Whitepapers
Technical documentation of real-world interface solutions — detailed, practical, available for download.
Technical Depth Instead of Buzzwords
The following whitepapers document solutions that I personally specified and guided to production readiness. No marketing brochures — but technical documentation at the level that goes to development teams and tax advisors.
Automated DATEV Integration
Fully automated, bidirectional data synchronization between ERP/project management system and DATEV Kanzlei-Rechnungswesen via REST API.
What the whitepaper covers
- Import of incoming invoices — Time-controlled synchronization of finalized posting batches from DATEV with automatic document creation
- Export of debtors & creditors — Event-driven master data synchronization with intelligent client assignment
- Export of outgoing invoices — Real-time transfer of posting batches including configurable posting matrix (4 dimensions)
- Audit-proof document transfer — Automatic XML/ZIP generation for DATEV DUO, GoBD-compliant
- Special scenarios — Advance payment invoices, progress billing, cancellations
- Error handling & monitoring — Configurable notifications, manual retry actions
- Multi-client configuration — Each module individually activatable per DATEV client
Intelligent Invoicing Management
Advance payments, progress billing, and automated posting logic for project-based companies — with FIFO method and real-time KPIs.
What the whitepaper covers
- Posting matrix — Configurable 4-dimensional matrix (recipient country, invoice type, tax rate, cost type) for automatic account assignment
- Advance payment invoices — Complete lifecycle: creation, successive resolution, full settlement including posting key 40
- FIFO method — Automatic sequencing for multiple advance payments per project with safeguards against over-resolution
- Progress billing — Interim account posting until the final invoice, then revenue-effective resolution
- Real-time KPIs — Advance payments/progress billing total, resolved, open (internal/external each) at invoice and project level
- Impact on project reporting — How actual fees, billed amounts, and remaining order-actual are correctly calculated
- Authorization concept — Dedicated tab only for authorized user groups
Why Whitepapers?
These documents are not lead magnets behind a form. They are freely available for download because they show how I work: from the requirement through to the technical specification that a developer can implement.
If you are facing a similar challenge — DATEV integration, complex invoicing logic, or another interface requirement — let’s talk.