| Available from version 12.0K |
In Winner Bizz, the accounting software Exact Online is now integrated with Winner Bizz. This integration offers users the possibility to send the customer and supplier invoice and payment directly on the platform. This export and imports are done automatically but can also be triggered manually if needed.
Settings
The Exact Online details can be configured in Financial settings > Accounting settings tab.
To deactivate one export, untick the Accountancy export box in the Customer Invoice tab, Supplier Invoice tab or Payments tab.
Customer codes can be also defined from the Contact edit dialog. Select Leads/Prospect > Contact > Chose a contact > Edit > Settings tab > Accountancy booking codes.
Supplier codes can be also defined from the Supplier dialog. Select Purchase > Supplier> Chose a supplier > Edit > Settings tab > Specific booking codes.
Exports
Daily automatic export
User can tick the box Export automatically daily in the tab Customer invoice, Supplier invoice and Payments. This will trigger the process to export the data to Exact Online every day.
Manual export
- Customer invoice: Tick the Accountancy export - Customer invoices box when setting Exact Online in the Financial settings dialog. Select Financial > Customer invoices > Export > Export Accounting information > Select a company > Chose the period, and click Export.
- Supplier invoice: Tick the Accountancy export - Supplier invoices box when setting Exact Online in the Financial settings dialog. Select Financial > Supplier invoices > Accounting export > Export Accounting information > Select a company > Chose the period, and click Export.
- Payments: Tick the Payments Import box when setting Exact Online in the Financial settings dialog. Select Financial > Payments > Right-click on the payment to import > Payments Import > Select a company > Chose the period, and click Import.
| Note: The first time Winner Bizz syncs with Exact Online, user will be asked to accept the terms and conditions. |
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