Workflow · Reconcile · Opening soon

Employee expense policy check

Check exported expense reports against your policy limits by category. Flag items that are over limit or missing a receipt.

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Someone typed

“check expense reports against policy limits by category and flag ones over limit or missing a receipt”

The agent read it as

Check Expensify expense export against Expense policy limits by category and flag ones over limit or missing a receipt.

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

File

Expensify expense export

CSV export · 16 rows

File

Expense policy limits

CSV export · 7 rows

Step

Make expense match keys

Step 1

Step

Make policy match keys

Step 2

Join

Add policy limits

16 of 16 paired

Step

Flag policy exceptions

Step 4

Result

Expense Policy Flags

16 rows · 16 flagged

Schedule

Runs when you say

Proposed

File
Expensify expense export
CSV export · 16 rows
File
Expense policy limits
CSV export · 7 rows
Step
Make expense match keys
Step 1
Step
Make policy match keys
Step 2
Join
Add policy limits
16 of 16 paired
Step
Flag policy exceptions
Step 4
Result
Expense Policy Flags
16 rows · 16 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 16 rows came out, and the join paired 16 of 16 rows.

Download Expensify expense export sample (16 rows)Expensify: Expenses > Export > CSV
Download Expense policy limits sample (7 rows)Finance team spreadsheet: Policy Limits tab > Download CSV

What you get back

The result of that run, the rows to look at first.

Expense Policy FlagsSample data16 rows

10 within policy4 over limit2 missing receipt

Employee	Report	Date	Merchant	Expense category	Status	Expense amount (USD)	Policy limit (USD)	Receipt	Receipt required
Hannah Lee	Customer Summit	2026-10-24	Starbucks	Meals	Missing receipt	12.80	45	Missing	Receipt required
Noah Turner	Trade Show Prep	2026-11-06	Amazon	Office supplies	Missing receipt	73.44	75	Missing	Receipt required
Grace Kim	Field Ops	2026-10-17	Staples	Office supplies	Over limit	88.90	75	Attached	Receipt required
Marco Silva	Customer Summit	2026-10-22	United Airlines	Airfare	Over limit	514	500	Attached	Receipt required
Maya Singh	Renewal Trip	2026-11-01	Uber	Ground transport	Over limit	63.25	60	Not required	Not receipt required
Jules Martin	Partner Dinner	2026-11-08	Olive Garden	Meals	Over limit	46.50	45	Attached	Receipt required
Ava Chen	Q4 Sales Kickoff	2026-09-18	Delta Air Lines	Airfare	Within policy	462.18	500	Attached	Receipt required
Marcus Reed	Q4 Sales Kickoff	2026-09-22	Hilton Garden Inn	Hotel	Within policy	238.40	250	Attached	Receipt required
Nina Patel	Client Launch Week	2026-09-29	Uber	Ground transport	Within policy	34.75	60	Not required	Not receipt required
Jonah Brooks	Client Launch Week	2026-10-02	Staples	Office supplies	Within policy	41.62	75	Attached	Receipt required
Lena Ortiz	Product Workshop	2026-10-08	Marriott	Hotel	Within policy	198.55	250	Attached	Receipt required
Priya Nair	Product Workshop	2026-10-10	Lyft	Ground transport	Within policy	58.20	60	Not required	Not receipt required

16 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you check expense policy compliance?

Export your expense report from Expensify, then load it into the workflow with your policy limits by category. The workflow matches each expense to the right rule, flags anything over limit, and marks expenses with no receipt. On the sample, it returned 10 within policy, 4 over limit, and 2 missing receipt.

How it works

How to use the Expense Policy Flags workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Expense Policy Flags: questions

What export should you use?

Use the exported expense report file from your expense system. Include the fields you need for matching, such as category, amount, and receipt status if it is available.

What happens to expenses that do not match a policy rule?

They stay unflagged by that rule and can be shown as unmatched or missing policy coverage. You can review them separately and decide whether to add a rule or handle them by exception.

How do you change the policy rules?

Edit the rules in plain words, such as changing a limit, adding a category, or updating a receipt requirement. Then run the workflow again on the latest export.