{"id":"acct-customer-deposit-entry-lines","audience":"accounting","category":"finance-work","track":"finance","technique":"verification","level":"intermediate","title":"Record a customer deposit and the part earned by month end","free":false,"task":"You're recording a customer deposit and its first revenue. Write a prompt for plain text with lines starting \"Oct 20:\" and \"Jan 31:\", each followed by journal lines in the form \"Dr 1000 Cash 5,000\", then lines starting \"Earned:\", \"Remaining deposit:\" and \"Check:\". Revenue is recognized as the work is performed, using the project manager's percent complete. Under 90 words. No bullets or numbering.","materialLabel":"Deposit terms and project status (attached to your prompt automatically)","material":"CUSTOMER DEPOSIT - Cobalt Freight Ltd, custom fixture build for Maple Row Hardware\n\nOct 20, 2026: customer paid a $5,000.00 deposit by check for a fixture project that will be built in Dec and Jan.\nProject price: $12,500.00. Remaining $7,500.00 will be billed on delivery.\n\nAccounts:\n1000 Cash\n2400 Customer Deposits (liability)\n4000 Sales Revenue\n\nJan 31, 2027 status from the project manager: the project is 60% complete based on hours. Revenue is recognized as the work is performed. Apply the 60% to the deposit only for this entry.\n\nNote: the sales rep suggests booking the deposit to revenue on Oct 20 'to hit the quarter'. Policy says deposits are liabilities until earned.","rules":[{"type":"plainText"},{"type":"maxWords","max":90},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Gives the entry dates","patterns":["oct 20","jan 31"]},{"label":"Gives the line form","patterns":["dr 1000","debit first"]},{"label":"Asks for earned and remaining","patterns":["earned","remaining deposit"]},{"label":"Bans the rep's idea","patterns":["(do not|don'?t).*(rep|suggestion)"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Booking the deposit to revenue","why":"The AI credits revenue on Oct 20, as the rep suggests.","fix":"Add: \"Deposits are liabilities until earned.\"","checks":["r0"]},{"title":"Applying 60% to the project price","why":"The AI earns 60% x $12,500 = $7,500.","fix":"Say: \"Apply the 60% to the deposit only.\"","checks":["r1"]},{"title":"No balance check","why":"The AI doesn't show both entries balance.","fix":"Add: \"Check: debits equal credits on each entry.\"","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","maxBullets"]},{"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 line short.","checks":["maxWords"]}],"hint":"A deposit is a liability until earned. Give the dates, the 60% rule, the line format and a balance check.","rubricLabels":["The line starting \"Oct 20:\" is followed by Dr 1000 Cash 5,000 and Cr 2400 Customer Deposits 5,000 (not revenue)","The line starting \"Jan 31:\" is followed by Dr 2400 Customer Deposits 3,000 and Cr 4000 Sales Revenue 3,000, and \"Earned:\" shows 60% x $5,000 = $3,000","\"Remaining deposit:\" shows $5,000 - $3,000 = $2,000 and \"Check:\" shows debits equal credits on each entry, with no mention of the rep's suggestion"]}