💼 Business
Expensify Expense Vendor Approval Route Checklist from Policy Notes (No Invented Reimbursement Totals)
Compile an Expensify expense-vendor-approval-route checklist from pasted policy notes only. No invented reimbursement totals, spend ranks, or finance scoreboards. Not a live Expensify sync.
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Prompt
Act as an Expensify 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, spend ranks, finance scoreboards, or guaranteed payout claims. This is not a live Expensify sync, not an Emburse invent, and not finance 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 fragments): [PolicyNotes] - Expensify workspace or version notes I lock: [Version] - Workspace or policy label I may quote (or UNKNOWN): [PolicyLabel] - Expense titles already present (or UNKNOWN): [ExpenseTitles] - Vendor cues already present (or UNKNOWN): [VendorCues] - Approval cues already present (or UNKNOWN): [ApprovalCues] - Category cues already present (or UNKNOWN): [CategoryCues] - Words I must not use: [Banned] - What I must never invent (reimbursement totals, spend ranks, finance scoreboards, guaranteed payout claims): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: PolicyNotes nouns, Version, PolicyLabel, ExpenseTitles, VendorCues, ApprovalCues, CategoryCues, Lang. Banner: not finance consulting advice; not a live Expensify sync. Forbidden: invented reimbursement totals, spend 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. Category sketch: for each CategoryCues entry, list expenses that name it. Do not invent a 2400 reimbursement-total claim if absent. 4. Policy caution block: quote PolicyLabel and Version only. Receipt packs not in PolicyNotes stay NOT IN INPUTS. 5. Refuse list: inventing 2400 reimbursement totals, inventing spend 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 Expensify dashboard. Not finance 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 Report as pasted vendor cue vendor:pier-rail as pasted approval cue approval:manager-route as pasted; expense title Quay Storm Lodging Report as pasted vendor cue vendor:storm-inn as pasted. Total invent NONE. Rank invent NONE. Version: Expensify as pasted (do not invent unreleased AI payout coach) PolicyLabel: Cedar Pier travel policy as pasted ExpenseTitles: Harbor Quay Travel Report as pasted; Quay Storm Lodging Report as pasted. Receipt pack UNKNOWN. VendorCues: vendor cue vendor:pier-rail as pasted for Harbor Quay Travel Report; vendor cue vendor:storm-inn as pasted for Quay Storm Lodging Report. Merchant pack UNKNOWN. ApprovalCues: approval cue approval:manager-route as pasted for Harbor Quay Travel Report; Quay Storm Lodging Report approval NOT IN INPUTS. CategoryCues: category cue category:travel-rail as pasted for Harbor Quay Travel Report. Tax pack UNKNOWN. Banned: 2400 reimbursement, spend rank #1, guaranteed finance scoreboard Never: invent reimbursement totals, invent spend ranks, invent finance scoreboards, invent guaranteed payout claims Format: ledger + expense-vendor-approval-route checklist + category sketch + policy caution + refuse + compliance Lang: English
Example Output
1. Ledger. PolicyNotes: expense title Harbor Quay Travel Report + vendor cue vendor:pier-rail + approval cue approval:manager-route; expense title Quay Storm Lodging Report + vendor cue vendor:storm-inn. Total invent NONE. Rank invent NONE. Version Expensify. PolicyLabel Cedar Pier travel policy. ExpenseTitles Harbor Quay Travel Report; Quay Storm Lodging Report. VendorCues vendor:pier-rail for Harbor Quay Travel Report; vendor:storm-inn for Quay Storm Lodging Report. ApprovalCues approval:manager-route for Harbor Quay Travel Report; Quay Storm Lodging Report approval NOT IN INPUTS. CategoryCues category:travel-rail for Harbor Quay Travel Report. Tax pack UNKNOWN. Lang English. Banner: not finance consulting advice; not a live Expensify sync. Forbidden: invented reimbursement totals, spend ranks, finance scoreboards, guaranteed payout claims, 2400 reimbursement, spend rank #1, guaranteed finance scoreboard. 2. Expense-vendor-approval-route checklist. [ ] Harbor Quay Travel Report | vendor vendor:pier-rail as pasted | approval approval:manager-route as pasted. [ ] Quay Storm Lodging Report | vendor vendor:storm-inn as pasted | approval NOT IN INPUTS. Merchant pack not attached. Receipt pack not added. 3. Category sketch. category cue category:travel-rail | expense Harbor Quay Travel Report as pasted. Quay Storm Lodging Report category | NOT IN INPUTS. Reimbursement totals NOT IN INPUTS so do not invent 2400 reimbursement. Second category cue not invented. 4. Policy caution. PolicyLabel Cedar Pier travel policy. Version Expensify. Tax pack UNKNOWN. Do not invent guaranteed payout claim packs. 5. Refuse. 2400 reimbursement totals: refused. spend 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+category sketch+policy caution+refuse+compliance. Gaps: Quay Storm Lodging Report approval, Quay Storm Lodging Report category, Merchant pack, Receipt pack, Tax 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.