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DATEV Transfer process

Buchungsdatenservice

Expenses achieve the status approved and are visible under Export. They are then transferred to DATEV by manual export or by automatic transfer as follows: 

The receipt images are transferred to DATEV Unternehmen Online and you can also view them there if required under Applications-> Receipts -> Receipts and then in the receipt file under Spesenfuchs.

The booking data is sent to the DATEV data center. To read the booking data in Kanzlei Rechnungswesen, select “Bestand”, “Daten holen” and then “Mandant ergänzen”.

Then activate “Beleg-/ Buchungsstapel und Stammdaten (RZ)” and click on Daten holen.

When this process is complete, select Import in the  menu Bestand and then Stapelverarbeitung.

You will then see the stacks and can process them:

You can find a document from DATEV on this topic here.

Rechnungsdatenservice1.0

Available soon



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