What you will know after reading this article
What the DATEV Buchungsdatenservice is for
Which requirements apply (plan, integration, products)
How data flows between Candis, DATEV Rechnungswesen, and DATEV Unternehmen online
Which types of data Candis transfers – and what is not included
How master data ownership, provisions, and credit card postings behave
Requirements
Plan: Plus or higher
Integration type: DATEV
DATEV Unternehmen online (DUO) for storing digital documents
DATEV Rechnungswesen for importing the posting batches
Note: Without DATEV Unternehmen online, you cannot transfer digital documents. Transferring posting data only is possible, but not recommended.
What is the DATEV Buchungsdatenservice?
The DATEV Buchungsdatenservice is an interface through which Candis transfers posting batches directly to DATEV Rechnungswesen. In parallel, Candis stores digital documents in DATEV Unternehmen online and links them to the postings. The goal is a seamless, audit-proof process from document to posting.
How does the Buchungsdatenservice work? (Process)
Document capture & review in Candis
You process incoming invoices or credit card documents and assign general ledger accounts, tax codes, and cost centers/cost objects.
Data preparation in Candis
Candis prepares the posting batch including the document links. Optionally, you generate provisions for period-end closing.
Transfer via Buchungsdatenservice
Posting data → DATEV Rechnungswesen
Digital documents → DATEV Unternehmen online
Linking: DATEV Rechnungswesen recognizes the related documents in DUO.
Processing in DATEV
In DATEV Rechnungswesen, you review the posting batch, open the digital document in DUO directly from the posting, and post it.
Which types of data does Candis transfer?
Postings (accounts payable) for incoming invoices and credit card invoices, including the posting text
Digital documents linked to the postings in DATEV Rechnungswesen (via DUO)
Provisions (optional): Candis can generate provisions automatically and reverse them again
Master data & payment conditions: Candis transfers business partner master data and payment terms and keeps them up to date when they change
Note: Master data ownership lies with Candis – with every export, Candis overwrites the corresponding fields in DATEV. Therefore, maintain changes exclusively in Candis.
Accounts payable postings & credit cards
Accounts payable posting: Candis transfers incoming invoices as accounts payable postings with general ledger account, contra account, tax code, and cost centers.
Credit cards: If you activate accounts payable posting for credit cards as well, Candis also transfers the card settlement as accounts payable postings, including digital documents via DUO.
Separate posting batch for fixed asset postings
If your company uses the chart of accounts SKR 03 or SKR 04, Candis transfers postings on fixed asset accounts in a separate posting batch to DATEV Rechnungswesen. Candis continues to transfer all other postings from the invoice inbox in their own posting batch. The separation happens automatically as soon as the Buchungsdatenservice is connected — you do not need to configure anything, and you cannot deactivate the separation.
Candis identifies fixed asset accounts based on the account range of your chart of accounts:
SKR 03: accounts 0000–0499
SKR 04: accounts 0000–0699
If you have configured a longer general ledger account length in the DATEV settings (5 to 8 digits), Candis extends the account range accordingly — e.g. 00000–04999 for SKR 03 with a 5-digit account length.
Note: Candis does not create a fixed asset (inventory item) in DATEV. The separate posting batch helps you find fixed asset postings in DATEV Rechnungswesen right away — for example, for the function **Inventare aus Buchungsstapel anlegen** (create inventory items from posting batches).
Provisions
Candis can generate provisions automatically and include them in the export. You decide for each export whether to include provisions.
Practical benefit: fewer manual closing entries and consistent period accruals.
Security and compliance aspects
The link between the posting and the document in DUO supports traceability and GoBD-compliant documentation.
Data consistency: The master data sync and fixed links reduce duplicates and manual errors.
Limits & not included
Digital documents require DATEV Unternehmen online (DUO): Candis transfers digital documents exclusively via DUO. Without an active DUO, you cannot activate the Buchungsdatenservice.
Deactivate document approval in DUO: If the function Belegfreigabe online is active in DATEV Unternehmen online, digital documents from the Buchungsdatenservice do not appear in Belege online automatically. The digital documents must first go through the approval process before they are visible for posting. Deactivate Belegfreigabe online for the respective client inventory if you want Candis to transfer digital documents directly to Belege online.
Beachte: You deactivate Belegfreigabe online in DATEV Unternehmen online via the client inventory settings. You can find more information in the DATEV Hilfe-Center under Dok.-Nr. 1022570.
Master data changes in DATEV: Candis overwrites these adjustments with the next export. Therefore, change master data exclusively in Candis.
Without DUO: No digital document transfer is possible. Candis transfers posting data only — this is technically possible, but not recommended.
Tip: During the BDS export, Candis automatically removes leading zeros from Belegfeld 1 and Belegfeld 2. Leading zeros — for example 007 instead of 7 — can cause validation warnings during the import in DATEV. The cleanup runs automatically: Candis removes only leading zeros, all other characters remain unchanged. Empty fields remain empty.
Frequently asked questions (FAQ)
Can I synchronize master data only?
Master data and payment conditions are included with every export. A pure master data synchronization without postings is not available.
What happens if I adjust master data in DATEV?
Candis overwrites this adjustment with the next export. Therefore, change master data in Candis.
Use cases
Month-end closing with provisions
You activate automatic provision generation in Candis and export the month.
Card settlements with digital documents
You activate accounts payable posting for credit cards. Candis delivers the postings and stores the related digital documents in DUO – including the link in DATEV Rechnungswesen.
Central master data maintenance
You change a payment term in Candis. With the next export, Candis updates the supplier in DATEV; duplicate maintenance is no longer necessary.