The Scenario
A new bookkeeper joined the team last week. She's been handed 90 expense vouchers to code for the month — each one needs to go to the correct Datev account with the right tax rule applied. The previous bookkeeper had the account-coding logic in her head. What's in the system now is a sevdesk guidance endpoint with account numbers, tax rules, and allowed receipt types — but nobody has pulled it into a reference table the new hire can actually use.
The bad version:
- Open the sevdesk developer documentation, find the receipt guidance endpoint, run it manually in a browser or API client, get back a JSON blob.
- Try to copy the JSON into a Google Sheet. The nested structure means nothing pastes cleanly — you get one cell with a wall of text.
- Spend 40 minutes reformatting the output into a readable table. The new bookkeeper waits. The vouchers wait. The month-end close is Thursday.
Onboarding a new bookkeeper should not start with a data extraction project. The guidance data already exists in sevdesk — it just needs to be in a spreadsheet where it can actually be used as a lookup table.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Google Sheets that reads the sheet context and pulls structured guidance data from sevdesk directly.
Fetch sevdesk receipt guidance for all expense accounts and write account number, account name, allowed tax rules, and receipt types into my Account Coding sheet as a lookup table
What You Get
- Every sevdesk expense account written into the sheet — one row per account.
- Columns: account number, account name, allowed tax rules, receipt types.
- A clean lookup table the bookkeeper can use immediately to code vouchers correctly.
- No JSON parsing, no reformatting, no manual extraction.
What If the Data Is Not Quite Ready
You also need the revenue account guidance in a separate tab for completeness
Pull sevdesk revenue account guidance into my Tax Reference sheet — one row per account with columns for account number, account name, compatible tax rules, and allowed receipt types — write revenue accounts only, not expense accounts
The new bookkeeper needs the table sorted by tax rule for faster lookup
Fetch sevdesk receipt guidance for all expense accounts and write account number, account name, allowed tax rules, and receipt types into my Account Coding sheet — sort the rows by the tax rule column alphabetically
You want a combined reference table with both expense and revenue accounts, with a Type column indicating which
Fetch both expense and revenue account guidance from sevdesk — write account number, account name, allowed tax rules, receipt types, and account type (Expense or Revenue) into my Tax Reference sheet as a unified lookup table — sort by account number
Full onboarding reference build: pull guidance, annotate common categories, and create a quick-reference summary
Fetch sevdesk receipt guidance for all expense accounts and write account number, account name, allowed tax rules, and receipt types into my Account Coding sheet — then in a second tab called Quick Reference, write only the top 10 most commonly used account numbers (4200, 4300, 4400, 4920, 4940, 4980, 4990, 6300, 6800, 6805) with their names and tax rules as a fast-access table for daily use
The quick-reference tab alongside the full table means the new bookkeeper can use the condensed version for 80% of coding decisions and fall back to the full table when an edge case comes up.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where your accounting reference materials live, then ask it to pull sevdesk's full account coding guidance into a usable lookup table. Once the reference is in place, you can book batch payments faster with confidence in the account codes, or export bank transactions to start the reconciliation.