DocuWare + DATEV

The interface generates the official XML format of the DATEV document management (version 6.0): for each invoice it produces the document as a PDF — including stamps and annotations — plus the complete posting record. When imported via DATEV Belegtransfer into DATEV Unternehmen online, document and posting proposal are linked automatically.

Vendor account, G/L account, tax rate and cost center are captured as index data during invoice approval — and an invoice can be split across multiple line items via a table directly on the document. No retyping, no transcription errors.

Every document is verified before it enters the package:

• Totals check: the split across G/L accounts must match the invoice amount exactly.
• Master data check: vendor account against the supplier master, IBAN/BIC validated according to SEPA rules.
• Schema validation: every XML is checked against the official DATEV XSD schemas — anything DATEV would reject never leaves the system.

Every exported document receives an export status with a date stamp in DocuWare and is automatically skipped in future exports. The monthly overview shows at any time how many documents are open, exported or deliberately excluded — and a month can be reopened in a controlled way if needed.

The official XML format of the DATEV document management (DATEV XML interface, version 6.0). For each invoice it produces the document as a PDF plus the corresponding posting data — bundled into an import package that is read in via DATEV Belegtransfer into DATEV Unternehmen online, for example.

From DocuWare itself. Vendor account, G/L account, tax rate, cost center and the split across multiple line items are captured as index data during invoice approval. The interface reads this data and converts it into DATEV posting records — no retyping required.

Plausibility checks run before every export — for example whether the split amounts match the invoice total, the vendor account exists and the IBAN is valid. In addition, every XML package is validated against the official DATEV schemas. Faulty documents are flagged with a clear warning instead of arriving broken at your tax advisor.

No. Every exported document receives an export status with a date stamp in DocuWare and is automatically skipped in future exports. The monthly export shows at any time how many documents are open, exported or deliberately excluded — and a month can be reopened in a controlled way if needed.

Yes. We set up both together: automated invoice processing in DocuWare (capture, verification, approval) and, on top of it, the DATEV handover. The result is an end-to-end process from invoice receipt to your tax advisor.