I know there are already some threads about this, but I really haven’t found an overall answer yet.
I am currently evaluating both, Paperless and DTPO. I know that this might be a little bit like comparing apples and oranges. What I want is to organize my “regular” files and my invoices (incoming and outgoing), but want to avoid using two programs for document management.
I don’t need that “fancy chart stuff” Paperless provides, but easy (maybe dynamic, script-toggled) reports that show how much I spent (got) in a certain year/quarter/month and for what (categories). I know that the category (tag) and date can be set and modified, but is there a way to include the invoicing amount as well? Would it be possible to create a script that creates those reports?
I do have some regular incoming and outgoing invoices. Is it possible to create a script that is toggled each month and creates those (based on a template)?
Thanks in advance!