Unite accounting with file import
Import files from Unite into KudTax and prepare the data they contain for reconciliation and accounting. You start the import by uploading a file.
Unite, formerly Mercateo, is a B2B procurement network: buyers in large organisations order from many suppliers through one access point. For the selling merchant that means different terms from consumer business — payment terms rather than immediate payment, cash discount rather than markdown, and an invoice recipient who is not always the party receiving the goods.
How Unite works with KudTax
01
Export your Unite file
Download the appropriate export from Unite. The supported file and fields depend on the import format.
02
Upload the file to KudTax
Upload the export file to KudTax. The Unite integration processes the data contained in the file.
03
Review the import and matches
Check the imported amounts, dates and references. Add missing documents and review unresolved matches before continuing.
04
Prepare your accounting data
Prepare the imported data for your accounting workflow. Review the posting rules and export file with your accountant.
What KudTax reads from Unite
- Where the export lives
- Unite supplier portal → Settlement → export the turnover and invoice overview
- What the portal calls the file
- Turnover and invoice overview
- Formats
- CSVXML
Line-item types recognised
- Orders per buyer
- Invoices with payment terms
- Cash discounts taken
- Commissions
- Open items
- Payments received
What to watch for with Unite
Cash discount reduces the taxable base
When a customer takes the cash discount, the consideration drops after the fact — and with it the VAT owed. Set only the receipt against the invoice and book the difference as an expense, and the tax goes uncorrected, paid on an amount that was never collected.
Payment terms create real open items
Thirty or sixty day terms mean a substantial part of the year's turnover is still outstanding at the reporting date. Those receivables belong on the balance sheet and in the cash-flow plan — in consumer business they simply do not exist at this scale.
Why connect Unite with KudTax
No manual Excel work
Stop copying numbers between spreadsheets – KudTax does the reconciliation for you.
AI-powered matching
Transactions, invoices and fees are matched automatically, even across thousands of orders.
Accounting data for review
Review the prepared entries and their supporting documents before using them in your accounting.
Direct DATEV export
Export to DATEV, Lexware, Stotax and more – in the right format, every time.
Unite integration – FAQ
Automate your Unite accounting today
Explore the workflow in the product tour and check whether your Unite export matches the supported import format before getting started.
