The native integration between Spendesk and DATEV UO allows you to have accurate data between your financial tools, and save time at month closing. his integration applies to the software DATEV Unternehmen Online, but to simplify reading of this documentation, we will use the short version DATEV UO.
Spendesk enables you to push payables and payments to DATEV UO via CSV files that you can then upload into DATEV ReWe for accounting purposes. Therefore this integration is one-way from Spendesk to DATEV UO. However, you can still import suppliers, members and VAT rates into Spendesk, which is explained in a dedicated article.
To upload receipts to DATEV UO, you can use different DATEV's cloud services:
Belegbilderservice can be used to upload receipts only to DATEV UO.
Rechnungsdatenservice 1.0 can be used to upload both receipts enriched with chart of account information.
Spendesk exports data to DATEV UO via Rechnungsdatenservice 1.0.
Main benefits of DATEV UO native integration
With this accounting integration, you can seamlessly manage your expenses on Spendesk and accounting on DATEV UO:
Speed up your month closing with bulk exports in CSV file;
Export your payables with their corresponding documentary evidence in their original file format.
DATEV UO integration setup
You can easily set up the native integration with DATEV UO by following the steps explained in these articles:
Connect Spendesk to DATEV UO
Configure DATEV UO to use Spendesk native integration
Import your suppliers, members and add VAT rates into Spendesk
Export expenses and receipts from Spendesk to DATEV UO
Export payments from Spendesk to DATEV UO
Known limitations:
The integration does not support the import of your master data (suppliers, accounts, VAT rates and cost dimensions) into Spendesk.
The integration does not support the automatic export of settlements into DATEV UO, only a CSV file export on Spendesk.
The integration does not include the IBAN and BIC details information on the expense data exported to DATEV UO.
Data matching between Spendesk and DATEV UO
To help you navigate between Spendesk and DATEV UO, we provide you with a terminology correspondence table:
Spendesk | DATEV UO |
VAT rates | BU codes |
Analytical dimensions | KOST 1 and KOST 2 |
Suppliers | Suppliers |
Members | Suppliers |
Payments | Payments |
Expense claims | Bookings (journal entries) |
Invoices | Bookings (journal entries) |
Credit notes | Bookings (journal entries) |
Card purchases | Bookings (journal entries) |
Card refunds | Bookings (journal entries) |
FX, ATM & other fees | Bookings (journal entries) |
Wallet loads | Bookings (journal entries) |
Important note:
The integration only enables you to push payables and settlements via CSV file exports. You can still ask your Spendesk contact to import suppliers, and members, as well as add VAT rates one by one on Spendesk.
Next steps
You can start the integration setup by connecting Spendesk to your DATEV UO account.