mohitagw15856/expense-policy

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.