Export invoices and documents for your DATEV handover.
Download the EXTF booking batch and its invoice PDFs together in one ZIP. Agree account mapping with your tax advisor and use the export history to track each handover; this export provides files rather than transferring them directly to DATEV Cloud.
Turn a billing period into a defined handover
At the end of a billing period, your advisor needs a defined set of records rather than invoices scattered across messages. Review the period and eligible invoices, then create an export run for that selection. The download packages the EXTF booking batch and its invoice PDFs in a ZIP, ready for you to pass on. The relevant services must already have gone through invoicing. DATEV export hands over existing invoice data; it does not review unbilled services or turn them into invoices on your behalf.
Agree the account mapping before the first batch
If the advisor expects different accounts from those configured in your export, having all the PDFs will not resolve the import problem. Before the first run, agree the chart of accounts, account length and revenue accounts for each tax rate. Enter those settings in RoadReview alongside the advisor number, client number and fiscal year. Subsequent batches use that configuration. You have a file handover prepared around your bookkeeping requirements. Your advisor needs to supply the appropriate details and check the import; RoadReview does not choose your accounting setup for you.
Find the same export when questions come back
For example, your advisor asks about an invoice from the previous handover. Open export history, locate that run and use its download rather than creating another batch without checking. Markers on previously exported invoices help you assess a further handover. You can then discuss a specific export run together. You still need to record which package the advisor received: an available download shows that an export was generated, not that it was imported successfully. In the Closed Beta, this remains a file handover rather than continuous DATEV cloud synchronisation.
Frequently asked questions
Does DATEV export pay or collect an outstanding invoice?
No. Export creates booking and document files. Payment links or collection belong to the separate payment workflow and require the relevant setup. Downloading a batch is not a payment action.
Does the export include lessons that have not been invoiced?
The export works with eligible invoices. Review unbilled services in the service ledger and invoicing workflow before handing over the relevant invoice records.
Can the files be imported without checking?
Agree account mapping and export configuration with your advisor. Whether a batch can be imported directly depends on their settings.
Help shape the management beta.
We discuss scope, setup and conditions before arranging participation. Applying does not activate access.