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Configuration areas

Settings are grouped into three main areas: Processing rules for automation, Administration for access control, and Organization for billing.

Company info

Manage legal details, addresses, and VAT numbers.

Users & permissions

Invite team members and manage role-based access.

Connections

Manage the integration with your accounting software.

Relations & descriptions

Configure coding rules for suppliers and ledger accounts.

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Processing rules

These settings directly impact how invoices are processed and authorized.
1

Relations

Map new suppliers to specific ledger accounts to automate coding.
2

Descriptions

Set default descriptions for consistent bookkeeping entries.
3

Authorizations

Define which users must approve invoices based on amounts or flows.

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Administration

Administrative settings handle the foundational setup of your workspace.
  • Users: Control who has access and what they can do.
  • Connections: Ensure data syncs correctly with Exact Online.
  • Organization: Manage subscription plans and multi-company setups.