Tenant and assistant
What a tenant is, the five-step assistant and when you need several.
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Manual Look up what it means.
Six chapters on what the admin shows under Orders › DATEV export. The same explanations are in the plugin itself: in the help of every page and on almost every setting.
The chapters
Accounts and debtors
Revenue, cash, shipping and voucher accounts, the four ways to the debtor and the cost centres.
Export and history
Period, preview, test export and export, the running run and the history.
Check report and findings
Errors that stop and notices that do not - and the way to fix each one.
All settings
Every setting on the tenant and the global switches, with default and effect.
Glossary
Booking batch, general reversal, freeze and the other words from DATEV and Shopware.
Where things are.
The plugin has its own module under Orders › DATEV export, with a sidebar in four groups, and a tab on every order.
| Area | What it shows |
|---|---|
| Overview › Dashboard | The state at a glance: from two tenants on, one row per tenant with readiness, last export, documents waiting and schedule; below it, for the selected tenant, key figures, readiness and the last three runs. All values are calculated fresh on loading. |
| Overview › Reporting | Per revenue account and tax rate the documents, net, VAT and gross, below that the payments per cash account - the same totals as in the file, downloadable as CSV. |
| Export › Export | Choose tenant and period, then preview, test export or export. |
| Export › History | Every run as a permanent record, with files, check report, reconciliation, protocol and email delivery. |
| Master data › Tenants | The rulebook per company in six tabs: master data, booking, accounts, tax & OSS, export, sales channels. Created with the assistant or as an empty form. |
| Master data › Cost centres | Rules that assign KOST1 and KOST2 by tenant, channel, payment method, delivery country and tax rate. |
| System › Settings | The switches for all tenants: email, delivery threshold, protocol, document packages, look-back, step sizes and limits, unfinished exports, scheduled tasks and console. |
| "DATEV" tab on the order | What was exported for this order and what a run would decide now. |