With the Exact Online plugin PowerPanel can send the invoices to your accounting software. On the moment you approve an invoice in PowerPanel, the invoice will be imported in Exact Online as a sales entry.
Note: The admin can have disable this plugin for his resellers. So if the plugin is not available if you have Reseller permissions, please contact you admin / vendor for support.
1. Login to PowerPanel
First you need to login to PowerPanel. If you don't have an account you can create an account (use the menu in the header and choose register). If you need help to login to PowerPanel, please read here how to logon.
2. Go to the plugin marketplace
To connect your Exact Online environment to PowerPanel start with installing the plugin:
After you have installed the plugin, fill in the details in the plugin screen. If you have done that click on the button ‘Connect to Exact Online’.
You will be redirected to a screen from Exact Online where you will have to logon with your Exact Online credentials.
After you have logged in you will have to grant PowerPanel acces. You will be redirected back to PowerPanel and you are done!
If an invoice is sent to your Exact Online software it will be visible in your financial view.
Here you can check the entry’s and make them final.
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