bench get-app https://github.com/EffizienzAgent/datev_erpnext

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ERPNext adapter for the datev app: Sales Invoices to DATEV with Beleglink

DATEV for ERPNext

datev_erpnext sends submitted ERPNext Sales Invoices (including returns) to the datev app: the invoice PDF as a document with Beleglink, one booking per revenue account and tax code, and the customer as debtor account. The core app controls dispatch, approval and export; this app only feeds it, through the core's Python intake API.

> Work in progress. This app has not been verified against a real DATEV Rechnungswesen, DATEVconnect or Business OS yet, and neither has the core app it depends on. APIs and doctypes may change before 1.0. Use at your own risk and start with a test client. New here? Read the setup guide.

Status

Covered: Sales Invoices and their returns (Stornorechnungen), sent on submit from a configurable start date, plus a backfill for existing invoices and a daily catch-up for invoices that did not make it. Opening invoices are not sent. Not covered yet: purchase invoices, payments, write-offs, charges outside tax accounts. See mapping.

No compliance promise

datev_erpnext is a technical tool. It does not make you compliant with DATEV requirements, GoBD or any other law or standard, and it gives no tax advice. Account numbers, tax keys and procedures are your responsibility. Check them with your tax advisor.

Features

• Sync on submit as a background job, idempotent: re-running never creates a second document or booking.
• One booking per revenue account and tax code, gross, with the rounding difference on the largest line. Every line needs a tax template, and the applied rate must match it.
• Stornorechnungen (ERPNext returns) with the opposite debit/credit side.
• Document image from a print format or the latest attached PDF; with eu_einvoice installed, the ZUGFeRD XML is embedded (only with the "Print format" source and a ZUGFeRD profile). A hook (datev_erpnext_document_image) replaces the image source.
• Customers as debtors with a preferred number from a field of your choice; register_customers to prepare the initial matching.
• Backfill of invoices submitted before go-live.
• Daily catch-up that re-queues submitted invoices without a DATEV Document, and the report Sales Invoices without DATEV with the reason for each.
• Status indicator on the Sales Invoice form. Every failed sync rolls back completely, logs an error and leaves a comment DATEV: on the invoice; the indicator turns red. Invoices that are deliberately not sent get a DATEV note: instead.
• Invoices that are already in DATEV cannot be cancelled; create a Stornorechnung instead.
• German translations for the whole UI.

Documentation

• Setup: install, settings, clients, go-live, cancel rules
• Mapping: how an invoice becomes booking lines, rejected cases, limits

Installation

bench get-app https://github.com/EffizienzAgent/datev --branch version-16
bench get-app https://github.com/EffizienzAgent/datev_erpnext --branch version-16
bench --site  install-app datev datev_erpnext

Requirements: ERPNext v16 and the datev app. Optional: eu_einvoice for e-invoice XML in the document image. Next: the setup guide.

Professional setup & support

Need help setting this up or integrating it into your ERPNext? Write to oss@effizienzagent.de (English or German). German-speaking SMEs: see mittelstandshub.de.

License

GPL-3.0