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The DATEV integration makes your accounting in DATEV Unternehmen online and DATEV Rechnungswesen available in client work. Ask which open items a customer has, what the latest BWA shows for revenue and personnel costs, or whether a supplier invoice has reached your tax adviser, and Hebno answers from DATEV with each record cited. When a request implies a change, such as passing an invoice to bookkeeping, Hebno shows a confirmation card and uploads the document to DATEV only after you confirm.

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At a glance

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Before you start

You need:
  • An owner or admin role in Hebno.
  • Your DATEV consultant number (Beraternummer) and client number (Mandantennummer) for each client you want to connect. If a tax adviser does your bookkeeping, they can give you both numbers.
  • A DATEV sign-in with DATEV SmartLogin, a DATEV SmartCard or mIDentity.
  • The client set up for DATEV Unternehmen online, with Belege online for document uploads.
  • Rights for your DATEV user on each client, assigned in DATEV Rechteverwaltung online by the DATEV administrator in your company or at your tax adviser. Grant read access to accounting data, and the right to upload documents if you want members to pass invoices to bookkeeping.

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Permissions

DATEV shows the requested scopes when you sign in. Hebno requests: Hebno also requests the DATEV read scopes for accounts, open items and evaluations. The DATEV consent screen lists every scope before you approve it.
DATEV applies the signing-in user’s rights from Rechteverwaltung online on every call. A client or area outside those rights returns a permission error rather than partial data.

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Connect DATEV

1

Allow the integration

Open Admin → Connectors → Catalogue, find DATEV under Finance, and set it to Allow.
2

Connect the organisation

Select Connect and sign in with DATEV using SmartLogin, SmartCard or mIDentity. Approve the scopes, then choose each client Hebno may use. Hebno lists the clients by consultant number, client number and name.
3

Choose teams and data areas

Under Who can use it, choose All teams or pick teams for each client. Under Data areas, choose what members can see. See Data areas.
4

Set access

Access is Read only by default. Choose Read and write to let members propose document uploads.
The card shows Connected with each client. To add another client later, select Add client on the card. Members can link their own DATEV sign-in so uploads are made in their name under their own DATEV rights.
  1. In Hebno, open Settings → Connections, find DATEV and select Link your account.
  2. Sign in with DATEV and approve the request.
When your account is linked, Hebno reads and uploads as you, and you see only the clients and areas your rights in Rechteverwaltung online allow.

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Data areas

Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of the connecting user’s DATEV rights.
Admin connector panel showing who can use it, access and data areas

An organisation connection with team access and data areas. Financial figures default to owners and admins.

To share financials with delivery leads, open the DATEV card in Admin → Connectors, select Financials and add the teams that should see them.
When a member has linked their own account, Hebno uses that member’s DATEV rights instead of the organisation connection. Data areas still apply, so a member never sees more through Hebno than both DATEV and your Hebno settings allow.

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What Hebno reads

Reads are live. Hebno queries DATEV when a request needs it, so figures match the last evaluation your accounting team or tax adviser prepared. Only what a reply used is stored with the conversation as its sources.
Excerpts a reply uses, including balances and BWA figures, become part of the conversation. Anyone you share the conversation with can read them.

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What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm. Hebno uploads documents only.
Confirmation card for DATEV with editable fields

A DATEV change pending confirmation. Nothing is written until you confirm.

An uploaded document is waiting in the document inbox until your accounting team or tax adviser processes it. Hebno never creates postings or booking proposals, changes accounts, clears open items, starts payments or changes documents that are already in DATEV. If you have linked your own account, the document is uploaded as you. Otherwise it is uploaded through the organisation connection, with the write recorded against you in Admin → Logs → Integrations. Linking marks which DATEV records belong to a project, so you can ask “what does Contoso still owe?” without naming the debtor account.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then DATEV.
  3. Choose the client, then search and select the debtor account for each client company the engagement bills.
In chats tagged to the project, Hebno starts with the linked records for any receivables question, and upload cards default to the linked client. See Linked records.

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Use DATEV in chat

  • Attach: open the + menu, choose Sources → DATEV, and pick an account, an open items list, a BWA or a document. Or type / and choose DATEV.
  • Ask: name the client, account or month in your request. For example:
    Which Contoso Retail invoices are still open in DATEV, and how overdue are they?
    Compare the September and October BWA for revenue and personnel costs.
    Upload the attached subcontractor invoice to DATEV as Rechnungseingang.
  • Research runs show a Checking DATEV step, with a chip for each account, report or document it read.
  • Agents can read DATEV on a schedule, for example a monthly summary when a new BWA is available. Uploads an agent proposes appear in agent approvals for review.

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Troubleshooting