DATEV integration
Many companies use DATEV to hand financial data to their tax adviser. teamspace ships a dedicated interface — incoming and outgoing invoices and cost items can be transferred.
DATEV booking-data service in teamspace
teamspace ships a dedicated DATEV interface to transmit incoming and outgoing invoices and cost items.
- No duplicate data
- Fast and simple transfer
- Fewer error sources
The flow is controlled in the booking batch of the finance module. Start a new export and choose the period. By default, transmitted documents are locked and can no longer be edited. The locking is optional and can be skipped with a comment.
Categories included on demand:
- Master data — static debtor/creditor information
- Movement data — dynamic transaction data
- Receipt images — scanned or already digital images
Before transmission, documents collect in a separate tab. Items can be removed via bulk select. One click starts the transfer (you sign in with your DATEV credentials), and a notification confirms when DATEV completes processing.
To use the integration, some configuration is required. Debtor/creditor account numbers are stored in the customer/supplier master data and are visible in the booking batch. Our consulting team supports the setup.
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