{"id":"acct-cutoff-service-date-lines","audience":"accounting","category":"finance-work","track":"finance","technique":"constraints","level":"intermediate","title":"Assign invoices to October or November by service date","free":false,"task":"You're checking cutoff for the October close. Write a prompt for four plain-text lines, one per invoice in the order listed, formatted \"Invoice - October or November - reason\", then a last line starting \"October total:\" with the dollars added up. Our policy: expense belongs to the month the service was performed or goods were received, not the invoice date. Use \"November\" for prepaid services that start in November. Under 100 words.","materialLabel":"Four invoices received around month end (attached to your prompt automatically)","material":"Invoices on the cutoff review list, October 2026 close\n\nA. Tallis Freight - $1,200 - invoice dated Nov 2 - pickup and delivery completed Oct 29\nB. Lumen Sheets - $3,000 - invoice dated Oct 28 - covers software use Nov 1 to Nov 30\nC. Wexler & Pratt LLP - $2,500 - invoice dated Nov 4 - legal services performed Oct 5 to Oct 20\nD. Corbel Print - $640 - invoice dated Oct 30 - packing slip signed by receiving on Nov 2, goods shipped Oct 30\n\nNotes from receiving: item D left the vendor on Oct 30 and was delivered to our dock on Nov 2. The terms are FOB destination, which means ownership passes on delivery.\nAP note: invoices A, C and D were entered in November. Invoice B was entered Oct 28.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"promptHints":[{"label":"Names the four lines","patterns":["a, b, c, d","four lines","in order"]},{"label":"States the policy","patterns":["service","received","not the invoice date"]},{"label":"Uses terms","patterns":["fob","ownership","delivery"]},{"label":"Asks for the total line","patterns":["october total"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Going by invoice date","why":"The AI puts invoice D in October because it is dated Oct 30.","fix":"Say: \"Goods belong to the month received, per the shipping terms.\"","checks":["r1"]},{"title":"Missing the prepaid case","why":"The AI puts invoice B in October because it was entered Oct 28.","fix":"Add: \"Services starting in November are November.\"","checks":["r1"]},{"title":"No total line","why":"The AI explains but never adds up the October items.","fix":"Add: 'Last line: \"October total:\" with the addition shown.'","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","r0"]},{"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":"Invoice dates mislead at cutoff. State the service-date policy and what to do with prepaid and shipped goods.","rubricLabels":["Four lines in order A to D, with A labeled October (delivered Oct 29) and C labeled October (services Oct 5-20)","B is labeled November (service starts Nov 1) and D is labeled November (received Nov 2 under FOB destination)","The last line starts \"October total:\" and shows $1,200 + $2,500 = $3,700"]}