With the "Kassenbuch online" application, you can manage a cash ledger in DATEV Unternehmen online. Candis offers the possibility that you can directly import your documents into the "Kassenbuch online". But how is this connection established, and what do you have to consider when processing? You can find out in this article.

Connect to the "Kassenbuch online"

In Candis, you will find the submenu "DATEV-Cloud-Services" under the menu item "Settings".

If the "Document data" (Rechnungsdatenservice 1.0) is activated, the "Cash Ledger" will be displayed.

Click on the right slider to check your settings in the "Kassenbuch online". If your

  1. fiscal year in the journal is not up-to-date, you can find out here how to make the annual takeover.

  2. cash ledger in Candis does not have an account number added yet, here we explain how to do the account assignment.

If any of these checks fail, then the cash ledger will not be activated.

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