This article contains a list of tested prompts that can be used with Accounting Agents. The list is not exhaustive but is intended to help as you get started using the available agents.

Contents 

• Collections Agent
• Bill Pay Agent
• General Ledger Agent

Collections Agent

Billing Inquiries

"Show me all of my unpaid invoices"

"Show me all of my unpaid billings"

"Show me a list of all billings with a balance"

"Find billings for [Customer Name]"

"What billings does [Customer Name] have?"

“Find billings whose due date is not in the current month"

“Show all billings with a balance greater than [amount]”

 

Billing Posting Status Queries

"Show me posted billings"

"Show me billings in the [Accounting Period Name] accounting period”

“Find billings whose due date is in the current month"

 

Overdue Billing Management

"Do I have any overdue billings?"

“Show me past due billings”

"Find overdue billings for [Customer Name]"

"Show me billings that are 30 days past due or more"

“Show all billings that are over 30 days outstanding”

"Find overdue billings in the [Ledger Name] ledger"

"Show me overdue billings with a balance greater than [amount]"

"Show me customers with overdue billings"

 

Collection Notices

"Find overdue billings. {Then...} “Send reminders to these customers.”

"Does [Customer Name] have any overdue billings?” {Then...}  “Send them a collections notice."*

 

Payment Status

"Show me paid billings"

"Find billings with an outstanding balance"

“Find billings with applied cash receipts"

"Show me posted cash receipts"

 

Customer Analytics

"Which customers are likely to pay late this month?"

"Is [Customer Name] going to pay their billings on time?"

"Has [Customer Name] not paid in a while?"

Bill Pay Agent

Payable/Cash Disbursement Inquiries

"Show me all outstanding payables"

"Can you show me all past due payables and how long they've aged?"

"Find outstanding payables for [Vendor Name]"

"Show me payables due in the next week"

"Find payables whose due date is today"

"Show me payables in the [Ledger Name] ledger"

"Find cash disbursements applied to [Payable Name]"

 

Early Pay Discount Opportunities

"Can you show me payables that are eligible for an early pay discount?"

"Find me bills with early pay discount opportunities"

"Which payables qualify for early pay discounts?"

 

Payment Proposal Management

"Create a payment proposal using the Bank GL Account [Bank GL Account], payment date [date], and Type [Electronic/Payment Services/Check]"

"Show me cash disbursements related to [Payment Proposal]"

 

Duplicate Detection

"Can you find duplicate bills?"

"Show me any potential duplicate payables"

 

Payment Optimization

"Which bills should I prioritize this bill cycle?"

"When should we pay invoices to maximize discounts?"

"When should we pay invoices to avoid late fees?"

General Ledger Agent

Posted Queries

"Show me all posted records"

"Find posted billings"

"Show me posted payables"

"Find posted cash receipts"

"Show me posted journal entries"

"Find posted billings in the [Accounting Period Name] accounting period"

 

Posting Operations

"Post these billings"  

"Post all billings in the [Accounting Period Name] accounting period"

"Find all amortization entries in the [Accounting Period Name] accounting period.” {Then...} “Then, post them"*

"Find posted payables for vendor [Vendor Name].” {Then...} “Then, post them"*

"Find posted payables for contact [Contact Name].” {Then...} “Then, post them"*

"Post these journal entries"

"Post cash receipts"

"Post cash disbursements"

"Post these billings"

"Find posted payables for vendor [Vendor Name].” {Then...} “Then, post them."*

"Find posted journal entries in [Accounting Period Name] accounting period.” {Then...} “Then, post them."*

*Best practice: Split question/action queries into 2 separate prompts.