PREPARATION

If you don’t see any field for analytical/cost axes on your activation page (Step 2 of the Connection section), or if you don’t need them, you can skip this step.

Check if your account has analytical/cost axis enabled.

For that , log into your Exact Online account.

  1. Go to the Financial tab → Analysis & Results.

  2. In the example below, two axes are enabled: Cost Centres and Cost Units.

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CONNECTION

Step 1: Choose a name for your connexion.

Step 2: Define the analytical/cost axis to activate.

Step 3: Click "Authorise" to finalise the connexion

AUTHENTIFICATION

You will be redirected to an Exact Online page to authenticate your account

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CONFIGURATION

Step 1: Select the company, folder, division you like to configure.

ATTENTION: it is possible that you don't find the company/division you want to connect in the dropdown menu. If this is the case, you need to adapt the allowed companies/divisions through the Exact Online interface:

1) Open Exact Online "Import/Export" Settings

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2) Select "App permissions"

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3) Select the app you are trying to connect to Exact Online

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4) Go to the "Permitted companies" section. Here you can allow all current and future companies OR select "Manage companies" to only allow specific companies

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Step 2: Click "Submit" to finalise the configuration.