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Export your accounting data

Written by Mariam Burdiladze on . Posted in Other Settings.

Lexoffice: How can I automatically transfer my outgoing invoices to Lexware / Lexoffice?

In Lexoffice, you can find your individual email address for document import — for the outgoing invoices you’ve created in Rentware and sent to customers — in the settings under the Document Receipt section.

Here are the steps to find or set up the address in Lexoffice:

  1. Click the gear icon (Settings) in the top right corner.

  2. Select the menu item Document Receipt.

  3. There you can generate or view your personal address. It typically ends in @inbox.lexware.email.

  4. Also specify which sender email address is allowed to send documents to this inbox. Only emails from addresses stored there will be accepted by the system. You must enter noreply@mg-eu.rentware.io as the sender address, as this is the address from which invoices are sent to customers and Lexware.

Once Rentware sends an email with a PDF invoice attached to this address, the document will automatically appear in Lexoffice under Documents for further processing.

In the next step, you need to set up a new channel in Rentware under Email Forwarding at https://app.rentware.io/settings/channels for the message type “Invoice”.

Add your previously created Lexoffice email address ending in @inbox.lexware.email as the recipient.

Make sure to specify the product categories under Categories and Objects for which invoices should be sent.

Once the channel is set up, Rentware will automatically send a copy of every invoice email dispatched to your customers to the Lexoffice address you provided.

Datev Business Online: How can I automatically transfer my outgoing invoices to Datev?

In Datev Business Online, you can find your individual email address for document import — for the outgoing invoices you’ve created in Rentware and sent to customers — by following these steps:

  1. Open the application: Log in and select the Documents (or Documents Online) application.

  2. Open Settings: Click the gear icon at the top of the overview.

  3. Configure Upload Mail: Select Upload Mail in the navigation and click Configure.

  4. There you can generate or view your personal address. It typically ends in @uploadmail.datev.de.

  5. Activate: You will receive a confirmation email at the registered address. Click the activation link in that email.

  6. Copy the target address to later add it in Rentware under Email Forwarding in the Invoice channel. After confirmation, your individual DATEV target email address will be displayed in the settings — it usually ends in @uploadmail.datev.de.

  7. Also specify which sender email address is allowed to send documents to this inbox. Only emails from addresses stored there will be accepted by the system. You must enter noreply@mg-eu.rentware.io as the sender address, as this is the address from which invoices are sent to customers and Datev.

Once Rentware sends an email with a PDF invoice attached to this address, the document will automatically appear in Datev under Documents — Outgoing Invoices for further processing.

In the next step, you need to set up a new channel in Rentware under Email Forwarding at https://app.rentware.io/settings/channels for the message type “Invoice”.

Add your previously created Datev email address ending in @uploadmail.datev.de as the recipient.

Make sure to specify the product categories under Categories and Objects for which invoices should be sent.

Once the channel is set up, Rentware will automatically send a copy of every invoice email dispatched to your customers to the Datev outgoing invoice address you provided.

Is there an integration / interface with Datev or other accounting systems? How can I export revenue data to Datev / accounting, or import it into Datev / accounting?

There is no certified Datev interface in Rentware, but there is the option to automatically send invoices created in Rentware to Datev or other accounting systems, and/or to generate a CSV or Excel export at the click of a button, which can be imported as an Excel or ASCII file — for example on a monthly basis.

There are essentially 2 approaches:

  1. Generate the invoice in Rentware and, in parallel with the invoice email to the customer, automatically forward it to the Datev outgoing invoice mailbox using Rentware’s email forwarding feature. Forwarding can be configured here (email type “Invoice”): https://app.rentware.io/settings/channels — For more details see: How can I automatically transfer my outgoing invoices to Datev? How can I automatically transfer my outgoing invoices to Lexware / Lexoffice?

  2. Periodically use this Excel export at https://app.rentware.io/metrics/datev-revenue and import it as CSV, Excel, or ASCII.

To ensure meaningful posting batches are generated, you should first enter the revenue accounts for tax rates at https://app.rentware.io/settings/system, and if needed, additional account assignments at https://app.rentware.io/settings/accounting. You can also store account assignments, cost centers, and product groups at the article level under “Accounting” in the specifications.

Note that the export does not include document images, so setting up the automatic forwarding of invoices to Datev may be a useful complement.

Knowledge Hub, Other Settings