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Editing Client Settings

Client-specific settings are stored as client settings. For each client, a separate record is created with the following data:

  • Client

    Combination of consultant number and client number, joined by a minus sign, for example, 12345-98765

  • Account length

  • Invoice folder for purchase invoices
  • Invoice folder for sales invoices
  • Cash book name

If no settings exist for the selected client when creating a data transfer, a record for this client is created. The account length is taken from the default settings and can be changed by users.

Info

It is not possible to save a preferred client. Users must select a client for each data transfer.

You can also save the target folder for an accounting document type as the default when creating a data transfer. It is then stored in the client settings.

Account length validation

When creating or changing the account number or the business partner account number, the software checks whether the values match the currently configured account length. The account length is determined as follows:

  • from the corresponding client settings, if a client is specified on the accounting document and corresponding client settings exist
  • otherwise from the global settings named Default

To edit the client settings:

  1. Click to open the App Launcher, and select JustOn Connector for DATEV.

  2. Open the Client Settings tab.

    The list view All gives a clear overview of all existing client settings records with their most important data.

  3. Click the name of the client settings record you want to edit.

  4. Click next to the field you want to edit, and make the required change.

  5. Click Save.

    This makes the new settings effective for the client in question.