Zovo Expense Report

Use this when the user wants an expense report or reimbursement form from their receipts: read the receipts, e-mails or chosen charges yourself and send lines as objects, one per business expense, {date, merchant, amount, currency, category}, plus payment method, receipt yes/no, notes, or miles for mileage; for a stay of several nights send {merchant, amount (the stay total), quantity} or {merchant, quantity, unit_price}. Free text is only a fallback: clear lines are read from it, and any line that is ambiguous (several amounts, a breakdown that does not match its total, an unclear multiplier) is not counted and is returned under "Not counted, check these" for you to send again as structured lines. Phrases: "make an expense report from my receipts", "expense reimbursement form", "mileage reimbursement". Send each receipt once at its total; do not add subtotal, tax-included, cash tendered, change or card payment lines. A bank or card statement is not an expense report: ask the user which charges are business expenses and send only those. When free text has a Total that does not match its lines, the Total is used and the line is flagged for a check. Returns a PDF report (employee, department, period, purpose, line table, category subtotals, advances, total due, signature block), an Excel file, and policy flags (missing receipts, duplicates, weekends and holidays, outside the period, alcohol in meals, per-line cap) as warnings. Lines in another currency without a rate stay out of the total. Does not read images itself, look up exchange rates, or submit anything to an employer system.

Use this when the user attaches a CSV or Excel (.xlsx) list of chosen business expenses and wants an expense report or reimbursement form from it; if you can read the file yourself, prefer sending its expense lines as objects to generate_expense_report. Reads simple user-made sheets (Date, Merchant, Category, Amount, Currency, Payment method, Receipt, Reimbursable, Miles, Notes) and expense-tool exports such as Expensify, Concur, SAP, Navan, Ramp, Brex, Spendesk, Pleo, Payhawk and Zoho Expense. A bank or card statement export (balance, account or booking-date columns, salary rows) is refused: ask the user which charges are business expenses and send only those. Returns the same PDF report, Excel file and policy flags as generate_expense_report. Pasted text sent to generate_expense_report is read the same strict way: clear lines are counted, and ambiguous ones are returned for you to send again as structured lines. Does not read receipt images or PDFs of receipts (read those yourself and use generate_expense_report), and does not submit anything to an employer system.