How to use this function

Review open items with Vera

Learn to test a list reported as unpaid and distinguish invoices with payment evidence from those still needing clarification at a chosen date.

The explanation and a short practice take about 5–8 minutes. Processing and your questions can extend the session.

Start this course

Codex

Open Codex on your computer with Vera installed and select @Vera in a chat.
Copy the request below, paste it into the chat and send it.
Turn on Codex voice in this chat. The assistant will guide you to open the second working chat in another window: listen and ask questions here, and watch the work and results there.

Request to send to Vera

Vera, start the prepared lesson “Review open items with Vera” in English. Teach me to use this function with the included fictional files. Use this chat to explain the steps and answer my questions. Create or resume a second working chat to run the current workflow, and guide me to open it in another window. Help me turn on voice. Show me the actual results, then let me try the practice exercise.

The fictional lesson files are already included in the plugin. You can also take the lesson in writing. This button copies the request; the lesson starts when you send it in Codex.

Start in Claude Cowork

Open Cowork with Vera installed and a connected folder for the lesson. Copy and send this request: the lesson takes place in writing in one conversation.

Request to send to Vera

Vera, start the prepared lesson “Review open items with Vera” in English, in writing in this single Cowork conversation. Use the included fictional files. Explain each step, run the current function and show me the actual results. Pause for my questions and guide me through the practice exercise. Do not use voice or a second chat.

When to use it

An earlier supplier list for Arco still shows three invoices as open. The bank payment records let us check their position at 31 March.

Three supplier invoices in EUR. The March review excludes payments after the cut-off; the practice updates that date.

Files and request

Open open-items-en.pdf and bank-march-en.pdf. The first document is the population being tested; the second records its outgoing payments. Both are fictional teaching exports. Amounts use an Italian decimal comma and dates use day/month/year; the guide is in English.

Vera, review these reported supplier open items at 31 March 2026. Use the bank payment evidence to show what is paid, what remains open and what needs review.

Run the workflow

Vera imports the files, identifies the starting population and proposes the role and monetary meaning of each source. Confirm the cut-off and the treatment of later payments.
The current workflow links invoices and payment evidence, distinguishes closed from unresolved items and prepares the review package. The voice chat explains progress and any missing evidence.
Open the local review page and workpapers. Follow an invoice from its reported open amount to the payment evidence and proposed status. Review decisions stay pending until actually made.

Use the result

Excel workpapers and operational schedule: show original amounts, payment links, proposed statuses and exceptions.
Word report and local review page: explain the conclusion and let the professional review items and request missing documents.

Check the population and cut-off first. March evidence supports closure of the first two invoices; the third remains unresolved with these documents. Inspect dates and source links before accepting a conclusion.

Pause and check

Before running, distinguish the list under review from the evidence used to test it.
At delivery, find the remaining invoice, its amount and the evidence still needed to resolve it.

These pauses help you learn how to use the function. They are not a technical detail quiz.

Try it yourself

Keep open-items-en.pdf and use bank-april-en.pdf to request a fresh review at 30 April. The cumulative bank document includes the third payment. Preserve the March workpapers.

The updated review accounts for the third payment. Explain why the March and April conclusions differ and where you would record a review decision.

Provide the reported open-item population, cut-off and supporting evidence. Review the proposed statuses and unresolved items in the generated package before using the conclusion.