The digital transformation of accounting continues to advance, bringing new opportunities to make processes more efficient and simpler. At easybill, we are excited to offer another optimization for your invoicing with the expansion of the DATEV Invoice Data Service (Rechnungsdatenservice): From now on, you can not only send outgoing invoices but also incoming invoices and documents directly from easybill to your tax advisor. In this article, you’ll learn what’s new, the benefits it brings, and how to make the most of this feature.
What is DATEV Rechnungsdatenservice 1.0?
The DATEV Data Service is an interface that allows businesses to send digital documents and invoices directly to their tax advisor. With the DATEV Invoice Data Service 1.0, structured data and/or digital documents are automatically transferred from your invoicing software to the DATEV data center. From there, they are imported into DATEV accounting programs.
Your tax advisor also benefits from this service: They receive the necessary booking data quickly, securely, and error-free, along with the corresponding document images, directly in their DATEV system. This ensures smooth processing and enhances transparency and efficiency in the collaboration between businesses and tax advisors.
The new feature: Sending incoming documents directly from easybill to DATEV
Previously, it was already possible to send outgoing invoices directly from easybill to your tax advisor. This feature has proven its value and is widely used by many businesses. Now, easybill is taking it a step further: From now on, incoming invoices and documents can also be transmitted via the DATEV Rechnungsdatenservice.
The significance of this feature is clear: By automating the transfer process through the DATEV Data Service, it becomes significantly more efficient, providing a major advantage for both businesses and tax advisors.
How does the transfer of documents to your tax advisor work?
To use the DATEV Export Service for documents, you first need to connect easybill with the DATEV Data Service. To get the most out of this new feature, consider these steps:
- Scan incoming invoices: Capture your incoming invoices as usual in easybill. The software helps you accurately map all relevant data. Make sure the correct supplier or business partner is selected, since this is necessary for a smooth data transfer.
- Transfer to DATEV: With just a few clicks, you can send the recorded documents directly to your tax advisor. Both the booking record and the document image are transmitted. For a detailed guide on using the Invoice Data Service for documents, visit our Help Center.
- Integration into your accounting: Your tax advisor receives the documents directly in their DATEV system and can process them into the accounting system without manual input.
Close collaboration with your tax advisor is key to success. Discuss how to best leverage these new features for your business. For example, if you assign the accounting account during document recording, the data will be transmitted accordingly. If left blank, your tax advisor will handle the allocation. We recommend coordinating with your tax advisor to define a workflow that works for both parties.
DATEV Rechnungsdatenservice for incoming invoices: key benefits at a glance
- Time savings: Manual recording and transfer of documents are often time-consuming. Automating these processes via easybill and DATEV saves valuable time, allowing you to focus on your core business.
- Reduction of errors: Automated transfer minimizes error sources, leading to higher data quality.
- Seamless integration: Direct transfer to DATEV ensures seamless integration into your tax advisor’s accounting processes, simplifying collaboration and increasing transparency.
- Secure data transfer: Your data is transmitted to the DATEV data center with encryption, ensuring protection against unauthorized access. Thanks to state-of-the-art security standards, you don’t have to worry about data loss or theft.
A practical enhancement for your accounting
The expansion of the DATEV Data Service for incoming invoices allows businesses to integrate document data quickly, securely, and error-free into DATEV systems – a significant step toward digital accounting and efficient collaboration with tax advisors.
If you want to optimize your processes, set up the DATEV Data Service in easybill and benefit from even more efficient, error-free data transfer.
