{"id":"acct-accrual-qa-marketing-director","audience":"accounting","category":"finance-work","track":"finance","technique":"audience","level":"beginner","title":"Answer a director's accrual question as a short Q&A","free":false,"task":"Nina, the marketing director, thinks she's being charged twice for an agency. Write a prompt for a reply from Cora in accounting as exactly 3 Q&A pairs on lines starting \"Q:\" and \"A:\", where the first question is exactly \"Q: Why is $18,000 on my October report?\", each answer under 30 words in everyday words, and the last line is \"Cora, Accounting\". Plain text, under 130 words.","materialLabel":"Nina's email and your notes (attached to your prompt automatically)","material":"Email from Nina Alvarez (Marketing Director), Nov 4:\n\"Why does my October report show $18,000 for Tidewater Creative? We haven't even gotten their invoice. And the PO is $15,000! Are we being charged twice?\"\n\nYour notes (Cora, staff accountant):\n- Tidewater SOW: monthly campaign work, PO 2291 for $15,000 per month.\n- Change order CO-2, signed Oct 9, adds $3,000 for extra video edits in October. October total = $18,000.\n- Tidewater invoices on the 10th of the following month. October invoice expected Nov 10.\n- JE-1018 (Oct 31): accrued $18,000 agency fees to Marketing.\n- JE-1018 auto-reverses Nov 1. When the invoice is entered in November, the reversal and the invoice net out, so November only shows a difference if the invoice isn't exactly $18,000.\n- Nothing has been paid to Tidewater for October yet.","rules":[{"type":"maxWords","max":130},{"type":"plainText"}],"promptHints":[{"label":"Asks for Q&A pairs","patterns":["q&a","\\bq:","\\b(3|three) (pairs|questions)"]},{"label":"Gives the first question","patterns":["why is \\$18,?000","first question"]},{"label":"Explains the math","patterns":["15,?000","change order","3,?000"]},{"label":"Covers the reversal","patterns":["revers","twice","double"]},{"label":"Keeps it simple","patterns":["everyday","plain","no jargon","\\d+\\s*words"]}],"mistakes":[{"title":"No Q&A shape","why":"The AI writes a normal email reply, not the scannable Q&A you asked for.","fix":"Say: \"Exactly 3 pairs on lines starting Q: and A:, first question exactly ...\"","checks":["r0"]},{"title":"Missing the change order","why":"The AI explains accruals in general and never says why it's $18,000 and not $15,000.","fix":"Ask: \"Show where $18,000 comes from: $15,000 PO + $3,000 change order.\"","checks":["r1"]},{"title":"Not answering 'charged twice?'","why":"The AI explains the estimate but skips the reversal, which is her real worry.","fix":"Add: \"Explain the Nov 1 reversal so it isn't counted twice.\"","checks":["r2"]},{"title":"Accounting jargon and length","why":"The AI writes long answers with 'accrual basis' and bold terms.","fix":"Say: \"Each answer under 25 words, everyday words, plain text.\"","checks":["maxWords","plainText"]},{"title":"Trusting the AI to count words","why":"AI answers run long when only a total limit is given.","fix":"Cap each answer instead of the total.","checks":["maxWords"]}],"hint":"Nina isn't an accountant and has one fear. Tell the AI the exact Q&A shape, the numbers to explain, and that the reversal answers her worry.","rubricLabels":["Is exactly 3 question-and-answer pairs on lines starting \"Q:\" and \"A:\", the first question is exactly \"Q: Why is $18,000 on my October report?\", and the last line is \"Cora, Accounting\"","Explains that $18,000 is the $15,000 PO plus the $3,000 change order (CO-2) for October work, recorded as an estimate because the invoice comes Nov 10, and that nothing has been paid yet","Says she isn't charged twice because the October estimate reverses on Nov 1 when the real invoice is entered, so November only shows any difference"]}