This is the first article in a guide that walks you through the process of connecting Moss and DATEV Unternehmen Online (DUO). Follow this guide step by step to successfully connect Moss and DUO.
The purpose of this article:
This article guides you through the steps you need to take to connect Moss and DATEV DUO. Before connecting Moss to DUO, you need to set up Unternehmen Online correctly, define the appropriate expense accounts, and give the correct user the necessary permissions. This way, you can ensure that the data flow works from day one, without further questions or manual corrections.
Before connecting:
Buy DUO & Client database is available (same consultant & client number as your accounting records)
Buy and set up Rechnungsdatenservice 1.0 for the client
DATEV Shop & Support: Buy & set up Rechnungsdatenservice 1.0
Grant permission in Rechteverwaltung online (RVO) for the user connecting Moss
DATEV Settings: Adjust rights in DATEV
Editing format in DUO: "Erweitert" for supplier invoices. DATEV Unternehmen Online Editing Formats
DATEV Support: Set the editing format to "Erweitert"
Company master data in DUO is maintained: Financial year, account length, chart of accounts (SKR 03/04)
Set up accounts for Moss payments (credit card balance/bank/wallet) and transit account for top-up bookings
Export charts of accounts, suppliers and cost centers / cost carriers from DATEV Rechnungswesen for import into Moss as CSV files
How to export charts of accounts
How to export suppliers (vendors)
How to export cost centers & cost carriers
Buy DATEV Unternehmen Online (DUO) (Client)
If DATEV Unternehmen Online is not yet in use for the client, the product must first be bought and set up:
Buy DUO from the DATEV Shop or via MyDATEV client registration and create the client database.
Important: Make sure that DUO uses the same consultant & client number as the accounting records. This is the only way to ensure that documents/posting proposals are transferred correctly.
Pricing/Features: Overview of DUO in the Shop and in the DATEV price list.
Note: Prices are subject to change; the current price list is binding.
What is DUO and why is it useful for the Moss integration?
What is DUO and why is it useful for the Moss integration?
In short: DUO is no replacement for Kanzlei-Rechnungswesen (ReWe), but rather a standardised online portal for receipts and structured receipt data. External systems (like Moss) deliver their data to DUO via Rechnungsdatenservice 1.0 (RDS 1.0). From there, the information is sent to the law firm / DATEV server via "Bereitstellen" and is further processed in the programmes of DATEV Rechnungswesen (typically in batch processing).
What is DUO?
A DATEV cloud service for digital collaboration between companies and law firms (file, check, approve and pay receipts; data for further processing in ReWe).
The interface for structured receipt data + receipt images from third-party software via RDS 1.0 (Moss → DUO).
How are DUO and ReWe working together?
Moss → DUO: Moss transfers structured receipt data and receipt images to the DUO inventory via RDS 1.0.
Buy and set up Rechnungsdatenservice 1.0
If Rechnungsdatenservice 1.0 has not yet been bought for the client, this needs to be done before setup.
Important:
Rechnungsdatenservice 1.0 needs to be bought separately for each client.
Rechnungsdatenservice 1.0 should not be confused with Rechnungsdatenservice 2.0. These are two independent products.
Purchase & Setup: Follow the DATEV assistant "Rechnungsdatenservice 1.0 einrichten". You order the service, create the DUO inventory (if necessary) and set up access rights.
Billing/Prices: The service is charged for the consultant and client number under whicht the DUO inventory is managed. The applicable price scales are available in the DATEV Shop.
Ordering and setting up Rechnungsdatenservice 1.0
Ordering and setting up Rechnungsdatenservice 1.0
Open the DATEV dashboard and choose the correct client in the company overview.
Start the MyDATEV client registration.
Choose "DATEV Rechnungswesen 1.0" and click "Produkt auswählen" to start the client registration for the interface.
If applicable, a note will appear indicating how many users are eligible for rights assignment for the selected client. Simply confirm with "OK".
You can already add a new user here, who will later establish the Moss connection and therefore requires the appropriate permissions. The rights can also be configured later in Rechteverwaltung Online.
You then have to accept the terms and conditions and complete the order.
In the next step, you can grant permissions to the respective DATEV user, who is to establish the connection.
Rechteverwaltung Online opens again. You can simply skip this window (here you can also assign the necessary permissions for Rechnungsdatenservice 1.0).
Enter the communication data and click "Weiter". Now you can enter communication data and save them by clicking "Weiter".
Enter basic accounting data and click "Weiter". Now you can enter basic accounting data and save them by clicking "Weiter".
Enter bank journal data (if needed) and click "Fertig stellen". In the last step, you can enter bank journal data and save them by clicking "Fertig stellen". This step is not relevant for Moss.
✅ The process is complete and a new client has been created.
Check permissions in Rechteverwaltung online (RVO)
The user establishing the Moss connection needs explicit rights for Rechnungsdatenservice 1.0 for the relevant consultant and client number in Rechteverwaltung Online.
