365Performance DATEV Set-Up: 2-Hr Briefing

Optimize your financial accounting in Microsoft Dynamics 365 Business Central with 365Performance DATEV

In this briefing we show you the key features and the added value of 365Performance DATEV for Dynamics 365 Business Central. Together with you, we execute an exemplary basic set up of 365Performance DATEV with demo data.

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 setup of 365Performance DATEV.

Then, we execute an exemplary basic set up of 365Performance DATEV. We show you the guided set up with our wizard and give an insight into the manual set up. 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 implementation of a basic set up for the DATEV extension

Features of 365Performance DATEV for Dynamics 365 Business Central

• Wizards for setup and use
• Individual role center

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 via job queue

Import

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

The prices indicated are net prices