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Click on a client file in the Files menu. In the submenus that open, click on the Integrations submenu and then on the DATEV tile.
On this screen, you can set which Client ID (file in DATEV) corresponds to the current file in Billit.
You can then specify:
Which file extension (XML/PDF) should be used to export sales and purchase documents to DATEV.
Which document types in DATEV the purchase, sales invoices and other documents from Billit correspond to.
Click Connect in order to establish the link with DATEV for this client file.
Note: This link is valid for 2 years. A notification will be shown in the accountant portal when a client file link with DATEV is expired and needs to be reestablished.
