Setting up & Configuring Exact Online

What You Need:

• Exact Online account and its login

• ZapFloor account with Activated integration

• Exact Online settings configured in Zapfloor

  Journal	The journalcode
  Current division	Division number
  Authentication connection	Exact online needs to be select here
  International customer VAT code	Select the line of you choice in the dropdown menu
  Credit note journal	By enabling this, a different journal for   credit notes is created.
  Different exact online instance	Set correct if invoicing with a different   Exact Online instance as your company   is stated
  Exact enabled	This toggle needs to be on
  Auto push invoice	Invoices made in Zapfloor will be   automatically pushed to Exact
  Match invoice payments automatic	Every night a check will be done which   invoices are paid and the will be updated  in zapfloor automatically.
  Push invoice doc automatically to Exact online as sales entry	Your system can automatically send   invoices to Exact Online, where they are   recorded as sales transactions, saving   you the manual step of entering them.
  Enable deffered revenue	The order was placed at a different time than when the invoice was created and the payment was made.
  Use product specified for discount for all discounts	Every discount (line, global,..) will be   added to a specific product.

   

Once the Integration is Activated:

1. Step 1 : Go to Integrations > Connections

2. Step 2 : Click New Connection

3. Step 3 : Select Exact

   • Name: Exact Online or your preferred name

   • Click Create

4. Step 4 : Open the connection using 🔍

5. Step 5 : Click Authenticate connection

   • You’ll be taken to Exact to link your account

Exporting Journal Codes from Exact

Once the connection is made, you can export a list of journal codes from your Exact environment.
These will be used for assigning resources in Zapfloor:

• Products

• Meeting rooms

• Desks

Setting Journal Codes to Resources in Zapfloor

ZapFloorHQ allows you to assign detailed journal codes for different resources:

Set Product Codes

• Go to My Center > Products

⚠️ You need to set journal codes for products per location ⚠️

For each product or service:

• Assign a unique journal code

• Remember to save your changes after setting each product

Set Meeting Room Codes

• Go to My Center > Meeting Rooms

• Select the meeting room from the list

• Scroll down to Accounting to assign the journal code

Set Unit Codes (Offices)

• Go to My Center > Units

• Select the unit from the list

• Enter the journal code