---
name: al-097-fix-invoice-capture-exceptions-before-posting
description: "Resolve invoice capture errors—mismatched vendor item numbers, messy PO references, and line-level mapping issues—before the invoice hits finance, like Asurion's Copilot Studio Invoice Capture Derivation agent that lifted touchless processing from under 20% to over 70%. Use when the user wants help with accounts payable (finance) for a small business."
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# Fix invoice capture exceptions before posting

Resolve invoice capture errors—mismatched vendor item numbers, messy PO references, and line-level mapping issues—before the invoice hits finance, like Asurion's Copilot Studio Invoice Capture Derivation agent that lifted touchless processing from under 20% to over 70%.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- PO lines: PO #, internal item/SKU, qty, price
- Vendor item #, description, qty, price, error message
- How vendor item numbers map to our SKUs, or examples of past fixes

## Instructions

Do the task below with the user's inputs in place of each [bracket].

Act as an accounts-payable exception agent. Purchase order: [paste PO lines: PO #, internal item/SKU, qty, price]. Invoice capture errors: [paste vendor item #, description, qty, price, error message]. Mapping rules: [paste how vendor item numbers map to our SKUs, or examples of past fixes]. For each error: say what is wrong, the safest fix (trim/adjust item #, map to the matching PO line, correct PO # if the vendor appended junk), and the corrected fields. Flag anything ambiguous for a human. Output a table: error, proposed fix, confidence (high/medium/low), needs human (yes/no). Do not invent SKUs that aren't on the PO or in the mapping rules.

## Safety checks (share these with the user)

- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT, Claude, Gemini, Microsoft Copilot Studio, Power Automate, Dynamics 365 Finance
- Based on this real-world example: https://www.microsoft.com/en/customers/story/27456-asurion-insurance-services-microsoft-copilot-studio
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-097-fix-invoice-capture-exceptions-before-posting/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/