To display the booking suggestions in DATEV Kanzlei Rechnungswesen, that you created with the help of the Candis functionality, you need to provide („bereitstellen“) all the information in DATEV Unternehmen online.

Have a look at the DATEV Unternehmen online home-screen. There you can see the option „share documents“ (in the other menus not translated as „Bereitstellen“) where you can mark the stack you want to transfer to DATEV Kanzlei Rechnungswesen. Just chose the stack and provide (click „Bereitstellen“) to prepare the data for the take over to DATEV Kanzlei Rechnungswesen.

This allows you to take over the provided data after logging into DATEV Kanzlei Rechnungswesen while you chose „add client“ („Mandant ergänzen“).

Procedure in DATEV Kanzlei Rechnungswesen step-by-step:

  1. Chose "preparatory activities“ (“Vorbereitende Tätigkeiten“) in the left menu, click "add client“ („Mandant ergänzen“)

  2. Select "cash register/invoice stack from cash book/receipts online“ („Kassen-/Rechnungsstapel aus Kassenbuch/Belege online“)

  3. Click "get data“ ("Daten holen“) to start the process, hold in - it might take a few seconds

Have a look at the booking line, there you can find the option “Edit booking suggestions“ („Buchungsvorschläge bearbeiten“). This allows you to generate the booking suggestion including the data image (PDF).

Note: Do not chose „book digital receipts“ („digitale Beleg buchen“) as this does not take over the data but only the images.

Select your stack and confirm your selection with „ok“ and repeat this in the next menu.

Now your booking suggestions will now be displayed.

Happy booking!

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