01.Time-saving

Financial accounting at the click of a button instead of hanging files
For decades, hanging files were at the heart of the work process. They dictated how work was done and created a lot of extra work for you: sorting documents into hanging files, copying them, taking them to the office, picking up the files again and emptying them, and finally sorting the documents back into your own office files…

In short: hours of effort with no added value. And that was month after month. With DATEV Unternehmen online, this can be done much more efficiently!

How you benefit from DATEV Unternehmen online:
Digitisation saves you a lot of time. You scan your documents regularly and send them to the DATEV cloud in the DATEV data centre. This means that all documents are digitised and clearly archived. If you are looking for a document, it is available at the click of a button on your PC. Time-consuming searches in paper files are now a thing of the past!

02.Efficient

Exchange of personnel documents

As with financial accounting, the analogue exchange of documents for payroll accounting involves a great deal of effort for you and our firm. Whether it’s personnel questionnaires for new employees, sick notes or enrolment certificates – DATEV Unternehmen online makes collaboration much easier.

How you benefit from DATEV Unternehmen online:
Data exchange with DATEV Unternehmen online becomes much more efficient: you scan all documents relevant to payroll accounting and upload them online to the digital personnel file in DATEV Unternehmen online. This gives the clerk at the firm direct access to everything they need to prepare the payroll – simply via their payroll programme. Further advantages: the originals remain with you and are digitally archived.

03.Reliable

Archiving electronic invoices

Clear rules apply to electronic invoices: during a tax audit, the original invoice – in this case, the electronic invoice – may be requested. A paper printout is not sufficient. If the email has not been archived for the statutory period of ten years and has been deleted in the meantime, you will find yourself in an unpleasant situation. Not so with DATEV Unternehmen online: here, you are automatically on the safe side.

How you benefit from DATEV Unternehmen online:

Archiving electronic invoices with the DATEV solution is not only reliable and secure, but also easy: you place all electronic invoices in the DATEV Unternehmen online document storage and archive them. You can use a corresponding file name for each invoice and thus build up your own keyword-indexed document archive. The impressive result: you can find the original invoice in no time at all – even ten years later.

04.Transparent

Always keep an eye on your account balance

Many entrepreneurs base their business activities on their account balance. This makes it all the more important to know how liquid the company is at all times – not just when you print out your bank statement. With DATEV Unternehmen online, you have your own ‘bank account cockpit’, so to speak. This gives you complete transparency over your current figures at all times. The application can even be used without an electronic banking programme.

How you benefit from DATEV Unternehmen online:

You always have your account balance at a glance, because you can see all account transactions and the account balance for the current day and the previous day directly on the start page of Bank online – an application in DATEV Unternehmen online. All you need to do is set up your bank details once. Of course, this is also possible for multiple bank accounts.

05.Relieving

Fast transfers with less effort

It becomes particularly time-consuming for a company when 50, 100 or more invoices are issued each month. This is because you have to fill out a payment form for each transfer. This causes a lot of work, especially when these forms are filled out by hand. Even with banking software, various details still need to be added: at least the invoice or order number in the reference field and the invoice amount must be entered manually. This is where DATEV Unternehmen online provides noticeable relief.

How you benefit from DATEV Unternehmen online:

Transfers are quick and easy: You scan the supplier invoice. The OCR recognition feature in DATEV Unternehmen online identifies over 80% of the information on the paper document, including the date, invoice number and amount. This information is then automatically entered into the payment form. One more click – and the transfer is sent to the bank. For optimal clarity and organisation, the payment form is linked directly to the invoice.

Tip: DATEV Unternehmen online also supports the division of labour within the company. One employee adds the missing information to the payment form, another employee approves the payment.

06.Uncomplicated

Submit direct debits to the bank with just a few clicks

Direct debit is an excellent way to secure your company’s liquidity. This is because direct debits ensure that invoices are paid promptly. However, creating direct debits also involves manual effort on your part. DATEV Unternehmen online significantly reduces this effort.

How you benefit from DATEV Unternehmen online:

Direct debits are submitted to the bank quickly and easily: you write the customer invoice and upload it to DATEV Unternehmen online. Thanks to OCR recognition, over 80% of the information on the document, such as the date, invoice number and amount, is identified and automatically filled in on the payment slip. With just a few clicks, the direct debit is then sent to the bank. Finally, the payment and invoice are linked to provide an optimal overview and organisation.

07.Quick

Make wage payments

Preparing payroll correctly is one thing. Transferring wages and salaries on time is another. If you then have to take the printed transfer form or accompanying letter to the bank for approval of the wage payments, this creates additional work – and stress. It is not uncommon for banks to charge fees for this. With DATEV Unternehmen online, it’s much more convenient!

How you benefit from DATEV Unternehmen online:

Wage payments can be arranged quickly. With DATEV Unternehmen online, we can make the payments available to you automatically with the payroll accounting. Here’s how it works: The clerk at our office prepares the payroll in the DATEV payroll programme and makes the payment proposals available to you via DATEV Unternehmen online. You can then approve the wage payment proposal directly and send it to the bank.

08.Secure

GoBD-compliant cash book for cash audits

Are you on the safe side when it comes to cash? This is all the more important because the tax authorities are allowed to carry out regular cash audits on all taxpayers with income from profits. The aim is to uncover any manipulation. And this is where the tax authorities really put the pressure on: cash movements must be recorded daily and archived in a machine-readable form for ten years. It becomes particularly unpleasant if the cash register has not been kept properly and inconsistencies are discovered: this can lead to the dreaded additional assessment. The solution is very simple – GoBD-compliant cash management with DATEV Unternehmen online.

How you benefit from DATEV Unternehmen online:

With the DATEV solution, you can play it safe when it comes to cash register inspections: you record your cash movements. DATEV Unternehmen online continuously checks for cash deficits, chronology and completeness – completely automatically. Cash movements can also be recorded directly from the digital receipt image. These digital receipts are then archived in the DATEV data centre in an audit-proof manner and linked to the cash movement. The result is reassuring: a GoBD-compliant cash book.

09.Environmentally friendly

Less paper for payroll evaluations

Once you have created the payroll, you receive a whole package of evaluations: payroll journals, contribution statements for health insurance companies or personnel cost overviews. In paper form, the evaluations must be filed in folders and sorted on shelves.

And this happens month after month, year after year. You are also required to keep the evaluations for ten years – which quickly adds up to several metres of shelf space. Sending the evaluations by email is not ideal either. This is because you then have to save the files locally and ensure that they are available for the next ten years. It is much easier with DATEV Unternehmen online.

How you benefit from DATEV Unternehmen online:

You receive payroll evaluations from us in an environmentally friendly, convenient and digital format. Time-consuming filing or saving is a thing of the past. You also benefit from secure archiving in the DATEV data centre for ten years. And if you need a specific document, you can find it quickly using the convenient search function.

10.Easy

Make bookings

You spend a lot of time just entering booking records. Valuable time lost – and an enormous amount of effort, especially if you still have to type in incoming invoices by hand. That’s why it’s worth using DATEV Unternehmen online.

How you benefit from DATEV Unternehmen online:

Digital document posting simplifies the entire process: First, you scan the documents. The digital documents are then automatically used to pre-fill the posting line in DATEV Mittelstand Faktura mit Rechnungswesen.

We would also be happy to digitise the collaboration with your company. Please contact us or use our contact form.