{"id":"sheet-fin-ar-aging-over-60-share","audience":"finance","category":"spreadsheets","track":"data","technique":"verification","title":"Work out how much receivables are past 60 days, math shown","free":false,"task":"Your controller wants to know what share of open receivables is more than 60 days old. A payment that has arrived but isn't applied yet means that invoice is no longer open. Write exactly 4 numbered lines labeled Open total:, Over 60:, Share: and Biggest risk:, each showing its math, where Biggest risk: names the customer with the most money over 60 days. Plain text, under 90 words.","materialLabel":"Your AR aging report (attached to your prompt automatically)","material":"AR aging report - as of Oct 31, 2026 ($)\n\nCustomer | 0-30 days | 31-60 days | 61-90 days | 90+ days | Note\nAlder Co | 12,000 | 3,000 | 0 | 0 |\nBirch Inc | 8,000 | 0 | 6,000 | 4,000 | disputed invoice in 90+\nCove LLC | 0 | 5,000 | 0 | 2,000 |\nDart Ltd | 10,000 | 0 | 0 | 0 | paid Nov 3 by wire, not yet applied\n\nReport total (all rows): 50,000\n\nNotes:\n- Controller's question: \"What % of open AR is over 60 days?\"\n- Last quarter's figure was 18%\n- The report pulls from the ledger, which hasn't caught up with Nov 3 payments","rules":[{"type":"numberedItems","count":4},{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Using the report total","why":"The AI divides by 50,000, which still includes Dart's paid invoice, and gets 24%.","fix":"Add: \"A payment received but not applied means the invoice isn't open.\"","checks":["r0","r1"]},{"title":"No math shown","why":"The controller can't check a bare percent.","fix":"Show it: \"Share: 12,000 / 40,000 = 30%.\"","checks":["r1","numberedItems"]},{"title":"No customer named","why":"The AI gives the percent but not who to chase first.","fix":"Add: \"Biggest risk: the customer with the most over 60 days.\"","checks":["r2"]},{"title":"Long or formatted output","why":"AI adds collection advice in bold.","fix":"Add: \"Only the 4 lines, plain text.\"","checks":["maxWords","plainText"]}],"promptHints":[{"label":"Handles the paid invoice","patterns":["paid","not (yet )?applied","dart"]},{"label":"Asks to show the math","patterns":["show (the )?math","\\+","/"]},{"label":"Names the 4 labels","patterns":["open total","over 60","share:","biggest risk"]},{"label":"Defines over 60","patterns":["61","over 60","60 days"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown"]}],"hint":"Aging reports lag behind real payments. Tell the AI what counts as open and ask for the math on every line.","rubricLabels":["Open total leaves out Dart Ltd's paid $10,000: 50,000 - 10,000 = 40,000 (or the row sums adding to 40,000)","Over 60 shows 6,000 + 4,000 + 2,000 = 12,000, and Share shows 12,000 / 40,000 = 30% (not 24%)","Biggest risk names Birch Inc with 6,000 + 4,000 = 10,000 over 60 days"]}