How to use this function

Review purchase invoices against the ledger

Learn to compare an invoice batch with existing postings and use the exception workbook for review.

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 purchase invoices against the ledger” 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 purchase invoices against the ledger” 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

Officina Arco supplies three XML invoices and their March postings. The practice wants to identify points requiring examination.

First use of Italian purchase-invoice review. Vera reads invoices and ledger, compares them and assesses account consistency; it does not change postings.

Files and request

Open ledger-march.csv, the invoices folder and context-en.md. Supply invoices and actual ledger entries for the same period. Vera checks the columns and prepares their mapping for review before execution.

Vera, review these purchase invoices against Officina Arco’s March postings. Show me what needs attention in the exception workbook and explain why.

Run the workflow

The working chat checks the batch and ledger columns. Voice explains invoice, movement and booked account identity and helps resolve material ambiguities.
The current workflow matches invoices to movements, checks amounts and uses its native reviewer to assess descriptions and accounts. Voice follows actual progress and distinguishes calculation from judgement.
Open the “Exceptions” worksheet in the Excel file first. Choose a row, read the reason for review and trace it to the invoice description and account actually used. Review findings before drawing conclusions.

Use the result

Excel exception workbook with reasons and references to examine.
Batch summary and comparison trail back to invoices and ledger entries.

Check batch coverage and whether documents support each finding. “No issue detected” is a screening outcome, not certification. Decisions to change accounts or correct entries follow the normal accounting process.

Pause and check

Before execution, identify the two sets of evidence being compared.
In the result, explain a finding using its invoice and posting.

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

Try it yourself

Repeat with ledger-march-april.csv and the four practice invoices. Keep the first result. Check the new invoice count and a finding, asking Vera for help where needed.

You can provide both inputs, start review, find exceptions and check their reasons without confusing screening with approval.

Ask Vera to review a client’s purchase invoices for a specified period and supply the actual ledger too. Review mapping, coverage and findings in the correct case.