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ProzessX

Everything on file.Ten years.

One place for incoming invoices, receipts and travel expenses.

In short: Receipt archive in XOS: capture receipts, read PDFs with AI, approve them and store them unalterably, with a retention period overview and change log.

As of November 12, 2026 · ProzessX
DATE§DATE§AMOUNT€1,240.00SUPPLIERKranz Logistik APPROVED
Read the receipt, detect the fields, approve, lock. Sample view, simplified.
Finance and ERP

Capture, check, approve and retain receipts for ten years.

In the ERP package€149 per seat per month, only available as a complete package
Everything€249 per seat per month, all modules

What this module handles for you.

01

Capture and filter receipts

Create receipts with issuer, invoice number, net, gross, tax rate and category: invoice, credit note, receipt, travel expenses or other.

02

Capture PDFs with AI

Upload a PDF and XOS reads the issuer, invoice number, amounts, date and IBAN from the text. Scanned PDFs without text are captured by hand.

03

Check electronic invoices

For ZUGFeRD and XRechnung, XOS checks the mandatory fields such as number, date, seller, buyer, total amount and currency. This is not a full validation against the official schemas.

04

Approval and immutability

Authorized people approve or reject receipts. Payment status, cost center and assignments remain editable.

05

Retention period at a glance

Every receipt gets a ten-year retention period when it is created. It cannot be deleted before then, and the overview shows receipts whose period ends in less than a year.

06

Assign and track payment

Assign a receipt to a posting, link a supplier or project, and record whether it is open or paid, with method and date.

Sample process

From paper receipt to verified archive.

An example of an incoming invoice.

Upload a PDF, XOS creates a draft
Check and correct the values
Approval by an authorized person
Mark the payment as paid
Retention period runs, the receipt stays unalterable

Also in the chat: the ERP Agent can search, view and capture receipts. Deleting is a critical step and needs your confirmation.

Frequently asked questions.

Can I still change an approved receipt?

Not the content fields such as issuer, amounts, date and category. Payment status, cost center, and supplier and project assignment, yes.

Can I delete receipts before the retention period ends?

No. A receipt can only be deleted once the retention period is over and it is neither assigned nor approved.

See the receipt archive in your daily work.

Book a consultation.

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