什么是 费用报告技能？

费用报告技能旨在弥合杂乱的交易数据与专业财务文件之间的差距。通过利用 Openclaw Skills 的力量，该工具可以处理收据描述或交易日志等原始输入，并将其转换为结构化的 Markdown 报告。它确保每个条目都映射到特定的业务类别或符合 IRS 标准的分类法，使其成为自由职业者、小企业主和企业员工不可或缺的工具。

无论您是在准备季度税务申报，还是在出差后提交报销申请，此技能都能提供维持财务清晰度所需的结构。它处理复杂的任务，例如分解差旅成本、计算每日津贴，并确保突出显示特定文件要求（例如商务餐的与会者名单）以供用户参考。

下载入口:https://github.com/openclaw/skills/tree/main/skills/lijie420461340/expense-report

安装与下载

1. ClawHub CLI

从源直接安装技能的最快方式。

2. 手动安装

将技能文件夹复制到以下位置之一

优先级：工作区 > 本地 > 内置

3. 提示词安装

将此提示词复制到 OpenClaw 即可自动安装。

费用报告技能 应用场景

• 生成标准化的费用报销报告供企业提交。
• 整理零散的收据和交易描述，用于年度税务准备。
• 创建带有每日津贴和差异跟踪的详细差旅费汇总。
• 对每月业务支出进行分类，以识别预算差异和异常情况。
• 将自由职业者或小企业的支出总结为符合 IRS 标准的类别。

1. 直接在智能体中输入您的费用数据，例如原始文本描述、交易日志或收据详情。
2. 定义报告的目的（例如差旅报销或税务准备）以及任何特定的公司政策或类别。
3. 该技能会分析输入，将每个项目映射到最相关的类别，并标记缺失的信息（如所需的收据或业务用途）。
4. 根据所选模板生成格式化的 Markdown 报告，提供专业摘要和详细的逐项细分。

费用报告技能 配置指南

要在您的环境中启用费用报告技能，请确保已安装核心框架。然后，您可以使用以下命令将技能配置添加到您的工作区：

# 安装 Openclaw Skills CLI
npm install -g openclaw-cli

# 向您的智能体添加 expense-report 技能
openclaw skill add expense-report

安装完成后，您可以立即开始向您的智能体提供费用数据，在 Openclaw Skills 生态系统中生成报告。

费用报告技能 数据架构与分类体系

该技能将数据组织成结构化层级，以确保与会计软件和审计要求的兼容性：

Openclaw Skills 生成的所有报告都以整洁的 Markdown 格式输出，方便导出为 PDF 或 CSV 格式。

name: expense-report
description: Organize, categorize, and summarize business expenses for reimbursement and tax preparation
version: 1.0.0
author: Claude Office Skills Contributors
license: MIT
tags: [finance, expenses, accounting]

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

1. Provide your expense information (receipts, transactions, or descriptions)
2. Specify the purpose (reimbursement, tax prep, budget tracking)
3. Tell me your expense categories or policies
4. 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

IRS Category Alignment (US)

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

Detailed Expenses

Airfare

Lodging

Ground Transportation

Meals & Entertainment

Action Items

• Collect flight confirmation emails
• Get hotel invoice/folio
• Save restaurant receipts for meals over $25
• Document business purpose for client dinner
• Confirm lunch meeting attendees