DATEV and ECM interface for digital invoice management

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 – transparently and clearly.

DATEV and enaio®: Count on it

Our basic licensing package provides the connection between DATEV (on-premises) and enaio®. In addition to providing the pure filing structure “DATEV Supplier File”, it also provides the “enaio® DATEV Service” as an interface between enaio® and DATEV.

• DATEV supplier file: 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.
• enaio® DATEV service: In connection with the enaio® 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® classify.

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®.

enaio® DATEV incoming invoice approval process

This is used for checking, assigning and releasing incoming invoices and is required for transferring the invoices to DATEV. The release takes place in several steps:

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

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 – each transaction in the approval process can be traced at any time.

An escalation mechanism can also be used in the event of a short-term invoice processing process.

Do you have special requirements regarding the release processes? Individual adaptations are always possible.