DATEV Belegtransfer - Verzeichnisse hinzufügen - DATEV Hilfe-Center
Automated translation:
2 Procedure
To be able to work with DATEV document transfer, one or more directories must be added to the program. The documents are uploaded from the directories to DATEV Belege online. The directory in DATEV Document Transfer corresponds to the document types in DATEV Unternehmen online, so only a directory that was previously created as a document type in DATEV Unternehmen online can be added.
Add directories
Prerequisite:
The DATEV document transfer program is installed.
Procedure:
1. Start DATEV document transfer.
2. Log in with the access medium (DATEV SmartCard, DATEV SmartLogin, DATEV mIDentity).
3. Close the browser.
4. In DATEV document transfer, click on Create directories for documents online.
5. In the Create directories for documents online window, make the settings for the base directory.
6. Click on Save.
7. Select the companies for which you want to create directories.
Note
Select companies
The companies for which no directories have yet been created in DATEV document transfer are displayed. Uncheck Show only companies for which no directories have yet been created if you want to add a new directory for a company that already exists in DATEV Document Transfer.
8. Click on Next.
9. Check the desired document type.
10. Click on Create directories.
When the company is displayed on the start page in DATEV document transfer, the new directories have been created.
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