All templates

Office Finance

finance
v1.0.0

Expense evidence, invoice requests, monthly actuals and filing deadlines in one review desk.

  • office
  • finance
  • evidence-review

Browsing is public. Installing requires signing in and choosing a workspace.

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What you can ask an agent, once it is installed

  • “Review pending and blocked expense claims, list missing evidence and duplicates before suggesting approval. / 复核待审核和已阻塞的报销申请;在提出审批建议前,列出缺失凭证与重复申请。”
  • “Check invoice requests against supplied customer and contract details; flag missing tax information without inventing it. / 根据已提供的客户和合同资料核对开票申请;标记缺失的税务信息,不编造信息。”
  • “Compare monthly actual reports against their evidence, identify incomplete sources and explain variances without presenting this as an audited statement. / 将月度实际报告与原始依据核对,找出不完整的资料并解释差异,不将报告描述为经审计的报表。”

The agent can answer these because the template installs its author's manual alongside its Bases. It does not have to guess your schema.

What installing this creates

Bases
4
Apps
1
Sample rows
13
Files
25
Agent manual
included

Bases, fields, sample rows, the app and the agent manual go live as soon as you install, since installing needs an owner or admin of the workspace. Tick "Send the content for review first" in the install dialog to receive the app code and manual as change requests instead.