Expense Policy Checker

Checks expense line items (from a report, invoice, or receipt) against the company spend policy and flags anything over limit, missing a receipt, or in a disallowed category. Use when a user asks to audit, review, or check expenses against policy.

brianggggg Updated

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Expense Policy Checker

Evaluate expense line items against standard policy thresholds.

Default policy rules (override with the company's actual policy doc if provided)

  • Meals: flag if a single meal exceeds $75/person, or if alcohol is itemized separately.
  • Travel: flag any airfare above economy class without a stated exception.
  • Lodging: flag nightly rates above the metro-tier cap ($250 standard / $400 high-cost city).
  • Software/subscriptions: flag anything not already on the approved-vendor list.
  • Receipts: flag any line item over $25 with no attached receipt.

Process

  1. Evaluate every line item independently — one violation doesn't invalidate the rest of the report.
  2. Classify each item as clean, needs receipt, or policy violation, with the specific rule cited.
  3. Total the dollar amount in each classification bucket.
  4. Never approve or reject a report yourself — present findings for a human to decide on.

brianggggg/claude-plugin-skills-demo/tree/main/skills/expense-policy-checker commit 8d5dde046b

Frequently asked questions

npx skillmds@latest add brianggggg/expense-policy-checker