Order from Belege online

You don't have a Belege online account yet? Then we have summarized the setup of Belege online and rights management here:

All the necessary settings can be made easily and conveniently via the MyDATEV Mandantenregistrierung. First, select the company in the client overview for which the settings are to be made. Then you open the MyDATEV Mandantenregistrierung. You can find this on your DATEV Arbeitsplatz under the program search on the right edge of the screen. Enter the product there and select it from the list shown.

The name of the company is displayed in the next menu. Now click on "Registrierung starten".

Now you come to the product selection. Select the product "DATEV Unternehmen online".

It is important that you do not select "compact",

as the "DATEV Unternehmen online compact" version cannot process receipt images. Now select "Produkt auswählen".

You can now decide whether a new Beraternummer should be created or an existing one should be used. It is important that the Berater- and Mandantennummer are always identical to the information in accounting otherwise, no data can be imported. In this example, we take the existing one. After the entry, all employees who are already registered under this Beraternummer are displayed on the right.

Is there an employee missing? Then you can register the missing employee here and apply for a SmartLogin at the same time.

You can complete the ordering process by clicking on "Weiter zur Bestellung".

Now you will receive a summary of the order and only have to accept the DATEV terms and conditions and the service description and click on "Kostenpflichtig bestellen".

You now have the option of assigning rights to future users. To do this, select the user on the left and enter the tasks that the user should perform in DATEV Unternehmen online on the right.

Now we come to the selection screen of the applications. "Belege online" is required for CANDIS. Optionally, "Bank online" for payment and "Kassenbuch online" for credit cards or cash books can also be created.

With a click on "Weiter", the account is created.

In CANDIS under

  • Settings

  • DATEV-Cloud-Services

the connection to the created DATEV Unternehmen online account can be made.


Export of the digital document image with audit trail and booking proposal (Rechnungsdatenservice 1.0)

You want to send not only a digital document image with audit trail but also the document data to generate a booking proposal for accounting?

Then, in addition to the DATEV Unternehmen online account and the DATEV authentication medium, you need the Rechnungsdatenservice 1.0 and the account in DATEV Unternehmen online must be changed from "Standard" to "Extended".

Summary:

  1. Authentication medium of DATEV

  2. DATEV Unternehmen online account

  3. DATEV Unternehmen online account in the extended form

  4. DATEV Unternehmen online Bestand in the current fiscal year

  5. Access authorization for Belege online

  6. Rechnungsdatenservice 1.0

  7. Access authorization Rechnungsdatenservice 1.0

If one of these points is not available, then contact the administrator of your DATEV online applications. This is either an employee in your company or the tax consultant from whom you get your DATEV online applications.

We have also prepared a cover letter for you in CANDIS. Just enter the email address of the administrator.


Setup Rechnungsdatenservice 1.0

The following requirements must be met for the successful setup of the Rechnungsdatenservice 1.0:

  1. Authentication medium of DATEV

  2. DATEV Unternehmen online account

  3. DATEV Unternehmen online account in the extended form

  4. DATEV Unternehmen online Bestand in the current fiscal year

  5. Access authorization for Belege online

  6. Rechnungsdatenservice 1.0

  7. Access authorization Rechnungsdatenservice 1.0

If you don't have a Belege online account yet, we have summarized the setup for you here.

DATEV Unternehmen online preparation

Belege online is already set up but, you do not know whether the account in DATEV Unternehmen online is "Standard" or "Extended"?

Just log in to

In the upper right corner below the header menu bar, you will find the corresponding information.

Set DATEV Unternehmen online from "Standard" to "Extended"

The Bearbeitungsform is not "Extended" as here but "Standard" then the following setting must be performed by a tax consultant (this setting cannot be performed by the DATEV Site Admin):

In DATEV Unternehmen online, the tax advisor can change the Bearbeitungsform in

  • Settings

  • Bearbeitungsform

  • Bearbeitungsform √§ndern.

To do this, you only need to change the setting from "Standard" to "Extended" for supplier invoices and customer invoices.

The fiscal year can only be created once, which means that you have to inform your tax advisor which years will be transferred from CANDIS. If you start with CANDIS at the beginning of a year, or if you receive many invoices with the invoice date of the previous year, then it is advisable to create the previous fiscal year at this point. If this is not done, then these documents will be sent with the invoice date of the previous year without document data.

These settings cannot be undone. Therefore, no previous years can be created retrospectively. We recommend that you always create the previous year as well. This has no negative influence on accounting.

By clicking on 'Weiter' and then "Fertig stellen", the changes will become active and the account will be in the extended Bearbeitungsform.

Order Rechnungsdatenservice 1.0

The Rechnungsdatenservice 1.0 is a cloud service of DATEV and enables the transfer of the document data to DATEV Unternehmen online. This must be ordered for the account and then the right must be deposited on the DATEV authentication medium.

It often happens that the Rechnungsdatenservice 1.0 is already available for all clients, but the rights for its use have not been set up yet.

A DATEV admin can provide you with these rights.

The rights management can be accessed online under

  • Applications

  • Administration.

The Rechnungsdatenservice 1.0 must be activated here. If this is not displayed under the Cloud Services Rechnungswesen, then we have summed up the order of the Rechnungsdatenservice for you:

All the required settings can be made easily and conveniently via the MyDATEV Mandanteregistrierung. First, select the company for which the settings are to be made in the client overview. Then open the MyDATEV Mandanteregistrierung. You will find it on your DATEV workstation under the program search on the right side of the screen. Enter the product there and select it from the search results.

In the next menu, you will see the name of the company. Now click on "Registrierung starten".

You are now taken to the product selection. Select the product "Rechnungsdatenservice 1.0".

Is an employee missing? Then you can register the missing employee here and apply for a SmartLogin in parallel.

With a click on "Weiter zur Bestellung", you can complete the ordering process.

At this point, you will receive a summary of the order. All you have to do is accept DATEV's terms and conditions and the service description and click on "Kostenpflichtig bestellen".

Now you have the possibility to assign rights to the users. To do this, select the user on the left and enter the tasks that the user should perform in DATEV Unternehmen online on the right.

Once you have completed the order, the change is activated immediately. In CANDIS you can then disconnect and connect the connection with DATEV under

  • Settings

  • DATEV-Cloud-Services

After that, the information from your authentication medium is retrieved and you can activate it under the position Rechnungsdatenservice 1.0.

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