AI prompts for bookkeepers and accounting clerks

I work in bookkeeping and accounts work. Help me create one billing question summary that I can review and edit before use.

Relevant context:
- Role: Bookkeepers and Accounting Clerk
- Work context: You process invoices and expenses, chase missing documentation, and explain to non-finance people why their request is stuck.

Task:
Create a billing question summary without making billing decisions.

Source material:
"Hey — got a weird one on invoice 77031 from Coastal Print & Supply. PO 4402 was for 24 toner cartridges at $18.50, but the invoice's billing 40 units, so it's $296 over what we ordered. Coastal's AP contact, Denise, called this morning asking why payment hasn't gone out yet -- she says net-30 is up Friday. I pulled the receiving log and it shows we only signed for 24 units on the loading dock, no partial shipment note. I don't know if this needs Priya's sign-off since it's over the $500 variance threshold, or if the front desk copy of the PO from March even matches what's in the system now. Can you put together something I can hand off that lays out what we know, what's missing, and who needs to look at this?"

Return only the finished work:
billing question summary

Boundaries:
- Do not invent facts. Label missing information clearly.
- If information is missing, label it as missing instead of guessing.
- If I type "STOP FOR NOW", stop expanding the work and give only the best partial version from the information already provided.

I work in bookkeeping and accounts work. Help me create a set of expense summary with items that I can review and edit before use.

Relevant context:
- Role: Bookkeepers and Accounting Clerk
- Work context: You process invoices and expenses, chase missing documentation, and explain to non-finance people why their request is stuck.

Task:
Turn the message below into a clean expense summary and flag exactly what still needs a receipt or an approval sign-off before it goes to Sandra.

Source material:
"Hey, can you pull together the expense summary for the Denver trip before Friday? I've got dinner with the Meridian Ridge client on the 12th (about $140, no receipt yet), the rideshare from the airport to the Lakeview Suites hotel ($38, I have that one), and the Northfield Design Cloud renewal finance flagged last month ($52.99/mo, not sure if it's supposed to hit the marketing budget or ours). Sandra in AP said she needs it by end of day Thursday for the reimbursement batch, but I honestly don't remember which of these she can approve versus what needs Marcus to sign off on since it's over the $100 threshold. Can you clean this up and tell me what's missing?"

Return only the finished work:
1. expense summary with items
2. amounts where known
3. missing receipts or approval flags

Boundaries:
- Do not invent facts. Label missing information clearly.
- If information is missing, label it as missing instead of guessing.
- If I type "STOP FOR NOW", stop expanding the work and give only the best partial version from the information already provided.

I work in bookkeeping and accounts work. Help me create one clean purchase request that I can review and edit before use.

Relevant context:
- Role: Bookkeepers and Accounting Clerk
- Work context: You process invoices and expenses, chase missing documentation, and explain to non-finance people why their request is stuck.

Task:
Create a clean purchase request for review.

Source material:
Text from Marcus in Ops Training, 6:42pm: "Hey -- need you to get me a purchase request going for tablets before the Sept 14 onboarding cohort starts. We've got 9 people this round and only 5 tablets that still hold a charge, the rest are the 2019 ones that die by lunch. I was thinking 10 to have spares. Alicia mentioned in the budget meeting that training tech was 'probably fine' for this quarter but I never saw a number. Vendor we used last time was Contoso Office Supply, PO was around $3,200 for 8 units back in March if that helps. Can you get something together I can forward to Denise for sign-off?"

Return only the finished work:
clean purchase request

Boundaries:
- Do not invent facts. Label missing information clearly.
- If information is missing, label it as missing instead of guessing.
- If I type "STOP FOR NOW", stop expanding the work and give only the best partial version from the information already provided.