The following points need to be considered within the DATEV interface for the turn of the year:
- Billings, which are overlapping years, must be summarised and exported separately in one booking batch.
Settings for the turn of the year (e.g. for the turn from 2023 to 2024):
- Before the export the box next to Financial year start in the DATEV settings (left of the date) must be ticked (deviating financial year).
- Financial year start must be set to 01.01.2024 for the cross-year exports (deducted from the end date of the billing/s).
- This applies for other billings as well, which start in a year earlier than the previous year and end in 2024.
- Before exporting all exports which only concern 2024, the tick in the box must be removed.
Do not forget to SAVE after all changes.