PaperAgent

PaperAgent / Document workflows

Keep a document record behind every recorded amount.

A monthly total alone cannot show which files produced it. PaperAgent's ledger keeps individual document records with original and recorded currencies, supporting payment evidence and links back to Google Drive.

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For users who want traceable document entries alongside their monthly spreadsheet totals.

Your setup

Start with one document.

  1. 01

    Select ledger output

    Choose the Google Sheet and configure the ledger worksheet rather than an arbitrary transaction-table layout.

  2. 02

    Preview a document entry

    Check its date, category, original and recorded values and document link.

  3. 03

    Keep reporting separate

    Build summaries on another worksheet and leave the ledger's input layout compatible with future writes.

In practice

Know what happens to your files.

Use a document ledger for detail, not just totals.

Select ledger output when you want an individual record for each recorded financial document. The fixed twelve-column layout retains the fields needed to inspect the selected date, category, original and recorded values, payment evidence, document identity and Drive link.

Amounts are written as numeric values and dates as spreadsheet dates. The file link lets you inspect the source document when a total or category needs explanation. The ledger does not create missing payment evidence or verify settlement by itself.

Keep the supported layout intact.

Choose or create your Google Sheet and configure the ledger worksheet. An existing ledger must match the expected twelve-column layout. Renaming, reordering or replacing its financial input columns can make it unsuitable for subsequent writes.

Use a separate summary worksheet for your own reporting formulas. Keep formula cells away from the automation's inputs and avoid editing those inputs while processing is active. The app's write coordination does not lock out a person editing the workbook directly.

Combine the ledger with an existing workbook when useful.

The both output option can record document detail in the ledger and update explicitly mapped existing inputs. This is useful when your existing monthly workbook needs category entries but you also want a row for inspecting each document.

Configure each output deliberately and preview the proposed write. A successful Drive move does not mean every spreadsheet operation has finished. Inspect pending and partially applied records before relying on the ledger for a completed handoff.

Questions before you start

Can any existing transaction table be used as the ledger?

The ledger needs PaperAgent's expected twelve-column layout. For a different workbook structure, configure existing input mappings instead.

Can I keep a ledger and update existing inputs?

Yes. Choose both output mode and configure a compatible ledger together with explicit period and category input mappings.

Are amounts stored as spreadsheet numbers?

Recorded amounts are written as numeric values and dates use spreadsheet date values. Keep your surrounding reporting formulas separate from the input cells.

Preview your own document workflow.

Choose one source folder. Check the proposed destination and recording choices before enabling daily processing.

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