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DownloadGuidesPDF · EN20 pages
Practical Guide Reporting
Typing up figures for the monthly report? From now on, the values arrive as a finished table. This guide shows step by step how PaperOffice reads amounts, due dates, suppliers and cost centers from your invoices as fields during processing, shows amounts in the Table view and on the Timeline, and hands all values to your analysis tool as an export or via API.
The file is available in English and German; you download the version in the language of this page. Free, no registration.
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MoreWhat's inside
- The monthly report at night
- What holds reports up
- The process at a glance
- A Workspace for the report documents
- Your own key values: the cost center
- Test it, then let it run
- Checking values against the source
- Narrowing down the reporting month
- The Excel-style Table view
- Comparing months on the Timeline
- Export as a table
- Handover via REST API and MCP
- What controlling and management ask
- Try it yourself in 45 minutes
- Read more: datasheets and short guide
- Your first report in five days
- Checklist and start
Who it is for
Controlling: You build monthly reports and want to check values instead of typing them. Accounting: You process the invoices and deliver the figures for the report. Management: You read the report and want to know where a figure comes from.
Key facts
- 20 pages, with a test package to try it yourself in 45 minutes
- AI-DMS Premium reads type, sender, amounts, currency, document number and date fields such as invoice date and due date.
- Your own key values, such as cost center or project, are read by an IDP Agent, each value with its source location in the document.
- The Table view shows documents in Excel style, and the Timeline counts and totals per day, week or month.
- The export delivers the selected fields as XLSX, CSV, JSON or PDF, with the document ID as the way back to the source.
- Financial Analytics returns totals per currency and items due before today via the REST API and MCP.
Questions and answers
Frequently asked questions about this download
Do we have to maintain data twice?
The fields come from processing: AI-DMS reads type, sender, amounts and dates, and an IDP Agent reads your own fields. You make corrections on the document, and the next export includes them.
Where does a figure in the export come from?
Each row can carry the Document ID (POFID). On the document, every value comes with its source location in the original, so you can check any figure against its source.
How does the data get into our BI tool?
As an export in XLSX, CSV or JSON, or via the REST API: documents-export returns the table, analytics/financial-summary the totals as JSON.
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