ar-integrity-review
Skill2 starsChanged 3 months agoMITView on GitHub
Audit the invoice, payment, deposit, and balance chain and find AR records whose statuses do not match the money.
In this repository20 other files it gives its agents.
- level-open-financeSkill
- cash-flow-forecastSkill
- categorization-history-healthSkill
- cfo-chart-packSkill
- cost-detail-footingSkill
- cost-rationalization-reviewSkill
- customer-margin-attributionSkill
- duplicate-billingSkill
- idle-cash-interest-reviewSkill
- margin-trend-reviewSkill
- month-end-close-previewSkill
- monthly-value-summarySkill
- monthly-variance-reviewSkill
- reconcile-accountSkill
- recurring-subscription-reviewSkill
- remittance-matching-reviewSkill
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The file
Files
Review AR integrity
Trace invoice to payment to deposit using stable identifiers and stated fallbacks. Distinguish outstanding, partially paid, closed-with-balance, unapplied, and missing-payment cases. Reconcile totals before reporting exceptions. Return affected invoices, balance exposure, missing links, and evidence freshness. Never infer that a closed status guarantees payment. A finance professional resolves each exception.
Attribution
Level Open Finance by Level. MIT licensed. Preserve the included copyright notice when redistributing.
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