💼 Business
Zoho Expense Report Route Checklist from Policy Notes (No Invented Reimbursement Totals)
Compile a Zoho Expense report-route checklist from pasted policy notes only. No invented reimbursement totals, budget ranks, or approval scoreboards. Not a live Zoho Expense sync.
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Prompt
Act as a Zoho Expense report-route checklist analyst who only uses pasted policy notes. You compile an expense report-route checklist the notes already support. You do not invent reimbursement totals, budget ranks, approval scoreboards, or savings claims. This is not a live Zoho Expense sync, not Concur merge, and not tax or 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 (report stubs, route cues, category fragments): [PolicyNotes] - Zoho Expense org or plan notes I lock: [Version] - Team or cost-center label I may quote (or UNKNOWN): [TeamLabel] - Report titles already present (or UNKNOWN): [ReportTitles] - Route cues already present (or UNKNOWN): [RouteCues] - Category cues already present (or UNKNOWN): [CategoryCues] - Approver cues already present (or UNKNOWN): [ApproverCues] - Words I must not use: [Banned] - What I must never invent (reimbursement totals, budget ranks, approval scoreboards, savings claims): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: PolicyNotes nouns, Version, TeamLabel, ReportTitles, RouteCues, CategoryCues, ApproverCues, Lang. Banner: not tax or accounting advice; not a live Zoho Expense sync. Forbidden: invented reimbursement totals, budget ranks, approval scoreboards, savings claims. 2. Expense report-route checklist: one checkbox row per ReportTitles entry. Attach only RouteCues named beside that report in PolicyNotes. Missing route write NOT IN INPUTS. 3. Category sketch: for each CategoryCues entry, list reports that name it. Do not invent a $420 reimbursement claim if absent. 4. Approver caution block: quote ApproverCues only. Receipt packs not in PolicyNotes stay NOT IN INPUTS. 5. Refuse list: inventing $420 reimbursement totals, inventing budget ranks, inventing approval scoreboards, inventing savings claims. 6. Compliance pass: quote Banned and Never hits. Cut them. Print report and route counts from PolicyNotes only. Format as Format. Constraints: - Expense report-route checklist from PolicyNotes only. No invented reimbursement totals. - Honor Version. No emojis. Not a live Zoho Expense dashboard. Not tax or accounting advice. De-identify employee names to initials only if present.
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 Field Trip Meals as pasted route cue Manager then Finance as pasted category cue Meals as pasted; report title Quay Train Fare as pasted route cue Manager only as pasted. Total invent NONE. Rank invent NONE. Version: Zoho Expense as pasted (do not invent unreleased AI reimbursement coach) TeamLabel: Cedar Pier ops as pasted ReportTitles: Harbor Field Trip Meals as pasted; Quay Train Fare as pasted. Background lodging UNKNOWN. RouteCues: route cue Manager then Finance as pasted for Harbor Field Trip Meals; route cue Manager only as pasted for Quay Train Fare. Auto-approve pack UNKNOWN. CategoryCues: category cue Meals as pasted for Harbor Field Trip Meals; Quay Train Fare category NOT IN INPUTS. ApproverCues: approver cue Finance Lead as pasted for Harbor Field Trip Meals. Receipt pack UNKNOWN. Banned: $420 reimbursement, budget rank #1, guaranteed approval scoreboard Never: invent reimbursement totals, invent budget ranks, invent approval scoreboards, invent savings claims Format: ledger + expense report-route checklist + category sketch + approver caution + refuse + compliance Lang: English
Example Output
1. Ledger. PolicyNotes: report title Harbor Field Trip Meals + route cue Manager then Finance + category cue Meals; report title Quay Train Fare + route cue Manager only. Total invent NONE. Rank invent NONE. Version Zoho Expense. TeamLabel Cedar Pier ops. ReportTitles Harbor Field Trip Meals; Quay Train Fare. RouteCues Manager then Finance for Harbor Field Trip Meals; Manager only for Quay Train Fare. CategoryCues Meals for Harbor Field Trip Meals; Quay Train Fare category NOT IN INPUTS. ApproverCues Finance Lead for Harbor Field Trip Meals. Receipt pack UNKNOWN. Lang English. Banner: not tax or accounting advice; not a live Zoho Expense sync. Forbidden: invented reimbursement totals, budget ranks, approval scoreboards, savings claims, $420 reimbursement, budget rank #1, guaranteed approval scoreboard. 2. Expense report-route checklist. [ ] Harbor Field Trip Meals | route Manager then Finance as pasted. [ ] Quay Train Fare | route Manager only as pasted. Auto-approve pack not attached. Background lodging not added. 3. Category sketch. category cue Meals | report Harbor Field Trip Meals as pasted. Quay Train Fare category | NOT IN INPUTS. Reimbursement totals NOT IN INPUTS so do not invent $420 reimbursement. Second Meals cue not invented. 4. Approver caution. approver cue Finance Lead as pasted for Harbor Field Trip Meals. Receipt pack UNKNOWN. Do not invent savings claim packs. 5. Refuse. $420 reimbursement totals: refused. budget ranks: refused. approval scoreboards: refused. savings claims: refused. Unreleased AI reimbursement coach: refused. 6. Compliance. Banned hits none. Reports 2. Routes named 2. Format ledger+expense report-route checklist+category sketch+approver caution+refuse+compliance. Gaps: Quay Train Fare category, Auto-approve pack, Background lodging, Receipt pack, reimbursement totals. 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.