How to use this function

Check sampled journal entries against invoices

Learn to connect a sample to invoices, read the results and review points requiring professional judgement.

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 “Check sampled journal entries against invoices” 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 “Check sampled journal entries against invoices” 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

The practice has postings for three invoices and their XML files. It wants to compare two sampled rows with the original documents.

Vouching of a sample. Vera first creates the sample with Journal Sampling in the same teaching case, then runs the actual checks. This does not examine the whole journal.

Files and request

Open invoice-journal.csv, context-en.md and the three XML invoices. The note specifies account 2100 and a two-row teaching sample. Vera handles the sample-to-document handoff; you do not select internal technical files.

Vera, create a random sample of two rows from supplier account 2100 with seed 42, then check them against these XML invoices. Show me the results and help me review them.

Run the workflow

The working chat produces the actual sample. Voice explains which rows will be checked and helps confirm scope before moving to invoices.
Vera connects the newly produced sample to the three selected invoices and starts Vouching. Voice explains the entry-to-document comparison from actual progress.
Open the results workbook and a row with its linked document. Check reference, date, amount and party, then review clarification requests. Vera preserves actual decisions and source links.

Use the result

Excel and CSV check results for the sample, with linked documents and outcomes.
Review notes and check records for retrieving the sample and sources.

Confirm that only sampled rows were examined. A match is distinct from a conclusion about the posting: party, accounting direction and conclusions require the workflow’s review. Missing or ambiguous evidence remains unresolved.

Pause and check

Before checking, identify the selected rows and documents.
In the result, explain one row’s outcome using its posting and invoice.

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

Try it yourself

Request a new sample of three account-2100 rows and repeat the checks with the same invoices. Keep the first result and verify that the new checks follow the new sample.

You can start Vouching, open its result, trace a document and distinguish mechanical checks from professional conclusions.

For real work, select the Journal Sampling run in the correct case and provide the document batch. Vera resumes that handoff and checks only the selected rows.