Mark what is missing to close the month against your real list
Works with any AI
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.
Example reply
Statement: ready. Supplier invoices: still open. Payroll: still open.
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]
The month gets closed with a point nobody marked.
How to use it
- Press Copy, or the button for the app you use.
- Paste the text into the chat.
- Write what you need, with your own details. For example:Points: statement, supplier invoices, payroll. I marked the statement. The other two I did not.
Note: it does not replace a professional. It does not move your money or replace the person who keeps the books.
You write
Points: statement, supplier invoices, payroll. I marked the statement. The other two I did not.
You get back
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.
In three steps
- Walk only the points on the list.
- Ready only if I marked it.
- Do not close the month.
A tip Do not mark ready a point you did not mark.