# Need support with DATEV? | Candis

> Candis provides expert services to help accounting teams set up and independently manage DATEV accounting software, including configuration, payment management, automation, and reporting capabilities.

Source: https://www.candis.io/en/service/expert-service-for-datev

## We'll turn you into a DATEV self-booker

SOLUTIONS, NOT CONSULTING PROJECTS

With the Candis expert service, you can take care of your own accounting without having to go through a tax office. From setup to OPOS and payments to BWA: we explain everything step by step—until you're ready for DATEV.

### Reliable

Once set up, always functional.

### Independent

No more queries to the tax office.

### Updated daily

Only work with real-time metrics.

### Efficient

Automation instead of tedious manual labor.

## Why independence is worthwhile

Control instead of compromise

### Waiting instead of working

Long waiting times for responses and bookings.

### Dependant on others

Dependency on OPOS, payments, and reminders.

### Reporting gap

Decisions are based on outdated reports.

### Clarify instead of make clear

Numerous coordination loops cost time and money.

### No more shadow reporting

The finance team works with up-to-date data.

### Understand what needs to be done

OPOS, manage payments and dunning in real time.

### Numbers that are reliable

Immediately available evaluations and key figures.

### Working efficiently

Overview and control of budgets, planned values, and cash flow.

Your daily work routine at the tax office

Your daily work routine as a DATEV self-booker

## Get fit for DATEV

### Set up and configure DATEV

From master data to payment transactions.

- Joint setup of DATEV Kanzlei-Rechnungswesen
- Clarifying all key basics right from the start
- Processes will later function as they should

### Understanding and applying processes

Clear workflows that your team can implement immediately.

- Manage OPOS reliably
- Control payments in a targeted manner
- Set up a structured dunning process

### Use automation

We'll show you how it works – automatically.

- Account assignments that are correct and require no rework.
- Payment proposals directly from the system.
- PayPal connections that work on their own.

Less manual busywork, more time for day-to-day operations.

### Use controlling + evaluations

Meaningful reports that help you make concrete decisions.

- Read and use business assessments correctly
- Build individual evaluations in a targeted manner

This is how you manage budgets soundly—with up-to-date data and clear key figures.

In four steps

We show you how to use DATEV securely right from the start and support you every step of the way. This allows you to quickly get into a routine and maintain an overview at all times.

EBZ Stiftung

Marvin Feuchthofen

Deputy Chairman of the Board

“The exchange with Luisa combines practical experience, a deep understanding of DATEV and a focus on efficient workflows with a process-optimizing perspective and a balanced system view.”

## Ready for DATEV Unternehmen online?

REACH YOUR GOAL WITH CANDIS

Whether you are just starting out or already digitizing your processes, we will always provide you with the right support.

- Document management, i.e., import, entry mask, DATEV SmartLogin, DATEV Upload Mail.
- DFÜ + bank integration, i.e., setting up bank accounts.
- Payments + automation, including: invoice list, payment proposals, SEPA direct debits, electronic transmission to the bank, and retrieval and automatic allocation of account transactions.

## More about Candis and DATEV

### Luisa on LinkedIn

Luisa shares her expertise as a DATEV specialist on LinkedIn—with useful tips from her daily practice.

### Your DATEV quick start

In the webinar, Luisa shows you how to set up DATEV Unternehmen online securely and work productively with it.

### Candis Academy

At Candis Academy, we explain DATEV topics in short videos—concise and practical.

Further content