Setting up the DATEV Integration

💡 Please note: This article is only relevant for companies that post travel expenses purely on the creditor side via DATEV Accounting (REWE). 💡

An overview of the scope and functionalities of the DATEV Integration can be found here.

Preparation

1. Please fill out the attached account assignment file: general ledger accounts of the company(ies), client and advisor numbers, tax keys.
2. Make sure that the DATEV Booking Data Service and the DATEV Document Image Service are booked and set up for the respective company.
3. Ensure that the authorizing person has the appropriate permissions stored on their SmartLogin/SmartCard. Our recommendation: Have this one-time authorization carried out by a central point, e.g., directly by your tax office. Since the firm usually already has all the necessary DATEV rights, you save a lot of time and effort in assigning rights for the DATEV Booking Data Service.

Authorization

1. You will receive a personalized authorization link from us for each client.

2. The link will redirect you to the DATEV login. Have your DATEV SmartCard or SmartLogin ready.

   

3. Select the appropriate client from the drop-down menu.

   

   Note: If not all relevant companies are displayed here, please check the permissions of the SmartLogin.

4. Agree to the data processing.

5. The authorization is complete.

   

Once the setup is complete, the first provision in DATEV will take place on the following Monday.

Here is the link to the Using the DATEV Integration.