What you can ask an agent, once it is installed

• “List active bank accounts and their last checked date; flag stale balances and restricted accounts without treating book balances as live bank data. / 列出正常银行账户及最近核查时间，标记过期余额和受限账户；不将账面余额视为银行实时数据。”
• “Compare each daily check with its book balance and bank evidence; list discrepancies and stale checks without inventing adjustments. / 将每日走查记录与账面余额及银行依据核对，列出差异和过期核查；不编造调整记录。”
• “Review pending, approved and blocked payments, separating approval from actual payment and flagging missing invoice or bank receipt references. / 复核待审核、已批准和已阻塞的付款申请，区分审批与实际付款，并标记缺失的发票或银行回单引用。”

The agent can answer these because the template installs its author's manual alongside its Bases. It does not have to guess your schema.

What installing this creates

Bases

4

Apps

1

Sample rows

13

Files

25

Agent manual

included

Bases, fields, sample rows, the app and the agent manual go live as soon as you install, since installing needs an owner or admin of the workspace. Tick "Send the content for review first" in the install dialog to receive the app code and manual as change requests instead.