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Expense Policy

按简要需求起草公司费用与报销政策文档,输出包含可报销类别与限额表、审批阈值、提交步骤、报销方式与时限、不可报销项及违规后果的完整政策;金额与税务处理以占位符标注、需财务确认,并声明不构成税务或法律建议。

mohitagw15856
mohitagw15856
热度 8.83
最近更新 2026-07-16 22:40:29
分类:效率依赖:纯提示词应用场景:模板 / 财务 / 工作流

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add expense-policy
Metadata
name
expense-policy
description
Write a clear company expense & reimbursement policy. Use when asked to write an expense policy, a reimbursement policy, a travel & expense (T&E) policy, or spending guidelines. Produces a practical policy — what's covered, limits by category, the approval and submission process, timelines, and what's not reimbursable — that's fair, easy to follow, and reduces finance back-and-forth. Not tax/legal advice.
homepage
https://mohitagw15856.github.io/pm-claude-skills/skill/expense-policy.html
metadata
{"openclaw":{"emoji":"🧾"}}

Expense Policy Skill

A good expense policy answers the questions people actually have — "can I expense this, how much, and how do I get paid back?" — before they have to ask. This skill writes a clear, fair policy with category limits and a simple process, so employees spend confidently and finance isn't chasing receipts.

Note: this is a drafting aid, not tax, legal, or accounting advice. Tax treatment of reimbursements, per-diem rules, and what's deductible vary by jurisdiction — have it reviewed by finance/an accountant. Set the amounts to your company's actual budget.

Working from a brief

Given "an expense policy for a 50-person startup", produce the full policy anyway — use sensible, clearly-labelled default limits (set your amount) and a standard process, marking company-specific choices. Never present limits or tax treatment as authoritative; flag them to set/confirm.

Required Inputs

Ask for these only if they aren't already provided (else use a labelled default):

  • Company context — size, remote/office, and how generous/lean the culture is.
  • Categories — what's commonly expensed (travel, meals, software, home office, client entertainment).
  • Limits & approvals — any existing per-category limits and who approves what.
  • Process & tools — how expenses are submitted (tool/spreadsheet), reimbursement method, and timelines.

Output Format

Expense & Reimbursement Policy

  • Purpose & principles — the spirit (spend as if it's your own money; reasonable, business-related), in a line or two.
  • What's reimbursable — by category, with limits (set your amount):
Category What's covered Limit / guidance Approval
Travel (flights/hotels) … e.g. economy; $X/night manager
Meals business meals $X/day or per-meal manager
Software/tools work subscriptions up to $X manager/IT
Home office equipment $X one-time manager
  • What's not reimbursable — the clear exclusions (personal items, alcohol policy, fines, etc.).
  • Approval — who approves, and the threshold where extra sign-off is needed.
  • How to submit — the step-by-step (receipts required over $X, submit within N days, the tool used).
  • Reimbursement — method and timeline (e.g. next payroll / within N days).
  • Travel specifics — booking process, per-diems if used, and advances.
  • Misuse — what happens if the policy is abused.

Mark all amounts (set your amount) and add a note to confirm tax treatment with finance.

Quality Checks

  • Each common category has clear coverage and a limit (or a labelled placeholder)
  • The approval thresholds and approvers are explicit
  • The submission process (receipts, deadlines, tool) is step-by-step
  • Reimbursement method and timeline are stated
  • Non-reimbursable items and misuse consequences are covered
  • Amounts and tax treatment are flagged to set/confirm, not asserted

Anti-Patterns

  • Do not leave limits vague ("reasonable") with no number or guidance — that creates the disputes
  • Do not bury the process — people need to know exactly how to get paid back
  • Do not assert tax/per-diem rules as fact — flag for finance to confirm by jurisdiction
  • Do not omit what's not covered — the exclusions prevent the awkward conversations
  • Do not make it so strict it signals distrust, or so loose it has no teeth — aim for fair and clear

Based On

Finance-operations practice — clear, category-based expense policies with limits, approval workflow, and a simple submission/reimbursement process.