|As you have read in the introduction the coachview invoices are automatically made into sales entries (in the sales diary including general ledger account, cost centre and VAT) in Exact online.|
The debtors of Coachview are automatically created as a customer relationship in Exact online if they do not yet exist.
How to set up and (de)activate the link, via the service center in Coachview, can be read in a number of steps in the presentation below.
|In the 'Service center' menu, click on the 'Integrations' menu items.|
|Click in 'Accounting' panel 'Exact' on the button 'Configure'.|
Fill in the data using the following steps.
|The first field you see on the screen displays the name of the link. By default it says 'Exact Online', but you may overwrite the name.|
Configuration: Choose from the list The Netherlands or Belgium.
|In the next step you will fill in the target administration (live or test) of Exact-Online. For this you need a division code and not the administration code.|
Country: this is the country of the Exact Online administration.
This is how you determine the division code:
|Coachview sends the debtor number as a relation number to Exact-Online. A client number in Exact Online is either a debtor number or a creditor number. A relation with type 'Customer' is a debtor, a relation with type 'Supplier' is a creditor.||Attention: is Coachview leading in the creation of new accounts receivable and doesn't the relation number appear in Exact-Online yet? Then you can check this option. Don't check this option if you are not sure if the debtor number from Coachview can occur as a release number (customer or supplier). Do you still want to check this option but you are not sure if the debtor number can occur as a relation number? Give the debtor number a prefix in one of the following steps or set the next debtor number with a range that can never occur in Exact-Online. You can do this via menu 'Manage' and 'Parameters' -> Panel 'Coachview parameters'.|
|Which field from Coachview is used as debtor number. Make your choice from the list.|
|In the previous step in one of the options, did you choose 'CompanyPersonalExternId'? Then fill in exactly the ExternSource that is listed in the company or personal file.|
|Prefix: Do you want the Coachview debtor number to get an extra prefix? Then fill it in here. This prefix will only be added if the internal debtor number of Coachview is used.|
|Which date from Coachview should be used to determine the booking period? You have the choice:||Selecteer optie 2 als je verwacht dat de eerste optie geen datum kan opleveren.|
|Determines which date from Coachview should be used for the booking year and booking period. You have the following choices:|
|Book negative invoices as credit invoices. This option is already important for a Belgian administration.|
|The sales diary number. By default it is set to 70.|
|General ledger account number for debtors (ebiteur the accounts receivable balance account.) Default is 1300.|
|Must the created Coachview invoice be sent as a PDF to Exct-Online. Useful if you want to see more information about the invoice in Exact-Online.|
|Determine when the final invoices should be exported to Exact Online.|
|Should the cost center be sent to Exact-Online.|
|Coachview invoice numbers start at 00001 by default. Would you like to use a different invoice number to avoid already used invoice numbers in Exact-Online? Fill in a prefix (e.g. 2018). This must be a number and will be placed in front of the Coachview invoice number.||Please note: When using the paid registration, the length of the value may not be adjusted, otherwise the registration will no longer work correctly.|
|Have project code generated from a Coachview field to Exact Online. You have the possibilities out:||Do you choose option 2 or 3? Then fill in the reference number with the application/invoice. It is mandatory to fill in per debtor can be arranged via option|
|Activate the link as follows:|
Please note: If you are already logged in to Exact Online with the target administration of the link, and you have previously requested a token, Exact Online automatically generates a new token.
The clutch is always possible: