DATEV

The DATEV connection in linqi allows you to send documents to DATEV. In this way, you can, for example, transfer the documents from an invoice process directly to DATEV and thus reduce manual work.

info

To work with DATEV actions, you must create a corresponding connection and activate the corresponding feature.

Upload DATEV document

This action can be used to transfer a document to DATEV. The following configuration options are available:

• Connection:
  Select the connection (see above) which is used to log in to DATEV.
• File:
  You can use a placeholder to select the file that is to be transferred to DATEV as a document. This could be, for example, a file upload control element, an e-mail attachment or a generated PDF document.
• Document type:
  The document types available from DATEV are displayed here. Select the correct document type for the receipt here.
• Note:
  You can define an optional note for the document here which is also transferred to DATEV.
• Enable error output:
  As soon as you activate this switch, you can Intercept and process errors.