GlossaryBeginner7 min read

Bookkeeping glossary

Short definitions help owners and accountants read the workflow guides without guessing the vocabulary.

Written by
Author
Reviewed by
Reviewed and approved by
Published
Jul 14, 2026
Updated
Jul 14, 2026
Audience
Owner, Accountant
Tax/VATDATEVBookkeeping

Summary

The glossary explains bookkeeping and product terms in business language so owners and accountants can read the public guides without guessing the vocabulary.

Best for

Readers who need quick definitions for DATEV, SKR03, VAT, matching, booking proposals, period close, and evidence terms.

Core terms

Use these terms to read the guides, not to make professional decisions by themselves.

Evidence
The source material behind bookkeeping work, such as invoices, receipts, contracts, statements, payout reports, exports, and owner notes.
Needs attention
A visible state showing that a file, record, payment, or period needs more information before it can move forward.
Task
A focused question tied to a specific missing fact, source, payment, or review item.
Blocker
An unresolved condition that should stay visible instead of being hidden behind a success state.
Matching
Connecting documents, invoices, receipts, or explanations to bank or payment rows so review has context.
Period
The month or accounting window being prepared, reviewed, closed, or handed off.
Booking proposal
Prepared review context that an accountant can inspect, edit, approve, reject, or send back for more information.
DATEV handoff
Reviewed context prepared for the accountant’s downstream DATEV or export process, under accountant control.
SKR03
A German chart-of-accounts structure used by many businesses and accountants. Public guides define the term but do not advise treatment.
VAT / USt
Value-added tax. Public resources explain workflow context and should not be read as individual tax advice.

How to use the glossary

Use terms as navigation support.

  1. 01Start with the plain definitionRead the term before opening a workflow guide that uses it repeatedly.
  2. 02Then open the workflow guideDefinitions make the guide easier to read, but the workflow article explains what to do next.
  3. 03Ask a professional for treatment decisionsWhen a term affects tax, accounting, legal, or filing decisions, use accountant or qualified professional advice.

Related resources

The glossary is most useful next to these guides.

  • Booking proposals for draft review context and accountant approval boundaries.
  • DATEV handoff for export-context readiness and handoff language.
  • Automation control for human review and AI boundaries.

Scope note

Definitions are simplified for product education. They are not legal, tax, accounting, or DATEV configuration advice.

Next step

Start with one concrete month.

Use the resources to understand the workflow, then request a focused first-month setup.

Start with one monthOpen FAQ

Next step

Start with one month.

Share the month you want off your desk. DeinHans routes you to the right business or accountant path.

Start with one month
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Monthly bookkeeping handled between business reality and accountant review.

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Legal notice

DeinHans produces bookkeeping records through automated and AI-assisted workflows. Tax advice, professional review, filings, and annual accounts are not included in the Engine price and are performed only under a separately accepted mandate with the responsible licensed advisor or firm.

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