Prepare PDFs for DATEV import

DATEV expects structured receipts. Filery renames your PDF documents so that assignment to journal entries in DATEV is faster and more accurate.

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Before & After

Scan_Beleg.pdf 2024-03-15_Telekom_Eingangsrechnung_4001_RE-881234.pdf

Link receipt image and booking

The more descriptive the filename, the easier the assignment in the posting batch. Filery extracts date, business partner and receipt number automatically.

Optimize firm workflow

Tax firms can consistently name client receipts before import. This saves time during DATEV processing and reduces follow-up queries.

Compatible with existing process

Filery only changes the filename—the receipt itself remains unchanged. Your DATEV workflow stays intact, only naming improves.

FAQ

Filery renames files but does not assign account numbers. Assignment still happens in DATEV.

Yes—renamed PDFs can be uploaded to DATEV Unternehmen online as usual.

Related topics

Prepare PDFs for DMS and ECM
Create GoBD-compliant PDF filenames automatically
Prepare PDFs for SharePoint upload

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Choose your platform and start with automatic document renaming

macOS

Universal (Apple Silicon & Intel)

Download (DMG)

Windows

Windows 10 & 11

Download (EXE)

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.