JustOn Connector for DATEV: Feature Overview
A Salesforce application for transferring accounting documents (invoice and cash data) from other Salesforce applications to DATEV
With the Salesforce app JustOn Connector for DATEV, companies can easily and conveniently transfer their digital accounting documents (for invoice and cash data) from connected Salesforce applications to their tax advisors at DATEV. The data is transmitted securely to the DATEV data center and is available to tax advisors in the DATEV Unternehmen online applications for preparing the financial accounting. For an introductory video, see JustOn Connector for DATEV | YouTube.
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JustOn Connector for DATEV uses the interface Rechnungsdatenservice 1.0, which supports invoice data and cash data (see Leistungsbeschreibung Rechnungsdatenservice 1.0). For transferring further document types, for example, payments, JustOn offers other options. Learn more about the DATEV support in the JustOn documentation, or contact JustOn Support.
You can transfer data from all Salesforce applications that have implemented an integration for JustOn Connector for DATEV. The data is transferred to DATEV collected per accounting month and accounting document type (sales invoice, purchase invoice or cash book).
Supported data with an integration with JustOn Billing & Invoice Management
The following table shows which data is supported by the DATEV interface Rechnungsdatenservice 1.0 and by the integration with JustOn Billing & Invoice Management (which creates sales invoices relevant for the accounts receivable ledger).
| Type of data | DATEV interface | Integration |
|---|---|---|
| accounts receivable ledger sales invoices |
||
| accounts payable ledger purchase invoices |
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| cash book | ||
| document images | ||
| master data | ||
| bank payment data |
Info
When transferring the data to DATEV, you must log in using a DATEV authentication medium.
Using single sign-on solutions (SSO) can cause problems with the DATEV login. If you have questions about this, contact JustOn Support.
Your tax advisor orders and configures the required products for you.
Using JustOn Connector for DATEV as well as the applications DATEV Unternehmen online and Rechnungsdatenservice 1.0 incurs follow-up costs at DATEV.