How to connect with Exact Online?
Note: Only the administrator (a user with an admin role) can make the connection with Exact Online.
- Make sure you are logged in to the Klippa Web App as a user with 'admin' rights.
- In the left menu, navigate to Settings and then Company. You are now in the company account settings.
- Click on Connections.
- In this overview, look for Exact Online and click on Connect with Exact Online. You will now be redirected to the login page of Exact.
- Enter your Exact Online username and password.
- System: Create and change administration-related electronic messages
- Financial bookings: Enter, edit and delete bookings
The rights per user can be found in Exact Online by navigating to **Master data > Users > Overview.
- Select the administrations you would like to use in Klippa.
- Then grant permission and press save. The connection is now successfully established.
Updated on: 20/02/2024
Thank you!