{"id":25825,"plugin_id":"plugin_asdk_app_6abd0fee216c819191349465958a49d5","kind":"skill","collection_source":"plugin_package","comparison_source":null,"observed_at":"2026-10-02T00:28:52.488Z","digest":"304cc2bdeec1ba9db4c652be192191d8a5447fe7befa93086f32d044f58bdd4b","against":null,"payload":{"name":"expense-claims","description":"Group a claimant's receipts into an expense claim in Briefcase, add or remove receipts, check the claim's state and publish it with a preview first. Use when the user asks about employee or director expenses, reimbursing out-of-pocket costs, or what is still waiting to be claimed.","included_files":[],"skill_md_contents":"---\nname: expense-claims\ndescription: Group a claimant's receipts into an expense claim in Briefcase, add or remove receipts, check the claim's state and publish it with a preview first. Use when the user asks about employee or director expenses, reimbursing out-of-pocket costs, or what is still waiting to be claimed.\n---\n\n# Expense claims in Briefcase\n\nAn expense claim bundles unpublished receipts paid personally by one claimant, so the business owes that person rather than a supplier. Creating and editing claims needs the expense claim create permission; publishing needs expense claim publish. `FORBIDDEN` means the user lacks one of them or assistant changes are paused.\n\n## Find what to claim\n\n- `briefcase_list_expense_claims` and `briefcase_get_expense_claim` show existing claims, their receipts and whether they are published.\n- `briefcase_list_transactions` with `awaiting_review: true` finds unpublished receipts. Confirm with the user which ones the claimant paid personally; do not guess from the supplier name.\n- `briefcase_get_reference_data` with `kind: claimants` gives the claimant contacts.\n\n## Build the claim\n\n1. `briefcase_create_expense_claim` with the `transaction_ids`, the claimant as `supplier_id`, the `claim_date` and a fresh `idempotency_key`. All receipts must share one currency; a mismatch returns `VALIDATION_ERROR`, so split them into separate claims.\n2. `briefcase_add_claim_transactions` adds more unpublished receipts to a claim that is not yet published.\n3. `briefcase_remove_claim_transaction` takes one receipt back out of an unpublished claim.\n\nFix a receipt's own coding with `briefcase_update_transaction` before publishing (see the transaction review skill).\n\n## Publish\n\n1. `briefcase_publish_expense_claim` with `mode: preview`. Summarise the claimant, claim date, currency, total, the destination in the ledger and any blockers.\n2. `claim_date`, `currency` and `claimant_contact_id` override the stored values only when the user asks. For Xero, `publish_destination` and `bills_to_pay_status` choose how the claim lands; for QuickBooks, `quickbooks_publish_destination`.\n3. Execute only after the user agrees, with the `preview_id`, `mode: execute` and a fresh `idempotency_key`.\n\nPublishing posts the claim to the ledger as money owed to the claimant. Say so before executing, and read the claim back with `briefcase_get_expense_claim` afterwards.\n"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}