In our App Store you can read more about what DATEV can offer you.

How to install the app?

Go to the 'Available apps' index, and use the search bar to find the DATEV app. Click the 'Install app' button.
Read more: Getting started with BEX App integrations

Complete the settings

What you'll do:

1. Open the DATEV app from your overview of installed apps.

2. Select 'Configurations' from the Commands dropdown.

3. Click "+ Configuration" to create a new accounting connection.

4. Complete the configuration form for each of your BEX administrations:

   • Administration: Select which administration this accounting configuration applies to

   • Consultant number: Enter your DATEV consultant number

   • Client number: Enter your DATEV client number

   • Start of fiscal year: Set when your fiscal year begins

   • GL account number length: Specify the length of general ledger account numbers in your DATEV system

   • Frequency: Choose how often to sync transactions (daily, monthly)

   • Start date: Define the date from which to begin syncing

   • End date: Define the end date for transaction syncing (optional)

   • Automatic sync: Enable to perform automatic synchronization based on the settings above

   • Automatic closure of accounting periods: Enable to automatically prevent changes to PMS accounting data after synchronization

   • Sync delay: Set the number of days to delay synchronization, a buffer period to ensure all relevant transactions are logged.

5. Click "create configuration".

Important Information:

• Each BEX administration has its own DATEV accounting configuration

• Consultant and client numbers are specific to your DATEV account

• The GL account number length must match your DATEV setup

• Automatic closure of accounting periods simplifies month/year-end processes

• Sync delay helps ensure all transactions are complete before syncing

What happens after: Your DATEV configuration is created and ready to begin synchronizing accounting journal transactions.

Daily operation

1. Managing DATEV configurations

What you'll do:

1. Open the DATEV app from your overview of installed apps.

2. Select 'Configurations' from the Commands dropdown.

3. For each configuration, you can see:

   • Name

   • Active/Inactive status

   • Automatic sync status (enabled or disabled)

4. To edit a configuration, click the menu button (•••) on the right and select 'Edit'.

5. To activate/deactivate or view details, click the name.

Important Information:

• Only active configurations will sync transactions

• Inactive configurations are preserved for historical reference

• Deactivation is useful for temporarily pausing sync or while editing configurations

What happens after: You can navigate through all your DATEV accounting configurations and manage their status and settings.

2. Manually synchronize transactions

What you'll do:

1. From the Configurations list, open an active configuration

2. On the configuration detail page, click the "Synchronize" button (green button)

3. The system begins synchronizing journal transactions

4. You will see a confirmation message: "Synchronization started successfully"

5. The system processes all new or updated transactions based on the date range and sync settings

Important Information:

• Synchronization can be triggered manually regardless of automatic sync settings

• The system displays the number of synchronizations currently made

• View details by clicking "View" on the configuration page

• Synchronization respects the configured delay period (default: 7 days after transaction date)

• Automatic period closure is triggered during synchronization if enabled

• Errors during synchronization are displayed with details for troubleshooting

What happens after: All new and updated transactions are ready for export.

3. Review journal transactions for export

What you'll do:

1. From the Configurations list, open an active configuration

2. Click "View" to access journal transactions by synchronization date range

3. View details by clicking on the start date

4. A synchronization typically includes:

   • All bookings within the configured date range

   • Journal entries for the period

   • VAT transactions if applicable

   • Revenue and expense entries

5. Click the 'Export' button at the top right to receive all information in CSV format.

Important Information:

• Journal transactions represent all financial entries to be sent to DATEV

• Transaction history is maintained for audit and reference purposes

• Transactions can be reviewed to verify accuracy before final confirmation

What happens after: Transaction details confirm accurate mapping to DATEV accounts, and the export can be used to import into DATEV.