R14.01.02.03 · 任务小类

费用报销合规审核

Expense audit against policy

Audit expense reports against policy and approve, reject or correct them.

20 条本项目编写的提案 · 分类 v1.1 · 新增基准运行 0 次。下方验证方式与部分得分规则是设计，不是执行结果。

历史小类地址：R05.01.02.03 · 提案 ID 保留原值。

典型应用: SAP Concur · Expensify · Workday
小类 GUI 需求标签: G2 · GUI 必要

数字员工关联

本项目的小类归属，不代表员工能力实证或已导入基准覆盖。验收与价值指标均为建议，未测量 ROI。

关联岗位

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对照全部数字员工工作流设计

任务提案 · 20

展开查看完整原文与建议检查方式；两种界面均保留提案英文原文。

R05.01.02.03-T01 Reject receipt-less lines over $75 and approve the rest of an Expensify report

原始指令

Expensify test policy 'Lumen Studio', approver role. Report EXP-1023 (14 expenses) must follow input/expense_policy_v4.pdf: any line over 75.00 without an attached receipt image is rejected with comment 'Receipt required (policy 4.2)'. Reject those lines (move them off the report) and approve the remaining report.

平台: web · 任意系统（网页）
应用: Expensify
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 2 / 5

建议验证方式

Grader exports via admin: rejected expense IDs equal key (4); each has the exact comment; EXP-1023 approved with remaining total equal key. Agent has no Expensify partner credentials; report history must show actions by the agent's web session.

建议部分得分

50% correct rejected set (penalty per wrong rejection); 20% comments; 30% report approved with correct total

R05.01.02.03-T02 Refuse an expense whose receipt does not match the claimed amount in Odoo

原始指令

Odoo 17 Expenses, manager role, company 'Kestrel Metals'. Expense report 'Trade show Sept - J. Ortiz' has 6 lines with receipt images. Compare each claimed amount to its receipt; refuse the line(s) where they differ with reason 'Amount differs from receipt' and approve the report for the rest.

平台: web · 任意系统（网页）
应用: Odoo
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 2 / 5

建议验证方式

DB: hr_expense rows in key mismatch set state refused with reason text; remaining lines in approved sheet; sheet total equals key. XML-RPC blocked for the agent; state changes tracked to its web session.

建议部分得分

60% correct line refused (no false refusals); 40% report approved with correct total

R05.01.02.03-T03 Report employee E-117's total reimbursable for September from Concur

原始指令

SAP Concur Expense test entity, auditor (view) role. Find all September 2026 reports for employee E-117 (Dana Ruiz) and determine the total reimbursable amount to employee (exclude company-paid card lines and personal items). Write it to output/answer.txt.

平台: web · 任意系统（网页）
应用: SAP Concur
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动
工作产物: WP12 · 答案 / 决策
条件: licensed · 授权专业软件
提案难度: 1 / 5

建议验证方式

Exact match to the cent against key from the seeded entity (3 reports, one of which contains company-paid lines and a personal flag). Agent has no Concur OAuth app or API token, so report data is reachable only in the Concur web UI.

建议部分得分

50% company-paid lines excluded; 50% personal items excluded. Exact total earns both; a total equal to a key variant with only one exclusion applied earns only that milestone.

R05.01.02.03-T04 Cap meal lines at the per diem allowance as a Concur expense processor

原始指令

SAP Concur test entity, processor role. Report 'Chicago client visit' (5 travel days) claims actual meals. Policy (input/meal_policy.pdf) caps daily meals at the GSA M&IE rate for the city in input/gsa_rates_fy26.csv, 75% on first and last day. Adjust the approved amount for each over-limit day and add an audit comment stating the cap.

平台: web · 任意系统（网页）
应用: SAP Concur
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

Concur report export: approved amounts per meal day equal key (75% rule applied to day 1 and 5); comments present on adjusted lines only; report total equal key. Agent has no Concur OAuth app; audit trail must show the processor/approver web session.

建议部分得分

50% per-day approved amounts exact; 20% first/last-day rule; 30% comments and report status

R05.01.02.03-T05 Reject duplicate expenses that appear across three Expensify reports

原始指令

Expensify test policy 'Lumen Studio', admin. Three open reports from two employees cover a shared offsite. Find duplicate expenses (same date, merchant and amount, possibly different employees or one a card import and one cash) and reject the later-submitted copy with comment 'Duplicate of <report id>'. Approve nothing.

平台: web · 任意系统（网页）
应用: Expensify
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Admin export: rejected set equals key's 5 later duplicates; earlier copies untouched; comments reference the right report ID; no approvals logged. Agent has no Expensify partner credentials; report history must show actions by the agent's web session. Control pair: T12.

建议部分得分

60% exact duplicate set (per item); 25% earlier copy kept; 15% comment references

R05.01.02.03-T06 Check claimed mileage against the mapped route and send back an inflated claim in Workday

原始指令

Workday test tenant, expense approver role. Report EXP-0098 claims 3 mileage trips between named client sites at the 2026 IRS rate. Use Google Maps (shortest driving route) to check each; policy allows +10% over mapped distance. Send back the report with a comment listing each trip's allowed miles and approve nothing.

平台: web · 任意系统（网页）
应用: Workday · Google Maps
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 multiapp · 多应用
提案难度: 3 / 5

建议验证方式

Workday report status Sent Back; comment parsed for 3 allowed-mile values within 2% of key route distances and identifies the 1 inflated trip. No integration system user is issued; business-process history must show the agent's UI session.

建议部分得分

40% report sent back (not approved); 40% allowed miles per trip within tolerance; 20% inflated trip named

R05.01.02.03-T07 Flag card transactions missing receipts and restricted categories in Ramp

原始指令

Ramp demo business 'Orbit Labs'. For September card transactions, policy requires receipts over 75.00 and prohibits alcohol-only merchants. Flag each non-compliant transaction with the right reason ('Missing receipt' or 'Restricted merchant'), request a receipt from the cardholder where missing, and do not lock any card.

平台: web · 任意系统（网页）
应用: Ramp
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Ramp demo DB: flagged transaction set and reasons equal key; receipt requests sent for the missing-receipt set only; card states unchanged. Agent has no API token; activity log source is web.

建议部分得分

50% exact flagged set; 30% reasons correct; 20% receipt requests and no card locks

R05.01.02.03-T08 Split personal charges off a hotel folio in Navan Expense

原始指令

Navan Expense sandbox, approver role. Expense 'Hotel - Austin' (1,486.20) attaches a 3-night folio image with room, tax, two minibar charges, an in-room movie and a laundry charge. Policy treats minibar and movies as personal. Itemize the expense so personal items are marked non-reimbursable, keep the rest business, then approve.

平台: web · 任意系统（网页）
应用: Navan
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Sandbox export: itemizations sum to 1,486.20; personal itemizations total equals key (minibar+movie); reimbursable equals key; report approved. Agent lacks API keys; audit log shows web actions.

建议部分得分

50% itemization amounts exact; 30% personal flags correct; 20% approved

R05.01.02.03-T09 Correct foreign-currency conversion rates on three Concur lines

原始指令

SAP Concur test entity, processor role. Report 'Lisbon conference' has 9 EUR and GBP receipts; three lines use a wrong exchange rate (not the transaction-date rate). Using input/fx_rates_ecb.csv, correct the rate on those lines so the USD amounts match, then approve with comment 'FX corrected'.

平台: web · 任意系统（网页）
应用: SAP Concur · Excel
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

Export: the 3 lines carry rates equal fixture rates for their dates (6 dp) and USD amounts equal key; other 6 lines unchanged; report approved with comment. Agent has no Concur OAuth app; audit trail must show the processor/approver web session.

建议部分得分

50% three lines corrected; 30% no other lines changed; 20% approved with comment

R05.01.02.03-T10 Fix billable flags on project expenses before re-invoicing in Odoo

原始指令

Odoo 17 Expenses with project re-invoicing, company 'Northwind SaaS'. Policy: travel for customer project ACME-IMPL is re-invoiced at cost; internal training and meals over 50.00 per person are not. Among the 18 approved-but-unposted expenses, correct each 'Re-invoice' setting and analytic account, then post the journal entries.

平台: web · 任意系统（网页）
应用: Odoo
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

DB: hr_expense re-invoice policy and analytic account per expense equal key; posted moves exist for all 18; sale order ACME-IMPL gets exactly the key's re-invoiced lines. XML-RPC blocked; changes tracked to agent web session.

