{"id":"acct-employee-advance-settlement","audience":"small-business","category":"finance-work","track":"finance","technique":"verification","level":"beginner","title":"Settle an employee cash advance against accepted expenses","free":false,"task":"You're settling a cash advance after a trip. Write a prompt for plain text with lines starting \"Advance:\", \"Submitted:\", \"Accepted:\" and \"Owed to company:\", each with the math. Accepted expenses are only those with receipts attached. Don't count receipts that will arrive later. Under 60 words. No bullets or numbering.","materialLabel":"Advance record and expense report (attached to your prompt automatically)","material":"ADVANCE SETTLEMENT - Kim Alvarez, sales trip Oct 26 to Oct 30, 2026\n\nCash advance paid to Kim on Oct 23: $1,000.00\n\nExpense report submitted Nov 4:\n  Airfare $412.60 (receipt attached)\n  Hotel $289.00 (receipt attached)\n  Ground transport $34.20 (receipt attached)\n  Client lunch $106.50 (receipt attached)\n  Meals without receipts $60.00 (no receipts attached)\nTotal submitted: $902.30\n\nPolicy: expenses without receipts are not accepted. Any advance balance not covered by accepted expenses is owed back to the company.\nKim's note: 'The $60 of meal receipts are in my other bag and will come next week.' They were not attached by the deadline.","rules":[{"type":"plainText"},{"type":"maxWords","max":60},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the four lines","patterns":["advance:","submitted:","accepted:","owed to company"]},{"label":"Excludes unreceipted expenses","patterns":["without receipts","receipts"]},{"label":"Shows the subtraction","patterns":["subtraction","minus"]},{"label":"Bans the note","patterns":["(do not|don'?t).*(note|later)"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Accepting the unreceipted meals","why":"The AI accepts all $902.30 and shows $97.70 owed.","fix":"Say: \"Accepted = submitted minus expenses without receipts.\"","checks":["r1","r2"]},{"title":"Waiting for the receipts","why":"The AI says the $60 may be accepted next week.","fix":"Add: \"Do not mention Kim's note about receipts arriving later.\"","checks":["r2"]},{"title":"Missing the math","why":"The AI gives amounts with no subtraction.","fix":"Say: \"Show the math on Accepted and Owed to company.\"","checks":["r0"]},{"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 settlement counts only receipted expenses. Name the exclusion, the math and the note to ignore.","rubricLabels":["The line starting \"Advance:\" shows $1,000.00 and the line starting \"Submitted:\" shows $902.30","The line starting \"Accepted:\" shows $902.30 - $60.00 = $842.30 (meals without receipts left out)","The line starting \"Owed to company:\" shows $1,000.00 - $842.30 = $157.70, and the output never mentions Kim's note about receipts arriving later"]}