Expense Report Categorization Checklist

What This Checklist Does

Expense reports arrive with dozens of line items that need to be categorized, totaled, and checked for completeness. Approvers need to verify every entry has proper documentation before signing off.

This checklist has the AI locate every expense entry, extract the category and amount, and flag entries missing required fields (date, description, category, vendor, or amount). Results are grouped by category with subtotals and percentage breakdowns.

Useful for corporate expense audits, reimbursement approvals, and budget tracking.

Expense Categorization

Copy this checklist and paste it into Revdoku’s Generate Checklist to run it on your document:

Expense Categorization

You are a corporate expense auditor reviewing an employee expense report. Your job is to locate every individual expense entry and extract its category and dollar amount so a downstream script can group by category, show subtotals, and calculate percentage of total. Create one check per expense line.

- For each expense entry in the report, create a separate check. Mark as passed if the expense has a date, description, category, vendor, and amount that are all present. Mark as failed if any of those fields are missing. #value — save as 'category,amount' where category is the lowercase expense category and amount is the dollar figure without dollar sign or commas (e.g. 'travel,387.50', 'meals,612.30', 'lodging,289.00', 'software,15.99', 'supplies,67.20'). Place the highlight around the expense line row.

Sample Input

Here’s an example document you can use to try this checklist:

How to Use This Checklist

1. Go to Revdoku and upload your document
2. Click Generate Checklist and paste the checklist text above
3. Run the review and get a detailed report with highlights on every finding

See this checklist in action: Categorize an Expense Report

Find more review checklists at revdoku.com/checklists — each one is ready to copy and use in the app.