Spendesk supports a native integration with Exact Online, allowing you to seamlessly export your payables and synchronize your accounting data.
To access this integration with Exact Online, you need us to grant you access beforehand. Please contact your Customer Success Manager or Account Manager.
Prerequisites:
You must be an Administrator in Exact Online;
You must be an Account Owner in Spendesk.
Connection steps
After a successful connection you will be redirected back to the Accounting Setup page on Spendesk where you will see the status of your connection. Your chart of accounts, tax codes, analytical plans and suppliers will be pulled from Exact Online in the background.
Step 1 - Switch integration on Spendesk
Step 1 - Switch integration on Spendesk
Go to Spendesk and navigate to Settings > Accounting Setup and click Switch Integration.
Choose Exact Online in the dropdown.
Read through an explanation of what switching an accounting integration means and click Continue.
Click Switch Integration.
Step 2 - Initial configuration on Exact Online
Step 2 - Initial configuration on Exact Online
Go to Exact Online in order to configure your Exact Online account and connect to it. Check if your account has analytical/cost axis enabled. For that, log into your Exact Online account, select the Financial tab and Analysis & Results (in the case of the account in the image below, there are two axis. Both cost centres and cost units are enabled).
Then choose a Name for your connection and define the Analytical/cost axis to activate.
Click Authorise to finalise the connection. You will be redirected to an Exact Online page to authenticate your account.
Select the company, folder, division you intend to configure.
Important: it is possible that you don't find the company/division you want to connect in the dropdown menu. If this is the case, you need to adapt the allowed companies/divisions through the Exact Online interface:
Open Exact Online Import/Export settings
Select App permissions
Select the app you are trying to connect to Exact Online
Go to the "Permitted companies" section. Here you can:
Allow all current and future companies;
Or select "Manage companies" to only allow specific companies.
Click Submit to finalise the configuration.
After a successful connection you will be redirected back to the Accounting Setup page on Spendesk where you will see the status of your connection. Your chart of accounts, tax codes, analytical plans and suppliers will be pulled from Exact Online in the background.
Next steps
You can now start the configuration of Spendesk to use Exact Online accounting setup.