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Fee Schedule Verification

Reconcile the developer fee schedule to the receipts list by creating two tables and a reconciliation pivot showing ex…

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See the prompt↓More report workflows

The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Reconcile the developer fee schedule to the receipts list by creating two tables and a…+
Reconcile the developer fee schedule to the receipts list by creating two tables and a reconciliation pivot showing expected fee per project versus payments received, use SUMIFS to calculate outstanding amounts, freeze headers, and produce a totals row of unpaid fees so approvals don’t issue until fees clear.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I give the finance lead the reconciliation, reduce back-and-forth — add a column showing…+
Before I give the finance lead the reconciliation, reduce back-and-forth — add a column showing receipt reference and payment date matched to each expected fee, flag partial payments, include a small variance report listing projects with mismatched amounts, and add a pivot summarising unpaid totals by developer for easy follow-up.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
The tool
PivotTables and PivotCharts

PivotTables summarize and analyze data, while PivotCharts visualize the summary data to reveal comparisons, patterns, and trends.

  1. 1

    Prepare your source data with unique headers in the first row and no blank columns or cells.

    RecommendationEnsure your data is rectangular, with variables as columns and observations as rows.

  2. 2

    Select any single cell inside your data set.

  3. 3

    On the Insert tab, in the Tables group, click PivotTable.

  4. 4

    In the Create PivotTable dialog box, verify the Table/Range is correct.

  5. 5

    Choose where to place the PivotTable, either a New Worksheet or Existing Worksheet.

  6. 6

    Click OK to create the PivotTable.

  7. 7

    In the PivotTable Fields pane, drag fields to the Filters, Columns, Rows, and Values areas.

  8. 8

    To create a PivotChart, select a cell in your PivotTable.

  9. 9

    On the Insert tab, select the Insert Chart dropdown menu.

  10. 10

    Click any chart type to create the PivotChart.

  11. 11

    Save your Excel workbook to commit your work.

PivotTables are a powerful tool for bank reconciliation, payroll processing, and monitoring energy usage by summarizing large datasets.

Excel PivotTables and PivotCharts can be automated using VBA or Office Scripts to refresh data and update reports programmatically.

Glossary

words on this page
PivotTableAn interactive table that summarizes and reorganizes selected columns and rows of data to show different views.ExampleYou can quickly see total sales per region by dragging and dropping column headers.
ReferenceIdentifies a cell or range on a worksheet, allowing formulas to use its data.ExampleThe formula =SUM(A1:A5) uses A1:A5 to include data from those cells.

The real tasks

1 of them
Reconcile the developer fee schedule against receipts to make sure project fees have been paid before approvals issue.

Who does this

1 roles
Urban Planner

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.