Solutions for Administrative Tasks. A Service Provided by Your Tax Advisor

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1 Solutions for Administrative Tasks A Service Provided by Your Tax Advisor

2 Shape Your Administrative Processes As a business owner, you know that in addition to offering competitive products and services, an efficient business organization plays a key role in your company s long-term success. And significant potential to optimize processes is found in administrative tasks in particular. Tap this potential! Tap this potential with DATEV s help. Long-term experience, a wide range of software solutions for a variety of individual needs, and a close relationship with tax advisors make us a strong partner for your company. Quality from Experience Companies that utilize DATEV solutions not only benefit from first-class software but also from a partner who has more to offer. With over 40 years of experience as an IT service provider, DATEV supports tax and legal advisors as well as small and medium-sized companies. Today, over two million German companies use software solutions from DATEV to carry out financial accounting tasks. When it comes to financial accounting, DATEV sets standards in the market. Benefit from our long-term experience, which flows into the development of each of our products. Scalable Range of Products Different companies have widely differing needs when it comes to software for administrative tasks. DATEV offers the right complete solutions to get started, as well as scalable solutions that build on them to meet the individual needs of your company. Regardless of whether accounting is done in-house or prepared by your tax advisor. In the fields of order processing, accounting, and document management, you can always select the range of features that perfectly fit your company. Building Knowledge DATEV offers a comprehensive range of seminars related to administrative solutions with something for everyone, from beginners to advanced users. In this context, you can select between online seminars, in-person seminars at our training centers, and customized seminars at your place of business. We are happy to provide personal consultations either on-site or online to assist you in rolling out our software at your company. And if needed, experienced DATEV consultants provide advice on important future topics such as quality management and digitization. Completely Reliable Service As a business owner, you want everything to run smoothly. But in the off chance that something does not go according to plan, it is good to have a reliable partner. Whether for initial installation and setup, switching products, ongoing operations, or technical questions we are there for you right from the start. Finding answers: you have aroundthe-clock access to free information systems. And a regular newsletter keeps you up to date on current issues. Ask the experts: experienced service employees take care of your individual concerns. In doing so, it goes without saying that we utilize state-of-the-art remote maintenance technology. Employees with significant hands-on experience from 26 DATEV offices and additional DATEV system and solution partners are your local point of contact. More Information Flexible Collaboration in the DATEV Cloud The DATEV data center, a joint platform for transferring documents and data between you and your tax advisor, is one of the DATEV system s particular strengths. The data center gives you both access to your current data and business reports at any time. By submitting your preliminary VAT return to the appropriate tax authorities correctly and in a timely fashion, you can save time and organizational efforts. The DATEV data center can also be used to quickly and securely complete electronic transactions with banks or transfer data to government agencies. Your company s data is protected using the latest technologies and archived in compliance with auditing requirements certified pursuant to ISO For all Business Tasks DATEV also provides reliable assistance with all of your company s other business tasks, such with our solutions for

3 Contents 1 Basic Solutions for Administrative Tasks 2 Additional Offerings Periodic Consulting and Annual Reports by a Tax Advisor Solutions for administrative tasks Order processing Accounting Document management + + Solutions for human resources IT solutions for communication and data security Human resources management Payroll accounting security IT outsourcing You can combine the solutions for administrative tasks with solutions for human resources and IT solutions for communication and data security. human resources. In the fields of for security and IT outsourcing, we support you with professional IT solutions for communication and data security. As you can see, your tax advisor can offer you fitting solutions for almost all corporate tasks. This is how you create a permanent foundation for your business success. More Information Solutions for Human Resources brochure (Item no ) IT Solutions for Communication and Data Security brochure (Item no )

4 1 Create a Foundation To ensure that your company remains efficient and, as such, successful over the long term, everything in your business needs to run smoothly particularly the administrative jobs. The right DATEV software supports you in this regard at your offices or online, when completing accounting tasks in-house or with your tax advisor. As the founder of my company, my time at work is particularly valuable. I wanted to carry out administrative tasks efficiently right from the start,as doing so gives me more time for sales and customer acquisition. DATEV Solution for Small and Medium- Sized Enterprises pro supports me perfectly in this regard. David Kloska, owner, en-gedi IT-Management

