DATEV LODAS in preliminary payroll with Personio

The following article explains how you can make your preliminary payroll even easier with greater automation thanks to DATEV LODAS integration.

Please note that the integration is only compatible with DATEV LODAS and not with DATEV Lohn und Gehalt. 

 

Account Configuration

If you or your accountant use DATEV LODAS for your internal payroll, you can create an export in Personio, which can then be imported directly into DATEV LODAS. The integration allows you to transmit the data directly into DATEV LODAS without any need for adjustments.

Your Personio account needs to be configured for accessing the DATEV LODAS function, i.e. certain attributes need to be created or modified. This article explains which attributes these are.

We'll be happy to make these changes for you. Please contact your Implementation Manager directly, or use our contact form to get in touch with our Support team. 

 

Configuring Export Data

Once all required attributes have been created in your account, go to Settings > Salary & Payroll > DATEV LODAS Integration to configure the information you wish to include in or exclude from the export for each of your subcompanies.

 

Including Employees in the Export

Use the recently added required attribute Consider in German payroll to include all or some of your employees in the export, or exclude them from it. This attribute is most easily assigned by bulk-editing the employee list.

 

Performing the Export

  1. Go to the Payroll section to perform your preliminary payroll with the DATEV LODAS export.
  2. In this section, you can click on Create export for each subcompany.
  3. This opens a window with the Excel preliminary payroll export and a second document, namely a text file for the DATEV LODAS import.

    payroll-table-datev-export-download-de.gif

If you have configured accounting groups with different accounting periods, you don't need to generate the DATEV LODAS export for each accounting group. Instead, all employees selected for the export are automatically included in the export. The text file can then be downloaded in the view for each accounting group. Click here for more information about how to create different accounting groups. 

 

In the next step, you have two options:

  1. Use the DATEV LODAS Lohnimportdatenservice
    We recommend that you use our DATEV LODAS integration for direct, 100% secure transmission of your data to the DATEV computing center. Please refer to this article to find out how to request, configure and use this function.

    Once the function has been set up, a Send to DATEV button is shown when an export has been generated. Click on this button to transmit your data directly to the DATEV computing center where your accountant will be able to process it further.

  2. Manually transmit the export file to DATEV LODAS
    Alternatively, you can download the text file and import it directly to DATEV LODAS or make it available to your accountant. To upload the data to DATEV LODAS, go to the Data transfer menu item in LODAS and select the option Import ASCII data. You can now upload the file exported from Personio and import it into LODAS by clicking on the Start button.

 

DATEV LODAS Export Webinar

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