Open the module "Unsere Kanzlei" in DATEV Arbeitsplatz

Further information can be found in the DATEV Help Centre under: "Unsere Kanzlei (Arbeits-/Navigationsbereich)".

Select client from "Aktive Mandanten"

❗ Note: The service "Buchführung" (for Rechnungsdatenservice 1.0) or "Lohnabrechnung" (for Lohnimportdatenservice) must be set.

Start the "MyDATEV Mandantenregistrierung"

MyDATEV Mandantenregistrierung can be opened either under "kontextbezogene Links" > "Onlineanwendungen", or by using the "Programmsuche".

Login with DATEV SmartCard

The Login to MyDATEV Mandantenregistrierung is done with the DATEV SmartCard, a DATEV SmartLogin is not sufficient for this. Then click on "Registrierung starten".

Choose product

Select the required product by clicking on "Produkt auswählen".

Define persons (users)

Here you have the option of assigning a new client-used advisor number ("mandantengenutzte Beraternummer") or reusing an existing client-used advisor number ("mandantengenutzte Beraternummer").

❗ Note: An interface is always ordered via the consultant number used by the client (mandantengenutzte Beraternummer ("Unterberaternummer")).

You can now either create a new person or select an existing person. Click on "DATEV SmartLogin" to order the SmartLogin.

❗ Note: The SmartLogin is used by the person to authorise exports from Circula to DATEV. To do this, the same user must have the Accountant role in "Users outside groups" in Circula.

Then click on "Weiter zur Bestellung".

Contract conclusion

You can check all the details on the overview page, then accept the terms and conditions and finalise the order by clicking on"Verbindlich bestellen".

Assign authorisations

You can now assign rights to people. To do this, click on the person and tick the correct authorisations (Rechnungsdatenservice 1.0 or Lohnimportdatenservice).

❗ Note: Only Administrators (usually law firm owners) can assign authorisations. Law firm employees can pre-authorise rights when ordering products; an administrator then only needs to confirm these rights.

Then click on “Rechte vergeben”

Set up product

In addition to the contract creation, further steps are necessary for utilisation, depending on the DATEV data service ordered.

Setup Rechnungsdatenservice 1.0

Enter the consultant and client number (Berater- und Mandantennummer) and tick the box for Belege online (in the Bearbeitungsform Erweitert).

Then click "Weiter", enter the company name and click again on "Weiter", enter a phone number (optional) and click again on "Weiter"

You can now set up the Einstellungen Belegordner (the receipts are saved in this folder):

Then click on "Weiter", enter the financial year, the G/L account length ("Sachkontenlänge") and the G/L chart of accounts ("Sachkontenrahmen"), click on "Weiter" again, confirm the T&Cs and click on "Kostenpflichtig bestellen".