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Explain what moved a G/L account balance in minutes
For finance teams who need to explain an unexpected account movement without scrolling ledger entries, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
A G/L balance moves and nobody can say why
Explaining an unexpected G/L movement means scrolling through hundreds of ledger entries, grouping them by source and picking out the large ones. Reversals, weekend postings and blank descriptions are easy to miss.
Without PopdockAI
- Filter ledger entries for the account and period
- Export to a spreadsheet and pivot by source
- Sort for the largest entries
- Miss reversals and odd postings in the noise
With PopdockAI
- Movement is totalled by document type and source
- The ten largest entries are picked out
- Reversals, weekend postings and blank descriptions are flagged
- A short narrative explains it, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Explain what moved the G/L account `{account}` between `{start-date}` and `{end-date}` (default the current month to date).
Pass `{company}` as the company argument on every call. If `{company}` is empty, leave the company argument out so the connector's default company is used.
**Step 1: Find the account**
Call `business-central-get-account` with account-number set to `{account}`. If nothing comes back, call it with name.contains set to `{account}`. If several match, list them and stop. Note account-type, account-category, income-balance, balance and blocked. If account-type is not Posting, say that entries post to the accounts it totals and ask the user to pick one of those.
**Step 2: Entries**
Call `business-central-get-general-ledger-entry` with gl-account-number, posting-date.from and posting-date.to. Raise max-records to 1000.
**Step 3: Analyse**
* Total debit-amount, credit-amount and net amount
* Net amount by document-type and by source-code
* The 10 largest entries by absolute amount
* Entries with reversed true, and entries posted on a weekend
* Entries whose description is blank
* Entries by user-id, if one user posted most of them
**Step 4: Report**
A short narrative (three to five sentences) of what drove the movement, then the tables above. Show the document-number and external-document-number of every entry you call out.
**Rules & Guidelines:**
* This prompt is read-only. Do not call any tool named business-central-create-* or business-central-update-*, in particular not `business-central-create-journal-line`.
* Describe; do not call an entry wrong unless the data shows it (a reversal, a blank description).
**Validation:**
* If there are no entries in the period, say so and show the account's current balance.Who it's for
One answer, three teams that use it
Accountants
Explain a balance before month end
Get the totals by source and the largest entries for an account in one answer, ready for your reconciliation notes.
What drove the movement in G/L account 6400 Travel in Business Central last month?
Controllers
Spot unusual postings early
Reversals, weekend postings and one user posting most entries are pointed out, so you know where to look first.
Analyze G/L account 5200 in Business Central for this quarter and flag anything unusual.
FP and A analysts
Answer variance questions with evidence
Back a budget variance explanation with the actual entries behind it, without pulling the ledger yourself.
Break down the October movement on Business Central account 6100 Office Expenses by source and list the biggest entries.
How it works
What PopdockAI does when you ask
You name the account and a period and your AI assistant reads its ledger entries. It describes what moved the balance rather than accusing anyone, and changes nothing.
01
Ask
You name the account and a period, month to date by default.
02
Read
It finds the posting account and reads its ledger entries.
03
Analyze
It totals movement by type and source and spots reversals and odd postings.
04
Report
You get a short narrative, the tables and the ten largest entries.
The outcome
Account movements explained in minutes
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