{"id":346540,"date":"2022-08-22T10:07:31","date_gmt":"2022-08-22T08:07:31","guid":{"rendered":"https:\/\/www.optimal-systems.de\/?post_type=solutions&p=346540"},"modified":"2026-04-15T10:54:46","modified_gmt":"2026-04-15T08:54:46","slug":"datev-and-ecm-interface-for-digital-invoice-management","status":"publish","type":"enaio","link":"https:\/\/www.optimal-systems.de\/en\/products\/enaio\/solutions\/datev-and-ecm-interface-for-digital-invoice-management","title":{"rendered":"DATEV and ECM interface for digital invoice management"},"content":{"rendered":"\n
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DATEV and ECM interface for digital invoice management<\/h1>\n\n\n\n

Combine financial accounting with document management: Get more out of your DATEV system!<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div><\/div><\/div>\n\n\n

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Combining DATEV applications with an ECM? No problem: Expand your accounting with a modern document management solution! Start immediately, avoid complex accounting procedures and time-consuming filing processes, manual approvals and time-consuming checking mechanisms: Thanks to the interface, you can automate your invoice processing from the reception to the archiving and maintain an overview at all times \u2013 transparently and clearly.<\/p>\n\n\n\n

DATEV and enaio\u00ae: Count on it<\/h2>\n\n\n\n

Our basic licensing package<\/strong> provides the connection between DATEV (on-premises) and enaio\u00ae. In addition to providing the pure filing structure \u201cDATEV Supplier File\u201d, it also provides the \u201cenaio\u00ae DATEV Service\u201d as an interface between enaio\u00ae and DATEV.<\/p>\n\n\n\n

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  • DATEV supplier file:<\/strong> In addition to managing all master data (supplier and account assignment data), this file is used for the centralized and structured storage of electronic documents related to suppliers. This includes, for example, general documents, incoming invoices and their accompanying documents.<\/li>\n\n\n\n
  • enaio\u00ae DATEV service:<\/strong> In connection with the enaio\u00ae DATEV service, master data can be obtained from DATEV and invoice data can be transferred to DATEV. In addition, matching data can be retrieved for the use of the classification tool enaio\u00ae classify.<\/li>\n<\/ul>\n\n\n\n

    Additional licenses allow you to display invoice documents from DATEV and to transfer the invoice data of the posting batches defined in DATEV back to enaio\u00ae.<\/p>\n\n\n\n

    enaio\u00ae DATEV incoming invoice approval process<\/h3>\n\n\n\n

    This is used for checking, assigning and releasing incoming invoices<\/strong> and is required for transferring the invoices to DATEV. The release takes place in several steps:<\/p>\n\n\n\n

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    • Formal audit<\/li>\n\n\n\n
    • Factual audit (e.g. by a specialist department)<\/li>\n\n\n\n
    • Financial audit (depending on the invoice amount and possibly multi-level)<\/li>\n\n\n\n
    • Account assignment<\/li>\n\n\n\n
    • Final release<\/li>\n<\/ul>\n\n\n\n

      If other people are involved, they can be informed by e-mail about an upcoming work step. A log is created for each activity, which can be viewed on the invoice document \u2013 each transaction in the approval process can be traced at any time.<\/p>\n\n\n\n

      An escalation mechanism can also be used in the event of a short-term invoice processing process.<\/p>\n\n\n\n

      Do you have special requirements regarding the release processes? Individual adaptations are always possible.<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n\n

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      Functions and data streams of the enaio\u00ae DATEV service<\/figcaption><\/figure>\n<\/div>\n\n
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      Your advantages at a glance<\/h3>\n\n\n\n
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      • Automated invoice reading and capturing of invoice-relevant data from enaio\u00ae<\/li>\n\n\n\n
      • Process-controlled account assignment, verification and release of incoming invoices including DATEV transfer<\/li>\n\n\n\n
      • Logging of workflow steps<\/li>\n\n\n\n
      • Automated creation of digital supplier files in enaio\u00ae from DATEV<\/li>\n<\/ul>\n<\/div>\n\n\n\n
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        The enaio\u00ae DATEV interface can be used for the following products<\/h3>\n\n\n\n
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        • DATEV Mittelstand Faktura with Accounting compact (ITU)<\/li>\n\n\n\n
        • DATEV Mittelstand Faktura with Accounting<\/li>\n\n\n\n
        • DATEV Law Firm Accounting<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n
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          Do you have any further questions?<\/h2>\n\n\n