DATEV Upgrade - On-Premises: 1-Hr Assessment

Optimize your financial accounting in Microsoft Dynamics 365 Business Central with the DATEV Connector

In this assessment, we give you clear upgrade scenario for the 365Performance DATEV in your current Microsoft Dynamics 365 Business Central environment. In the beginning, we analyze your current version of the 365Performance DATEV. We determine which is the latest version available and give you clear upgrade recommendations. We explain the features of the latest version and show you your value added. As an output, you get a clear upgrade scenario.

Agenda

• Recording of your requirements
• Display of the features of the latest version of 365Performance DATEV for your accounting with Dynamics 365 Business Central and the reconciliation of financial data with your tax advisor/the DATEV
• Analysis of your current installations of the 365Performance DATEV and your Dynamics 365 Business Central
• Derivation of a clear recommendation regarding an upgrade to this version
• Clarification of the requirements for executing the upgrade of 365Performance DATEV to the latest version available

365Performance DATEV for Dynamics 365 Business Central The solution enables reconciling financial data from Dynamics 365 Businces Central with the tax advisor/the DATEV by exporting data on customers, vendors, accounts, postings, and payment terms into DATEV pro format and offers optional import of DATEV posting batches.

**Highlights of 365Performance DATEV **

• Intuitive wizards for optimal setup and use
• Individual role center for a quick overview of all important functions

Export

• Export of data into DATEV pro format
• Export of items according to gross or net method
• Output of totals and balance lists by DATEV accounts
• Storage of output files in Dynamics 365 Business Central database
• Export run can be scheduled via job queue

Import

• Import of DATEV pro format with check routines
• Import worksheet for correcting and adjusting imported postings

Prices indicated are net prices