With the status in DATEV DMS, you can assign a corresponding status to documents, e.g. to filter or search for them. This makes it easier to find and you keep track of the current state of the document.
To do this, you must first create the status in DATEV, then you can select it in our connector.
The important thing when creating the status is to always check all document classes.
You can find more information on how to create the status here: Creating a document status – DATEV Help Center
The statuses can then be set in the tegolyDATEV Connector #
Go to “Status” in our connector and select the previously created status from the list for the two states of a document. Save your selection. Ready!
You can delete the status at any time via the “Reset” button.