beginner·Finance & FP&A·1 hour

Finance Policy Drafter (T&E, Delegation of Authority)

A complete, enforceable policy draft with threshold matrix and exception process, plus a flagged list of local-law items to verify rather than invented specifics.

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Recommended modelGPT-5.5 Instant

Strong at spreadsheets and structured financial data

What you need to fill in

[policy type, e.g., travel & expense / delegation of authority / credit][size, industry][countries][paste or ask me][e.g., no cash advances, board approval above X]

Tools used

ClaudeWord

The prompt

"Draft a [policy type, e.g., travel & expense / delegation of authority / credit] policy for a [size, industry] company operating in [countries]. Requirements: - Approval thresholds: [paste or ask me] - Non-negotiables: [e.g., no cash advances, board approval above X] - Tone: clear and enforceable, not legalese Please: 1. Draft the full policy with numbered sections 2. Include a threshold matrix table 3. Add an exceptions process (who can approve deviations, how logged) 4. List country-specific points I must verify with local advisors (per-diem rules, works council, tax caps) — flag, don't guess"

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Sample output

**Travel & Expense Policy — v1.0 draft** **3. Approval thresholds** | Expense | Limit | Approver | |---|---|---| | Hotel/night | 180 EUR (capital cities 220) | Manager | | Team event/person | 60 EUR | Cost center owner | | Any single expense > 1,000 EUR | — | Director + receipt mandatory | **7. Exceptions:** CFO approval, logged in exceptions register with reason; reviewed quarterly by audit committee. **Verify locally (do not adopt blindly):** SE per-diem tax-free rates (Skatteverket table), DE works-council notification, BR CLT meal-allowance rules.

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