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Expensify Report Category Receipt Checklist from Policy Notes (No Invented Reimbursement Totals)
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Expensify Report Category Receipt Checklist from Policy Notes (No Invented Reimbursement Totals)

PpromptstudioยทOct 3, 2026
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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.

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.