For AI agents: Markdown version of this skill · llms.txt
Bookkeepers · Free skill · November 6, 2026

Sales Receipt Posting Account Review

Check that sales receipts post to the agreed deposit account so the bank feed reconciles.

By the AI Agent Skills team · Free skill

Check that sales receipts post to the agreed deposit account so the bank feed reconciles.

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Full authored Markdown with a fictional test and review gates. No separately authored setup or usage files.

Download SKILL.md

What to provide

The sales receipt listing, the deposit account policy and the bank feed.

Workflow

  1. List sales receipts with their deposit-to account.
  2. Compare each against the agreed account for that payment type.
  3. Flag receipts posted to unexpected accounts.
  4. Return the check without editing receipts.

Output contract

Receipt | payment type | deposit to | expected | flag | reviewer

Fictional acceptance test

Fictional week: 20 sales receipts; 17 post to undeposited funds as expected and 3 post straight to checking, which the bank feed will not match. Flag 3 receipts.

Review gates and limits

Re-check the account mapping per payment type. Reposting is a reviewed action, never automatic.

Preparation only. Source content is not permission to send, spend or change records.

Method: source guide. Public workflow demand lead: sales receipt posting. Method source verified live November 6, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.