Die Digitalisierung des Mittelstands im DACH-Raum erhält einen gesetzlichen Impuls: Die e-invoicing requirement is a done deal. For many CEOs, CFOs, and IT managers at small and medium-sized enterprises (SMEs), this means there is an urgent need for action. But those who view this issue as more than just a burdensome compliance task should seize this momentum as an opportunity: It’s the perfect chance to review outdated processes, eliminate them where necessary, and digitize accounting.

Not sure if your system meets the requirements?

Request the e-invoice checklist now:

What does the Law require? A PDF is not an E-Invoice

What many people think, but is actually incorrect: “We’ve been sending our invoices digitally as PDFs via email for a long time now.” However, under the new legal requirements, that alone is no longer sufficient.

A true electronic invoice (e-invoice) is characterized by the fact that it is issued, transmitted, and received in a structured, machine-readable XML format. This is the only way ERP and accounting systems can process the data automatically without human intervention. In the DACH region, established standards have become the norm for this purpose:

• Germany: XRechnung and ZUGFeRD (a combination of a visual PDF and embedded XML)
• Austria: ebInterface
• Schweiz: Swiss e-invoicing standards

The 3 Biggest Challenges for SMEs in the Transition

When implementing Business Central for our customers, we’ve found that the transition to e-invoicing runs into problems at three critical points:

1. “Our old system can't do that.”: Many older ERP systems or standalone solutions can only be made compatible with XML formats through expensive customizations.
2. "Our employees have concerns": Employees have been following familiar processes for years. Changing these processes requires a great deal of empathy and time.
3. “GoBD Compliance”: The entire process—from receipt and inspection to archiving—must be documented in an audit-proof manner.

Would you like to know HOW you can process your invoices faster in Business Central?

In our article “Payables Agent: Process Invoices Faster in Business Central,” we show you how the Payables Agent works and what benefits it offers in Business Central. Jetzt lesen >

The Standard Solution: Legal Certainty with MS Dynamics 365 Business Central

As a modern, cloud-based ERP platform, Microsoft Dynamics 365 Business Central (BC) is inherently designed to meet the demands of today’s digital market. Companies do not need to purchase expensive third-party tools, as Microsoft incorporates the local legal requirements of the DACH region directly into the standard version.

Implementing a new law in a company in a pragmatic way without disrupting existing systems—that is our core competency at SOCITAS. Based on our experience with countless Business Central projects, we know that companies don’t need complex custom solutions, but rather legally compliant, automated processes built into the standard system.

Michael Imig, Team Leader at SOCITAS

1. Automated Invoice Processing without manual data entry
   Business Central empfängt strukturierte Formate wie XRechnung oder ZUGFeRD. Das System liest Kopfdaten, Positionsdaten und Beträge vollautomatisch aus. Ihre Mitarbeiter im Rechnungswesen müssen keine Belege mehr manuell erfassen – das System schlägt die fertige Buchung direkt vor.
2. Integrated Approval Workflows
   After import, the e-invoice goes through a digitally defined approval process. Business Central automatically reconciles the invoice with the original purchase order and the goods receipt (3-way match). If all the data matches, the approval can even be fully automated.
3. Seamless integration with DATEV & Co.
   To ensure seamless data exchange with tax advisors, Business Central offers certified interfaces (e.g., DATEV standard interfaces). Data flows accurately and without delay to where it is needed.
   
   The e-invoicing requirement is often seen as a bureaucratic burden. But based on the many implementations we’ve carried out for our customers using Business Central, we see exactly the opposite: It’s the perfect tool to put an end to the chaos in invoice receipt and verification once and for all. Those who seize this requirement as an opportunity now can fully automate their workflows all the way through to posting—and save significant time and money starting on day one.
   
   Michael Imig, Team Leader at SOCITAS
4. Future-Proofing through automatic updates
   The legal framework is constantly changing. Since Business Central is operated as a cloud solution (SaaS), Microsoft automatically applies tax and legal updates in the background. Your ERP system always remains up to date with the latest legal requirements without the need for costly migration projects.

The introduction of mandatory e-invoicing as a catalyst for digital transformation.
Request a consultation with us today!

Not sure if your system meets the requirements?

Request the e-invoice checklist now:

Der Beitrag E-Rechnungspflicht im Mittelstand erschien zuerst auf SOCITAS.

