Norman: 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...

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"
  • Google: from:[e-mail]
  • 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)