Glossary
The word “client” has several meanings in this product. This glossary fixes which term means what — please use them consistently.
People & roles
Section titled “People & roles”Mandant (Client)
Section titled “Mandant (Client)”The e-commerce business whose books are being kept (e.g. “My Shopify Shop GmbH”). Not to be confused with the shop’s end customer.
Kanzlei-Admin (Firm Admin)
Section titled “Kanzlei-Admin (Firm Admin)”Firm employees who administer KanzleiSynchron: set up clients, manage the team, configure the tax-advisor channel. Role key: merchant_admin.
Sachbearbeiter (Staff)
Section titled “Sachbearbeiter (Staff)”Firm employees who do the daily work: import, reconcile, resolve exceptions. Role key: reviewer. Synonym in the UI: clerk.
Steuerberater (Tax Advisor, abbr. StB)
Section titled “Steuerberater (Tax Advisor, abbr. StB)”External tax advisor who receives the 6-file handoff pack by email or portal. Never logs into KanzleiSynchron. The short form StB appears in code and settings (/settings/stb).
End customer / Shopper (Endkunde)
Section titled “End customer / Shopper (Endkunde)”The shop’s end consumer who placed the original order. Has nothing to do with the client (Mandant) or a team member. Avoid the unqualified word “customer” here.
Team member
Section titled “Team member”Any person with a KanzleiSynchron login within a client — i.e. reviewer, merchant_admin, or internal_ops. Used instead of “user”.
Role keys
Section titled “Role keys”| Key | Meaning |
|---|---|
reviewer | Staff (Sachbearbeiter) — daily work, cannot manage the team or change settings. |
merchant_admin | Firm Admin (Kanzlei-Admin) — can additionally manage the team, change settings, and trigger data erasure. |
internal_ops | KS internal operator — cross-tenant visibility. |
Full comparison: Roles & permissions.
Close terms
Section titled “Close terms”Period
Section titled “Period”An accounting period with a defined start and end date (e.g. “May 2026”). Imports and reconciliation run per period; at the end, the period is closed.
Exception
Section titled “Exception”A movement, or an order-payment pair, that did not match automatically. You resolve exceptions under Resolve (/exceptions). Occasional synonym: clarification case.
SKR03 / SKR04
Section titled “SKR03 / SKR04”DATEV standard charts of accounts: SKR03 (trade) and SKR04 (crafts). The chart is chosen per client in the client settings — both are fully supported.
DATEV EXTF v7.0
Section titled “DATEV EXTF v7.0”DATEV Electronic Transfer Format version 7.0 — the CSV schema for DATEV import. KanzleiSynchron produces EXTF v7.0 for the booking batch.
Handoff / Handoff pack
Section titled “Handoff / Handoff pack”The 6-file package that goes to the tax advisor after period close. See 6-file handoff.
Machine statuses
Section titled “Machine statuses”These status strings appear in the UI and in messages. Detailed causes and resolution steps are on Error codes.
NEEDS_COUNTERPART
Section titled “NEEDS_COUNTERPART”Missing counterpart. A source file was uploaded, but its matching counterpart source (e.g. the bank CSV for a payout) has not been uploaded yet. Shown as an amber card.
FX_UNCONVERTED
Section titled “FX_UNCONVERTED”Foreign currency, not converted. A foreign-currency order has no EUR conversion yet. Enter the EUR amount via Accept corrected.