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Datev XML interface

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Datev Unternehmen Online import of Dolibarr invoices: Import invoices into Datev (Datev Unternehmen Online and Arbeitsplatz). The invoices are exported as PDF + XML files and saved in ZIP files. These files can then be imported into Datev Unternehmen Online or in Datev Arbeitsplatz using the Datev "Receipt Transfer" tool (free download from Datev).


249.00 €

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  • Module version 2.400.240410
  • Compatibility 18.0.0 - 19.0.0
  • Release date 2022-01-11 13:56:23
  • Last update 2025-01-02 16:55:16
  • How to contact support service@basix.de

More info

Module version: auto
Publisher/Licence: Basix IT GmbH / GPL-v3
User interface language: german
Hilfe/Support: Forum Dolibarr Basix / Mail an service@basix.de
Voraussetzungen:

  • Dolibarr min version: auto
  • Dolibarr Max-Version: Auto

 In addition, the activation of the DSM/ERC module is required.

 

With this module invoice data can be exported as XML files. The XML files are saved in a ZIP file and can then be imported into Datev using Datev document transfer.

Datev Export of customer and supplier invoices.
The respective export can be reached via the new link "Datev Export" in the menus "Customer Invoices" and "Supplier Invoices".
On the two export pages, the date of the (last) export is listed for each exported invoice.
The exported files can be downloaded immediately or subsequently under "Documents" in the "Datev Export" directory.
The following formats are supported:

  • Datev format (CSV file)
  • Datev XML interface online
    • Outgoing invoice: ZIP file with invoice items and PDF attachments
    • Incoming invoice: ZIP file with invoice items

 

Install (for Dolibarr v18+):

  • Go to the menu Home - Setup - Modules - Provide an external module and send the ZIP file
  • module is then available and can be activated.

 

You cannot find a suitable module for your business processes in the DoliStore? Are you interested in your own Dolibarr system or would you like to outsource your existing Dolibarr? Contact us for more information at info@basix.de or by phone +49-40-3990-2030.

Note: The module has so far only been tested with the specified version of Dolibarr. In other versions the module may work, but it is not guaranteed. If you have any questions or comments about compatibility with other Dolibarr versions, please contact us at service@basix.de / basix.de/dolibarr.

 

 

Video:

Dolibarr Modul - Rechnungsdaten als XML Dateien für Datev exportieren

(The video is in german, we are sorry for the inconvinience)

Image description:

01 
Displays the list view of the invoices, the menu entry "Datev-Export" is visible on the left side.
 
02 
View after clicking on "Datev Export". The invoices to be exported can be selected on the right
 
03
After selecting the invoices to be exported, a selection field with a confirmation button is visible at the top.
 
04
Pulldown beim Auswahlfeld lässt die Wahl zu zwischen Datev XML Export als Zip-Datei, für den Upload zu beispielsweise "Datev Unternehmen Online" bzw. für den Upload mit "Datev Belegtransfer"
 
05
After clicking the "Confirm" button, the Datev target account can be entered.
 
06
After clicking the "Export invoices" button, this message appears briefly. The export file is now saved in Dolibarr under Documents.
 
07
Documents tab. The export file(s) are stored in the "Datev Export" folder.
 
08
Contents of the "Datev Export" folder. All exports are visible, downloadable and deletable here.
 
10
It is also possible to select a CSV export as Datev EXTF_Buchungstapel. The Datev entries for advisor number, client number, account and contra account are possible there.
 
11
Message after clicking on the "Export invoices" button. The exports are again stored under documents.
 
12
Export file "EXTF_Buchungsstapel" in CSV format visible under Documents.