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Book brief and who is working

Ask for a book's brief to see in one answer who is who, the rules in force, the company's practices, the last Full Check, review points, who is working now and the next steps.

Example prompts

Copy one into a chat with AUTOCOUNT connected and change the details to your own.

1. Give me the brief for Company A's book.

2. Who is working on Company A's book right now?

3. I'm doing the bank for September in Company A; let the others know.

4. I'm done with the bank for September.

Include in your request

• The book name.
• When you start an area, say which one (bank for September, purchase invoices for August) so it shows as yours.

What happens next

• The brief comes quickly from AcBridge's own records, without reading the book again.
• Open previews, a save in progress and the areas people said they are working on are shown with names and times.
• When you say you are done, your area is released.

Tips

• Use the brief at the start of a takeover or of a new chat about a book.
• A status or Full Check someone ran in the last few hours is reused, saying who ran it and when; ask for a fresh reading if you need one.

Related topics

• Month end: what is still missingAsk what is still missing for a month to see how far each kind of document is entered, the bank position and the month's closing entries, then work through it step by step.
• Teach the AI your company's wayTell the AI how your company does things or what your words mean, in English, Chinese or Malay; it notes them for your company, and "forget it" removes a note.
• Full Check and how to read itAsk for a Full Check of one book as at a date to get an accountant's review of the whole book in one go, with a working-paper PDF.