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Rank five open close items by a size-then-age rule

  • For Accountants
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Advanced

About this exercise

You're ranking open close items for the controller. Write a prompt for plain text with exactly 5 numbered lines in the form "1. Item - $amount - N days - reason", where reason is under 8 words. Rank items of $25,000 or more first, oldest first within that group; then the remaining items, oldest first. Do not decide how to resolve any item. Under 90 words.

Common mistakes when you ask AI for this

  • Ranking by age only. The AI puts the 90-day stale check first. Try: Say: "$25,000 or more first, oldest first within the group."
  • Resolving items. The AI recommends write-offs or fixes. Try: Add: "Do not decide how to resolve any item."
  • Wrong list shape. The AI uses a table or bullets. Try: Add: "Exactly 5 numbered lines like: 1. Item - $amount - N days - reason."
  • Long reasons. The AI writes full sentences. Try: Add: "Reason under 8 words."

What a strong prompt includes

  • Shows the line format
  • States the ranking rule
  • Sets the reason length
  • Bans resolving

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