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Exact Online

Follow these simple steps to establish the connection between your Declaree administration and Exact Online:

  1. Connect to Exact Online:

    • Navigate to Configuration > Connections

    • Select Exact Online

  2. Complete the Set-up Wizard:

    • Settings:

      • Fill in Division, Journal, Type, and Ledger fields.

      • Costcenter: Select this if your Exact Online database has cost centers set up.

      • Export: Choose "Approved" to automatically export all approved expense reports.

      • Split company expenses: Enable this if you want Declaree to record and send business expenses as separate entries during export to Exact.

    • Setup Users:

      • Review the data from Declaree.

      • Ensure the "Code" (employee relation code) is correct.

    • Setup Categories:

      • Review the data from Declaree.

      • Ensure the "Code" (ledger account) is correct.

    • Setup VAT:

      • Review the data from Declaree.

      • Ensure the "Code" (VAT code) is correct.

  3. Export Reports to Exact Online:

    • After completing the wizard, you can export reports to Exact Online.

  4. Manually Export/Test Reports:

    • Go to the reports overview.

    • Select one or more reports.

    • Click "Export" > "Exact Online".

    • The export will be generated.

Important Notes:

  • Employees will be assigned a creditor number and their relation will be created in Exact as a supplier.

  • The categories in Declaree will be linked with the corresponding ledger account number.

  • VAT codes should correspond correctly. Always choose the Exclusive rate for VAT.

  • If you use cost centers, you can add those codes as well.

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