{"id":88252,"date":"2025-05-20T12:22:07","date_gmt":"2025-05-20T10:22:07","guid":{"rendered":"https:\/\/insiders-technologies.com\/uniform-visual-documents-across-all-formats\/"},"modified":"2025-12-11T12:25:52","modified_gmt":"2025-12-11T11:25:52","slug":"uniform-visual-documents-across-all-formats","status":"publish","type":"post","link":"https:\/\/insiders.next-kmu.de\/en\/uniform-visual-documents-across-all-formats\/","title":{"rendered":"Uniform visual documents across all formats"},"content":{"rendered":"<p>[et_pb_section fb_built=\u201e1\u201c admin_label=\u201eSuccess Storie\u201c _builder_version=\u201e4.16\u201c custom_padding=\u201e0px||0px||true\u201c da_disable_devices=\u201eoff|off|off\u201c locked=\u201eoff\u201c global_colors_info=\u201c{}\u201c da_is_popup=\u201eoff\u201c da_exit_intent=\u201eoff\u201c da_has_close=\u201eon\u201c da_alt_close=\u201eoff\u201c da_dark_close=\u201eoff\u201c da_not_modal=\u201eon\u201c da_is_singular=\u201eoff\u201c da_with_loader=\u201eoff\u201c da_has_shadow=\u201eon\u201c][et_pb_row admin_label=\u201eLine\u201c _builder_version=\u201e4.18.0\u201c custom_padding=\u201e0px||||false|false\u201c global_colors_info=\u201c{}\u201c][et_pb_column type=\u201e4_4\u201c _builder_version=\u201e4.16\u201c custom_padding=\u201c|||\u201c global_colors_info=\u201c{}\u201c custom_padding__hover=\u201c|||\u201c][et_pb_post_title _builder_version=\u201e4.27.4\u201c _module_preset=\u201e41fe5663-30f3-436a-bb9f-42fabe888181\u201c global_colors_info=\u201c{}\u201c][\/et_pb_post_title][et_pb_text admin_label=\u201eKurze Zusam\u00admen\u00adfas\u00adsung\u201c _builder_version=\u201e4.27.4\u201c header_font=\u201c|700|||||||\u201c header_4_letter_spacing=\u201e12px\u201c module_alignment=\u201ecenter\u201c hover_enabled=\u201e0\u201c saved_tabs=\u201eall\u201c locked=\u201eoff\u201c global_colors_info=\u201c{}\u201c sticky_enabled=\u201e0\u201c]<\/p>\n<p>Currently, hardly any other topic in the field of com\u00admer\u00adcial processes is stirring up as much exci\u00adte\u00adment as the mandatory accep\u00adtance of e\u2011invoice formats, which will come into effect at the beginning of 2025. Even though the focus of e\u2011invoicing is on process auto\u00adma\u00adtion, one element in the process chain for pro\u00adces\u00adsing e\u2011invoices is often neglected: user-fri\u00adend\u00adli\u00adness. This is because where dark pro\u00adces\u00adsing is unde\u00adsi\u00adrable or impos\u00adsible, invoices still have to be checked and approved manually by humans in practice.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u201e4.27.4\u201c header_font=\u201c|700|||||||\u201c header_4_letter_spacing=\u201e12px\u201c module_alignment=\u201ecenter\u201c saved_tabs=\u201eall\u201c locked=\u201eoff\u201c global_colors_info=\u201c{}\u201c]<\/p>\n<p>Unfort\u00adu\u00adna\u00adtely, the multitude of e\u2011invoicing standards in national and inter\u00adna\u00adtional invoicing also causes problems when it comes to visual receipts. Some of the different e\u2011invoice formats\u2014such as ZUGFeRD\u2014come with a classic paper-based repre\u00adsen\u00adta\u00adtion of the invoice as a PDF, while others\u2014such as the German XRechnung or the Italian Fattura PA\u2014do not.