Connect DATEV Online
How Servire sends bookings directly to the DATEV booking data service and stores cash register data in the DATEV cash register archive online.
Not yet available: DATEV Online is in beta and currently not available for any restaurants. Until then, please download DATEV files or send documents to your tax advisor. Later, you will need a Solo plan or higher, the employee rights option Manage Accounting Connection, a DATEV account, and the service ordered from DATEV .
With DATEV Online, Servire sends your data to DATEV itself, instead of you downloading files. This section appears in the Web desk under Settings → Integrations.
The two services
** DATEV Booking Data Service**: sends revenue and cash book data as bookings to DATEV, optionally with the Z-report as a PDF. Consultant and client numbers must be entered under DATEV header data.
** DATEV Online Cash Register Archive**: Stores cash register data securely at DATEV for auditing purposes. A separate service that you order from DATEV .
Connect and configure
Clicking **Connect to DATEV ** logs you in to DATEV and returns you to the previous screen; no data is transferred at this stage. Next, you configure whether the transfer is Monthly (one batch per month) or Daily, from which business day (Transfer from, cannot be changed later), and whether the Z-report is included as a PDF. In the ⋯ menu of the card, you will find History and Disconnect.
If something goes wrong, the card states the reason, e.g., Connection expired or missing header data. The History shows what DATEV objected to for each transfer.