{"id":"acct-ar-aging-action-table","audience":"accounting","category":"finance-work","track":"finance","technique":"format","level":"intermediate","title":"Sort an AR aging list into buckets with next actions","free":false,"task":"You're the AR clerk preparing the Monday collections list as of October 31, 2026. Write a prompt for a markdown table with columns Invoice | Customer | Amount | Days past due | Action, one row per invoice, most days past due first. Terms are net 30 from the invoice date, so work out each due date. Actions: Reminder for 1-30 days past due, Call for 31-60, Escalate for 61 or more, None if not yet due, and Hold if the notes say a payment is already on its way. End with a line starting \"Over 60 days:\" and the total dollars past due more than 60 days. Under 170 words.","materialLabel":"AR open items and notes (attached to your prompt automatically)","material":"AR open items as of Oct 31, 2026. All customers on net 30 terms.\n\nINV-2175  Sable Law Group       invoice date Jun 30   $5,000\nINV-2189  Delmar Auto Repair    invoice date Jul 15   $2,300\nINV-2201  Brightwell Dental     invoice date Aug 20   $4,200\nINV-2214  Oak & Ivy Florists    invoice date Sep 28   $1,850\nINV-2230  Pine Ridge Dental      invoice date Oct 12   $960\n\nCollector notes:\n- Sable Law: Mr. Reyes said on Oct 8 that his assistant would look into it. No payment since.\n- Delmar Auto: two voicemails left in September, no callback.\n- Brightwell: office manager promised a check by mid-October. Nothing received.\n- Oak & Ivy: owner emailed Oct 29 saying a check for INV-2214 went out in the mail that day. Not yet received.\n- Pine Ridge: new customer, first invoice.\n\nAging report is printed Mondays for the Tuesday collections call.","rules":[{"type":"maxWords","max":170}],"promptHints":[{"label":"Says what the table columns are","patterns":["invoice.*customer","columns?","table"]},{"label":"Gives the aging rule","patterns":["net 30","due date","days past due"]},{"label":"Maps days to actions","patterns":["reminder","call","escalate","hold"]},{"label":"Asks for the over-60 total line","patterns":["over 60","total"]},{"label":"Caps length","patterns":["\\d+\\s*words","only the table"]}],"mistakes":[{"title":"Counting from invoice date","why":"The AI reports days since invoice, not days past the net 30 due date.","fix":"Say: \"Due date = invoice date + 30. Days past due = Oct 31 minus due date.\"","checks":["r0"]},{"title":"Chasing a payment in the mail","why":"The AI gives Oak & Ivy a Reminder even though a check was mailed.","fix":"Add: \"Use Hold if the notes say a payment is already on its way.\"","checks":["r1"]},{"title":"No total line","why":"The AI ends with commentary and no over-60 total.","fix":"Add: 'Last line: \"Over 60 days:\" and the dollar total.'","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Say \"output only the table and that line\" and cap it at 150 words.","checks":["maxWords"]}],"hint":"The notes hide a mailed check, and the due date is not the invoice date. Spell out the due-date rule, the action labels and the closing total line.","rubricLabels":["Rows are ordered Sable Law (93 days), Delmar Auto (78), Brightwell Dental (42), Oak & Ivy (3), Pine Ridge (not yet due, 0 or 'not due' is fine)","Actions are Escalate for Sable Law and Delmar Auto, Call for Brightwell Dental, Hold for Oak & Ivy (check in the mail, not Reminder) and None for Pine Ridge","Ends with a line starting \"Over 60 days:\" showing $7,300 (Sable Law $5,000 plus Delmar Auto $2,300)"]}