In the COMMITLY application, go to the Card Transactions area.
All card activity is displayed clearly there – in addition to the familiar Transactions view, you also see, for example:
Card name
Card number
Description/merchant text
Upload a receipt for a card payment (status red/green)
For every card payment, you can upload a receipt via Actions. This is especially important because with card payments, often only the transaction is available at first and the invoice has to be provided separately.
Green = receipt available
Red = receipt missing
This shows at a glance which payments still lack a document.
Card Transactions → Export to DATEV
When exporting card transactions to DATEV, the desired document type can be selected. This requires that the document type has been activated beforehand in the DATEV connection.
Under “More filters”, set the desired filters to narrow down the transactions to be displayed.
Then select the desired card transactions using the checkbox. As soon as at least one transaction is selected, the EXPORT RECEIPT IMAGES button appears.
Credit card receipts are usually exported to DATEV under the document type "Kassa" (cash). The exported receipts are then made available in the corresponding DATEV inbox and can be processed further there.
Note: Which document types are available depends on the settings of the DATEV connection. More on this under -> DATEV receipt image service