Integrate Znuny into DATEV Accounting

Our DATEV Invoice Znuny/OTRS Extension helps you to reduce effort on handling your received invoices. Also it is able to create common processes around the invoicing, e.g. by creating Generic Agents or by creating Processes around the invoice handling. It is a game-changer for reducing human effort and human mistakes on the accounting process via Znuny or OTRS Tickets. By automating tedious tasks and providing customizable features, this plugin enhances workflow efficiency, ensures compliance if required, and simplifies integration with accounting software like DATEV.

What features are specifically provided?

Lets assume you have following accounting process for invoice validation for your incoming invoices:

• accounting preparation role
  verify the invoice in terms of validity by tax laws of your country, by
• payment transaction role
  verify that the invoice has reasonable account details, like a bank account which is belonging to your supplier/partner to avoid scam payments
• orderer or project manager role
  verify that the invoice is only containing positions that are agreed with your supplier or partner, e.g. as the first stage of invoice releasing
• warehouse management role
  verify that the invoiced goods and services are already delivered accordingly to the invoiced state
• project manager or controlling role
  annotate the invoice with additional details like cost centers or cost assignments to projects to have a correct bookkeeping in terms of your costs per cost center or project
• cost responsible like a project manager role
  release the (maybe by prior pre-verified by orderer) and finally release it for payment to the payment transactions role
• accounting role
  finally hand over the previously assigned invoice to the accounting system for the accounting like adding to DATEV for the accounting team to process the invoice and to prepare the payment transactions to pay on time

Assume how it would help your organisation, your manager roles and your ticket agents to have also the common Znuny and OTRS features like:

• history of the tickets
• assign invoice tickets to a person
• solve the invoice tickets with predefined processes
• Generic agents to do repetitive and identical tasks automatically
• attaching notes like “orderer John Doe approved order”, “warehouse manager Jane Doe approved delivery”, “cost center owner John Smith approved for payment”, “paid by Jane Bloggs”
• annotating invoices with important or mandatory data, e.g. for each step above