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Use of accounting groups with DATEV integration

Note that this article is only relevant for you if your company is located in Germany. 🇩🇪

This article explains how you can transmit exports to DATEV via accounting groups. 

Accounting groups in Personio

Personio allows you to store separate accounting groups, for which you can generate separate payroll exports. Go to Settings > Salary & Payroll > General to structure your payroll using different accounting groups. Accounting groups can be created on the basis of any attribute of the List of options type.

DATEV exports via the Lohnimportdatenservice

You can use the preliminary payroll to create exports of recurring and one-time compensations, master data, fixed salaries, hourly salaries, and time off for the respective accounting groups. You can transmit these to DATEV. To do this, follow these steps:

  1. Navigate to the Payroll section and select a subcompany (if available) and an accounting group.
  2. Click Generate Export.Next, select the options you would like to transmit to DATEV.
  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 automatically goes to DATEV, and the person responsible for payroll receives an automatic email notification if activated. 

Note
You must perform this step separately for each accounting group. 

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
If you use accounting groups, the DATEV exports for each accounting group need to be exported individually during preliminary payroll and transferred to DATEV. The documents are issued at the legal entity level or, depending on your account settings, at the company level. 

To do this, follow these steps: 

  1. Go to the Documents tab of the payroll table and retrieve the documents.
  2. Next, distribute the documents to the respective legal entity.
  3. The checked documents appear in the Documents > Payroll tab of the individual employee profiles. 

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.

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