The Scenario
The finance review meeting is on the calendar for Thursday at 10 AM. The CFO wants a consolidated workbook showing all open sales invoices and unbooked purchase vouchers from the last 90 days — sorted by date, with outstanding balances visible. It's Tuesday. There is no existing export, no saved template, no inherited workbook that covers this. Just you, Excel, and 48 hours.
The bad version:
- Open Lexoffice, filter to sales invoices with status open, scroll through the list, note each voucher number, contact, date, and total
- Switch filter to purchase vouchers with status unbooked, repeat the same manual process
- Paste both datasets into Excel, find that the date formats from the two export paths are different, standardize them, add a Type column to distinguish invoices from vouchers, sort by date, and send it to the CFO an hour before the meeting
Ninety minutes of work for a workbook that will be manually rebuilt again next quarter.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the Lexoffice voucher data directly into the workbook, applies your filters, and formats the output consistently — no manual export, no copy-paste.
Open the blank reporting workbook and type:
List all open Lexoffice sales invoices from the last 90 days and write the voucher number, contact, date, and total into this workbook
What You Get
- A full list of open sales invoices from the last 90 days written into the workbook — voucher number, contact, date, and total per row
- Consistent date formatting applied automatically
- A workbook ready to share in under two minutes
What If the Data Is Not Quite Ready
You need both invoice types in one view
Export all Lexoffice vouchers of type salesinvoice and salescreditnote with status open into this workbook sorted by date
You need outstanding balances, not just totals
List all open Lexoffice sales invoices from the last 90 days and write voucher number, contact, invoice total, paid amount, outstanding balance, and due date into this workbook
The CFO wants rows broken out by voucher type
Pull all open Lexoffice sales invoices and unbooked purchase vouchers from the last 90 days into this workbook — add a Type column, sort by date descending
Full finance review workbook in one shot
Pull all open Lexoffice sales invoices and unbooked purchase vouchers from the last 90 days into this workbook with voucher number, contact, type, date, total, and outstanding balance — flag any invoice whose due date has passed as "overdue," calculate the total outstanding balance at the bottom, and sort by date descending
One prompt builds the Thursday morning workbook on Tuesday afternoon.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook before the next finance meeting — ask it to pull the open Lexoffice vouchers and the consolidated view will be ready before the agenda is even set. You can also look at how to export invoice payment status in detail, or return to the full Lexoffice integration overview.