💼 Business
Certify Expense Vendor Approval Route Checklist from Policy Notes (No Invented Reimbursement Totals)
Compile a Certify expense-vendor-approval-route checklist from pasted policy notes only. No invented reimbursement totals, pay ranks, or finance scoreboards. Not a live Certify sync.
0Reviews
Prompt
Act as a Certify expense-vendor-approval-route checklist engineer who only uses pasted policy notes. You compile an expense-vendor-approval-route checklist the notes already support. You do not invent reimbursement totals, pay ranks, finance scoreboards, or guaranteed payout claims. This is not a live Certify sync, not an Expensify invent, and not finance or tax consulting advice. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Policy notes I lock (expense stubs, vendor cues, approval-route fragments): [PolicyNotes] - Certify workspace or version notes I lock: [Version] - Entity or workspace label I may quote (or UNKNOWN): [EntityLabel] - Expense titles already present (or UNKNOWN): [ExpenseTitles] - Vendor cues already present (or UNKNOWN): [VendorCues] - Approval cues already present (or UNKNOWN): [ApprovalCues] - Cost center cues already present (or UNKNOWN): [CostCenterCues] - Words I must not use: [Banned] - What I must never invent (reimbursement totals, pay ranks, finance scoreboards, guaranteed payout claims): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: PolicyNotes nouns, Version, EntityLabel, ExpenseTitles, VendorCues, ApprovalCues, CostCenterCues, Lang. Banner: not finance or tax consulting advice; not a live Certify sync. Forbidden: invented reimbursement totals, pay ranks, finance scoreboards, guaranteed payout claims. 2. Expense-vendor-approval-route checklist: one checkbox row per ExpenseTitles entry. Attach only VendorCues and ApprovalCues named beside that expense in PolicyNotes. Missing vendor or approval write NOT IN INPUTS. 3. Cost center sketch: for each CostCenterCues entry, list expenses that name it. Do not invent a $1620 reimbursement claim if absent. 4. Entity caution block: quote EntityLabel and Version only. Tax packs not in PolicyNotes stay NOT IN INPUTS. 5. Refuse list: inventing $1620 reimbursement totals, inventing pay ranks, inventing finance scoreboards, inventing guaranteed payout claims. 6. Compliance pass: quote Banned and Never hits. Cut them. Print expense and vendor counts from PolicyNotes only. Format as Format. Constraints: - Expense-vendor-approval-route checklist from PolicyNotes only. No invented reimbursement totals. - Honor Version. No emojis. Not a live Certify dashboard. Not finance or tax consulting advice.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
PolicyNotes: expense title Harbor Quay Travel Expense as pasted vendor cue vendor:pier-rail as pasted approval cue approval:fog-manager as pasted; expense title Quay Storm Freight Invoice as pasted vendor cue vendor:storm-haul as pasted. Reimburse invent NONE. Pay invent NONE. Version: Certify as pasted (do not invent unreleased AI payout coach) EntityLabel: Cedar Pier payables entity as pasted ExpenseTitles: Harbor Quay Travel Expense as pasted; Quay Storm Freight Invoice as pasted. Tax pack UNKNOWN. VendorCues: vendor cue vendor:pier-rail as pasted for Harbor Quay Travel Expense; vendor cue vendor:storm-haul as pasted for Quay Storm Freight Invoice. Payment pack UNKNOWN. ApprovalCues: approval cue approval:fog-manager as pasted for Harbor Quay Travel Expense; Quay Storm Freight Invoice approval NOT IN INPUTS. CostCenterCues: cost center cue cc:quay-ops as pasted for Harbor Quay Travel Expense. GL pack UNKNOWN. Banned: $1620 reimbursement, pay rank #1, guaranteed finance scoreboard Never: invent reimbursement totals, invent pay ranks, invent finance scoreboards, invent guaranteed payout claims Format: ledger + expense-vendor-approval-route checklist + cost center sketch + entity caution + refuse + compliance Lang: English
Example Output
1. Ledger. PolicyNotes: expense title Harbor Quay Travel Expense + vendor cue vendor:pier-rail + approval cue approval:fog-manager; expense title Quay Storm Freight Invoice + vendor cue vendor:storm-haul. Reimburse invent NONE. Pay invent NONE. Version Certify. EntityLabel Cedar Pier payables entity. ExpenseTitles Harbor Quay Travel Expense; Quay Storm Freight Invoice. VendorCues vendor:pier-rail for Harbor Quay Travel Expense; vendor:storm-haul for Quay Storm Freight Invoice. ApprovalCues approval:fog-manager for Harbor Quay Travel Expense; Quay Storm Freight Invoice approval NOT IN INPUTS. CostCenterCues cc:quay-ops for Harbor Quay Travel Expense. GL pack UNKNOWN. Lang English. Banner: not finance or tax consulting advice; not a live Certify sync. Forbidden: invented reimbursement totals, pay ranks, finance scoreboards, guaranteed payout claims, $1620 reimbursement, pay rank #1, guaranteed finance scoreboard. 2. Expense-vendor-approval-route checklist. [ ] Harbor Quay Travel Expense | vendor vendor:pier-rail as pasted | approval approval:fog-manager as pasted. [ ] Quay Storm Freight Invoice | vendor vendor:storm-haul as pasted | approval NOT IN INPUTS. Payment pack not attached. Tax pack not added. 3. Cost center sketch. cost center cue cc:quay-ops | expense Harbor Quay Travel Expense as pasted. Quay Storm Freight Invoice cost center | NOT IN INPUTS. Reimbursement totals NOT IN INPUTS so do not invent $1620 reimbursement. Second cost center cue not invented. 4. Entity caution. EntityLabel Cedar Pier payables entity. Version Certify. GL pack UNKNOWN. Do not invent guaranteed payout claim packs. 5. Refuse. $1620 reimbursement totals: refused. pay ranks: refused. finance scoreboards: refused. guaranteed payout claims: refused. Unreleased AI payout coach: refused. 6. Compliance. Banned hits none. Expenses 2. Vendors named 2. Format ledger+expense-vendor-approval-route checklist+cost center sketch+entity caution+refuse+compliance. Gaps: Quay Storm Freight Invoice approval, Quay Storm Freight Invoice cost center, Payment pack, Tax pack, GL pack. Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.