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With this integration, you send invoices (automatically) to Exact Online: as direct bookings in the journal, or for processing to the Digital Mailbox or ScanService. If your entrepreneurs have linked their bank accounts, you can also export CODA files. You can then easily check or process these files in Exact Online.
In just a few clicks, you add client files to Billit based on the client file data in Exact Online. This imports not only the client file data itself, but also all customer and supplier data from the Exact Online client file into Billit, including general ledger accounts. After posting, the booking numbers from Exact Online are visible as hyperlinks with each document in Billit.
In your accountant account, go to the 'Integrations' submenu under the 'Settings' menu and click 'Available' on the Exact Online tile. On the next screen, click 'Connect'. You will then be redirected to Exact Online and asked to log in with your Exact Online account.
Please note: to set up the integration, you need administrator rights in Exact. So always set up the initial connection with an Exact administrator account.