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u201e1_2,1_2\u201c _builder_version=\u201e4.18.0\u201c custom_padding=\u201e0px||||false|false\u201c global_colors_info=\u201c{}\u201c][et_pb_column type=\u201e1_2\u201c _builder_version=\u201e4.16\u201c custom_padding=\u201c|||\u201c global_colors_info=\u201c{}\u201c custom_padding__hover=\u201c|||\u201c][et_pb_text _builder_version=\u201e4.27.4\u201c header_font=\u201c|700|||||||\u201c header_4_letter_spacing=\u201e12px\u201c module_alignment=\u201ecenter\u201c saved_tabs=\u201eall\u201c locked=\u201eoff\u201c global_colors_info=\u201c{}\u201c]<\/p>\n<p>The machine-readable XML format of e\u2011invoices is not par\u00adti\u00adcu\u00adlarly suitable for employees in companies to check the content and technical details of invoices. People want to receive invoice documents in a format they are familiar with for checking purposes. The lack of a visible document signi\u00adfi\u00adcantly disrupts the approval process.<\/p>\n<p><\/p>\n<p>Even if visual receipts are included with the e\u2011invoice, they usually differ signi\u00adfi\u00adcantly in terms of pre\u00adpa\u00adra\u00adtion, design, and layout and are often confusing. Users therefore have to repea\u00adtedly under\u00adstand the respec\u00adtive invoice layout and search for the relevant infor\u00adma\u00adtion for checking \u2013 an effort that should not be unde\u00adre\u00adsti\u00admated.<\/p>\n<p><\/p>\n<p>In addition, the visual receipt that may be supplied is not legally binding and, as practice shows \u2013 espe\u00adci\u00adally with ZUGFeRD \u2013 is often incorrect. Only the digital data record is relevant for pro\u00adces\u00adsing an e\u2011invoice and thus also for manual veri\u00adfi\u00adca\u00adtion and approval.<\/p>\n<p><\/p>\n<p>Although suitable software solutions \u2013 such as our <a href=\"https:\/\/insiders.next-kmu.de\/en\/e-finance\/\">e\u2011invoice pro<\/a> solution \u2013 can be used to check whether the contents of the PDF visual receipt supplied match the data in the XML data record, how can the correct data record be displayed to the user in the event of dis\u00adcrepan\u00adcies?<\/p>\n<p><\/p>\n<p>Our com\u00adpre\u00adhen\u00adsive e\u2011invoice manage\u00adment solution will therefore offer the following option in the future: regard\u00adless of the input format, a uniform visual document in PDF form will be generated auto\u00adma\u00adti\u00adcally and audibly based on the XML data record and made available to users for visual inspec\u00adtion.<\/p>\n<p><\/p>\n<p>A PDF supplied with ZUGFeRD, for example, can be discarded, reported as an error after an optional com\u00adpa\u00adrison with the XML data record, or included as an addi\u00adtional document.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u201e1_2\u201c _builder_version=\u201e4.16\u201c custom_padding=\u201c|||\u201c global_colors_info=\u201c{}\u201c custom_padding__hover=\u201c|||\u201c][et_pb_text admin_label=\u201eAufz\u00c3\u00a4hlung\u201c _builder_version=\u201e4.27.4\u201c _module_preset=\u201e_initial\u201c header_4_letter_spacing=\u201e12px\u201c background_color=\u201c#0a0a0a\u201c background_layout=\u201edark\u201c custom_padding=\u201e30px|30px|30px|30px|true|true\u201c custom_css_free_form=\u201eselector p {||  color: white;||}\u201c saved_tabs=\u201eall\u201c locked=\u201eoff\u201c global_colors_info=\u201c{}\u201c]<\/p>\n<h3 style=\"color: white !important;\"><strong>Four key advan\u00adtages of the stan\u00addar\u00addized visual document<\/strong><\/h3>\n<p><\/p>\n<ol>\n<li>Users always receive a uniformly formatted visual document for review and approval, in which all relevant fields and items are always located in the same places \u2013 even with inter\u00adna\u00adtional e\u2011invoice formats. This greatly sim\u00adpli\u00adfies manual review.