E-Invoice Cockpit

The E-Invoice Cockpit shows you at a glance how well your organization is prepared for the e-invoicing mandate. It automatically checks various areas -- from master data to invoice templates to technical readiness -- and gives you an overall score with concrete recommendations.

Accessing the E-Invoice Cockpit

In dVersum: Navigate to Finance > E-Invoice Cockpit, or go directly to /finanzen/e-rechnung.

Overall Score (Readiness Score)

The Readiness Score shows as a percentage how compliant your organization is:

Next to the score, the number of passed, warning, and failed checks are displayed:

• Passed (green) -- Check successful
• Warning (yellow) -- Recommendation, not critical
• Failed (red) -- Must be fixed

A progress bar visualizes the overall score.

Check Categories

The checks are divided into four categories:

Reception

Checks whether your organization can receive, parse, and validate e-invoices.

• Can ZUGFeRD/XRechnung PDFs be uploaded?
• Is XML data correctly extracted?
• Has at least one test received invoice been processed?

In dVersum: Upload a ZUGFeRD or XRechnung file under Received Invoices to pass this check.

Issuance

Checks whether your organization can issue compliant e-invoices (per §14 UStG).

• Does your invoice template contain all mandatory fields?
• Are ZUGFeRD XML files embedded in PDFs?
• Are tax rates correctly configured?

Master Data (Stammdaten)

Checks the completeness of your organization data that appears as mandatory fields on invoices.

Tip: For failed checks, click the Fix Now link to go directly to the corresponding settings page.

Formats

Checks which e-invoice formats your organization supports.

• ZUGFeRD (BASIC, COMFORT, EXTENDED)
• XRechnung (EN16931-compliant)
• Factur-X

ZUGFeRD vs. XRechnung

Both formats are widespread in Germany and serve electronic invoicing:

Note: ZUGFeRD is the recommended choice for B2B invoices, as it is readable by both humans and machines. XRechnung is primarily needed for invoices to public authorities (B2G).

E-Invoicing Mandate in Germany

B2G (Business-to-Government)

Since November 27, 2020, all invoices to federal authorities must be submitted as e-invoices in XRechnung format. For state and municipal authorities, partially different deadlines apply, but most have been mandatory since 2025.

B2B (Business-to-Business)

The B2B e-invoicing mandate is being introduced in stages:

Important: Even if you are not yet required to issue e-invoices, you should already ensure that you can receive and process e-invoices. dVersum supports you with the Received Invoices module.

Improving Your Score

To improve your Readiness Score:

1. Complete master data -- Ensure that company name, address, tax number/VAT ID, bank details, and email are entered in the company settings
2. Upload a test received invoice -- Upload a ZUGFeRD or XRechnung file to Received Invoices to confirm reception capability
3. Maintain client VAT IDs -- Enter the VAT IDs of your business clients in their profiles
4. Re-check -- Click Refresh in the cockpit to run the checks again

dVersum Tip

Use the E-Invoice Cockpit regularly to check your preparation level -- especially before the start of a new business year or when legal requirements change. The goal should be a score of at least 80% to be prepared for current and upcoming e-invoicing mandates.