Use cases
Capture invoices & bills
Capture invoices and bills into accounting platforms
Debt management
Retrieve invoices, payments and dunning data to manage debt
Fetch invoices
Retrieve invoices from any accounting platform
Fetch bills
Retrieve bills from any accounting software
Synchronize contacts
Synchronize customers and suppliers across systems
Synchonize expenses
Automate classification and synchronization of expenses
Sync items
Automate synchronization of products/articles
Create invoices
Automate invoice creation
Accounts payable
Automate vendor payment reconciliation
Accounts receivable
Automate customer payment reconciliation
Create bookings
Post booking data into any system
DATEV use cases
Explore the use cases supported by DATEV
Terminology
To navigate the use cases above, a short introduction to terminology may be helpful.Invoices vs bills
- When we refer to
invoices, we are talking about outgoing invoices or customer invoices (accounts receivable). - When we talk about
bills, we mean incoming invoices or supplier invoices (accounts payable).
Create vs capture
- When you
createan invoice, you are creating (or issuing) the original document in the bookkeeping systems. Typically, a PDF-file is created in the bookkeeping after the invoice has been created and sent to the customer. - In contrast, when you
capture(or import) an invoice you are uploading a copy of an invoice originally created elsewhere in your bookkeeping system. Typically, the invoice is imported in teh form of a PDF-file and, optionally, additional detailed data.
Bookings vs booking proposals
- A
booking proposalis a draft or suggested booking that has not been finalized yet. It is not yet commited to the general ledger and can be freely edited or deleted without affecting the accounts. As an example, importing a bill into a bookkeeping system is typically a booking proposal until it has been manually verfied by an accountant. - A
bookingis a finalized and commited entry in the general ledger. It is part of official accounting records and often legally binding. As an example, a booking proposal that has been approved and booked against a counter account on the general ledger by the accountant, is a booking.