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Short guide: Consulting and services
Where does it say what we promised the client? The project file answers, source included. Consultancies and service providers collect quotes, statements of work, timesheets, minutes and travel receipts per project.
This guide is available in 21 languages; on this page you download the English version. Free, no registration.
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MoreWhat's inside
- The problem
- The way with PaperOffice
- In the app
- An example
- Checklist
- Frequently asked questions
- How to start
Who it is for
For partners, project leads and back office.
Key facts
- One workspace per project
- Receipts from the road
- Type, language, fields
- The project history in one line
- Questions to the project file
Questions and answers
Frequently asked questions about this download
How does PaperOffice fit with time tracking and invoicing?
Time tracking, planning and invoicing stay in your tools. PaperOffice takes care of the documents they produce and passes the extracted fields on as an export or through the REST API.
Can PaperOffice read travel receipts from abroad?
Yes. AI-OCR detects the language of every page, also for photos from the mobile app. The IDP Agent delivers amount and currency as fields, in the output language you set on the agent.
How do we keep the project budget in view?
Person-days from the statement of work and amounts from the invoices arrive as fields per project and can be exported. Totals and assessment stay in your project controlling, and PaperOffice supplies the documents with their source.
What happens to a hotel invoice submitted twice?
Same document number from the same issuer or the same text: the document shows “Possible Duplicate” with the reason and a link to the first copy. You look at both and decide before anything is reimbursed.
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