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DATEV Belegbilderservice Rechnungswesen

Export invoice PDFs from COMMITLY to DATEV with one click. The export runs through the DATEV Rechnungsdatenservice and stores each PDF as a separate document in the selected DATEV document type.

Who is this suitable for?

For companies that want to transfer the bills, card transactions, and PDF receipts stored in COMMITLY to DATEV quickly and in bulk, directly, without manual intermediate steps.

Requirements

  • DATEV Belegbildservice Rechnungswesen is set up in DATEV:
    ​The link to setting up the DATEV Belegbilderservice

  • COMMITLY Bills add-on and/or COMMITLY Account & Cards activated

  • Available in every COMMITLY edition

  • With the COMMITLY Professional Edition, the connection is possible per company

  • Active DATEV access including permissions for RDS 2.0 (SmartLogin or a method approved by DATEV).

  • Client number and consultant number available.

  • At least one document type exists in DATEV (e.g. "Rechnungseingang", "Kasse").

If no document type exists, COMMITLY shows:

"No DATEV document types available. Please create one first and try again."

Activate DATEV Belegbilderservice Rechnungswesen

Click ADD-ONS > DATEV Belegbilderservice Rechnungswesen > ACTIVATE

  1. Click Activate DATEV.

  2. Complete the OAuth login (DATEV SmartLogin or similar).

  3. Enter the client number and consultant number and click Integrate.

  4. COMMITLY loads the document types available in DATEV and shows them in the Document type dropdown.

  5. Select a document type and save. (The type can be changed later.)

  6. After a successful connection, the access token is stored securely and the integration is shown as connected under Company Settings > Integrations.

Missing permissions?

If DATEV requires additional checks, the following is shown:

  • Notice with a Continue button next to Disconnect

  • Message: "You do not have the required DATEV permissions. Please check them and click the "Continue" button."
    ​    Click Continue so that COMMITLY triggers the client/profile check again.

  • On success: The document type is loaded and the notice disappears.

  • If permissions are missing: The notice remains, Continue remains available.
    ​

Token notices in the integration:

  • Valid: "Token expires on <<date>> <<time>>."

  • Invalid: "Token has expired."

Error messages & solutions

  • "Select document type" – appears in the dropdown if none has been saved yet.

  • "Select a document type to continue" – export is only possible after a selection is made.

  • "Select a DATEV document type to connect COMMITLY and start the export."

  • "No DATEV document types available. Please create one first and try again."
    ​

Message

Cause

Solution

Upload failed – please try again.

Network/DATEV temporarily unavailable

Try again using the Retry function; try again later

Token has expired.

DATEV access token invalid

Log in to DATEV again under Company Settings > Integrations

DATEV export is not yet available. Please complete your DATEV configuration under Company Settings > Integrations first.

Setup incomplete (e.g. no document type selected)

Open the integration, select a document type, and if needed click Continue for the permission check

No document available (shown as "failed" in the result)

Invoice without a PDF attachment

Attach the PDF in Bills and export again

You do not have the required DATEV permissions…

Permissions missing in the DATEV client

Check permissions in DATEV and click Continue until the check succeeds

Security & compliance

  • DATEV access is established via OAuth2; tokens are refreshed automatically.

  • No sensitive document contents are logged in plain text.

  • The export respects DATEV error and rate limit policies.

  • Sandbox tests with a DATEV test client have been carried out/are required before live use is activated.

  • The DATEV integration is reviewed multiple times by DATEV itself and finally accepted and formally approved.
    ​

Best practices

  • Define the document type clearly in DATEV (e.g. a dedicated type for bills).

  • Before a bulk export, use the filter ("not exported") and check the PDFs.

  • For role/permission issues, correct them in DATEV first, then click "Continue" in COMMITLY.
    ​

FAQ on DATEV Belegbilderservice Rechnungswesen

Does COMMITLY also transfer invoice data (amount, date, supplier)?

Not yet – only the receipt image (PDF/JPG) is transferred. For e-invoices that are submitted, however, this information is passed along automatically.

Can I change the DATEV document type later?

Yes. Open SETTINGS > Integrations > DATEV and select a different document type.

Where can I see whether the export worked?

In the export history and directly in the Bills list (status/tags). If errors occur, the cause is shown in the result list; a Retry is possible.

We have several companies in COMMITLY.

With Professional, each company can be connected to DATEV separately (own client number).

I click Export, but nothing happens.

Check whether the integration is fully set up (document type set, token valid). If needed, reload the page, open the integration, and confirm.

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