Support testing

Test sampled entries against support PDFs.

Compare selected journal rows with invoices, transfers, vouchers and other readable support.

Give it the sampled entries and a folder of support PDFs. Get back row-level statuses, mismatches, missing support and manual-review cases.

What it does

From selected entries to support checks

Use it when sample rows are known but support is scattered across local PDFs. Codex asks only for field and tolerance choices that affect the check.

input/
  entries.xlsx
  support_pdfs/
    1001_invoice.pdf
    1002_payment.pdf

out/
  inspection.json
  suggested_recipe.json
  checks/
    normalized_entries.csv
    pdf_inventory.json
    check_results.csv
    check_results.xlsx
    check_audit.json
    review_notes.md

Inputs

What it reads

Works with local files already available to the firm. OCR-only scanned PDFs are flagged for review rather than treated as checked.

Outputs

What it produces

The result is a reviewable work folder: recipe, normalized entries, PDF inventory, result table, reading checks and review trail.

Entry checks tied to documents

The inspection step proposes movement number, date, amount, debit/credit and beneficiary fields, then asks only for unresolved choices.

The result separates normalized entries, PDF inventory, comparison outcomes and review settings so mismatches can be reviewed row by row.

Unreadable PDFs and weak matches are labeled for manual review instead of being treated as passed.

Use

Create support checks from one folder

Open the folder, confirm the entry fields and tolerances, then generate the check results, reading checks and review trail.

Prompts

Ready prompts

Start from one of these prompts and replace the file and folder paths. Codex will ask before resolving essential ambiguities.

Installation

Install from Plugin Pack

Requires Codex desktop. One ZIP installs all Mparanza plugins.

Installation

Official page: Codex desktop.

Download ZIP

/Users/name/Documents/CodexPlugins/mp-codex-plugins

First use

In a Codex chat, provide the entry file, support PDF folder, language and tolerance assumptions.

Use Check Entries on /path/entries.xlsx and support PDFs in /path/pdfs.
Language: en. Document language: auto.
Inspect columns and PDFs, ask only for essential ambiguities, then generate results, reading checks and review trail.
Amount tolerance: 0. Date window days: 0.