OS/ supports the automatic transfer of incoming and outgoing invoices to the DATEV Online API (accounting:dxso-jobs). To activate the integration of OS/ with DATEV Online, the user performing the setup must have the following permissions.
Clients often do not have direct access to the permissions management. Please contact your tax advisor or auditor to perform the following configuration.
Please log in to DATEV Unternehmen Online and open the 'Online rights management' interface ("Rechteverwaltung online"). You will find this option under 'My applications' ("Meine Anwendungen") and then 'Administration' in the DATEV Unternehmen Online navigation.
In 'Online rights management' under 'Employees', open the entry for the employee who will set up the OS/DATEV Online integration.
Scroll to the 'Accounting' section and grant the user the following three permissions:
Rechnungswesen / Buchungsdatenservice
Rechnungswesen / Rechnungsdatenservice 1.0
Rechnungswesen / Rechnungsdatenservice 2.0
It is essential to grant access rights for both Rechnungsdatenservice 1.0 and Rechnungsdatenservice 2.0. It is not sufficient to grant access rights for Rechnungsdatenservice 2.0 alone.
If you have the setup done by your tax advisor, please ask for a screenshot as confirmation, showing that you have the necessary three rights:
Rechnungswesen / Buchungsdatenservice
Rechnungswesen / Rechnungsdatenservice 1.0
Rechnungswesen / Rechnungsdatenservice 2.0
for your advisor and client number.
Grunddaten Rechnungswesen
You also need a current "Wirtschaftsjahr" (fiscal year). You can check if this has been set up correctly by your tax advisor and synchronized with DATEV Unternehmen online like this.
In the Anwendungen/Übersicht (Applications/Overview), you will find Unternehmen wechseln (Switch Company) at the top of the menu bar.
In the following overview, click on Unternehmen bearbeiten (Edit Company).
In the Grunddaten Rechnungswesen (basic data of accounting), the current year must be created. If not, your tax advisor must take care of this.
The DATEV Online API integration can then be activated and configured.