Mark what is missing to close the month against your real list
This prompt helps you with this: It walks the close list and says what is ready and what is still out.
Works with any AI
Note: it does not replace a professional. It does not move your money or replace the person who keeps the books.
The prompt (copy it and paste it into your assistant)
Help me see what is missing to close the month. I am pasting the list the bookkeeper already uses and my marks. Next to each point write "ready" only if I marked it that way. If I did not mark it, write "still open". Do not treat the month as closed. Do not add points that are not on the list. This does not replace the person who keeps your books. List and marks: [paste the close list and what you already marked]
What it's for
It walks the close list and says what is ready and what is still out.
What you get The same list, with ready or still open beside each point.
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.
Example result
Points: statement, supplier invoices, payroll. I marked the statement. The other two I did not.
Statement: ready. Supplier invoices: still open. Payroll: still open. The month is not closed. Two points on your list are still open. This stays with you so you can correct it before anyone else sees it. I did not send it.
A tip Do not mark ready a point you did not mark.
Questions
- What is this prompt for?
- It walks the close list and says what is ready and what is still out.
- What result do I get?
- The same list, with ready or still open beside each point.
- What details do I paste?
- The close list you already use. Your marks. Nothing from other months