DATEV export
Docnova hands your invoice data to DATEV as a CSV export that you or your accountant import on the DATEV side. This is the part people most often expect to work differently, so it is worth being precise about it.
What the integration does and does not do
It does produce a DATEV-format file from the invoices already in Docnova — both the ones you issued and the ones you received — for a date range you choose.
It does not push documents into a DATEV mailbox. There is no automatic forwarding of an incoming Peppol invoice into a DATEV E-Rechnungspostfach, and no scheduled delivery into a DATEV client. The invoice arrives in Docnova over Peppol; getting it into DATEV is an export and an import.
If your accounting process depends on documents landing in DATEV without anyone touching them, that is a project rather than a setting — talk to your account contact before promising it to your accountant.
Turning it on
DATEV is an integration you activate for the company, alongside the other connections under Settings > ERP Management. Activation only makes the export available; it does not move any data on its own.
Access is governed by the DATEV Management permission, so a user without it will not see the export.
The two formats
| Format | What it carries |
|---|---|
Booking batch (Buchungsstapel) | The postings themselves — the invoice lines your accountant books |
| Debtors / creditors | Business partner master data — customers and suppliers |
Booking batch is the default and is what a monthly hand-over normally needs. Debtors and creditors is the one to send when your accountant is setting up or reconciling partner accounts, not every month.
Producing an export
The export takes four things, and each one narrows the file:
- The company — an export covers one company, so a group hands over one file per company.
- A start and end date. The range is on the registration date, so an invoice dated last month but registered this month belongs to this month's file.
- Optionally a direction — outgoing only, incoming only, or both when you leave it empty.
- The format, booking batch or debtors and creditors.
The result downloads as a CSV file, which you then import in DATEV.
Things that surprise people
An empty file usually means the filter, not a fault. A narrow date range, or a direction that excludes the documents you were looking for, produces a valid file with no rows.
The export reflects Docnova, not DATEV. Correcting an invoice after exporting does not change a file you already handed over. Re-export the range after corrections, and tell your accountant which file supersedes which.
Amounts follow the invoice, including its currency. An export that mixes currencies hands the conversion decision to DATEV, so keep the ranges separate if your accountant expects one currency per batch.