Jupiter ERP

Buchhaltung

DATEV export

Hand booking-ready data to your practice.

Structured exports with configurable postings, optionally include invoices, dunning, credit notes, and bank transactions. Download finished ZIP packages or email them directly to your tax advisor.

Note: From Business plan

Buchhaltungs-Export im Jupiter ERP Panel

At a glance

These are the points this feature covers day to day.

  • Background exports
  • Email to tax advisor
  • Bank transactions optional

In the product

The workflow in Jupiter ERP, on this page.

In depth

Background, typical workflows, and concrete panel capabilities, more detail than the summary above.

Booking-ready data for your accountant

The DATEV export bundles selected outgoing and incoming documents for a period (optionally with bank transactions as CSV) into a ZIP package. The job runs in the background; you download the result when it is ready.

Configurable booking entries and periods protect against unwanted backdating. Your team hands over structured data monthly instead of folders full of PDFs.

Buchhaltungs-Export im Jupiter ERP Panel

Send directly by email

Completed exports go to your tax advisor with ZIP attachment: recipient and mail text from settings or text templates. Subject and period are stored on the export; less manual effort at month-end.

What you do with the DATEV export

You pack a period for the tax adviser, download the ZIP, or send it directly. The job runs in the background, so the panel stays usable.

  • Choose period and contents: invoices, dunning notices, credit notes
  • Include cost documents and depreciation postings for the period
  • Optionally attach bank transactions as CSV when Banking is enabled
  • Configure posting records so the adviser does not have to remap them
  • Download the finished ZIP
  • Email the export to the tax adviser, address taken from accounting settings
  • Subject with the document period and body text from templates
  • Optionally lock the included records as part of the export

A handover instead of a folder

The ZIP replaces the monthly stack of PDFs and spreadsheets. Your adviser receives structured records plus the documents.

The export is included from Business: download the ZIP or send it by email to the stored address.

How it works in the panel

The main building blocks at a glance, complemented by the longer description above.

Create export

Choose period and content, start job, download file.

Choose contents

Export documents and optionally bank transactions as CSV or DATEV package.

Send to tax advisor

Email a completed export. ZIP attached, subject with document period, and prepared body text from text templates.

Default recipient

Store your tax advisor’s email in accounting settings; it is pre-filled when you open the send dialog.

Common questions

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DATEV export · Jupiter ERP