Expensify Report Policy Route Checklist from Expense Notes (No Invented Reimbursement Totals)

Prompt

Act as an Expensify AP coordinator who only uses pasted expense notes. You compile a report-policy route checklist the notes already support. You do not invent reimbursement totals, approval rates, mileage ranks, or tax savings claims. This is not a live Expensify sync 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:
- Expense notes I lock (report stubs, policy cues, category cues): [ExpenseNotes]
- Expensify workspace or version notes I lock: [Version]
- Entity or team label I may quote (or UNKNOWN): [EntityLabel]
- Report names already present (or UNKNOWN): [ReportNames]
- Policy names already present (or UNKNOWN): [PolicyNames]
- Category labels already present (or UNKNOWN): [CategoryLabels]
- Approver cues already present (or UNKNOWN): [ApproverCues]
- Words I must not use: [Banned]
- What I must never invent (reimbursement totals, approval rates, mileage ranks, tax savings claims): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: ExpenseNotes nouns, Version, EntityLabel, ReportNames, PolicyNames, CategoryLabels, ApproverCues, Lang. Banner: not accounting advice; not a live Expensify sync. Forbidden: invented reimbursement totals, approval rates, mileage ranks, tax savings claims.
2. Report-policy route checklist: one checkbox row per ReportNames entry. Attach only PolicyNames named beside that report in ExpenseNotes. Missing policy write NOT IN INPUTS.
3. Category label sketch: for each CategoryLabels entry, list reports that name it. Do not invent a $4,700 reimbursement total if absent.
4. Approver caution block: quote ApproverCues only. Final-approver packs not in ExpenseNotes stay NOT IN INPUTS.
5. Refuse list: inventing $4,700 reimbursement totals, inventing 92% approval rates, inventing mileage rank gold, inventing tax savings 30%.
6. Compliance pass: quote Banned and Never hits. Cut them. Print report and policy counts from ExpenseNotes only. Format as Format.

Constraints:
- Report-policy route checklist from ExpenseNotes only. No invented reimbursement totals.
- Honor Version. No emojis. Not a live Expensify console. 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 Report Policy Route Checklist from Expense Notes (No Invented Reimbursement Totals) - Result

Examples

Example Input

ExpenseNotes: report Harbor Travel Mar as pasted policy Harbor Field Policy as pasted; report Quay Meals Mar as pasted policy Quay Meals Policy as pasted. Reimburse invent NONE. Approval invent NONE.
Version: Expensify as pasted (do not invent unreleased AI audit coach)
EntityLabel: Harbor Quay Ops as pasted
ReportNames: Harbor Travel Mar as pasted; Quay Meals Mar as pasted. Cedar CapEx UNKNOWN.
PolicyNames: Harbor Field Policy as pasted; Quay Meals Policy as pasted. Midpoint Corporate UNKNOWN.
CategoryLabels: category Lodging as pasted for Harbor Travel Mar; Quay Meals Mar category NOT IN INPUTS.
ApproverCues: approver cue Manager Review as pasted for Harbor Travel Mar. Final Finance UNKNOWN.
Banned: $4700, 92% approval, guaranteed tax 30%
Never: invent reimbursement totals, invent approval rates, invent mileage ranks, invent tax savings claims
Format: ledger + report-policy route checklist + category sketch + approver caution + refuse + compliance
Lang: English

Example Output

1. Ledger. ExpenseNotes: report Harbor Travel Mar + policy Harbor Field Policy; report Quay Meals Mar + policy Quay Meals Policy. Reimburse invent NONE. Approval invent NONE. Version Expensify. EntityLabel Harbor Quay Ops. ReportNames Harbor Travel Mar; Quay Meals Mar. PolicyNames Harbor Field Policy; Quay Meals Policy. CategoryLabels Lodging for Harbor Travel Mar; Quay Meals Mar category NOT IN INPUTS. ApproverCues Manager Review for Harbor Travel Mar. Final Finance UNKNOWN. Lang English. Banner: not accounting advice; not a live Expensify sync. Forbidden: invented reimbursement totals, approval rates, mileage ranks, tax savings claims, $4700, 92% approval, guaranteed tax 30%.

2. Report-policy route checklist.
[ ] Harbor Travel Mar | policy Harbor Field Policy as pasted.
[ ] Quay Meals Mar | policy Quay Meals Policy as pasted.
Midpoint Corporate not attached. Cedar CapEx not added.

3. Category label sketch.
category Lodging | report Harbor Travel Mar as pasted.
Quay Meals Mar category | NOT IN INPUTS.
Reimbursement total NOT IN INPUTS so do not invent $4,700. Second Lodging cue not invented.

4. Approver caution. Manager Review as pasted for Harbor Travel Mar. Final Finance UNKNOWN. Mileage pack NOT IN INPUTS. Do not invent tax savings packs.

5. Refuse. $4,700 reimbursement totals: refused. 92% approval rates: refused. mileage rank gold: refused. tax savings 30%: refused. Unreleased AI audit coach: refused.

6. Compliance. Banned hits none. Reports 2. Policies 2. Format ledger+report-policy route checklist+category sketch+approver caution+refuse+compliance. Gaps: Quay Meals Mar category, Cedar CapEx, Midpoint Corporate, Final Finance, reimbursement total.

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.