What does the DATEVconnect Gateway cover?

Retrieve client lists and individual clients, create new clients, and update existing ones. This includes responsibilities, categories, groups, next available numbers, and the deletion log.

Retrieve, create, and update people and organizations with addresses, communication channels, bank and tax-authority links, legal-form details, and a deletion log.

Read firm employees, responsibility areas, and their specific client assignments, and maintain them where supported by the respective function.

Organizations, establishments, and branches with their assignments in the firm and corporate structure.

Banks, tax authorities, legal forms, and countries for consistent master data.

Relationships between addressees, including relationship types, and client categories and groups with their definitions and assignments.

Client datasets and fiscal years with consultant and client numbers, periods, account lengths, charts of accounts, base currency, taxation, and date and service settings.

Accounts receivable and payable – open or settled, condensed or individual – with accounts, invoice and date details, amount and currency, payment method, dunning level, cost centers, SEPA, tax, and source-document information.

Retrieve, create, and update customers, suppliers, and other addresses. Data includes account numbers, addresses and communication channels with usage types, bank details, legal form, and tax details.

Submit accounting sequences with their records and retrieve captured sequences and postings. Incoming-invoice and cash-document data can be supplied as posting proposals.

Retrieve saved assignment rules for incoming invoices, outgoing invoices, and cash-register entries.

Read labelled and already-used general-ledger accounts and tax keys. Payment terms can be retrieved and created with the next available number.

Retrieve asset lists and individual assets with their inventory data and update inventory data in bulk.

Retrieve cost systems, cost centers and units, their properties, and tax keys. Depending on the data type, properties, internal services, cost sequences, and cost-accounting records can be read or submitted.

Retrieve sums-and-balances lists, monthly accounting statistics, and primary-entry sequences with their captured postings.

Retrieve the account postings of a selected fiscal year with allocation, amounts, dates, and the associated source-document information.

Requires the additional DATEVconnect Account Postings licence.

Retrieve domains, folders, registers, available document states, secure areas, and the master-data source for each domain. DATEV DMS can also provide filing rules, individual fields, and references.

Search document lists by properties and filters, page through large result sets, and retrieve individual documents with metadata, individual fields, structure items, and files.

Create documents with properties, individual fields, and a unique ID. In DATEV DMS, a suitable rule from the filing guide can be used.

Update document properties, individual fields, and structure items. Files and folders can be added and positioned precisely within an existing document structure.

Store employee information from DATEV payroll on new or existing documents and assign documents to DATEV Eigenorganisation comfort orders.

Users can transfer documents from DATEV to a third-party solution. The transfer, dispatch details, and general or individual notes can be recorded in the revision history.

Supported third-party solutions can create document states during initial setup. Values for individual fields and references can be supplied when creating or changing a document.

Delete or permanently remove documents depending on product version and permissions.

Read order types and client and internal orders with organizational and client assignments, responsible employees, states, and plan values. Suborders with time, cost, revenue, and invoice states are also available, and supported order data can be updated.

Retrieve an order's aggregated time, cost, and revenue values by month and view all planned expense and cost items for an order.

Read recorded time and expenses by order, work date, or employee. Entries from external time-recording systems can be submitted for review or integrated directly into orders.

Invoices, advance invoices, and credit notes, plus fees, fee plans, and work and billing states for orders and suborders.

Employee capacities, groups, qualifications, cost rates, and charge rates.

The firm's own clients and the cost centers used in order management.

Retrieve employees ready for payroll and other employees with personal details, addresses, bank accounts, activities, disability information, and employment periods, and maintain the supported data.

Retrieve gross payments, salaries, hourly wages, and working time and create or update the pay and time details supported by DATEV.

Retrieve tax cards and tax details, social insurance, and private and voluntary insurance and update the supported details.

Retrieve, create, update, and delete monthly and calendar-based transaction records.

Retrieve vacation entitlements and vocational training details; supported training records can be created, updated, and deleted.

Retrieve, create, update, and delete payroll cost centers and units.

Retrieve wage types, absence and loss-of-work keys, departments, activity histories, and client data relevant to financial accounting as the basis for payroll entries.

Retrieve, create, update, and delete users.

Retrieve, create, update, and delete groups.

Retrieve matters and their parties, party roles, and associated business master data for reporting and third-party solutions.

Retrieve accounting areas, billing categories, budgets, causes, fee versions, contingency fees, and expenses with their types and categories.

Retrieve departments, employees, custom fields, levels of jurisdiction, reference sheets, and security zones as organizational and business reference data.

Identify citizens through a web ID and addressee key and retrieve their notices with metadata and the complete PDF document.

Retrieve a citizen's active and completed levies with location-related details and information on the current payment method, direct debit, and dunning.

Retrieve consumption values across multiple years and their calculation basis, plus meter master data, locations, opening and closing readings, measurements, estimates, and projections.

Add changes to addresses, bank details, and communication channels.

Record a new meter reading or consumption value for a meter.