5f DATEV
Connection to DATEV Unternehmen online (DUo) and DATEV DMS
DATEV Unternehmen Online (DUo):
Efficient collection of documents in 5F Collecto – with automatic transfer to DUo
The 5F Duo Module enables you to a simple collection of your clients documents through the popular 5F Collecto. Subsequently they will be automatically transferred to DATEV Unternehmen online (DUo).
5F Duo simplifies your digitalization strategies in your firms accounting – and your clients profit from the user friendly Collecto. Furthermore, your DATEV address book can be synchronized into 5F within of a few clicks. Your Duo mandates are immediately available to you in 5F.
DATEV DMS
Connection with synchronization – for efficient document management
Work efficiently in 5F – have documents stored in DATEV DMS: The connection enables you to do your work as usual in 5F, while documents from selected workflows are transferred to the DATEV DMS.
The synchronization can either be automated or initiated manually. This eliminates the need to switch between different systems, resulting in simplified workflows, improved overview and noticeable time savings.
5F DUo for an efficient financial accounting process within your office
With 5F DUo, preparatory financial accounting efforts can be reduced to a minimum. Digitized receipts – sorted by type such as outgoing and incoming invoices, cash receipts and other documents – are collected via the intuitive 5F Collecto. The documents are then automatically transferred in DUo, where they can be captured and further processed. The prolonged search for documents in e-mail inboxes, tedious e-mail exchanges and telephone calls are ceased.
Time saved in financial accounting – by merging document transfer and communication in Collecto
With 5F DUo you have the possibility to combine the collection of documents as well as the communication in financial accounting within a single application – in 5F Collecto. If questions arise about individual documents, you can clarify them directly with your client using the comment function in Collecto. The submission of receipts by your client is fully documented and can be retraced at any time. For your firm, this results in significant time saved compared to data exchange via other channels, such as e-mail.
Positive user experience for clients of all sizes
No matter how large or small your client is – with 5F DUo you digitize the financial accounting process for clients of any size. In doing so, you not only optimize processes within your firm: your clients benefit equally from the use of 5F DUo. Via the provided financial accounting-Collecto, which is intuitive and uncomplicated to use, your clients can simply upload the receipts via drag and drop and do not have to concern themselves with anything else. Sorted by document type, the documents automatically end up in DUo.
Three steps to digital financial accounting – simple setup and automatic document transfer
Step 1: Enable employees to use the DUo interface
As admin: you define which employees should be able to use the Duo interface using the flexible permissions system in 5F. You grant the appropriate permissions via the admin area.
Step 2: Synchronization of the address book – import DATEV mandates to 5F
Subsequently you have the possibility to transfer your mandates from DUo to your 5F address book within a few seconds. This prevents you from having to create clients manually.
Step 3: Using the DUo interface for document transfer – via the 5F Collecto
For the financial accounting of a client you create a new Collecto in 5F. In these, your client can upload his receipts one by one. The transfer of the documents to DUo takes place automatically.