<\/li>\n<li>The newly generated, uniform visual document can also be used inde\u00adpendently of the actual XML data record of the e\u2011invoice in a wide variety of appli\u00adca\u00adtions. Examples include assign\u00adment to customer or supplier files or to project documents. In these cases, it is usually for docu\u00admen\u00adta\u00adtion purposes and all affected systems will be able to display PDFs.<\/li>\n<li>For long-term storage in the sense of audit-proof archiving, the struc\u00adtured data record is legally binding. However, the generated PDF visual document is a useful addition to the XML data record, as it will also be easy for humans to read when archived.<\/li>\n<li>Last but not least, the visual document generated by e\u2011invoice pro is largely barrier-free and can therefore also be used by employees who require a barrier-free workplace.<\/li>\n<\/ol>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u201e1_2,1_2\u201c _builder_version=\u201e4.27.4\u201c _module_preset=\u201edefault\u201c custom_padding=\u201e0px||||false|false\u201c locked=\u201eoff\u201c global_colors_info=\u201c{}\u201c][et_pb_column type=\u201e1_2\u201c _builder_version=\u201e4.19.5\u201c _module_preset=\u201edefault\u201c global_colors_info=\u201c{}\u201c][et_pb_text admin_label=\u201eZitat\u201c _builder_version=\u201e4.27.4\u201c _module_preset=\u201ee7c26039-1b6b-43dc-a8bc-5c4964f3cf0f\u201c header_4_letter_spacing=\u201e12px\u201c background_color=\u201c#0a0a0a\u201c background_layout=\u201edark\u201c custom_padding=\u201e30px|30px|30px|30px|true|true\u201c custom_css_free_form=\u201eselector p {||  color: white;||}\u201c saved_tabs=\u201eall\u201c locked=\u201eoff\u201c global_colors_info=\u201c{}\u201c]<\/p>\n<blockquote>\n<p>\u201cWithout a reliable and uniform visual document for content veri\u00adfi\u00adca\u00adtion and approval, e\u2011invoicing is not very practical. People want receipts, not XML.\u201d<\/p>\n<\/blockquote>\n<p><\/p>\n<h4>Tobias Widmann<\/h4>\n<p><\/p>\n<h6>Product Owner E\u2011Finance and e\u2011invoicing expert, Insiders Tech\u00adno\u00adlo\u00adgies GmbH<\/h6>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u201e1_2\u201c _builder_version=\u201e4.27.4\u201c _module_preset=\u201edefault\u201c global_colors_info=\u201c{}\u201c][et_pb_text _builder_version=\u201e4.27.4\u201c header_font=\u201c|700|||||||\u201c header_4_letter_spacing=\u201e12px\u201c module_alignment=\u201ecenter\u201c saved_tabs=\u201eall\u201c locked=\u201eoff\u201c global_colors_info=\u201c{}\u201c]<\/p>\n<p>The newly generated visual document provides all relevant infor\u00adma\u00adtion in a compact and clear format. This sets it apart from other tech\u00adno\u00adlo\u00adgies currently available on the market, which often generate multi-page visual documents even for short invoices, making them imprac\u00adtical.<\/p>\n<p><\/p>\n<p>Our customers and partners will also have the option of cus\u00adto\u00admi\u00adzing the scope of the visible document and spe\u00adci\u00adfying its design with colors, fonts, etc.<\/p>\n<p><\/p>\n<p>In addition, our solution offers the advantage of being able to generate uniform visible documents across inter\u00adna\u00adtional formats. This ensures effi\u00adci\u00adency in use and removes barriers to under\u00adstan\u00adding foreign documents.