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Reimburse tracker

Skill allenlee0430/allenlee-lab-skills/reimburse-tracker

Extract, tabulate, and package receipts/invoices for expense reimbursement and grant expenditure reporting. Use to pull amounts/dates/vendors from receipt PDFs into a spreadsheet, match invoices to POs, and assemble reimbursement packets. Triggers on "reimbursement", "expense report", "receipts", "invoice", "expenditure report", "PO matching".From its SKILL.md

Install
npx -y skills add allenlee0430/allenlee-lab-skills --skill reimburse-tracker

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

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SKILL.md

1.7 KB, 334 tokens by cl100k_base, as published. Nobody here has run it

Reimburse Tracker — Receipts → Reimbursement Packet

Turns the pile of receipts/invoices in ~/Downloads/50_Lab_Admin_Procurement/ into clean reimbursement and grant-expenditure reports for UofT.

Workflow

  1. Gather the relevant receipts/invoices (PDFs) — use the PDF read tools (read_pdf_content / Nutrient read_text) to extract text.
  2. For each, extract: *date, vendor, description, amount, currency, tax, PO#/invoice#, funding source/grant. Note foreign-currency items (some are USD/EUR — flag for FX conversion).
  3. Build a spreadsheet (xlsx skill) with one row per item, subtotals per funding source, and a grand total. Include a column linking to the source PDF filename.
  4. Match invoices to POs where a PO# is present (VWR, Bio-Rad, Eve Technologies, etc.).
  5. Assemble the packet: merge receipts into a single PDF in the same order as the spreadsheet (PDF merge tool), name it Reimbursement_<name>_<YYYY-MM>.pdf.
  6. Flag anything missing an amount or date to 90_Archive_To_Review and list it for the user.

Notes

  • Grant expenditure reports (e.g. CFF "Report of Expenditures") have their own templates — reuse existing xlsx templates in the grants/admin folders.
  • Never guess an amount; if OCR is ambiguous, surface it for confirmation.
  • Keep personal receipts (60_Personal_Legal_Finance) separate from lab reimbursements.

What ships with it

Read from the repository

Just SKILL.md. No reference files, no scripts.

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