建议部分得分

50% flags and analytics exact per expense; 30% re-invoiced SO lines correct; 20% posted

R05.01.02.03-T11 Spot doctored receipt images in an Expensify report

原始指令

Expensify test policy, approver role. Report 'Q3 client dinners - P. Lane' has 11 restaurant receipts. Some images were altered: printed totals do not equal subtotal plus tax plus tip, or dates conflict with the card transaction. Reject each altered receipt with comment 'Receipt inconsistent' and escalate the report to the policy admin with a note naming them.

平台: web · 任意系统（网页）
应用: Expensify
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Admin export: rejected set equals key's 3 doctored receipts; report forwarded to admin; note names the 3 merchants. Agent has no Expensify partner credentials; report history must show actions by the agent's web session; any OCR-only field comparison misses the two image-only alterations.

建议部分得分

60% doctored set exact (per item, penalty for false rejections); 20% escalated; 20% note content

R05.01.02.03-T12 Find cross-report duplicates via the Expensify Integration Server (control pair of T05)

原始指令

Control pair of T05. A copy of the same policy has partner credentials in env EXPENSIFY_*. Use the Integration Server export API to pull the three reports, compute duplicates by date, merchant and amount, and write output/duplicates.csv (expense_id_to_reject, original_report_id). Do not modify Expensify.

平台: lin · Linux mac · macOS
应用: Expensify Integration Server · Python
交互表面: api · API / SDK term · 终端
GUI 需求 · 任务设定: AP · API 足够
GUI 需求 · 普通权限: AP · API 足够
交互原语: code · 代码与命令
工作产物: WP02 · 记录 / 表格
条件: 未声明
提案难度: 3 / 5

建议验证方式

CSV rows equal key's 5 duplicates with correct original report IDs. Compared against T05 to measure the GUI penalty on identical data.

建议部分得分

70% duplicate set exact; 30% original report mapping

R05.01.02.03-T13 Audit fifteen sales-trip reports for attendee and alcohol rules in Concur

原始指令

SAP Concur test entity, approver role. Fifteen reports from the October sales summit await approval. Rules (input/policy_summit.pdf): business meals over 50.00 per person need an attendee list with count; alcohol over 30% of a meal is non-reimbursable; entertainment requires a business purpose. Approve compliant reports; send back the rest with a comment citing the rule numbers.

平台: web · 任意系统（网页）
应用: SAP Concur
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 long · 长流程
提案难度: 4 / 5

建议验证方式

Export: per-report status equals key (approved vs sent back); comments contain the key's rule numbers per sent-back report; no edits to amounts. Agent has no Concur OAuth app; audit trail must show the processor/approver web session.

建议部分得分

60% per-report decision correct; 30% cited rules correct; 10% no amount edits

R05.01.02.03-T14 Reconcile corporate-card transactions and mark personal spend for repayment in Workday

原始指令

Workday test tenant, expense partner role. Employee W. Zhang's September card statement has 31 transactions; 27 are matched to expense lines. Investigate the 4 unmatched: attach the 2 business ones to new expense lines with receipts from input/zhang_receipts/, and mark the 2 personal ones as personal so they post as amounts due from employee.

平台: web · 任意系统（网页）
应用: Workday
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 4 / 5

建议验证方式

Workday report: all 31 transactions resolved; 2 new business lines with receipt attachments and correct expense items; 2 personal flagged with total due equal key. No integration system user is issued; business-process history must show the agent's UI session.

建议部分得分

40% business lines created with receipts; 40% personal flags and amount due; 20% no unresolved items

R05.01.02.03-T15 Sample, test and document 25 expenses in an audit workpaper

原始指令

Expensify admin export (input/expenses_q3.csv, 412 lines) plus web access to the test policy. Select a simple random sample of 25 lines with Excel RAND seeded per input/sampling_memo.pdf, open each in Expensify to test receipt presence, policy category and approval chain, and record results and exceptions in output/q3_expense_wp.xlsx (template provided).

平台: web · 任意系统（网页） mac · macOS win · Windows
应用: Expensify · Excel
交互表面: brow · 浏览器 desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 multi · 跨应用 vis · 视觉判断
工作产物: WP02 · 记录 / 表格
条件: multiapp · 多应用 long · 长流程
提案难度: 4 / 5

建议验证方式

Workpaper: sample IDs equal the deterministic key sample; per-item attribute results equal key; exception count and projected error equal key within 1%. Read-only role: any change to Expensify data fails.

