Cortena can connect to DATEV Unternehmen online (DUo) so approved payables land in the DATEV environment your tax advisor or finance team already uses.
Who this is for: German entities that post through Unternehmen online rather than (or in addition to) DATEV Rechnungswesen / Buchungsstapel.
Before you start
- Confirm you have admin access to the DATEV organisation you want to connect.
- Know which Mandant Cortena should use.
- Complete Cortena matching guidelines so booking accounts and VAT codes align with DATEV.
For Rechnungswesen / EXTF export, see DATEV Rechnungswesen.
Connect in Cortena
- Open Settings → Integrations → DATEV.
- Choose Unternehmen online as the DATEV target (wording may appear as DUo / Unternehmen online).
- Complete the OAuth / DATEV login and grant Cortena the required scopes.
- Select the correct company / Mandant.
- Sync reference data (creditors, accounts, tax keys) before the first production export.
Day-to-day export
- Match and approve invoices in Cortena as usual.
- Export from the invoice list or detail when the workflow reaches the DATEV export step.
- Confirm the batch appears in Unternehmen online.
- Check the invoice Activity log if an export fails or stalls.
Common issues
| Symptom | What to try |
|---|---|
| Connection fails | Confirm DATEV admin rights and reconnect from Settings → Integrations |
| Wrong Mandant | Re-open DATEV settings and select the correct company |
| Permission / RDS errors | Ask your DATEV administrator to grant Rechnungsdatenservice access for the Mandant |
| Fields missing after export | Resolve Needs review flags in Cortena, then re-export |
Related
For DATEV permission errors during setup, contact support@cortena.ai with the Mandant and error text.