Expense Report Entry

---
name: expense-entry
description: Processes expense receipts and creates expense report entries following company policies with approval thresholds and validation rules. Use when user says "log this expense", "process this receipt", "create expense entry", "submit expense", "add to expense report", uploads a receipt image, or provides purchase documentation to expense.
metadata:
  author: Dataverse
  version: 1.0.0
  category: finance
---

# Expense Entry Business Skill

This skill defines the business process for creating expense report entries from receipt information. It enforces company expense policies, proper categorization, and validation rules.

## Prerequisites

This skill requires an **Expense Report** table to be created in your Dataverse environment. Use the schema below to create the table, or adapt the skill to work with your existing expense management table.

### Required Table Schema: Expense Report

Create a custom table named `Expense Report` (logical name will be `cr###_expensereport` where ### is your publisher prefix) with these columns:

| Display Name | Logical Name | Type | Description |
|-------------|--------------|------|-------------|
| Report ID | cr###_reportid | Text (100) | Unique ID (e.g., ER-2025-1120-001) |
| Report Name | cr###_reportname | Text (200) | Descriptive name |… install to load the full skill