Prepare finance data for a traceable handoff.
Finance processing requires documents, order references and account mapping to agree. An export needs more than a download button: data mapping, validation and a clear approved version are essential.
Financial data for export
- Order reference
- RW-1042
- Target format
- EXTF-CSV
- Document mapping
- To be defined for the project
- Account assignment
- To be agreed with accounting
Check mandatory fields and import path
Before the business handover
- Determine required documents and values
- Map accounts and mandatory fields completely
- Validate the file and accept its import in the target process
This view explains the export workflow. Setup and acceptance of your import are part of the project.
The intended DATEV export in Agora uses EXTF CSV, validation and frozen approved datasets. Exact field mapping, import target and finance acceptance are defined with your project team.
How it works.
Assign the documents
The document and order references needed for the intended export are selected.
Check fields and accounts
Details are validated against the agreed mapping. Missing or unsuitable values must be visible.
Resolve errors
Required corrections are resolved before approval. The responsible person can identify the affected record.
Freeze the approved dataset
The approved dataset remains traceable as the basis for handoff. The import destination is checked separately with the finance team.
The export and successful import are checked separately.
A prepared dataset does not establish successful processing in the target system. Export validation and finance acceptance of the import therefore belong to the agreed integration. The public explanation does not offer an unvalidated finance export for download.
What we configure for your shop.
- Data scope
- Which documents, periods and order details belong in the export?
- Mapping
- Accounts, tax codes and other required fields are agreed with finance.
- Approval
- Who validates the data and confirms the intended handoff version?
- Import destination
- The specific DATEV processing and its acceptance conditions determine finance sign-off.
Frequently asked questions.
Is this an active DATEV connection?
The page describes the intended export workflow. A production connection, its mapping and acceptance by the target system are implemented and tested for the project.
Which DATEV formats are included?
The current description refers to EXTF CSV. Exact fields and import requirements are agreed with your finance team; this does not imply certification.
Fits your workflow.
How should your shop use this feature?
We develop Agora and use it to build your individual B2B shop. Let us discuss the workflow, configuration and integrations you need.
Discuss your shop project