Help Desk

The bundle allows for the transmission of accounting and master data to your DATEV system. 

Yes. Before installing AV1 DATEV you must install the AV Integration Log V2 bundle (Bundle ID: 533686).

The bundle delivers the following custom roles which you can assign to your users.

AV1 Accountant

• Can edit transactions and records 

• Cannot edit setups

• Cannot run uploads and exports

AV1 Admin (Setup)

• This is only for setting up the bundle

AV1 User

• Can view setups, records and transactions

• Can perform uploads and run exports

AV1 User - Export Only

• Can perform uploads and run exports

These can be customized further as needed.

The export will complete, but the upload to DATEV will fail because each customer requires a valid DATEV account number.

→ Tip: Check the DATEV Master – Customers search regularly to ensure all customers are mapped.

The export will complete, but the upload to DATEV will fail because each G/L account must have a valid DATEV account number.

The transaction may not match the selected filters, may be unposted, or may lack valid account or tax mappings. Check the export log and filters for details.

You can export complex journal entries as long as all lines are mapped to valid DATEV accounts. The export automatically balances debit and credit lines in the CSV file. 

You can either type in the dates directly or click on the side to set preferences. Then, use the double chevron to select the tax periods. These are in alphabetical order by month, and the order of entry does not matter. 

In the center section, when selecting to export Accounts or Entities (customers, vendors, employees), you can click on the Only New option. This ensures that only items newly added since the last export run are included. 

To see invoice or bill references in the payment lines of the exported file, ensure the DATEV 2.0 tick box is selected.

After starting the export, the state in the middle section will change to scheduled. You should refresh the screen using your browser's refresh function. The state will progress from scheduled to running transactions and eventually to successful. 

When viewing an exported transaction, click the designated DATEV button. This will create the AV1 Transaction line record(-s), which lists the lines for every setting applicable for that export. In the Edited view, you can also see contents like the transaction header, creation/modification details, and JSON.

Yes it is. A special table and a custom record are used to achieve this.