When transferring receipts to DATEV, you have the following options:
- Under Accounting → Financial Accounting Export you can export invoices, credit notes and payables as CSV and PDF files to upload them to an accounting software (e.g. DATEV). The financial accounting export via CSV offers the widest range of functions, i.e. more fields of xentral are filled in the export file than in the other transfer formats.
- It is also possible to transfer via DATEV Unternehmen Online in the same interface below. Here you can also export invoices, credit notes and payables. For the transfer of payables via DATEV Unternehmen Online, the preliminary account assignment of the payables (in the tab preliminary account assignment) must be completed. For the account assignment, the settings from the "Tax / Currency" area are pulled from the project settings. If no accounts are stored there, the settings from the "Tax / Currency" area from the global company data are used.
- With the app DATEVconnect online it is also possible to export receipts without local intermediate storage.
You can find more information in our manual: