Exact is a Dutch technology company that provides software for small and medium enterprises. Exact Online is its cloud-based accounting software.

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Prerequisites

You need to have a valid Exact Online account and admin rights on Hyperline.

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Setup

1

In Hyperline, navigate to the Settings > Integrations page

2

Click Connect on the Exact Online card

3

Authenticate on Exact Online

If you are not already logged into Exact Online, enter your credentials to proceed.
4

Contact our support team

The Exact Online connection flow does not offer the possibility to select in which entity (called Division in Exact Online) the data will be pushed. Please contact our support to provide your division number.
5

That's it!

Your Hyperline account is ready to send invoices and credit notes.

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Reconcile Hyperline and Exact Online customers

If you already have existing customers in Exact Online, we’ll need to link them with the corresponding customers in Hyperline. Our support team is available to assist you with this process during onboarding.

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Synchronization

When you connect your Exact Online account, Hyperline automatically sends invoices with their complete details (including line items and PDF file).
By default, only invoices and customers created after the connection date will sync. If you need to push older data to Exact Online, please contact our support team.

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Customer synchronization

Hyperline supports 2 modes of synchronization for customers:
  • no synchronization: customers are not synchronized with Exact Online.
  • from Hyperline to Exact Online: customers created in Hyperline are automatically created in Exact Online with their details.

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Payment synchronization

Hyperline supports 2 modes of synchronization for payments:
  • no synchronization: payments are not synchronized with Exact Online.
  • from Exact Online to Hyperline: payments created in Exact Online are automatically created in Hyperline, and the status of the related invoice is updated accordingly.
The synchronization delay is 1 hour maximum.

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Settings

Please contact our support team to define the following values to be used when creating invoices and credit notes in Exact Online:
  • Invoice account code
  • Credit note account code
  • Sales journal code: by default, invoices and credit notes will be created with the sales journal code 70.
  • Default tax code: if a tax code is not specified for an invoice line item, the default tax code will be used.

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Product, tax and account codes

Exact Online requires a product code and a tax code for every invoice line item. You will need to configure the tax codes in the tax settings of the relevant invoicing entity, and then define the product code and tax code for every product that you intend to invoice in Exact Online. You can also define an General Ledger account code for every product. If no account code is defined, the default invoice or credit note account code will be used.