{"id":"acct-card-cashback-entry-template","audience":"accounting","category":"finance-work","track":"finance","technique":"format","level":"beginner","title":"Record a card cash-back credit as a balanced entry","free":false,"task":"You're recording the October card cash-back credit. Write a prompt for plain text with lines starting \"Debit:\", \"Credit:\", \"Support:\" and \"Check:\". Per company policy, card cash-back is recorded as Other income (7100). The annual card fee is a separate item, not part of this entry. The Check line shows debits equal credits. Under 60 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"CARD STATEMENT SUMMARY - October 2026 (company Visa)\n\nStatement closing date: Oct 31, 2026\nPurchases this period: $18,420.00\nCash-back earned and applied as a statement credit on Oct 31: $1,240.00\nAnnual card fee charged Oct 12: $95.00 (already coded to Bank Fees, 6820)\nPayments received: $17,100.00\nClosing balance owed: $162.00 including the credit\n\nChart of accounts extract:\n2200 Credit Card Payable\n6820 Bank Fees\n7100 Other Income\n\nNote from the bookkeeper: \"The cash-back showed up only as a line on the statement, not in the bank account, so nothing has been booked yet. I will keep the statement as support in the October close folder.\" The owner would like the entry to be easy to review in two minutes. The close folder is reviewed by the controller on Nov 5.","rules":[{"type":"plainText"},{"type":"maxWords","max":60}],"promptHints":[{"label":"Names the four lines","patterns":["debit","credit","support","check"]},{"label":"Names the accounts","patterns":["2200","7100","other income"]},{"label":"Leaves out the fee","patterns":["fee","leave out","separate"]},{"label":"Asks for a balance check","patterns":["equal","balance"]},{"label":"Caps length","patterns":["\\d+\\s*words","under \\d+"]}],"mistakes":[{"title":"Netting the annual fee","why":"The AI mixes the $95 fee into the entry.","fix":"Say: \"The annual fee is a separate item; leave it out.\"","checks":["r1"]},{"title":"Reversing debit and credit","why":"The AI credits the payable.","fix":"Add: \"Debit Credit Card Payable; credit Other Income.\"","checks":["r0"]},{"title":"Skipping the check","why":"The AI doesn't prove the entry balances.","fix":"Add: \"A Check line: debits equal credits.\"","checks":["r2"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each part short.","checks":["maxWords"]}],"hint":"Entries are small, so be exact: which account is debited, which is credited, and what stays out.","rubricLabels":["The Debit line is Credit Card Payable 2200 for $1,240 and the Credit line is Other Income 7100 for $1,240","The entry does not include the $95 annual fee or any other amount","The Support line names the October card statement and the Check line says debits $1,240 equal credits $1,240"]}