Accounting integration: synchronisation of customers, invoices and payments
The integration between Bas and Exact Online ensures that customers and invoices are synchronised automatically. When you create an invoice in Bas, it’s automatically sent through to Exact Online. If the invoice was created for a new customer, the customer is first created as a debtor in Exact Online. This means invoices can be linked directly to the correct debtor, without any manual entry in Exact.
As soon as an invoice is marked as paid in Exact Online, this information is also sent back to Bas. This means the payment status of the invoice in Bas is updated automatically. This always gives you an up-to-date overview of outstanding and paid invoices, without any duplicate work.
Please note: customers created in Exact Online are not automatically pulled back into Bas. Customer details are therefore always managed from Bas, and sent from there to Exact.
Optional: cost centres per case file
In addition, the integration offers the option of automatically creating a cost centre per case file. This makes it easy to track revenue and costs per case file, giving you valuable insight into the profitability of individual projects.
To make this insight complete, you can also import purchase orders linked to a case file in Exact into Bas. This gives you a full overview of all the purchase costs incurred per case file, and lets you calculate exactly what the actual margin is on a job.
This option is only activated on request and additional costs may apply.