Flag IRS Compliance Issues in an Expense Report
Use this prompt after all receipts have been extracted and consolidated, before exporting the final CSV. It surfaces compliance gaps and data quality issues that need manual attention before finalizing the expense report.
The Prompt
Review all rows in this session. Identify any rows where: 1. The IRS Compliance Flag is YES 2. The Expense Category is "Other" (these need manual review) 3. The Total Amount appears to be an outlier compared to the vendor type Return a plain numbered list of issues with the vendor name and date for each one.
From the guide
How to use AI to turn a messy inbox of supplier invoices and receipts into a clean expense report without a bookkeeper →Related Prompts
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