Extensions Dynamics 365 Business Central

DATEV-Interface for
Dynamics 365 Business Central

365Performance DATEV for Dynamics 365 Business Central supports you in reconciling your financial data from Dynamics 365 BC and your tax consultant or DATEV software. You can conveniently export data on customers, vendors, accounts, postings and payment terms to the standardized DATEV pro format and transfer it directly to the tax office or to the DATEV software. The extension for Dynamics 365 BC also allows you to import DATEV data into Dynamics 365 BC in case you have outsourced your financial accounting.

Highlights

  • Wizards for optimal setup and use
  • Individual role center for a quick overview of all important functions
  • 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 in Dynamics 365 Business Central database
  • Import of DATEV pro format with check routines
  • Import worksheet for correcting and adjusting imported postings
  • Add-on service packages/Consulting Services for the optimal introduction, setup and use of the Extension

Contact

Wolfgang Eichfeld

Need help?

Mail: info@bsh-ag.de
Phone: 0921/5950

DATEV integration for Dynamics 365 BC (or NAV)

Introduction to the DATEV interface for Dynamics 365 Business Central or Dynamics NAV

New features of the DATEV interface for BC 18

Learn about all the new features in 365Performance DATEV for Dynamics 365 Business Central 2021 Wave 1 (BC18) in this video.

Do you need help setting up 365Performance DATEV?

We offer various consulting services to support you in installing and setting up the DATEV interface. 

We are also happy to assist you by telephone and e-mail:

datevvertrieb@bsh-ag.de

0921/5950

You would like to become a sales partner for our extensions?

Then contact us and we will introduce you to our partner concept!

info@bsh-ag.de

Our competence in the field of DATEV

365Performance DATEV for Dynamics 365 BC is the further development of our DATEV interface for Dynamics NAV, which has already been used by customers for several decades and is being continuously enhanced. 

Our DATEV extensions are

 

Always up to date

Our extension is constantly being developed and adapted to the latest technologies of Dynamics 365 BC. Of course, we also provide an updated version of 365Performance DATEV as quickly as possible in the event of

  • technical changes, e.g. updates to the DATEV format
  • tax-relevant changes in DATEV

Availability

The DATEV integration 365Performance DATEV is available for

  • Microsoft Dynamics 365 Business Central Cloud
  • Microsoft Dynamics 365 Business Central Subscription
  • Microsoft Dynamics 365 Business Central On-Premises

 

If you are using an older version of Dynamics NAV, please contact us directly at datevvertrieb@bsh-ag.de and we will find a solution for your version.

Upgrade On-Premises - Cloud

For switching from the on-premises variant to the cloud variant, we offer a special transition model. For details, contact us directly at datevvertrieb@bsh-ag.de.

What are use cases for the DATEV inteface?

  • You use Dynamics 365 Business Central for your accounting and would like to transfer the financial accounting data to your tax advisor for the preparation of the annual financial statements.
  • You want to transfer your financial accounting data to DATEV according to the DATEV SKR03 or SKR04 account framework.

What are the features of the DATEV interface for Dynamics 365 Business Central?

The standardized DATEV interface for Dynamics 365 Business Central supports your accounting department in reconciling your FiBu data from your ERP system with your tax advisor or in transmitting your data directly to DATEV. 

365Performance DATEV has all the relevant functions to support you in the best possible way. 

 


Accounts receivable, accounts payable, G/L accounts, terms of payment

  • Storage of the DATEV account number per G/L account in Dynamics 365 BC according to the DATEV standard account frames (SKR03 or SKR04)
  • Extension of the G/L account data with special setup data for 365Performance DATEV
  • User-defined selection of 20 additional fields from customer and vendor items for output of additional data to DATEV

Export

  • Export of data via the current DATEV pro format
  • Export of master and transaction data
  • Export of G/L accounts, debtors, creditors and related items as well as terms of payment
  • Limitation of the data to be exported according to date range
  • Consideration of foreign currencies
  • Planning of the export run via task queue possible

Import

  • Import of DATEV movements (posting batches) via DATEV pro format
  • Checking of import data for DATEV plausibilities and transfer to Dynamics 365 BC including error correction help
  • Import worksheet for editing the bookings
  • Import journal & import archive for documentation and archiving

Reports

  • DATEV Journal
  • Test report data integrity
  • Output of totals and balances lists by DATEV accounts

Setup wizards for easy operation

The DATEV extension has several setup wizards to help you set up and use the DATEV integration for Dynamics 365 BC.

  • Setup wizard for initial setup
  • Wizard-supported data initialization
  • Export wizard

Security

Integration with the Dynamics 365 BC authorization system ensures secure and reliable work.

Additional features

Extension of the VAT posting matrix to include DATEV VAT codes

  • Handling of multi-currency entries and rounding differences
  • Handling of special cases, including
  • AM/AV accounts
  • DATEV substitute account numbers
  • DATEV reports, among others
  • Balance list sorted by DATEV account number for G/L accounts, debtors, creditors
  • Audit reports
  • Automated updating of DATEV pro formats

What is the compatibility and integration of 365Performance DATEV?

  • Available for Dynamics 365 Business Central Cloud and On-Premises
  • Directly integrated with Dynamics 365 Business Central as an extension/enhancement
  • Supported versions of Microsoft Dynamics NAV (Navision):
    • Microsoft Dynamics NAV (Navision) 2013
    • Microsoft Dynamics NAV (Navision) 2013 R2
    • Microsoft Dynamics NAV (Navision) 2015
    • Microsoft Dynamics NAV (Navision) 2016
    • Microsoft Dynamics NAV (Navision) 2017
    • Microsoft Dynamics NAV (Navision) 2018
    • Earlier versions on auf demand

Why Business Systemhaus AG?

We support our customers, who are predominantly medium-sized businesses, around the Bayreuth, Bamberg, Nuremberg, Hof region and across Germany as well as the DACH region in various aspects of digitalization and optimization of business processes. In our cooperation, we pay special attention to long-term partnerships and the continuous development of digital topics in your company, thus supporting you in the long-term achievement of your business goals.
In doing so, we cover all areas: Business software/ERP, solutions for the modern workplace/digital office, as well as business intelligence, human resources management and IT infrastructure.