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Upload statements to DATEV

Upload your paywise statements and advance invoices automatically as documents into your DATEV Unternehmen Online (Belege online). paywise connects to the DATEV Belegbilderservice (document image service) for this.
  • Every new statement is uploaded automatically — no manual upload.
  • You pick the client data set and the document type once.
  • Secure connection to the DATEV document image service via DATEV authorisation.
This feature is independent of the open-item import. You can use it without having set up DATEV Connect.

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Two separate lanes

There are two upload lanes, which you activate, pause and give a document type separately: You can activate both lanes, skip one, or set one up later.

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Setting it up

You start under DATEV → Belege online or from the tile on the DATEV dashboard.
1

Connect with DATEV

Choose Einrichten (set up) or Mit DATEV verbinden. paywise sends you to the DATEV authorisation.
2

Pick the client data set

Back in paywise, the Mandantenbestand auswählen page asks which DATEV client data set your statements should be uploaded into. Each entry shows Berater … · Mandant ….If your DATEV integration is already linked to a client, paywise proposes it directly: “Ihre DATEV-Integration ist bereits mit einem Mandanten verknüpft …” Confirm with Bestätigen & mit DATEV verbinden, or choose Anderen Mandanten wählen (choose another client).
3

Authorise at DATEV a second time

After selecting the client you authorise at DATEV a second time — this time for the selected client.That is not a fault but by design: the first step may only read your client list; the second binds the permission to exactly one client and is valid considerably longer.
4

Assign the document type

Assign the DATEV document type under which your documents are filed in Unternehmen online — one each for statements and for advance invoices. Confirm with Weiter.
5

Activate the upload

Choose Übertragung aktivieren (activate upload). The page then shows Übertragung aktiv: new statements are uploaded automatically as documents to DATEV Unternehmen online.
The overview then shows Mandantenbestand, Belegtyp and Letzte Übertragung (last upload).

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Status values

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Following an upload in the lists

In the statement and advance-invoice lists, paywise shows the DATEV transfer state per row. While an upload is running, the list refreshes silently in the background — no reload needed. If it takes longer, paywise notes that the transfer continues in the background, so you can safely leave the page.

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Changing and pausing

  • Belegtyp ändern — pick a different DATEV document type for this lane.
  • Mandant ändern — pick a different client data set.
  • Übertragung pausieren / Übertragung deaktivieren — stops the upload for this one lane. The other lane, the client binding and the open-item import are untouched. You can reactivate at any time.
Revoking the connection is something else. The revoke on the same page requests token revocation at DATEV, always removes the connection from paywise and disconnects every DATEV feature — both upload lanes and an active auto-import. If DATEV is unavailable during revocation, also revoke the access in DATEV’s token management. To stop only the document upload, use Übertragung pausieren.
Documents already uploaded remain in DATEV.

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Troubleshooting

Your DATEV account has no client data set that the granted authorisation would let paywise file documents into. Check the rights assignment in DATEV and start the setup again.
The document type was renamed or deleted in DATEV. Pick a new one via Belegtyp ändern. Until then the upload is paused.
The authorisation expired or was revoked at DATEV. Choose Mit DATEV verbinden and confirm the client again.
A temporary problem retrieving them. Try again. If it persists, check the rights assignment for the selected client data set.
The authorisation was cancelled or expired in transit. Start it again from the overview.
The upload starts once the statement is published and its PDF exists. Failed uploads are retried several times. If the error persists, paywise informs you and says what to do — or our team takes care of it if the cause is technical.

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Questions

Write to [email protected].