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DATEV-Cloud-Services

Transfer expenses into DATEV Unternehmen Online using DATEV-Cloud-Services

Eileen Rohlfs avatar
Written by Eileen Rohlfs
Updated over a week ago

❗️ Important❗️

This feature is part of the Professional Plan only. If your company does not have access to the direct transfer option yet, you might be required to upgrade your account. More on our pricing plans can be found here.

Companies using DATEV Unternehmen Online can connect their Circula account with DATEV Unternehmen Online via DATEV-Cloud-Services (Rechnungsdatenservice 1.0).

Requirements

  • Circula Professional subscription

  • DATEV Unternehmen Online

  • DATEV Add-On "Rechnungsdatenservice 1.0". If you do not yet have this Add-On enabled, contact your tax advisor to enable it for you.
    💡If you or your tax advisor need help with the activation, you can book a free appointment at this link.

How to export data from Circula into DATEV

  1. In the Circula web app, go to the Ready for export section under Approve & Control.

  2. Select the expenses to export and click 'Export'.

  3. Select ‘Transfer to DATEV' as the export option.

Select 'Transfer to DATEV' to initiate the process

You will be redirected to the following DATEV login page:

DATEV and Circula

DATEV login page

After logging in, select the corresponding mandant number and complete the process.

You can also initiate this process on already exported reports, in the Reports section:

Transfer data to DATEV from existing reports in Report.

❗️Useful information:

DATEV offers a partner onboarding and helps to set up the correct settings in DATEV so that the connection to Circula works out. Click here to book an appointment.

Failed direct transfer

In order to export successfully, the following settings must be processed in DATEV:

  • DATEV Unternehmen Online including Belege Online has been set up

  • The Add on 'Rechnungsdatenservice 1.0' must be booked with DATEV
    → Possibly you are using a new SmartLogin / Smartcard on which the rights for the transfer to RSD 1.0 is not stored
    → DATEV / your tax consultant can check this (corresponding error message)

  • The 'Erweitert' setting function has been activated in the online document
    → View click tutorial here (german version only)

The correct fiscal year must be selected in DATEV. It is not possible to export from fiscal years that are already closed.

Please check these points first if you receive an error during export. If a report has been created despite the error message, you can download it in DATEV XML format and transfer it manually to DATEV Enterprise Online. You can find our information on this here.

Common error causes for failed exports are:

  • A temporarily unstable Internet connection

  • Receipt > 20 MB in the export file

  • Expenses from a month that is already closed in DATEV in the export file.

In the last two cases, you have the possibility to adjust the XML file and transfer it manually to DATEV.

Do you still have questions?

💬 Chat Support
​📞+49 30 588 491 01
​✉️ support@circula.com

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