DATEV Upgrade On-Premises Cloud: 3-Hr Assessment

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

In the beginning, we analyze your current version of 365Performance DATEV. We determine which is the latest cloud-based version available and give you upgrade recommendations. We explain the features of the latest version and show you the 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 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 for the cloud environment of Dynamics 365 Business Central

365Performance DATEV for Dynamics 365 Business Central The solution enables reconciling financial data 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 **

• Wizards for optimal setup and use
• Role center for a quick overview

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

The prices indicated are net prices.