Fundamentals of business administration, financial accounting and wages and salaries with DATEV
The course will first familiarize you with the business management mindset and teach you basic accounting skills, especially in the areas of business objectives, accounting, cost accounting and business law. You will then be shown how to deal competently with both financial accounting and personnel administration processes using the DATEV software, taking digital processes into account. You will first learn how to use processes in the areas of client and account master data as well as evaluations and annual financial statements. You will then learn about payroll accounting, working hours and tax and social security law.
In this course, you will work hands-on with the on-premise programs of DATEV eG; selected content from the DATEV Students online learning platform will also be integrated to deepen your knowledge.
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Certificates: Certified Business Administrator" certificate
DATEV certificate "DATEV financial accounting user"
DATEV certificate "DATEV user wage and salary"
DATEV training partner certificates of attendance -
Examination: Praxisbezogene Projektarbeiten mit Abschlusspräsentationen
Certified Business Administrator
DATEV-Anwender Finanzbuchführung (Eine Anmeldung über das Lernportal „DATEV Students online“ ist für die Zertifizierungsvorbereitung obligatorisch.)
DATEV-Anwender Lohn und Gehalt (Eine Anmeldung über das Lernportal „DATEV Students online“ ist für die Zertifizierungsvorbereitung obligatorisch.) -
Teaching Times: Full-timeMonday to Friday from 8:30 a.m. to 3:35 p.m. (in weeks with public holidays from 8:30 a.m. to 5:10 p.m.)
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Language of Instruction: German
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Duration: 12 Weeks
Fundamentals of business administration and accounting
Business management basics and company processes (approx. 3 days)
Business management in companies
Corporate goals and conflicting objectives
Structure, functions and operational processes
Basic business functions: Procurement, service provision, sales, financing, personnel and administration
Business model, value creation and the relationship between turnover, costs, profit and liquidity
AI-supported research, structuring and preparation of business information
Business law and legal basics (approx. 2 days)
Legal forms of companies
Rights and obligations in sales contracts
Basics of liability
Cooperations and company mergers
Insolvency law and signs of crisis
Tax fundamentals in the corporate context (approx. 1 day)
Classification of business tax types
Basics of corporate taxation
The basic principle of value added tax
Importance of taxes for pricing, earnings and liquidity
Fundamentals of external accounting: bookkeeping, balance sheet and income statement (approx. 6 days)
Tasks and objectives of external accounting
Inventory and stocktaking
Layout and structure of a balance sheet, assets/liabilities
Profit and loss account (P&L) and profit calculation
Receivables/payables
Provisions and reserves in basic terms
Depreciation and its effects on the annual financial statements
Relationship between current business transactions and annual financial statements
P&L statement in graduated form
Introduction to analyzing the balance sheet and income statement
AI support in accounting-related processes, e.g. for audit notes, plausibility checks
Corporate goals, key figures and business management (approx. 1 day)
Profitability, productivity
Liquidity and profitability
Return on equity and other business ratios
Assessment of the economic situation of a company
Cost and activity accounting in small and medium-sized companies (approx. 3 days)
Tasks and importance of cost and activity accounting
Terms used in cost accounting
Cost type, cost center and cost unit accounting
Price calculation
Basic principles of contribution margin and profitability analysis
Cost accounting for operational control
Project work, certification preparation and certification examination (approx. 4 days)
Financial accounting with DATEV
Client master data (full-time approx. 1 day/part-time approx. 2 days)
Creation of a new client
Importing, saving and managing client data
Account master data (full-time approx. 3 days/part-time approx. 6 days)
From chart of accounts to chart of accounts
Account functions
Creating individual accounts
Creating and managing current accounts
Account assignment of sample documents according to SKR03 or SKR04
Posting (full-time approx. 6 days/part-time approx. 12 days)
Posting according to the DATEV posting logic
Posting digital documents
Posting with automatic accounts and tax keys
Working with posting batches, batch management and fixing
Dialog postings and batch postings
Allocation and split postings
Reversal postings / general reversal in DATEV
Posting intra-community deliveries and acquisitions
Posting for third country transactions
Posting by company code (incoming and outgoing invoices, bank, cash register)
Posting lists and error control
Overview of the invoice automation service (ASR) and bank automation service (ASB)
Financial accounting evaluations (full-time approx. 2 days/part-time 4 days)
Primanota and journal
Totals and balances list
Open item management (posting invoices and payments, OP clearing)
Advance sales tax return
Small business regulation (§ 19 UStG) and special reporting procedure (§ 19a UStG)
Summary report (ZM)
Business analyses (BWA)
Controlling report
AI-supported analysis of evaluations
Year-end closing (full-time approx. 3 days/part-time approx. 6 days)
Closing entries
Balance sheet and profit and loss account
Statement of fixed assets
Annual financial statement evaluations
Printing and providing evaluations
Depreciation options: declining balance depreciation, special depreciation rules for electric vehicles
AI-supported preparation, documentation and quality assurance in the annual financial statement process
Special features (full-time approx. 1 day/part-time approx. 2 days)
Integration with wages and salaries
Integration with asset accounting (ANLAG)
Interfaces and data transfer
Digital collaboration between law firm and client (full-time approx. 1 day/part-time approx. 2 days)
Overview of DATEV Unternehmen online in financial accounting
Setting up document posting
Posting digital receipts and posting payments
Evaluations in accounting
Overview of e-invoicing (ASR and ASB)
MyDATEV Kanzlei at a glance
Project work, certification preparation (via the DATEV Students online platform) and certification exam "DATEV-Anwender Finanzbuchführung" (full-time approx. 3 days/part-time approx. 6 days)
Wages and salaries with DATEV
Legal framework for payroll accounting (full-time approx. 3 days/part-time approx. 6 days)
Fundamentals of labor law with reference to payroll accounting
Social security law: compulsory insurance, contribution groups, levies, reporting, obligation to keep records
Wage tax law: tax deduction features, obligation to call up, payroll account
Wage types and their significance for payroll accounting
Data protection and limits of AI for payroll and personal data
Create and maintain client and employee master data in DATEV (full-time approx. 5 days/part-time approx. 10 days)
Client creation in DATEV
Backing up and importing client data
Recording social security and tax law specifics, other client master data
Creation of different employee types
Employee group (trainees, mini-job, midi-job, managing directors)
Entries and exits
Payments and deductions in DATEV (full-time approx. 4 days/part-time approx. 8 days)
Salary and time rate
Supplements and variable remuneration components
One-off payments (e.g. Christmas and vacation bonuses)
Travel allowances
Payment of wages in the event of illness, vacation, public holidays
Garnishment
Benefits in kind and non-cash benefits (e.g. company car, staff discounts)
Company pension scheme
Travel expenses and reimbursement of expenses
Maternity protection pay and maternity benefit
Payroll accounting and monthly closing with DATEV (full-time approx. 3 days/part-time approx. 6 days)
Transaction data entry
AI as an accounting tool for complex payroll transactions
Payroll accounting and monthly closing
Proof of contributions and estimation, certificates
Payroll tax registration
Repeat and recalculations
Transfer of payroll postings to the
Financial accounting, accounting voucher
Year-end closing work
Digital collaboration in DATEV (full-time approx. 2 days/part-time approx. 4 days)
DATEV Unternehmen online and DATEV Arbeitnehmer online at a glance
Preliminary wage recording and digital recording of monthly data
Digitally exchange and manage personnel documents
Digital mapping of attendances and absences
Use evaluations and wage evaluations in the DATEV applications
Insight into digital personnel processes with DATEV Personal
Project work, certification preparation (via the DATEV Students online platform) and certification exam "DATEV User Wages and Salaries" (full-time approx. 3 days/part-time approx. 6 days)
Changes are possible, the course content is updated regularly.
After completing the course, you will have a basic understanding of business contexts and commercial thinking. You will be familiar with the central areas of accounting, be able to classify operational key figures and understand and process simple business management issues in everyday working life. You will also learn about the sensible and responsible use of artificial intelligence in commercial and administrative work processes.
The course then provides an introduction to bookkeeping. You will master the competent handling of accounting processes. Everything is considered and explained in a practical way and in the context of the overall business operations of a company.
You will also prepare payroll accounting with DATEV in a professional and practical manner. You will deepen your knowledge of the legal principles, process typical and complex payroll cases confidently in the software and be able to use digital processes efficiently in the collaboration between law firms, clients and employees.
The course is aimed at people with commercial or legal training, people from financial accounting and bookkeeping, tax consultants, auditors, entrepreneurs and law firm employees.
Sound basic commercial and business management knowledge is indispensable in today's working world and makes it easier for you to understand business practice.
The addition of DATEV financial software will also improve your prospects on the job market: according to the manufacturer, around 2.5 million medium-sized German companies rely on DATEV's information services.
With your newly acquired knowledge and skills in the area of payroll accounting, you will also improve your career opportunities. According to the manufacturer, more than 9.5 million payrolls are created with DATEV every month.
Didactic concept
Your lecturers are highly qualified both professionally and didactically and will teach you from the first to the last day (no self-study system).
You will learn in effective small groups. The courses usually consist of 6 to 25 participants. The general lessons are supplemented by numerous practical exercises in all course modules. The practice phase is an important part of the course, as it is during this time that you process what you have just learned and gain confidence and routine in its application. The final section of the course involves a project, a case study or a final exam.
Virtual classroom alfaview®
Lessons take place using modern alfaview® video technology - either from the comfort of your own home or at our premises at Bildungszentrum. The entire course can see each other face-to-face via alfaview®, communicate with each other in lip-sync voice quality and work on joint projects. Of course, you can also see and talk to your connected trainers live at any time and you will be taught by your lecturers in real time for the entire duration of the course. The lessons are not e-learning, but real live face-to-face lessons via video technology.
The courses at alfatraining are funded by Agentur für Arbeit and are certified in accordance with the AZAV approval regulation. When submitting a Bildungsgutscheinor Aktivierungs- und Vermittlungsgutschein, the entire course costs are usually covered by your funding body.
Funding is also possible via Europäischen Sozialfonds (ESF), Deutsche Rentenversicherung (DRV) or regional funding programs. As a regular soldier, you have the option of attending further training courses via Berufsförderungsdienst (BFD). Companies can also have their employees qualified via funding from Agentur für Arbeit (Qualifizierungschancengesetz).