FAQ
Answers to the most common questions. To go deeper, see Features and onboarding.
Sources & import
Section titled “Sources & import”Which sources are supported?
Section titled “Which sources are supported?”Live: Stripe, Shopify, Amazon, PayPal, Klarna, e-Rechnung (XRechnung/ZUGFeRD), and DATEV-EXTF. Beta / in development: Silverflow and a direct bank connection. Details on Supported sources.
How does KanzleiSynchron detect the source?
Section titled “How does KanzleiSynchron detect the source?”Automatically, from the CSV column headers. Leave the headers exactly as exported. If detection is wrong, pick the source manually.
Which file format do I need?
Section titled “Which file format do I need?”CSV (UTF-8 recommended). XLSX is not read directly — export as CSV from the provider’s tool.
Reconciliation & exceptions
Section titled “Reconciliation & exceptions”What is an exception?
Section titled “What is an exception?”Any order-payment pair that does not match cleanly. You resolve exceptions under Resolve (/exceptions) with Accept as-is, Accept corrected, Resolve, or Postpone.
What does FX_UNCONVERTED mean?
Section titled “What does FX_UNCONVERTED mean?”A foreign-currency order without EUR conversion. Look up the EUR rate for the transaction date, convert, and enter the amount via Accept corrected.
Can I handle several exceptions at once?
Section titled “Can I handle several exceptions at once?”Yes. Use the checkboxes to select several exceptions (or all of them via Select all). The bulk toolbar offers three actions: Accept corrected, Accept as-is, and Postpone 24h. Before they run, a confirmation dialog shows a preview of the affected items.
DATEV export & close
Section titled “DATEV export & close”Which chart of accounts is used?
Section titled “Which chart of accounts is used?”The chart of accounts configured per client — either SKR03 (Handel) or SKR04 (Handwerk); both are fully supported. You choose it in the client settings. Without a configured chart of accounts, no export is possible.
Why is my export blocked?
Section titled “Why is my export blocked?”Open exceptions block the DATEV-EXTF export (EXPORT_BLOCKED). Resolve all exceptions first, then close the period. See DATEV-EXTF validation.
What is in the handoff pack?
Section titled “What is in the handoff pack?”Six files for the tax advisor: UStVA preview, BWA, ZM, DATEV-EXTF, audit log, and manifest.sha256. See 6-file handoff.
Why can’t I send the handoff pack?
Section titled “Why can’t I send the handoff pack?”Before the first send, the tax-advisor channel must be configured under Settings → Tax advisor (/settings/stb) — that is, smtp, portal, or duo. Without a configured channel you see “Configure STB channel first”. Details on Tax-advisor channel.
What is the four-eyes principle?
Section titled “What is the four-eyes principle?”Whoever closes a period must not be the person who created it — so at least two people per client are required. See GoBD & period close.
Roles & team
Section titled “Roles & team”What can staff (reviewer) do compared to the firm admin (merchant_admin)?
Section titled “What can staff (reviewer) do compared to the firm admin (merchant_admin)?”A staff member (reviewer) does all the daily work: import, reconcile, resolve exceptions, close the period, send the handoff pack. They cannot manage the team, change client settings, or trigger data erasure. Those tasks are reserved for the firm admin (merchant_admin). Full matrix: Roles & permissions.
Language & privacy
Section titled “Language & privacy”Can I switch between German and English?
Section titled “Can I switch between German and English?”Yes, at any time via the DE/EN toggle at the top of the navigation — no reload. If you see a raw key like uploads.dropzone_label, that is a bug; please report it.
Are emails actually sent?
Section titled “Are emails actually sent?”Only with a configured Postmark token. Without a token the confirmation shows delivery: "sandbox" — nothing was actually sent.