Receipts Auto Fetching Add-on for DATEVAutomated receipts downloading and transfer into DATEV Unternehmen Online.
How to Use Receipt Auto Fetching Add-on for DATEV?
DATEV Unternehmen Online is the German standard solution for collaboration between tax consultants and business owners. With this software, entrepreneurs can scan paper documents and transfer them to the DATEV cloud data center, where records are available in real time for both the company and bookkeeping consultants. The original paper documents remain in the client's office, but all necessary accounting evaluations become available directly via DATEV. With DATEV Unternehmen Online you can optimize your payment processes and keep an overview of all customer and supplier invoices in a real time.
Collecting financial documents, sorting and manually converting them into digital data - this is a thing of the past. With DATEV Unternehmen Online and GetMyInvoices integration, working together with your tax consultant becomes easier and up-to-date. Our software automatically fetches receipts and invoices from your online suppliers, imports bills from your mail-account and uploads them directly to the DATEV account. No more lost invoices and hours spent on manual data entry! The digital document exchange with GetMyInvoices and DATEV Unternehmen Online dramatically improves the collaboration with your tax consultants, reduces unproductive overwork and increases data quality.
To enable invoice fetching and pushing to DATEV, you need to ask your tax consult to activate DATEVconnect online. If you haven’t got it already, you also need the DATEV mIDentity compact or DATEV SmartLogin (we recommend the second option).
1. Begin integration process
Login to GetMyInvoices > Choose "Sync" from the left menu > Click "Synchronization Accounts" on the right side > Click "Add Sync Account" > Choose DATEV > Click "Continue"
2. Configure sync settings
There are two different options for pushing data in DATEV. If you enable the checkbox "Upload PDF only", only PDF files will be uploaded. When you uncheck "Upload PDF only" along with PDF files, GetMyInvoices will also send the invoice number, amount, date, etc. To enable this type of sync in DATEV, you need additional permissions from your tax accountant. DATEV will accept only invoices with full data. For example, if invoice number or invoice date are missing, invoice won't be accepted by DATEV; to fix this, you need to login to GetMyInvoices and fill in the missing data > If needed click "Extended Settings" and continue set up > Click "Continue"
3. Connect GetMyInvoices and DATEV
Choose DATEV login method and click continue > Grant GetMyInvoices access to the DATEV account
4. Add sync account
Add sync account name and choose the DATEV client and company you want to sync. You can sync all Supplier's invoices or disable checkbox "Sync All Invoices" and select the Suppliers you would like to sync > Click Save
5. Push invoices to DATEV
To transfer new invoices to DATEV, go to the Sync menu, choose DATEV and click "Sync DATEV now"
6. Integration finished
It will take about 5 minutes until you will see synchronization information under the main menu item and your DATEV account > That's it!