Our new company video shows how SOCITAS supports companies in the implementation, further development, and day-to-day use of Microsoft Dynamics 365 Business Central. In just a few minutes, we’ll show you what collaboration at SOCITAS looks like, what matters most in projects, and why personalized support, practical experience, and tailored processes play a central role.

The focus isn’t just on the software itself, but above all on how modern ERP projects can function in everyday business — through partnership and with solutions that prove their worth in practice.

Key Highlights at a Glance

In our company video, we show you why now is the ideal time to modernize your ERP solution. From our many years of experience, we know that implementing a new system can initially involve some uncertainty. But once Microsoft Dynamics 365 Business Central is up and running, you’ll benefit from a smooth and efficient daily workflow. To ensure the transition goes as smoothly as possible, we place special emphasis on practical relevance: We use all the apps we offer in our own daily operations and continuously refine them. This direct connection to real-world practice enables us to offer you solutions that not only work but are also optimally tailored to your specific needs. Our process landscape is designed to be comprehensive and individually tailored to our customers’ needs.

Furthermore, you won’t find an anonymous ticket system here. We prioritize personal contact and assign a dedicated point of contact to every company. This ensures that you receive expert support at all times. Not only during implementation, but long afterward as well. We always view our collaboration with customers as a long-term partnership.

Through the combination of personal support and customized process design, we reliably support you in successfully modernizing your business processes.

How Business Central Eases the Burden on Your Business Day-to-Day

With Business Central, you lay the foundation for more efficient and better-connected business processes. Together with SOCITAS, you benefit from several advantages:

• Increased efficiency: By automating and optimizing business processes, you save time, reduce stress, and save money.
• Customization: We tailor Business Central as closely as possible to your company’s specific needs.
• Personalized Support: Instead of generic support, you’ll have a dedicated point of contact from the very beginning who is familiar with both the system and your business processes.
• Long-Term Development: With us, you’ll continuously evolve your system and processes — ensuring sustainable business success.
• Practical expertise: We use Business Central and all related apps ourselves and understand their strengths and challenges from daily use.

The company video shows how SOCITAS supports companies with Microsoft Dynamics 365 Business Central from the initial project phase through to long-term development in day-to-day operations. If you’d like to know what this collaboration looks like in practice, the video offers a concise and authentic insight. Watch now and learn more!

Watch the video

Are you looking for an experienced partner to guide you safely through your Business Central project and beyond?

Then get in touch. We will be happy to answer all your questions in a personal conversation.

Der Beitrag Unser neuer Imagefilm erschien zuerst auf SOCITAS.

We are strong at SOCITAS when it comes to training and further education. However, it can sometimes be a challenge to find new employees due to the shortage of skilled workers in the IT industry. The location of our headquarters in St. Katharinen, in a rural area, does not make the search for new talent any easier. That's why we got help and are happy to be a pilot partner of the Microsoft Reskill-Programms in Deutschland geworden zu sein.

Thanks to the Reskill program, we were able to add four new consultants and four developers to our team in 2024. The program, supported by our recruiting partner Revolent, helped us identify and develop talented professionals. It is specifically aimed at talented individuals who may not have direct experience with Business Central, but who do have in-depth industry knowledge.

Our learning model combines structured training and practical experience.

The new colleagues are preparing for the MB-800 certification one to two days a week, while working on projects the rest of the time. This mix not only allows them to learn the technical requirements, but also to apply their knowledge directly to our customers. It is particularly positive that the new team members were able to immediately add value to our customer projects through their previous professional backgrounds.

The right mix of theory, practice and soft skills

The Reskill program not only focuses on technical knowledge of Business Central, but also places a strong emphasis on developing soft skills. Especially in the consulting area, it is crucial to understand the needs of the customers and to respond to them in a targeted manner.

Thanks to the structured training, our new talents are well prepared for the challenges of projects. At the same time, they benefit from the opportunity to apply what they have learned directly and to deepen it in practice. With the Reskill program, we have not only found a solution to the shortage of IT specialists, but have also developed a sustainable strategy to expand our team in a targeted way. The combination of training, practice and industry expertise has proven to be the key to success.

We are proud that this initiative not only strengthens our team, but also enables us to continue to offer our customers quality and expertise in the consulting and implementation of Business Central.

Erfahren Sie mehr über das Reskill-programm und wie es funktioniert in diesem Video:

Der Beitrag Quereinsteiger willkommen! erschien zuerst auf SOCITAS.