Separate document circles before renaming
In DATEV, documents run in circles: incoming invoices, outgoing invoices, cash, bank. That separation should already be visible in the file system, because it later determines the upload route and who is responsible. Create one folder per month with subfolders for the circles and sort PDFs roughly into them as they arrive. It costs seconds at filing time and saves minutes at upload time, because you no longer have to pull a mixed batch apart. Filery then works folder by folder, so you can run a different naming pattern for incoming invoices than for cash receipts, for example with a document number instead of a subject.
Set up once: a pattern that fits document assignment
Configure the naming pattern once and then leave it alone. For incoming invoices, document date, creditor, document type and invoice number has proven itself, with the date first in YYYY-MM-DD format. In the filename the creditor name is usually more useful than the creditor number, because it is read on both sides, at the firm and in your own office. Keep partner spellings stable as well: always Telekom, not Telekom AG one month and Deutsche Telekom the next, or the sorting falls apart. Filery places the recognised details into the pattern and shows the result before anything is executed.
The monthly routine up to the posting run
The sequence is short and always the same. First, close the monthly folder, meaning nothing gets added afterwards. Second, start one Filery pass per document circle and walk the suggestion list; for thermal-paper till receipts or crookedly fed pages you correct individual fields by hand. Third, confirm, because only that actually renames the files. Fourth, upload the way you always have: through DATEV Unternehmen online, the document transfer, or the route agreed with your firm. Actual bookkeeping starts after that. The renaming step attaches itself to the front of your existing workflow and changes nothing behind it.
What Filery explicitly does not do
Filery does not do account assignment. It suggests no general ledger accounts, assigns no cost centres and creates no journal entries. That remains the job of DATEV's document recognition and of the person doing the books. Filery also moves no files into target folders, builds no monthly structure and uploads nothing; the folder structure stays entirely yours. Anyone looking for end-to-end automation from incoming invoice to finished posting proposal needs a different tool for that. Anyone who wants the document batch readable before upload gets exactly this one step, with preview, confirmation and a history of the passes.
Firm or client, and what happens to the content
Either side can do the naming. Doing it at the client makes sense, because that is where the document originates and queries stay shorter as a result. Firms receiving paper or bulk scans rename after scanning instead, client by client and month by month. Data handling deserves the exact description: Filery reads the PDF on your computer and transmits the content encrypted for AI analysis. Only the recognised metadata come back, the renaming then happens again in the file system, and the documents are not stored permanently. Firms with their own provider contract use the Custom plan with their own API keys.
FAQ
Related topics
Download Now
Choose your platform and start with automatic document renaming
Windows
Windows 10 & 11
We are currently working on official code signing for Windows. The download is already available – Windows Defender or SmartScreen may show a warning because the app is not yet certified. Choose “More info” → “Run anyway” to install.
System requirements: macOS 10.14+, Windows 10/11
All downloads are transmitted securely via HTTPS.