Simple Prompts
- “Show credit memos posted today”
- Summarize customer balances
- Highlight issues (blocked, overdue, missing data)
- “Summarize this customer’s open entries”
- “Find invoices related to repair jobs”
- “Show invoices posted today”
- “Find customers with balance”
- “Show unpaid invoices”
- “List open credit memos”
? Finding pages & records
- “Open customers list”
- “Show posted sales invoices”
- “Go to credit memos”
- “Find vendor ledger entries”
? Simple data lookup
- “Show invoices posted today”
- “Find customers with balance”
- “Show unpaid invoices”
- “List open credit memos”
? Accounting & finance
- “Why can’t I post this invoice?”
- “Explain posting date vs document date”
- “Show customer ledger entries for this customer”
- “Find invoices with posting date in April”
? Credit memo / adjustment scenarios
- “Show credit memos posted this week”
- “Why is this credit memo blocked?”
- “Explain Fast Memo Invoice”
- “Find invoices related to adjustments”
? Repair / service‑type work
- “Find invoices related to repair jobs”
- “Show service‑related sales invoices”
- “Explain why no item is required in this invoice”
? Smart filtering & navigation
- “Show sales invoices above 50,000”
- “Find customers created last month”
- “Show documents waiting for posting”