Export
Procedure for Exporting Accounting Entries to DATEV
The export of accounting entries is carried out in two steps:
1. Create Transfer Suggestion:
This function selects accounting entries based on previously defined criteria and displays them in an overview. At this stage, the entries are already converted into the DATEV format, allowing for review before export.
2. Export to DATEV:
After verification, the accounting entries can be transferred to a DATEV-compliant file using the export function. This file can then be directly imported into DATEV.
The fields in detail:
| Fields | Description |
|---|---|
| Export Type | The export type defines which data is exported to DATEV. Transaction data or postings or person accounts can be selected. |
| Date filter | The date filter is used to select records for a selected period. |
| Include already exported entries | If this indicator is selected, all items in the selection period will be considered. |
| Export Posting Type | In Export Posting Type you can specify which items should be exported. |
Warning
The date must be separated by two dots e.g.: dd.mm.yyyy..dd.mm.yyyy.