Receipt Intake
Empty the shoebox inbox properly: every waiting receipt becomes a dated, categorized ledger entry that names its source file, likely duplicates get flagged instead of double-counted, and the genuinely ambiguous ones become owner questions instead of guesses. Locks the intake rules FIRST, then works the inbox receipt by receipt, then reports the totals and the question list — the year-round habit that makes April an afternoon. Use for receipt intake, emptying the receipt inbox, 'get these into the ledger', and monthly shoebox catch-ups.
How it runs
| # | Step | Who runs it | What happens |
|---|---|---|---|
| 1 | Scope the intake | Developer | inbox listing, ledger categories, intake rules locked |
| 2 | Work the inbox | Researcher | one entry per receipt, duplicates flagged, questions parked |
| 3 | Write the intake report | Copywriter | counts, totals by category, the question list |
| 4 | Evaluate | Reviewer | Grade the deliverable against every acceptance criterion. All pass → finish; any fail → loop back and fix the gap. |
| 5 | Finish | Developer | All acceptance criteria met. Stamp a short summary and report DONE. |
Say something like "process the receipt inbox" or "get these receipts into the ledger" or "empty the shoebox" or "log this month's receipts" or "receipt intake" in chat to start it.