{"id":"acct-expense-receipt-missing-message","audience":"accounting","category":"finance-work","track":"finance","technique":"tone","level":"beginner","title":"Ask an employee for a missing receipt without accusing them","free":false,"task":"You're the expense reviewer. Write a prompt for a plain-text message of under 60 words to one employee about a missing receipt. Start with \"Hi Tomas,\" and end with a last line \"Kelsey, Accounts Payable\". It names the expense, the amount and the deadline, says what to send, and says only that item is on hold. The tone is neutral and friendly. Never imply the employee did anything wrong.","materialLabel":"Expense report line and policy notes (attached to your prompt automatically)","material":"Expense report ER-3318, submitted Oct 27 by Tomas Reyes (Sales)\n\nLines:\n1. Oct 14  Airfare, Denver round trip - $412.60 - receipt attached\n2. Oct 15  Hotel, 2 nights - $289.00 - receipt attached\n3. Oct 14  Client dinner, Harbor Grill - $86.40 - NO RECEIPT attached\n4. Oct 16  Ground transport - $34.20 - receipt attached\n\nPolicy excerpt (T&E policy 4.2): Meals over $75 require an itemized receipt. A card statement alone is not accepted. If the receipt is lost, the employee can complete Form MR-1 (missing receipt) with manager sign-off.\nAmount under review: $86.40. The other three lines are approved for $735.80 and will be paid in the Nov 13 run.\n\nReviewer note: Tomas is new and has been prompt and tidy with his other reports. Deadline to fix and still make the Nov 13 payment run is Nov 9.\nReviewer: Kelsey Park, Accounts Payable","rules":[{"type":"plainText"},{"type":"maxWords","max":65}],"promptHints":[{"label":"Names the reader","patterns":["tomas","employee"]},{"label":"Includes details","patterns":["harbor grill","86\\.40","nov(ember)? 9"]},{"label":"Lists what to send","patterns":["itemized","mr-1","form"]},{"label":"Sets tone","patterns":["friendly","neutral","(don'?t|not).*(imply|accus)"]},{"label":"Sets length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Holding the whole report","why":"The AI says the whole report is delayed.","fix":"Say: \"Only the $86.40 dinner is on hold; the rest is approved.\"","checks":["r2"]},{"title":"Accepting a card statement","why":"The AI says a card statement is fine, or leaves out Form MR-1.","fix":"Add: \"Itemized receipt, or Form MR-1 if lost. A card statement is not enough.\"","checks":["r1"]},{"title":"Vague about which expense","why":"The AI says 'a receipt' without the date, vendor and amount or deadline.","fix":"Say: \"Name the expense, amount and the Nov 9 deadline.\"","checks":["r0"]},{"title":"Stern policy tone","why":"The AI quotes policy 4.2 and warns about compliance.","fix":"Add: \"Friendly and neutral; don't imply he did anything wrong.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each line short.","checks":["maxWords"]}],"hint":"Give the AI the exact expense, deadline and what counts as proof. Name the tone you want.","rubricLabels":["Starts with \"Hi Tomas,\", ends with the line \"Kelsey, Accounts Payable\", and names the Oct 14 client dinner at Harbor Grill, $86.40 and the Nov 9 deadline","Says what to send: an itemized receipt, or Form MR-1 with manager sign-off if the receipt is lost (a card statement is not enough)","Says only the $86.40 dinner is on hold (the rest is approved), and is neutral and friendly with nothing suggesting the employee did anything wrong"]}