Most operators send the same DATEV Export file to the same person at the same time every month. Doing that by hand means remembering the date, selecting the right period and forwarding the file. Turn on automatic sending and the Kinnovis Manager generates the export using your saved configuration, then emails it to one or multiple Email addresses you define.
Important: Automatic sending is off by default. You enable it inside your DATEV export configuration.
Before you start, two things need to be in place:
A saved DATEV export configuration (column mapping, contra-account rules and export scope). Scheduled sends use that configuration exactly as it is saved, so check the output is correct before you automate it.
An Admin or Sales role. Other roles cannot configure DATEV exports.
Step 1: Open the DATEV Export Configuration
Go to the Invoices tab in the Kinnovis Manager,
Open the dropdown button in the top right corner and
Select Configure DATEV export
If you have more than one configuration (for example one per location or franchise), select the configuration you want to schedule first. Each configuration carries its own schedule.
Important: "Download DATEV export" does not open these settings. It uses the saved configuration and downloads straight away. Scheduling lives only in the configuration dialogue.
Step 2: Go to Schedule
Inside the configuration, open the Schedule section.
Step 3: Turn on "Send automatically"
Switch the "Send automatically" toggle to ON. The scheduling options appear underneath.
Leaving this toggle off keeps the configuration usable for manual downloads. Nothing is sent until you turn it on.
Step 4: Select the Frequency
Choose how often the export goes out:
Monthly for the standard accounting cycle. Most operators use this.
Weekly if your accountant books more frequently.
Bi-weekly as a middle option.
Step 5: Select the Day
Set the date in the cycle when the export is sent.
For a monthly schedule, pick the day of the month. Any day from the 1st to the 15th of the month, as well as the last day of the month is available. The 1st is the common choice, as it covers the month that has just closed.
For a weekly or fortnightly schedule, pick a weekday instead. Monday is the common choice.
Step 6: Add your Recipients
Add the email addresses the file should go to. You can add more than one, so the export can reach your own inbox and your accountant at the same time.
Important: Recipients receive the file exactly as your saved configuration produces it. If your file mode is set to per-location, each send contains one file per location rather than a single combined file. Save the configuration when you are done. The schedule starts from the next selected date or day.
Notes to keep in Mind
Can I still download the export myself?
Yes. Manual downloads from the Invoices tab stay available for any period, at any time. Using them does not affect the schedule.
Can I run different schedules for different locations?
Yes. Schedules are set per configuration, and one configuration can cover one location, several locations or all of them. If your locations are separate entities in your accounting, give each its own configuration and its own schedule.
Does the schedule change the file itself?
No. Encoding, line endings, header row, DATEV signature and column mapping all come from the saved configuration. Change any of them and the next scheduled send picks up the change.