expense-policy-checklisted

# Expense Policy Check ## What this does Reviews a batch of expenses against your written policy and produces two things: a flagged-items list (each flag naming the exact rule it breaks) and a per-person draft chase message for whoever is missing receipts. It does not approve, reject, or send anything. It reads like a careful first pass that a person then signs off on. ## When to use it - You have an expense report or export in hand and want it checked against policy before approval. - It is month-end and you want the missing-receipt chase drafted in one pass. - A scheduled monthly run hands you the export automatically. ## Inputs — how to give it the data Two inputs. Hand them over however is easiest: - **The expense data.** Drag in or paste an export (CSV, spreadsheet, or PDF), forward the report by email, or point at a connector if one is wired up (e.g. an expense tool's export). A connector is convenience, not a requirement — a pasted table works. - **The written policy.** Paste it, drag in the file, or link the page. If no policy is given, do not invent one — surface the blank Rules placeholders below and ask the operator to fill them before the first run. Notes on messy data: - **Multiple files** (one export per card, or report plus receipt folder): say which file each flagged item came from. - **Lossy scans / PDF exports:** if an amount, date, merchant, or category is unreadable, mark it "not found / unclear — confirm" and flag it. Do not guess the