The Scenario
The finance review meeting is in two hours. The CFO wants a consolidated sheet showing all open sales invoices and unbooked purchase vouchers from the last 90 days — sorted by date, with totals visible, so the team can talk through the cashflow position without toggling between Lexoffice tabs. There is no existing export. There is no template. There is just you, a blank Google Sheet, and 120 minutes.
The bad version:
- Open Lexoffice, navigate to Vouchers, filter to voucher type "Sales Invoice" and status "open," scroll through the list, and manually note the voucher number, contact, date, and total for each one
- Switch filter to "Purchase Voucher" and status "unbooked" and repeat
- Paste both lists into a Google Sheet, realize the date formats are inconsistent, reformat, add a type column to distinguish invoices from vouchers, sort by date, and send it to the CFO with four minutes to spare
Two hours of work for a snapshot that exists nowhere other than that one Google Sheet, and will be outdated by next week's meeting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Lexoffice, applies your filters, and writes the voucher data directly into the sheet — no manual export, no copy-paste, no reformatting.
Open the blank reporting sheet and type:
List all open Lexoffice sales invoices from the last 90 days and write the voucher number, contact, date, and total into this sheet
What You Get
- A full list of open sales invoices from the last 90 days written into the sheet — voucher number, contact name, date, and total per row
- Consistent date formatting applied automatically
- A snapshot ready to share in the time it takes to write the prompt — not the time it takes to manually export and reformat
What If the Data Is Not Quite Ready
You need both sales invoices and purchase vouchers in one sheet
Export all Lexoffice vouchers of type salesinvoice and salescreditnote with status open into this sheet sorted by date
You want to include the outstanding balance, not just the total
List all open Lexoffice sales invoices from the last 90 days and write the voucher number, contact, invoice total, paid amount, outstanding balance, and due date into this sheet
You need the data broken out by voucher type for the CFO's view
Pull all open Lexoffice sales invoices and unbooked purchase vouchers from the last 90 days into this sheet — add a Type column indicating whether each row is a sales invoice or a purchase voucher, and sort by date descending
Full finance review pass: pull, classify, flag overdue, and calculate totals in one shot
Pull all open Lexoffice sales invoices and unbooked purchase vouchers from the last 90 days into this sheet 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 of the sheet, and sort by date descending
One prompt builds the complete finance review view.
Try It
Get the 7-day free trial of SheetXAI and open a blank reporting sheet before your next finance review — ask it to pull the open Lexoffice vouchers and you'll have the consolidated view in under two minutes. You can also look at how to export open invoice payment status in detail, or return to the full Lexoffice integration overview.