EP
Expense Policy
🔵 Stable🕐 updated 2026-06-30
🔷 SkillSpec L3
pm-accounting
Write a clear company expense & reimbursement policy. Use when asked to write an expense policy, a reimbursement policy, a travel & expense (T&E) policy, or spending guidelines. Produces a practical policy — what's covered, limits by category, the approval and submission process, timelines, and what's not reimbursable — that's fair, easy to follow, and reduces finance back-and-forth. Not tax/legal advice.
What to give it
▸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.
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓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
⚠️ What it refuses to do
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
Install
npx pm-claude-skills add --agent claude # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcpRelated skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="expense-policy"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>💬 Discussion
Expense Policy is one of 599 open-source professional AI agent skills — all SkillSpec L3.
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