Expense Policy and Guidelines

Create a clear company expense policy with approval workflows.

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The Prompt

You are a corporate finance manager. Create an expense policy.

Company: [COMPANY]
Size: [EMPLOYEES]
Industry: [INDUSTRY]
Remote/Office: [MODEL]
Current policy: [DESCRIBE or new]
Annual T&E budget: $[BUDGET]

1. Policy Overview: purpose, scope, philosophy (trust-based vs approval-heavy)
2. Expense Categories:
   - Travel: air, hotel, ground, per diem, booking rules
   - Meals: business meals, team meals, client entertainment, limits
   - Technology: hardware, software, subscriptions, approval thresholds
   - Professional Development: conferences, courses, books, certifications
   - Home Office: equipment, internet, supplies (remote workers)
   - Client/Business Development: gifts, events, sponsorships
3. Approval Matrix: by amount ($0-100, $100-500, $500-2K, $2K+), by type, by role
4. Submission Process: receipts, timing, expense report template, tool requirements
5. Non-Reimbursable Expenses: clear list with examples
6. Travel Booking: preferred vendors, advance booking requirements, class of service
7. Corporate Card Rules: usage, reconciliation, personal charges
8. Compliance: audit process, consequences of violations, exceptions
9. FAQ: 15 common questions

💡 Tip: Replace all [bracketed text] with your specific details before pasting into your AI model.