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AutoEntry Expense Reports
Christ Journey Church — Staff training guide.
Green steps are things you do. Orange steps are handled by Claude.
Your action — do this yourself
Automated by Claude (click to expand)
Phase 1 — Get the Statement
Step 1
📄
Download Chase CC statement
Log into chase.com, download the monthly statement PDF, and save it to
Downloads / Chase Statements /Step 2
💬
Ask Claude to process it
Open a Cowork session and say: “Process this month’s Chase CC statement”
Phase 2 — AutoEntry Setup
Step 3
🔐
Log into AutoEntry
Open data.autoentry.com in Chrome and make sure you’re logged in. Claude handles everything inside the app from here.
⚙️ Claude creates report & enters all line items
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📊 Creates new expense report (e.g., “June 2026 Chase CC”)
🔍 Reads statement PDF, extracts every charge
🏷️ Matches each vendor to its account number
✏️ Enters vendor, date, amount, and description for each line
✅ Verifies report total matches statement total
Phase 3 — Receipt Collection
Step 4
📧
Make sure you’re logged into Gmail
Claude will search your inbox for receipt emails from each vendor. Just make sure Gmail is accessible in Chrome.
⚙️ Claude finds, downloads & organizes all receipts
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🔎 Searches Gmail for receipt/invoice emails from each vendor
📎 Downloads PDF attachments where available
📸 Screenshots the email body when there’s no PDF
✏️ Renames files: Vendor-Receipt-NUM-MonYear-Amount.pdf
📁 Saves to AutoEntry Receipts Found / YYYY / MM - Mon /
🔗 Uploads each receipt to its matching AutoEntry entry
❓ Any receipts missing?
Claude will tell you if any vendors didn’t have receipts
All found
✅ Continue to review
Some missing
🚩
Track down missing receipts
Contact the vendor or check your files
— both paths continue —
Step 5
📁
Place new receipts in the AutoEntry folder
Save any newly found receipts to
Downloads / AutoEntry Receipts Found / in the correct year/month subfolder. Claude will pick them up and upload them to AutoEntry.Phase 4 — Review & Submit
Step 6
👁️
Review the report
Open the report in AutoEntry and check that every entry has the right amount, account number, and receipt attached. This is your sign-off.
Step 7
✅
Submit the report
Click Submit in AutoEntry to send to accounting. Only you can do this — Claude will never submit reports.
Phase 5 — Cleanup
⚙️ Claude sorts loose files & cleans up Downloads
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📂 Sorts remaining Receipt PDFs into proper year/month folders
🧹 Flags temp files for deletion
💾 Keeps _ae_copy.command helper for next month
🎉
Done!
Report submitted. Receipts organized. Ready for next month.
Quick reference
AutoEntry: data.autoentry.com
Statements: Downloads / Chase Statements /
Receipt archive: Downloads / AutoEntry Receipts Found /
File naming: Vendor-Receipt-NUM-MonYear-Amt.pdf
Prompt Claude: “Process this month’s Chase CC statement”
Folder structure: Year / MM - Mon /
Audit rules — non-negotiable
1. Only real receipts — never generate or fabricate receipt images.
2. Never auto-submit — a staff member always reviews and submits manually.
3. All files go to the organized year/month folders — never Desktop, never loose in Downloads.
4. This is audit-grade documentation for a church. Accuracy over speed.