If you get the error message The processing form for vendor invoices is not set to 'Advanced' there are two options for solving the problem.
Option 1: Extended processing form for invoices not activated in DUO
The extended processing form for incoming invoices must be activated in DATEV Unternehmen Online - then disconnect DATEV and reconnect.
Explanation:
You can find the instructions for activating the extended processing form for incoming invoices in DATEV Unternehmen Online in our Help Centre:
(Extended processing form → ‘Extended processing form for supplier invoices’)
You can find more information about the ‘Processing form’ in DATEV Unternehmen Online here:
To solve the problem, you must disconnect DATEV, activate the extended processing form in DUO for incoming invoices (as described in the instructions above) and then reconnect DATEV. Exports should now be possible.
Option 2: Extended processing form activated, but current financial year not set up
The extended processing form for incoming invoices is activated, but the corresponding folder for the current financial year does not exist → Update financial year (carry out year transfer) until the current year is active - then disconnect DATEV and reconnect.
Explanation:
In this case, the extended processing form for incoming invoices is already activated. Disconnect DATEV and reconnect it to ensure that the updated settings are synchronised with Moss.
If this has already been done, proceed as follows:
Open ‘Applications’ → ‘Receipts’ → ‘Settings’ → ‘Invoice Folder’ and check the available fiscal years for the folder:
Check the current financial year under ‘Applications’ → ‘Master data’ → ‘Company details’ → ‘Basic accounting data’:
If the current financial year is not available in the folder, carry out the ‘Year transfer’ until the current financial year is available:
Go to ‘Applications’ → ‘Receipts ’ → ‘Year transfer’ → Select the next available year and confirm - Repeat this process until the current financial year (in our case 2023) is available for Receipts Online.
Once the current financial year is available and selected in the folder (check again), disconnect DATEV and reconnect it to Moss to synchronise the settings. The problem should then be solved.
