The information in this article applies to administrations with the additional module Purchase to pay.
In this article you will find the points of attention for the module “Purchase to pay” for Exact Online users:
Purchase invoices are booked in Exact Online as a purchase invoice or direct purchase invoice, depending on the choice in the booking screen in Zenvoices.
With a non-direct purchase invoice (i.e. a purchase invoice linked to a purchase order), it is not possible to book in a currency that differs from the purchase order.
A match is made based on both the order number and Your reference.
Cost items (Project item in Zenvoices) and recharge are retrieved from purchase order lines. *
Cost center and cost unit are taken from the purchase order in Exact Online and automatically filled at line level.
Synchronizing master data (changes only) does not retrieve purchase orders where only the lines have changed. A full synchronization is required for this.
The minimum required Exact Online version is Exact Online Trade.
* Zenvoices follows the restrictions configured in Exact Online. These configured project types determine whether the cost item and/or recharge is allowed. For example:
- Fixed price: Cost item allowed – recharge not allowed
- Time and materials: Cost item allowed – recharge allowed
- Prepaid: Cost item not allowed – recharge allowed
- Non-billable: cost item not allowed – recharge not allowed