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.
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.
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.