5 Basic Solutions for Administrative Tasks 1 From Quote to Invoice Bookkeeping and Financial Accounting Document Archiving Efficient Sales Process When operating your business, your focus is on your customers. That is why every administrative job, from drawing up a quote to issuing an invoice, needs to be completed smoothly and quickly regardless of whether you want to work with the orders at your desk or while out of the office. With the software s reporting and analysis functions, you will always be aware of your company s order situation, your top customers, and your best-selling products. Bookkeeping and Financial Accounting Together with up-to-date accounting figures, you always know how your company is doing the foundation of managing your company. As a result, you can immediately see if your company is operating profitably. In coordination with your tax advisor, you have two different ways to access this information: Bookkeeping by Your Tax Advisor Your accountant does the books and you can transfer your tax documents to them in digital form. This results in a fast and flexible method of working together, and your documents do not need to leave your office. You can access up-to-date data and reports online at any time for example, a list of outstanding items. Bookkeeping In-House You do your own bookkeeping in-house with software that is tailored to your needs. Automatic posting suggestions reduce the amount of work you need to do manually as well as the risk of mistakes. By connecting the posted item and digital document, you have access to the relevant information immediately without have to search through folders and filing cabinets. And with the included planning and outlook reporting system, you will always have an eye on your company s financial situation. Quickly Find Documents Today, an increasing number of documents are only created and sent in electronic form. At the same time, the standards regarding how to handle digital correspondence are also becoming more stringent. A digital archiving solution provides transparency, giving you the ability to access every document at the touch of a button. This means you will also have all the information you need at your fingertips when speaking with your customers. At a Glance: Order Processing Invoicing Financial Accounting Posting Digital Receipts Collections and Payment Proposals Digital Archive

6 2 Take the Next Step With DATEV s complete solutions for order processing, bookkeeping, and document archiving, you create the foundation for a standardized and thus efficient software landscape at your company. If the needs of your company change, the software can be expanded to include additional functions based on your specific needs, such as cost accounting or asset accounting. As a result, you stay flexible when making investments and in your business processes. From Document Archiving to Document Management With document management, you enhance your document archiving system and create a software-based foundation for an archive which meets auditing requirements. This supports you in adhering to the requirements of the German GoBD. In addition, you have the flexibility to tailor your document-based business processes to meet your specific requirements. Doing so simplifies and speeds up work flows, such as the process of receiving an invoice, assessing its validity, and clearing it for payment and posting. Current Industry Packages Companies in the public sector and in certain industries often have specific standards governing financial accounting. DATEV offers industry packages that take applicable special legal, tax-related, and collective-bargaining requirements into account. Processing Travel Expenses DATEV offers a wide range of solutions that meet your needs, including a solution for managing travel expenses. With this solution, you can manage the entire travel accounting process from the travel application to logging travel data and receipts to accounting and reimbursement. These solutions integrate seamlessly into the bookkeeping process, ensuring everything runs smoothly. Increased Transparency When Making Investments Create transparency when dealing with your assets and gain an overview of your company s cost structure and where capital is tied up. With DATEV s asset accounting software, you can make your company s accounting work flow even more efficient. Optimize your financial accounting with up-to-date asset accounting figures. Properly value and manage your assets in accordance with all legal stipulations, and benefit from extensive reports and analyses.

7 Additional Offerings 2 Document Management Specific Industry Requirements Travel Expenses Asset Accounting Cost Accounting Quality Management The software solution we use must rapidly provide up-to-the-minute data for individual stores and the entire corporate group, as well as allow us to expand the software to meet new needs. Peter Dreher, head of accounting, Rossmann GmbH

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9 Additional Offerings 2 Document Management Specific Industry Requirements Travel Expenses Asset Accounting Cost Accounting Quality Management Keeping an Eye on Your Financial Figures Cost accounting can help you better differentiate between individual figures. Need-based solutions assist you in determining the profitability of individual orders, products, projects, divisions, or stores. In addition, cost accounting shows you where the cost drivers are in your company. This information helps you cut costs in the right areas, invest in profitable business units, and ultimately increase your company s competitive ability. Comparing actual and target figures shows you whether your company is developing according to plan or not. Quality as a Success Factor By using DATEV solutions for quality management, you standardize and accelerate your company s work flows. Electronic checklists are used to document key processes and can be expanded to include individual agreements with your business partners. Every employee immediately has an overview of upcoming jobs and can quickly familiarize themselves with new topics. Your customers benefit from consistent high quality in order processing. Your company benefits from transparent processes and increased efficiency. At a Glance: Audit-proof archiving Industry benchmarks Travel Expense Accounting Asset Accounting Cost and Activity Accounting Quality Management

10 Collaboration as Partners To find out how to create an effective business relationship using DATEV software, simply get in touch with your tax advisor. They know your company s needs and provide reliable advice in all tax-related and business-related matters. Simply ask them about it directly. For more information, visit or call us at A Service Provided by Your Tax Advisor Item no DATEV eg 2015, all rights reserved

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