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[New Update] Automate your DATEV exports via API connection

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From manual to automated exports

Since the beginning of 2021 we’ve supported our German customers with the manual data export for DATEV Rechnungswesen (accounting software). With our latest update, we have added fully automated export support for DATEV through their API connection called DATEV Dataservices (“DATEV-Datenservices").

How to automate your exports

DATEV 1

During the setup which takes you through the authentication process, you will be able to

  1. select the client,
  2. map your cost allocation properties and
  3. opt-in for fully automatic exports of approved expense reports.
DATEV 2

All relevant transaction data will automatically be populated once you import the transaction batch from DATEV Unternehmen Online (Beleg Online). Dates, amounts, VAT, cost allocations, etc. will be available, including a link to the receipt image.

DATEV 3

To start using our DATEV Datenservices integration, please contact your DATEV tax consultant to enable Unternehmen Online – Beleg Online and activate Rechnungswesen to be used through DATEV Datenservices.

Posté sur 07 janv. 2022

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