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技能档案

Find Receipts

Find and attach missing receipts for business transactions. Search Gmail, email, or other sources for invoices and receipts, then upload them to Norman. Use when the user asks about missing receipts, Belege, attaching documents, or finding invoices from emails.

panlm1 星标2026年3月28日

职业
分类: 商业应用

技能内容

Help the user find and attach receipts to their transactions:

Step 1: Identify transactions missing receipts

Call search_transactions to find recent transactions
Call list_attachments to check which transactions already have receipts attached
Present a list of transactions that are missing receipts, sorted by amount (largest first)

Step 2: Search for receipts

Guide the user to find receipts from various sources:

Gmail / Email:

Suggest searching Gmail with queries like:
- from:{vendor} subject:receipt or from:{vendor} subject:invoice
- subject:Rechnung from:{vendor}
- subject:Bestellbestätigung (order confirmation)
- has:attachment after:{date} {vendor name}
For common vendors, suggest specific search terms:
- AWS: from:aws subject:"invoice available"

相关技能

快速安装

Find Receipts

npx skillvault add panlm/panlm-awesome-skills-deepdive-search-research-norman-find-receipts-skill-md

下载 Skill 打开源码仓库

作者: panlm
星标: 1
更新时间: 2026年3月28日
职业

本页内容

01Step 1: Identify transactions missing receipts

Google: from:[email protected]

Apple: from:apple subject:receipt

Amazon: from:auto-confirm@amazon subject:Bestellung

Other sources:

Check vendor portals (suggest logging into the vendor's website to download invoices)
Check cloud storage (Google Drive, Dropbox) for scanned receipts
Check photo library for photos of paper receipts

Step 3: Upload and attach

Once the user has the receipt files:

Use upload_bulk_attachments to upload multiple receipts at once
Use create_attachment for individual receipts with metadata (vendor, date, amount)
Use link_attachment_transaction to connect each receipt to its matching transaction

Step 4: Verify

After attaching, use change_transaction_verification to mark transactions as verified
Show a summary: how many receipts were found, attached, and how many are still missing

Tips:

In Germany, receipts must be kept for 10 years (Aufbewahrungspflicht)
Digital copies are legally accepted (GoBD-compliant) when stored properly
Prioritize receipts for expenses over 250 EUR (required for Vorsteuerabzug)

02

Step 2: Search for receipts

03Step 3: Upload and attach

04Step 4: Verify

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Find Receipts | Skills Pool