The delivery date is an optional date field that can be entered for each document in order to post invoices on an accrual basis. In this article, we explain how to enter the field in Candis and how it behaves when exporting to DATEV Rechnungswesen.

If only one delivery date is specified in the invoice and this is before the invoice date, there are no special points to note. If this is not the case, there are three scenarios for extracting the delivery date in Candis.

To use the delivery date, the field must first be activated in DATEV Kanzlei-Rechnungswesen. It is an optional field and can be found under 'Belege buchen' in the sidebar 'Eigenschaften'.
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Einstellungen > Buchungssatz > Optionale Erfassungsfelder > Leistungsdatum

After activation, the field is visible in the 'Buchungsmaske' at the bottom of the screen.

When importing an invoice with a delivery date that is in a different period than the invoice date, a note with the following message will be displayed when processing the booking batch in Stapelverarbeitung:
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Now select that the booking batch should be transferred despite the notes and go to 'Belege buchen' and open the booking batch.

When the invoice is now posted, a window 'Buchung der Leistungsperiode zuordnen' opens with a proposal in which posting period (batch) the posting record should be processed. Depending on the tax issue (e.g. input tax), additional information on the tax postings is displayed.

Under 'Stapel der Leistungsperiode auswählen' you can select the posting batch in which the posting record is to be processed. The batch of the accounting period is always suggested.