Using Exact integration - sending data

The process is currently still manual per transaction, but we want to automate this per day-end closing. Furthermore, work is also being done on expanding with stock and purchasing.

Make sure you have completed the installation settings of Exact Online.

1. In the menu, click on Accounting journal.

2. Select the desired period and click 'Apply filters'.

3. Click the 'Cash receipts' button

4. Click on the transaction and check it.

5. Then click the 'Create sales and payment records' button.