Client settings

This page is for the Firm Admin (role merchant_admin). It describes how to configure a client’s (Mandant’s) master data — the basis for every DATEV-EXTF export.

Where this lives

You reach the client settings under Settings → Organisation (/settings/tenant). The former /admin area no longer exists — /admin redirects to an internal ops surface (/ops/overview) that is only available to internal KS staff.

What is configured here

The form at /settings/tenant is grouped into three areas.

Organisation

Field	Meaning
Name	Display name of the client (shown in the client switcher).
Slug	Technical short identifier. Read-only — assigned on creation and cannot be changed.

DATEV configuration

Field	Meaning
Chart of accounts	Dropdown with SKR03 (Handel) or SKR04 (Handwerk). Determines which accounts the export books to.
Client number (DATEV)	Numeric DATEV client number.
Consultant number (DATEV)	Numeric DATEV consultant number of the firm.

EXTF configuration

Field	Meaning
Client number	Up to 7 digits; appears in the EXTF header. Example: 0010001.
Consultant number	Up to 7 digits; appears in the EXTF header. Example: 0543210.
Fiscal-year start	Date on which the client’s fiscal year begins.
Account length	Digit count of the general-ledger accounts — 4 to 9 (dropdown).

Choosing the chart of accounts

• SKR03 is the process-oriented standard chart, the most common in practice (trade/retail).
• SKR04 is balance-sheet oriented.

Pick the chart the firm uses for this client in DATEV. Without a configured chart of accounts, no DATEV-EXTF export can be generated.

Step by step

1. Open Settings → Organisation (/settings/tenant).
2. Enter the name. The slug stays read-only.
3. Choose the chart of accounts (SKR03 or SKR04).
4. Set the client number and consultant number (DATEV and EXTF).
5. Set the fiscal-year start and the account length (4–9).
6. Save settings.

Data separation

KanzleiSynchron is multi-client: uploads, reconciliations, exceptions, and handoff packs are strictly separated per client. The client switcher at the top of the navigation changes the entire working context; there are no cross-client views for firm users. Export histories are retained permanently and immutably per client (see GoBD & period close).

Common problems

What you see	Cause	What to do
Export not possible	No chart of accounts set	Select SKR03 or SKR04 and save
Close blocked	Only one person has access (four-eyes principle)	Invite a second person under Manage team
Slug cannot be changed	The slug is read-only by design	Contact KS support if needed

Next step

Manage team — invite people and assign roles. Then set up the tax-advisor channel.