Articles on: Integrations

Datev Unternehmen Online: how to add or edit BU-Schlüssels

Datev Unternehmen Online (DUO) does currently not support automatic synchronization of tax codes to other systems.

Therefore, we have made available the most used VAT rates to Klippa SpendControl. In this article we explain how you can add and edit BU-Schlüssels, so that your tax codes in Klippa are up-to-date again.

How to add or edit VAT rates in Klippa

Note: this action is only possible for a user with the finance role.

Make sure you are logged in to the Klippa Web App as a user with the "Finance" role.

In the left menu, navigate to Buchhaltungsdaten and then BU-Schlüssel. You are now in the overview of your tax rates.

Click the Aktionen button at the top right of the table, then choose Daten importieren.

A new screen will appear where you can upload an XLSX or CSV file. In this screen you can also find various options for importing tax rates. They are explained below:

Update existing data: When this option is set to "No", the rows from the imported file are added to the existing list of tax rates. If this option is set to "Yes", new suppliers with a new tax rates code will be added. For all yet existing tax rates in Klippa with "code" that is the same a tax code in the import file, the yet existing data in Klippa will be updated. If you want to update the current tax rates, set this option to "Yes". Keep in mind that you cannot change the code of the tax rates. If you only want to add new tax rates, set it to "No".

Skip first row: When this option is set to "Yes", the first row from your file will be ignored. Choose this if your file contains column headings.

Tip: Download the sample file by clicking the Download example sheet button.

Tip: Do you want to make an existing suppliers inactive? Then set Update existing data to "Yes" and set the column "status" in your file to 0 for the tax rates.

Upload the XLSX or CSV file containing your tax rates. You do this by clicking the Click here to upload a file button and choosing the document.

Note: The code and name columns are mandatory to fill in. However, we recommend that you fill in all fields of the sample file.

Updated on: 17/06/2024

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