To use the extension for DATEV self-bookers, the connection to your DATEV Rechnungswesen program and the DATEV interface Buchungsdatenservice must be established in the Candis settings.
To do this, go to Settings > DATEV Datenservices and disconnect your current connection. Now select 'DATEV Rechnungswesen' in the screen and click on 'Connect'.
In the next step, select the client and click on 'Connect' again. You will be redirected to DATEV, where you confirm access with your smart login and give Candis the appropriate authorization.
In the next step, the G/L account length, the chart of accounts and the fiscal year are defined. Please make sure that the entries match the entries in DATEV Rechnungswesen, otherwise error messages may occur when importing into DATEV.
If the Buchungsdatenservice has already been set up via the MyDATEV client registration for the corresponding client, then it will be displayed under Export functions > Booking batch that the 'Service is connected'. We will add the account numbers for provisions in the next step.
If, on the other hand, an error message is displayed stating that the authorizations are still missing or that the interface has not been set up via the MyDATEV client registration, follow the steps in this article.
Defining the account numbers for provisions
Now the account number for provision postings must be defined in the Candis settings. Go to Settings > Provisions and click on 'Add account numbers'.
Add the respective DATEV account numbers for Provisions and Other Assets and complete the setup of the extension for DATEV Self-Booker.
Note: When the api is connected in Candis there can be a delay of 10 - 15 min in some cases. The "Buchungsstapel" is not connecting in that case (split - wait - connect again).
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