Invoice receipt / Accounting entities

The configuration files allow making specific settings, separated by accounting entities. An accounting entity here is defined as an organizational unit in accounting which is also divided in this way in the connected ERP system. As a rule, an accounting entity therefore corresponds to a legally independent company. EASY Invoice facilitates particularly making the following settings per accounting entity:

  • Settings for archiving documents

  • Settings for export for the ERP system

  • Settings for additional purchase order checking

  • Various approval options

  • Various additional options and checking, such as duplicate checking

  • Special warnings and quick overviews

Name and designations


Invoicing area designation
In this field, users must specify the invoice area designation. This field is a mandatory field, it is limited to 50 characters. The invoice code identifier is, for example, the client identifier or the company code defined in the ERP system. This designation or abbreviation is the most important setting for the invoice area, since all checks and presettings are invoice area-specific. For each invoice area, you can make different settings for archiving, export, purchase order and goods receipt verification, and other checks.

Additional name for folder views
You can optionally enter a name in this field. The system will then use this name additionally in the folder views.

VAT ID No.
This field contains the VAT ID number that applies to the accounting area. The system uses this information, for example, to provide corresponding master data for addressee determination when using data extraction (see also global configuration, Data2xTRACT tool).

Additional name 1: exact company name
In this field, users can specify additional information for the invoice area. This information is especially relevant when using data extraction, as you can use it to control the addressee search.

Additional name 2: street incl. house no
In this field, users can specify additional information for the invoice area. This information is especially relevant when using data extraction, as it allows you to control the addressee search.

Additional name 3: postalcode
In this field, users can specify additional information for the invoice area. This information is especially relevant when using data extraction, as it allows you to control the addressee search.

Additional name 4: city
In this field, users can specify additional information for the invoice area. This information is especially relevant when using data extraction, as it allows you to control the addressee search.

Additional name 5
In this field, users can specify additional information for the invoice area. This information is especially relevant when using data extraction, as it allows you to control the addressee search.

Alternative notations
In this field you specify, separated by a break, alternative spellings of the invoice area used by suppliers.

Additional description
In this field you can specify an additional description for the invoice area.

Technical invoice area name
This field contains the technical name of the invoice area as defined in the connected ERP system.

Gültig für die Konnektoren Datev Connect und Microsoft Business Central

Accounting group related to accounting area
Use this reference field to select an accounting group related to the invoice area. This field is a required field if you have defined accounting access per accounting area in Global Administration.