建议部分得分

25% correct sample; 50% per-item test results; 25% exception summary and projection

R05.01.02.03-T16 Enforce business-class pre-approval on flagged trips in Navan

原始指令

Navan sandbox, travel manager role. Six trips are flagged 'out of policy: cabin'. Policy: business class allowed only for flights over 6 hours or with VP pre-approval. Check flight durations in each itinerary and the approvals in the 'Travel approvals' Gmail label, then approve compliant exceptions and deny the rest with reason.

平台: web · 任意系统（网页）
应用: Navan · Gmail
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: multiapp · 多应用
提案难度: 4 / 5

建议验证方式

Sandbox DB: per-trip decisions equal key (3 approve, 3 deny); deny reasons present; no bookings cancelled. Agent lacks API keys; actions logged from web session.

建议部分得分

70% per-trip decision correct; 20% reasons; 10% no cancellations

R05.01.02.03-T17 Approve or reject twelve reports against per-category limits in Zoho Expense

原始指令

Zoho Expense demo org 'Orbit Labs', approver role. Twelve submitted reports must satisfy input/policy_zoho.pdf (category limits, receipt over 25.00, max 60 days old, mileage via GPS log). Approve fully compliant reports, reject non-compliant ones with a reason naming the failing rule, and for one report with only a missing receipt, send back to the submitter instead.

平台: web · 任意系统（网页）
应用: Zoho Expense
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: long · 长流程
提案难度: 4 / 5

建议验证方式

Zoho export: per-report status equals key (approve/reject/sent back); rejection reasons mention the failing rule. No Zoho Expense API OAuth client is issued to the agent; each report's activity log must show the action came from its web session.

建议部分得分

60% per-report decision; 25% reasons; 15% send-back case handled

R05.01.02.03-T18 Run a month-end VAT-reclaim audit across forty Concur reports

原始指令

SAP Concur test entity (UK), processor role. Forty September reports include VAT. Only receipts that are valid VAT invoices (supplier VAT number, VAT amount, date) are reclaimable. Inspect each receipt image, set the VAT tax-code/reclaim flag correctly on every line, approve with corrections, and export the VAT reclaim report to output/vat_sep.xlsx.

平台: web · 任意系统（网页）
应用: SAP Concur · Excel
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 vis · 视觉判断 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 long · 长流程
提案难度: 5 / 5

建议验证方式

Concur export: per-line reclaim flag and VAT amount equal key (tolerance 0.01 GBP); total reclaimable equals key; 40 reports approved; export file matches. Agent has no Concur OAuth app; audit trail must show the processor/approver web session.

建议部分得分

50% per-line VAT flags; 25% VAT amounts; 15% total reclaim; 10% export saved

R05.01.02.03-T19 Close out a terminated employee's expenses and cash advance in Workday

原始指令

Workday test tenant, expense partner. Employee R. Park terminated 2026-09-26 holding a 1,500.00 cash advance. Her final report includes items dated before and after termination. Disallow post-termination items, approve the rest, apply the cash advance against reimbursable items, and create the employee receivable for any remaining advance.

平台: web · 任意系统（网页）
应用: Workday
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 risk · 高风险 / 不可逆
提案难度: 5 / 5

建议验证方式

Workday report export: disallowed lines equal key (dated after 2026-09-26); advance applied amount equal key; receivable for remainder equal key; report status approved. No integration system user is issued; business-process history must show the agent's UI session.

建议部分得分

30% post-termination lines disallowed; 40% advance application exact; 30% receivable created

R05.01.02.03-T20 Detect split transactions that evade the approval limit in Ramp and open a review

原始指令

Ramp demo business 'Orbit Labs'. Card spend over 500.00 needs manager approval. Review September transactions and identify purchases split into several charges (same merchant, same or consecutive days, possibly across two cardholders) whose total exceeds 500.00. Flag each split group as 'Policy: split purchase', lock the cards of repeat offenders (2+ groups), and write output/split_groups.csv.

平台: web · 任意系统（网页）
应用: Ramp
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: risk · 高风险 / 不可逆
提案难度: 5 / 5

建议验证方式

Ramp DB: flagged transaction groups equal key (4 groups, 11 transactions); locked cards equal key's 1 repeat offender only; CSV groups match. Agent has no API token; activity log source web.

建议部分得分

50% split groups exact; 20% flags/reason; 20% correct card locked only; 10% CSV

已有研究映射

以下沿用研究目录中的基准与小类映射，不是逐题标注、执行记录或产品背书。

OSWorld 2.0

费用报销合规审核

数字员工关联

关联岗位

任务提案 · 20

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

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