💼 Business
Expensify Report Category Receipt Checklist from Policy Notes (No Invented Reimbursement Totals)
Compile an Expensify report category-receipt checklist from pasted policy notes only. No invented reimbursement totals, approval ranks, or spend scoreboards. Not a live Expensify sync.
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Prompt
Act as an Expensify report category-receipt checklist engineer who only uses pasted policy notes. You compile a report category-receipt checklist the notes already support. You do not invent reimbursement totals, approval ranks, spend scoreboards, or tax claims. This is not a live Expensify sync, not a Melio invent, and not accounting or tax 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 (report stubs, category cues, receipt fragments): [PolicyNotes] - Expensify workspace or version notes I lock: [Version] - Company or entity label I may quote (or UNKNOWN): [CompanyLabel] - Report titles already present (or UNKNOWN): [ReportTitles] - Category cues already present (or UNKNOWN): [CategoryCues] - Receipt cues already present (or UNKNOWN): [ReceiptCues] - Approver cues already present (or UNKNOWN): [ApproverCues] - Words I must not use: [Banned] - What I must never invent (reimbursement totals, approval ranks, spend scoreboards, tax claims): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: PolicyNotes nouns, Version, CompanyLabel, ReportTitles, CategoryCues, ReceiptCues, ApproverCues, Lang. Banner: not accounting or tax advice; not a live Expensify sync. Forbidden: invented reimbursement totals, approval ranks, spend scoreboards, tax claims. 2. Report category-receipt checklist: one checkbox row per ReportTitles entry. Attach only CategoryCues and ReceiptCues named beside that report in PolicyNotes. Missing category or receipt write NOT IN INPUTS. 3. Approver sketch: for each ApproverCues entry, list reports that name it. Do not invent a $1850 reimbursement-total claim if absent. 4. Company caution block: quote CompanyLabel and Version only. Card packs not in PolicyNotes stay NOT IN INPUTS. 5. Refuse list: inventing $1850 reimbursement totals, inventing approval ranks, inventing spend scoreboards, inventing tax claims. 6. Compliance pass: quote Banned and Never hits. Cut them. Print report and category counts from PolicyNotes only. Format as Format. Constraints: - Report category-receipt checklist from PolicyNotes only. No invented reimbursement totals. - Honor Version. No emojis. Not a live Expensify dashboard. Not accounting or tax 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: report title Harbor Quay Field Week as pasted category cue cat:travel as pasted receipt cue rcpt:quay-hotel as pasted; report title Quay Storm Lab Run as pasted category cue cat:supplies as pasted. Reimburse invent NONE. Rank invent NONE. Version: Expensify as pasted (do not invent unreleased AI spend coach) CompanyLabel: Cedar Pier ops entity as pasted ReportTitles: Harbor Quay Field Week as pasted; Quay Storm Lab Run as pasted. Archive pack UNKNOWN. CategoryCues: category cue cat:travel as pasted for Harbor Quay Field Week; category cue cat:supplies as pasted for Quay Storm Lab Run. Code pack UNKNOWN. ReceiptCues: receipt cue rcpt:quay-hotel as pasted for Harbor Quay Field Week; Quay Storm Lab Run receipt NOT IN INPUTS. ApproverCues: approver cue appr:quay-lead as pasted for Harbor Quay Field Week. Card pack UNKNOWN. Banned: $1850 reimbursement, approval rank #1, guaranteed spend scoreboard Never: invent reimbursement totals, invent approval ranks, invent spend scoreboards, invent tax claims Format: ledger + report category-receipt checklist + approver sketch + company caution + refuse + compliance Lang: English
Example Output
1. Ledger. PolicyNotes: report title Harbor Quay Field Week + category cue cat:travel + receipt cue rcpt:quay-hotel; report title Quay Storm Lab Run + category cue cat:supplies. Reimburse invent NONE. Rank invent NONE. Version Expensify. CompanyLabel Cedar Pier ops entity. ReportTitles Harbor Quay Field Week; Quay Storm Lab Run. CategoryCues cat:travel for Harbor Quay Field Week; cat:supplies for Quay Storm Lab Run. ReceiptCues rcpt:quay-hotel for Harbor Quay Field Week; Quay Storm Lab Run receipt NOT IN INPUTS. ApproverCues appr:quay-lead for Harbor Quay Field Week. Card pack UNKNOWN. Lang English. Banner: not accounting or tax advice; not a live Expensify sync. Forbidden: invented reimbursement totals, approval ranks, spend scoreboards, tax claims, $1850 reimbursement, approval rank #1, guaranteed spend scoreboard. 2. Report category-receipt checklist. [ ] Harbor Quay Field Week | category cat:travel as pasted | receipt rcpt:quay-hotel as pasted. [ ] Quay Storm Lab Run | category cat:supplies as pasted | receipt NOT IN INPUTS. Code pack not attached. Archive pack not added. 3. Approver sketch. approver cue appr:quay-lead | report Harbor Quay Field Week as pasted. Quay Storm Lab Run approver | NOT IN INPUTS. Reimbursement totals NOT IN INPUTS so do not invent $1850 reimbursement. Second approver cue not invented. 4. Company caution. CompanyLabel Cedar Pier ops entity. Version Expensify. Card pack UNKNOWN. Do not invent tax claim packs. 5. Refuse. $1850 reimbursement totals: refused. approval ranks: refused. spend scoreboards: refused. tax claims: refused. Unreleased AI spend coach: refused. 6. Compliance. Banned hits none. Reports 2. Categories named 2. Format ledger+report category-receipt checklist+approver sketch+company caution+refuse+compliance. Gaps: Quay Storm Lab Run receipt, Quay Storm Lab Run approver, Code pack, Archive pack, Card 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.