The connection is established using a user account from Exact Online.
We recommend creating a dedicated integration user, with access granted to at least two employees.

The Exact Online user must have sufficient permissions to establish the integration. In Exact Online, go to Master data / Users / Control: Rights and click ‘Rights’ under ‘Monitor’ to modify permissions.

If multiple Exact Online environments are linked to your One Exact Identity, Exact Online does not support connecting with that user. As a workaround, you can undo the One Exact Identity migration for one user and migrate again using a different email address that has not yet been used for a One Exact Identity at the time of migration. Exact support can assist with this process.

Only files with the following extensions are sent to Exact Online:
​.pdf, .jpg, .jpeg, .png, .gif, .bmp

Please refer to the related information regarding duplicate invoice number detection.

Various settings are available for processing sales transactions.

Multiple administrations via one accounting software connector: Yes

Upload transaction document: Yes, multiple documents

Maximum transaction document size: 7 MB
(For NL/BE administrations, the limit is 25 MB)

Archive link in transaction: Yes

G-account support: Yes

Spread transactions: Yes

Project support: Yes

Cost centre / cost unit support: Yes

Currency support: Yes

Payment reference: Yes

Enter date in transaction line: Yes

Financial year / period support: Yes

Authorisation: Block for payment: Yes

Authorisation: Update audit report during authorisation: Yes

Payments: Payment term support: Yes
The due date is determined based on the configured payment term.

Purchase to Pay: Yes

Non-deductible VAT % / Private use % view and edit: Yes (Belgian administrations only)