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.