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Coachview Knowledge Base

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Integrate Coachview with Exact Online

Exact Online offers possibilities to process financial data from Coachview and to send payment registration back to Coachview. Start with the introduction and read how you can do this yourself in a number of steps.
Connection Exact Online: introduction and step-by-step plan.

Introduction Ervaren Expert Why? Exact Online offers possibilities to process data from Coachview. Turn the debtors registered in Coachview into customer relationships automatically in Exact Online. Automatically convert your invoices into sales entries, including the general ledger account...

Link Exact Online: set up service center and activate link.

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 th...

Integration Exact Online: payment registration.

Payment registration. Has the integration been made? Then you can inform Coachview in real time and automatically whether the invoice has been paid. In Exact Online the invoice is considered paid when it has been matched and the outstanding amount is € 0,-- or the difference has been reversed on...

Connection Exact Online: most common notifications.

These are the most common messages you will find in the list of invoices (column = 'Confirmed description' or 'Paid description') or in the invoice itself in Coachview: Ervaren Expert Element: GLTransaction, Topic: GLTransactions, Message: 'Subject [GLTransactions] Ma...

Link Exact Online: mapping fields Coachview to Exact Online

Introduction Ervaren Expert In this article we explain which Coachview fields are used to export the debtor, invoice and invoice line(s) to Exact-Online and in which Exact-Online fields they are placed. Debtor: Exact Online Coachview Note Account:@code Invoice:Debtor:Debto...