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Prepare a DATEV export for a client company. Verifies all transactions are categorized, receipts attached, DATEV settings configured, and triggers the export. Use when a tax advisor asks to prepare DATEV, export bookkeeping data, or send data to their tax software.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
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| name | ta-datev-preparation |
| description | Prepare a DATEV export for a client company. Verifies all transactions are categorized, receipts attached, DATEV settings configured, and triggers the export. Use when a tax advisor asks to prepare DATEV, export bookkeeping data, or send data to their tax software. |
| version | 1.0.0 |
| metadata | {"openclaw":{"emoji":"📦","homepage":"https://norman.finance","requires":{"mcp":["norman-finance"]}}} |
Help the tax advisor prepare and execute a DATEV export:
get_company_details to check current DATEV configurationupdate_company_detailssearch_transactions with status=UNVERIFIED to find uncategorized transactionslist_company_categories)get_missing_documents_summary to identify transactions without receiptsList any blocking issues before export
trigger_datev_export to generate the DATEV EXTF CSV packageTips: