DATEV offers a wide range of services helping your company to automate accounting, international controlling, personnel management, and tax computation. Through DATEV, both business owners and their advisors have access to real-time financial data any time, anywhere, and on any device.
This article will cover:
Assigning invoices to a cost center
Step 1: To activate the integration, go to Integrations and change the DATEV slider to Active.
Step 2: Now, all you have to do is log in to your DATEV account by adding your consultant and client number to finalize the integration.
Step 3: Once the integration is activated, it automatically appears in the menu under Accounting and is split into Booking Accounts and DATEV Exports.
Please note: To use the invoice data from Lano for DATEV, you have to download the DATEV add-on "Belegtransfer".
Under Accounting > Booking accounts, you can manage and assign partners to your booking accounts.
Step 1: Create a new booking account by clicking the button in the top right corner.
Step 2: Choose a cost center for your booking account and add an account number and name. Click Add to save your changes.
Step 3: In the second tab Partners, you can choose partners from your network and assign them to one or more of your cost centers.
Step 4: Search for the partner you want to assign to a cost center and click on the editing symbol in the right column.
Step 5: Now you can assign your partner to one or more cost centers.
Under Accounting > DATEV exports, you can export the invoice data from your Lano account in a CSV file format.
Step 1: Click the button in the top right corner to add a new export.
Step 2: Now you can choose the data you want to include in your export.
Step 3: We recommend setting the export status filter to "Not exported".
Step 4: The symbol next to the invoice ID indicates which invoice has not been assigned to a booking account yet.
Step 5: To export data, the invoice status must be either Approved, Completed, or Paid.
Step 6: Now, choose the invoices you wish to include in your export and click Create in the bottom left corner to generate your export.
Step 7: Your export will include a CSV file, the selected invoices in PDF format, as well as a .xml file with all relevant DATEV information.
Step 8: You can now import this file with your invoices to the DATEV software by using the aforementioned "Belegtransfer". More information can be found on DATEV's website (German instructions only).
Assigning invoices to a cost center
After integrating DATEV, you can assign invoices to a certain cost center or distribute it to several cost centers. You can assign invoices to a cost center at any given time, regardless if the invoice has already been approved, initiated, or paid. Cost centers can be created by an administrator of your company.
1. Assigning the whole invoice to a cost center
To assign the whole invoice to a cost center, open the invoice, and go to the tab for Accounting, and set the cost center of your choice.
2. Distributing invoices to several cost centers
This option can be helpful if an invoice includes several tasks that must be assigned to different cost centers. Check the box "Distribute invoice to several cost centers" and choose the cost centers for the individual tasks.
3. Splitting tasks to assign to several cost centers
If you would like to split a task on an invoice to assign it to different cost centers, check the box "Distribute invoice to several cost centers" and then choose "Split this task". Now, you can distribute the costs for a task to one or more cost centers.
Please note: This integration can be personalized based on your company’s needs. For more information on the DATEV integration and its setup, please feel free to contact us via firstname.lastname@example.org.