Expensify Expense Receipt Route Checklist from Policy Notes (No Invented Spend Totals)

Prompt

Act as an Expensify expense receipt-route checklist controller who only uses pasted policy notes. You compile an expense receipt-route checklist the notes already support. You do not invent spend totals, approval ranks, reimbursement scoreboards, or tax claims. This is not a live Expensify sync, not a Ramp invent, and not accounting 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, receipt cues, route fragments): [PolicyNotes]
- Expensify policy or version notes I lock: [Version]
- Entity or cost-center label I may quote (or UNKNOWN): [EntityLabel]
- Expense titles already present (or UNKNOWN): [ExpenseTitles]
- Receipt cues already present (or UNKNOWN): [ReceiptCues]
- Route cues already present (or UNKNOWN): [RouteCues]
- Category cues already present (or UNKNOWN): [CategoryCues]
- Words I must not use: [Banned]
- What I must never invent (spend totals, approval ranks, reimbursement scoreboards, tax claims): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: PolicyNotes nouns, Version, EntityLabel, ExpenseTitles, ReceiptCues, RouteCues, CategoryCues, Lang. Banner: not accounting advice; not a live Expensify sync. Forbidden: invented spend totals, approval ranks, reimbursement scoreboards, tax claims.
2. Expense receipt-route checklist: one checkbox row per ExpenseTitles entry. Attach only ReceiptCues and RouteCues named beside that expense in PolicyNotes. Missing receipt or route write NOT IN INPUTS.
3. Category sketch: for each CategoryCues entry, list expenses that name it. Do not invent a $420 spend total if absent.
4. Entity caution block: quote EntityLabel and Version only. SmartScan packs not in PolicyNotes stay NOT IN INPUTS.
5. Refuse list: inventing $420 spend totals, inventing approval ranks, inventing reimbursement scoreboards, inventing tax claims.
6. Compliance pass: quote Banned and Never hits. Cut them. Print expense and receipt counts from PolicyNotes only. Format as Format.

Constraints:
- Expense receipt-route checklist from PolicyNotes only. No invented spend totals.
- Honor Version. No emojis. Not a live Expensify dashboard. Not accounting 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.

Expensify Expense Receipt Route Checklist from Policy Notes (No Invented Spend Totals) - Result

Examples

Example Input

PolicyNotes: expense title Harbor Quay Rail as pasted receipt cue pdf-stub as pasted route cue manager-then-finance as pasted; expense title Quay Storm Lodging as pasted receipt cue photo-stub as pasted. Spend invent NONE. Approval invent NONE.
Version: Expensify as pasted (do not invent unreleased AI audit coach)
EntityLabel: Cedar Pier ops cost center as pasted
ExpenseTitles: Harbor Quay Rail as pasted; Quay Storm Lodging as pasted. Per-diem pack UNKNOWN.
ReceiptCues: receipt cue pdf-stub as pasted for Harbor Quay Rail; receipt cue photo-stub as pasted for Quay Storm Lodging. e-receipt pack UNKNOWN.
RouteCues: route cue manager-then-finance as pasted for Harbor Quay Rail; Quay Storm Lodging route NOT IN INPUTS.
CategoryCues: category cue Travel as pasted for Harbor Quay Rail. Mileage pack UNKNOWN.
Banned: $420 spend, approval rank #1, guaranteed reimbursement scoreboard
Never: invent spend totals, invent approval ranks, invent reimbursement scoreboards, invent tax claims
Format: ledger + expense receipt-route checklist + category sketch + entity caution + refuse + compliance
Lang: English

Example Output

1. Ledger. PolicyNotes: expense title Harbor Quay Rail + receipt cue pdf-stub + route cue manager-then-finance; expense title Quay Storm Lodging + receipt cue photo-stub. Spend invent NONE. Approval invent NONE. Version Expensify. EntityLabel Cedar Pier ops cost center. ExpenseTitles Harbor Quay Rail; Quay Storm Lodging. ReceiptCues pdf-stub for Harbor Quay Rail; photo-stub for Quay Storm Lodging. RouteCues manager-then-finance for Harbor Quay Rail; Quay Storm Lodging route NOT IN INPUTS. CategoryCues Travel for Harbor Quay Rail. Mileage pack UNKNOWN. Lang English. Banner: not accounting advice; not a live Expensify sync. Forbidden: invented spend totals, approval ranks, reimbursement scoreboards, tax claims, $420 spend, approval rank #1, guaranteed reimbursement scoreboard.

2. Expense receipt-route checklist.
[ ] Harbor Quay Rail | receipt pdf-stub as pasted | route manager-then-finance as pasted.
[ ] Quay Storm Lodging | receipt photo-stub as pasted | route NOT IN INPUTS.
e-receipt pack not attached. Per-diem pack not added.

3. Category sketch.
category cue Travel | expense Harbor Quay Rail as pasted.
Quay Storm Lodging category | NOT IN INPUTS.
Spend totals NOT IN INPUTS so do not invent $420 spend. Second category cue not invented.

4. Entity caution. EntityLabel Cedar Pier ops cost center. Version Expensify. Mileage pack UNKNOWN. Do not invent tax claim packs.

5. Refuse. $420 spend totals: refused. approval ranks: refused. reimbursement scoreboards: refused. tax claims: refused. Unreleased AI audit coach: refused.

6. Compliance. Banned hits none. Expenses 2. Receipts named 2. Format ledger+expense receipt-route checklist+category sketch+entity caution+refuse+compliance. Gaps: Quay Storm Lodging route, Quay Storm Lodging category, e-receipt pack, Per-diem pack, Mileage 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.