Thanks to this integration, accountants can easily connect their customers’ files with DATEV. This way, sales invoices, purchase invoices, expense receipts, and documents are automatically uploaded to DATEV using the corresponding document types, which you can configure in the integration settings.
Click on a customer file in the Files menu. In the submenus that open, click Integrations, then click the DATEV tile.
On this screen, you can set which Client ID (file in DATEV) corresponds to the customer file in Billit.
You can then specify:
Click Connect to establish the link with DATEV for this customer file.
Note: This link is valid for 2 years. A notification will appear in the accountant portal when a customer file link with DATEV has expired and needs to be re‑established.
