{"id":"acct-expense-report-policy-table","audience":"accounting","category":"finance-work","track":"finance","technique":"grounding","level":"intermediate","title":"Check an expense report against policy in a verdict table","free":false,"task":"You review expense reports before the manager approves them. Write a prompt for a table with columns Line | Amount | Verdict | Note, one row per expense line, with each verdict exactly one of OK, Over limit, Missing receipt or Not allowed, using the policy including its September update. Then a last line starting \"Reimburse now:\" that adds up the OK lines as math. Under 200 words.","materialLabel":"Expense report and policy (attached to your prompt automatically)","material":"Expense report ER-6620 - Dmitri Volkov (Sales), trip to Columbus, Oct 13-15\n\n1. Airfare (economy) $412 - receipt attached\n2. Hotel, 2 nights at $219/night = $438 - receipt attached\n3. Dinner Oct 13 (alone) $58 - receipt attached\n4. Dinner Oct 14 with client (Alder Labs, 3 people) $186 - receipt attached, attendees listed\n5. Rideshare airport to hotel $41 - no receipt\n6. In-room movie $16 - on hotel folio\n7. Lunch Oct 15 $22 - receipt attached\n\nTravel and expense policy (rev. Jan 2025):\n- Hotel: up to $200 per night.\n- Meals when traveling alone: up to $60 per dinner, $25 per lunch.\n- Client meals: up to $75 per person; attendees must be listed.\n- Receipts required for any item of $25 or more.\n- Personal entertainment (movies, minibar) is not reimbursable.\n\nPolicy update (Sept 1, 2026): hotel limit raised to $225 per night for Columbus, Chicago and Denver.","rules":[{"type":"maxWords","max":200}],"promptHints":[{"label":"Names the columns","patterns":["line \\| amount","columns","table"]},{"label":"Gives verdict labels","patterns":["missing receipt","not allowed","over limit"]},{"label":"Applies the update","patterns":["update","sept","225"]},{"label":"Asks for the total as math","patterns":["reimburse now","math","add (up|the)"]},{"label":"Keeps it short","patterns":["\\d+\\s*words","only the table"]}],"mistakes":[{"title":"Using the old hotel limit","why":"The AI applies the $200 rule and flags the hotel, missing the September update.","fix":"Say: \"Apply the Sept 2026 update: $225 a night in Columbus.\"","checks":["r1"]},{"title":"Free-form verdicts","why":"The AI writes 'looks fine' or 'questionable', which nobody can act on.","fix":"Give the labels: \"Verdict is exactly one of OK, Over limit, Missing receipt, Not allowed.\"","checks":["r0"]},{"title":"No total, or a total with no working","why":"The AI gives a number without showing which lines it added.","fix":"Ask: \"Last line: Reimburse now: with the OK amounts added as math.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"Reviews come with intros, summaries and recommendations that blow the limit.","fix":"Say: \"Each note under 8 words. Output only the table and the last line.\"","checks":["maxWords"]}],"hint":"The policy has an update at the bottom that changes one verdict. Tell the AI which rules apply, the exact labels to use, and how to show the total.","rubricLabels":["Is a table with columns Line | Amount | Verdict | Note, with one row for each of the 7 lines, and every verdict is exactly one of OK, Over limit, Missing receipt or Not allowed","Line 2 (hotel at $219/night) is OK under the Sept 2026 $225 Columbus limit, line 5 is Missing receipt, line 6 is Not allowed, and lines 1, 3, 4 and 7 are OK","The last line starts \"Reimburse now:\" and shows $412 + $438 + $58 + $186 + $22 = $1,116"]}