365Performance DATEV Import: 3-Hr Briefing

In the beginning, we analyze your demand regarding the communication between you, your Dynamics 365 Business Central, and your tax advisor/your accounting system/the DATEV. We record your requirements and derive a clear recommendation for the use of 365Performance DATEV. In addition, we clarify the requirements of the installation and the basic set-up of 365Performance DATEV.

Then we execute a quick standard set up of 365Performance DATEV for Dynamics 365 Business Central. Afterwards, we show you the wizard for the configuration of an Import run and give an insight into the possibilities to change these settings manually. Our consultants give you valuable hints and draw attention to frequent mistakes.

Agenda

• Recording of your problem/your requirements
• Display of the features of 365Performance DATEV for your accounting with Dynamics 365 Business Central and the reconciliation of financial data with your tax advisor/the DATEV
• Clarification of the requirements for the installation and setup of 365Performance DATEV into your Dynamics 365 Business Central database
• Demonstration of an exemplary import run with our DATEV Extension with demo data
• Derivation of a clear recommendation for the efficient use of 365Performance DATEV for your business

Features of 365Performance DATEV for Dynamics 365 Business Central

• Intuitive wizards for optimal setup and use
• Individual role center for a quick overview of all important functions

Export

• Export of data into DATEV pro format
• Export of items according to gross or net method
• Output of totals and balance lists by DATEV accounts
• Storage of output files in Dynamics 365 Business Central database
• Export run can be scheduled via job queue

Import

• Import of DATEV pro format with check routines
• Import worksheet for correcting and adjusting imported postings

The prices indicated are net prices