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Mark account reconciliations Current or Overdue by days since review

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

About this exercise

You're checking reconciliation status at Oct 31, 2026 for the controller. Write a prompt for a markdown table with columns Account, Days and Status, one row per account in the order listed. Days is the number of days from the last reviewed reconciliation to Oct 31. Status is exactly Overdue if Days is more than 30, otherwise Current. Under 90 words.

Common mistakes when you ask AI for this

  • Using the prepared date. The AI counts from when the preparer finished. Try: Say: "Count from the last reviewed and signed date."
  • Boundary error at 30 days. The AI marks 30 days Overdue. Try: Add: "Overdue only if more than 30 days."
  • Wrong day counts. The AI miscounts across September and October. Try: Add: "Show Days as whole days to Oct 31."
  • Wrong table shape. The AI adds reasons or columns. Try: Add: "Columns Account, Days, Status only."
  • Trusting the AI to count words. AI is bad at counting and runs past word limits. Try: Ask for fewer words than the real cap and keep each part short.

What a strong prompt includes

  • Names the columns
  • Counts from review
  • Sets the threshold
  • Fixes the labels
  • Caps length

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