Common reason for errors:
Permissions are missing for the specific inventory that is to be linked to Moss (numbers do not match). Or the user is not using the access data that has the appropriate permissions. A quick cross-check can help.
Check/set up RVO RDS1.0
Check/set up RVO RDS1.0
How to check/grant rights:
Open RVO: apps.datev.de/rvo-administration
Choose the user (law firm or client user)
Go to "Rechnungswesen" → "Rechnungsdatenservice 1.0": Store/assign appropriate consultant and client numbers.
Save the changes and then sign in to DATEV again.
DUO settings: Editing formats & master data
Enable the editing format „Erweitert“ (for supplier invoices).
Background: The features of the DATEV interface that Moss uses for transferring documents with booking data, are only available in „Erweitert“.Check/maintain company master data in DUO:
Financial year (current financial year created)
Account length (e.g. 4 or 6 digits - must match the chart of accounts)
Chart of accounts (SKR 03 or SKR 04)
Configure DUO: Editing format "Erweitert"
Configure DUO: Editing format "Erweitert"
Open DUO
Click "Applications" > "Belege"
Click "Settings" in the top right.
Choose "Bearbeitungsformat" in the menu on the left and click "Bearbeitungsform ändern" on the right in the window below if the editing format for supplier invoices is still set as "Standard".
Choose "Erweitert" as editing format für incoming invoices and click "Weiter".
Important: The invoice folder is named "Eingangsrechnungen" and must not be renamed. This is the only way to ensure that exports are stored correctly in DATEV Unternehmen Online.
Continue and set the master data
In the next step, you have to choose the financial year or create a new one. Please check if the length of the bank journal is stored correctly. Then click "Weiter".
Click "Fertigstellen" and "Schließen".
Finally, we check the master data in Unternehmen Online. To do this, click "Applications" > "Stammdaten".
Click "Unternehmensausgaben" on the left and open the tab "Grunddaten Rechnungswesen".
Check the specified financial year and the length of the booking journals again, and add the standard chart of accounts (SKR).
Save the settings.
DUO is now ready for use with the interface and for exporting booking records with receipts.
Prepare Moss accounts
This step is only needed, if you use payments via Moss, e.g. if you use Moss credit cards or invoice / reimbursement payments via Pay with Moss.
Further information on posting Moss sales are available in the following article: “Booking logic for Moss payments”.
Für eine saubere Buchung und Abstimmung müssen folgende Standard-Konten für Moss Buchungen festgelegt werden:
Moss acccount for payments
A separate bank or credit card expense account for payments via Moss Wallet (cards, invoice payments, reimbursements).Cash-in-transit account ("Geldtransit")
A transit account for top-ups/transfers between your bank account and the Moss Wallet.
Payments are made to the Moss account; Top-ups are recorded via the transit account and then reconciled with the bank account.
Moss collective supplier
For technical reasons, some bookings must be transferred with a Moss supplier. Optionally, credit card transactions can also be posted to this standard supplier account. In order to do this, you need to create a free supplier account from the DATEV chart of accounts for Moss.
Export the chart of accounts from DATEV ReWe (CSV)
Export your chart of accounts (SKR 03/04) from DATEV Rechnungswesen and save it as CSV file to upload it to Moss.
Exporting the chart of accounts from DATEV ReWe
Exporting the chart of accounts from DATEV ReWe
Open the inventory in DATEV Rechnungswesen.
Go to "Bestand" > "Exportieren" > "ASCII-Daten".
Open the folder "Stammdaten" > "Kontenbeschriftungen" and select the file "Kontenbeschriftungen". Adjust the name of the file to "Sachkonten.csv". The ending ".csv" is important for the import to Moss later on.
You don't need the complete chart of accounts for Moss. The P&L-effective expense accounts for company cards, incoming invoices (AP) and employee/travel expenses (e.g. travel, hospitality, software, marketing, e.g. in SKR 04: 6 series; in SKR 04: 3 series and 4 series) are enough.
Click "Exportieren" or "Exportieren und Schließen" and save the file locally.
Export vendors/supplier from DATEV ReWe (CSV)
Export your supplier master data from DATEV Rechnungswesen and save it as a CSV file for uploading to Moss.
Exporting supplier master data from DATEV ReWe
Exporting supplier master data from DATEV ReWe
Open the inventory in DATEV Rechnungswesen.
Go to "Bestand" > "Exportieren" > "ASCII-Daten"
Dimensions (cost centers and cost carriers) from DATEV ReWe (CSV)
Open the folder "Debitoren/Kreditoren" and select the checkbox "Kreditoren".
Adjust the name of the file to "Kreditoren.csv". The ending ".csv" is important for the import to Moss later on.
Click "Exportieren" or "Exportieren und Schließen" and save the file locally.
Export cost centers and cost carriers from DATEV ReWe (CSV)
Export your cost centers and cost carriers from DATEV Rechnungswesen and save them as CSV file for uploading it to Moss.
You've now finished the preparation.