Description | Category | Amount |
|------|------|-------------|----------|--------|
| 1 | [Date] | [Description] | [Category] | $XXX.XX |
| 2 | [Date] | [Description] | [Category] | $XXX.XX |

## Notes & Anomalies
- [Explanation for any unusual expenses]
- [Budget variance explanations]

Expense Categories

Common Business Categories

Category	Examples	Tax Deductible
Travel	Flights, hotels, car rentals	Usually yes
Meals & Entertainment	Client dinners, team lunches	50-100%
Transportation	Taxi, Uber, parking, mileage	Yes
Office Supplies	Paper, pens, printer ink	Yes
Software & Subscriptions	SaaS tools, apps	Yes
Professional Development	Courses, books, conferences	Usually yes
Communication	Phone, internet	Partial
Professional Services	Legal, accounting	Yes
Marketing	Ads, promotional materials	Yes
Equipment	Computer, office furniture	Depreciated

IRS Category Alignment (US)

IRS Category	Description
Advertising	Marketing and promotional
Car and Truck	Vehicle expenses
Commissions	Payments to contractors
Contract Labor	Freelancer payments
Depreciation	Asset depreciation
Insurance	Business insurance
Interest	Business loan interest
Legal and Professional	Attorney, CPA fees
Office Expense	General office
Rent	Workspace rental
Repairs	Equipment maintenance
Supplies	Business supplies
Taxes and Licenses	Business taxes
Travel	Business travel
Meals	Business meals (50%)
Utilities	Business utilities

Processing Guidelines

Receipt Requirements

Keep receipts for: All expenses over $25 (US) or local threshold
Required info: Date, vendor, amount, payment method
Meals: Include attendees and business purpose
Missing receipts: Note explanation in report

Currency Conversion

Use exchange rate from date of expense
Document rate source (bank, XE.com, etc.)
Keep in original currency + converted amount

Mileage Calculation

Current IRS rate (2024): $0.67/mile (verify current rate)
Document: Date, destination, purpose, miles
Use odometer readings or mapping app

Output Format

# Expense Report

**Period:** [Dates]
**Total:** $X,XXX.XX

## Summary by Category
[Category breakdown table]

## Detailed Expenses
[Line items with all required info]

## Missing/Notes
[Any issues to address]

Limitations

Cannot scan or read receipt images directly
Tax advice should be verified with a professional
Exchange rates should be verified for accuracy
Company policies may have specific requirements
Cannot submit reports to your expense system

Examples

Example: Quick Expense Organization

Input:

uber to airport $45
flight to NYC $380
hotel 2 nights $420
dinner with client john from acme $125
coffee and breakfast $35
uber to meetings $28
lunch meeting $65
return flight $395
uber home $42

Output:

Travel Expense Report

Trip: NYC Client Visit Dates: [Dates based on context] Purpose: Client meeting with Acme Corp

Summary

Category	Amount
Airfare	$775.00
Lodging	$420.00
Ground Transportation	$115.00
Meals & Entertainment	$225.00
Total	$1,535.00

Detailed Expenses

Airfare

Date	Description	Amount	Receipt
[Day 1]	Flight to NYC	$380.00	Needed
[Day 3]	Return flight	$395.00	Needed
Subtotal		$775.00

Lodging

Date	Description	Amount	Receipt
[Day 1-2]	Hotel (2 nights)	$420.00	Needed

Ground Transportation

Date	Description	Amount	Receipt
[Day 1]	Uber to airport	$45.00	✓ App
[Day 2]	Uber to meetings	$28.00	✓ App
[Day 3]	Uber to home	$42.00	✓ App
Subtotal		$115.00

Meals & Entertainment

Date	Description	Attendees	Purpose	Amount	Receipt
[Day 1]	Client dinner	John (Acme)	Account review	$125.00	Needed
[Day 2]	Breakfast/coffee	Self	Working meal	$35.00	Optional
[Day 2]	Lunch meeting	[TBD]	[Purpose]	$65.00	Needed
Subtotal				$225.00