Prompt · Finance

Expense Report Cleanup

Turns a messy expense report into a clean, policy-compliant summary.

Have ready: Paste raw expenses and company policy limits

Fill in · 3 fields

month/periodPaste: date, vendor, amount, purpose, receipt Y/Npaste policy limits, e.g. meals $75/day, mileage rate, receipt threshold

Your prompt

Clean up my expense report for [month/period]. Here are my raw expenses:

[Paste: date, vendor, amount, purpose, receipt Y/N]

Company policy: [paste policy limits, e.g. meals $75/day, mileage rate, receipt threshold]

Produce: (1) a categorized table (travel, meals, supplies, other) with totals, (2) flag every expense that violates policy or is missing a receipt, (3) a one-paragraph summary for my manager, (4) the exact reimbursement total I'm owed. If anything looks like a personal expense mixed in, call it out.

Paste it into Muse or any assistant. Blank fields stay as [brackets].

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