Accounting groups in Personio

DATEV exports via the Lohnimportdatenservice

1. Navigate to the Payroll section and select a subcompany (if available) and an accounting group.
3. Confirm the export by clicking on Generate Export.
4. By clicking the Documents tab, you can send the created export to DATEV. The export is automatically sent to DATEV and the person responsible for payroll will receive an automatic email notification, if activated.

Please note:


 

Issue of documents via the Lohnauswertungsdatenservice

After completing payroll in DATEV and creating the relevant documents, you can access these documents and issue them to the Documents tab in the employee profiles.

Note:

 

To do this, follow these steps:

2. Next, distribute the documents to the respective legal entity.
3.  

For more information on the transmission of DATEV exports and the issue of documents via our DATEV integration with LODAS and Lohn & Gehalt, please refer to our article on Monthly payroll in Personio with the DATEV integration.