Prompts for finance teams

Use Topolo Books to create a bill from the supplier invoice I am attaching. Pick the supplier contact, copy the amounts and dates exactly, attach the document and leave the bill as a draft for approval. Tell me if anything on the invoice does not add up.

Use Topolo Books to work through the unmatched lines on our [bank account name]. Get the suggested matches, show me the ones you are confident about with the reason, and list the rest for me to decide. Only match the lines I approve.

Use Topolo Books and Mail to review the aged receivables report. List overdue invoices by amount and age, then draft a polite reminder email for each customer with the invoice details. Save the emails as drafts and do not send any.

Use Topolo Books to review where we are on closing [month]. Show the period close dashboard and close health, list unreconciled bank lines, draft journals and unapproved bills, and propose the checklist in the order I should clear them. Do not lock the period.

Use Topolo Books to prepare the VAT figures for [period]. Show the VAT return and summary, list the transactions behind the larger amounts, and flag anything missing a tax rate. Do not file or lock anything.

Use Topolo Books to create a draft invoice for [customer] for [description of work] at [amount and currency], due in [number] days. Check the customer record and tax rate, then show me the email preview. Do not approve or send it.

Use Topolo Books to set up a monthly recurring invoice for [customer] for [amount] starting on [date]. Show me the schedule, the next three invoice dates and the email text before creating it.

Use Topolo Pay to summarize payments received in the last 30 days: total volume, the biggest customers, any failed or refunded payments and anything unusual. List what I should look at first. Do not refund or change anything.

Use Topolo Forecast to duplicate our current scenario and change [assumption, such as hiring two people from March]. Show the difference in cash and the month the balance is lowest, and leave the original scenario untouched.