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=\u201e4.27.4\u201c _module_preset=\u201edefault\u201c global_colors_info=\u201c{}\u201c][et_pb_column type=\u201e4_4\u201c _builder_version=\u201e4.27.4\u201c _module_preset=\u201edefault\u201c global_colors_info=\u201c{}\u201c][et_pb_button button_url=\u201ehttps:\/\/insiders.next-kmu.de\/wp-content\/uploads\/2025\/04\/Whitepaper-E-Rechnung-EinheitlicherSichtbeleg-Insiderstechnologies.pdf\u201c url_new_window=\u201eon\u201c button_text=\u201eRead the white paper\u201c button_alignment=\u201eleft\u201c admin_label=\u201eButton: White Paper lesen\u201c _builder_version=\u201e4.27.4\u201c _module_preset=\u201edefault\u201c custom_button=\u201eon\u201c button_text_color=\u201egcid-a1ce49c7-18bb-4621\u20138275-487db4ef4ea2\u201c locked=\u201eoff\u201c global_colors_info=\u201c{%22gcid-e57f936a-e1ef-478a-a91c-6dc2f7bf0652%22:%91%22button_text_color__hover%22%93,%22gcid-a1ce49c7-18bb-4621\u20138275-487db4ef4ea2%22:%91%22button_text_color%22%93}\u201c button_text_color__hover_enabled=\u201eon|hover\u201c button_text_color__hover=\u201e#000000\u201c button_bg_color__hover_enabled=\u201eon|hover\u201c][\/et_pb_button][difl_advanced_person image_wrapper_max_width=\u201e30%\u201c ap_name=\u201eTest Person\u201c ap_role=\u201eAbteilungsleiter XY\u201c ap_description=\u201c<\/p>\n<p>Lorem ipsum dolor sit amet, con\u00adsetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet. Lorem ipsum dolor sit amet, con\u00adsetetur sadipscing elitr, sed di<\/p>\n<p>\u201c ap_facebook=\u201ehttps:\/\/www.facebook.com\/InsidersTechnologies\/\u201c ap_twitter=\u201ehttps:\/\/x.com\/i\/flow\/login?redirect_after_login=%2Finsiders_tech\u201c ap_linkedin=\u201ehttps:\/\/www.linkedin.com\/company\/insiderstechnologies\u201c ap_instagram=\u201ehttps:\/\/www.instagram.com\/insiders_technologies\/#\u201c disabled_on=\u201eon|on|on\u201c admin_label=\u201eAdvanced Person: Autor klein quer\u201c _builder_version=\u201e4.27.4\u201c _module_preset=\u201e895087cb-f8e9-429a-a1d0-7510ac6ca121\u201c disabled=\u201eon\u201c global_colors_info=\u201c{}\u201c][\/difl_advanced_person][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Currently, hardly any other topic in the field of com\u00admer\u00adcial processes is stirring up as much exci\u00adte\u00adment as the mandatory accep\u00adtance of e\u2011invoice formats, which will come into effect at the beginning of 2025. Even though the focus of e\u2011invoicing is on process auto\u00adma\u00adtion, one element in the process chain for pro\u00adces\u00adsing e\u2011invoices is often [\u2026]<\/p>\n","protected":false},"author":20,"featured_media":88253,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","wp_typography_post_enhancements_disabled":false,"_mbp_gutenberg_autopost":false,"footnotes":""},"categories":[2,537,651],"tags":[],"class_list":["post-88252","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog-en","category-e-finance-en","category-products-en"],"acf":[],"_links":{"self":[{"href":"https:\/\/insiders.next-kmu.de\/en\/wp-json\/wp\/v2\/posts\/88252","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/insiders.next-kmu.de\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/insiders.next-kmu.de\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/insiders.next-kmu.de\/en\/wp-json\/wp\/v2\/users\/20"}],"replies":[{"embeddable":true,"href":"https:\/\/insiders.next-kmu.de\/en\/wp-json\/wp\/v2\/comments?post=88252"}],"version-history":[{"count":0,"href":"https:\/\/insiders.next-kmu.de\/en\/wp-json\/wp\/v2\/posts\/88252\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/insiders.next-kmu.de\/en\/wp-json\/wp\/v2\/media\/88253"}],"wp:attachment":[{"href":"https:\/\/insiders.next-kmu.de\/en\/wp-json\/wp\/v2\/media?parent=88252"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/insiders.next-kmu.de\/en\/wp-json\/wp\/v2\/categories?post=88252"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/insiders.next-kmu.de\/en\/wp-json\/wp\/v2\/tags?post=88252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}