Archive for 'Exact Online'

New features helping you to bill more accurately

Posted on 01. Sep, 2014 by .

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The timely and accurately billing to clients is a practical challenge to many professional services firms. Accurate billing depends on how well processes related to time tracking, managing rates and invoicing are integrated.  Timely billing depends on how quickly you are able to convert captured time and costs into invoices. At Exact we believe that […]

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More focus with flexible customer segmentation

Posted on 13. Aug, 2014 by .

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An important success factor for driving your business is to be able to divide your (potential) customers in relevant segments. Focus on those segments in which your business can and will be most successful! Every business is different so each business can have different segmentation (also named: classification) criteria  which are applicable to their accounts. […]

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Sales discounts for manufacturing

Posted on 13. Aug, 2014 by .

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Discounts can be entered for each line of a sales quotation, sales order or sales invoice. However, in the commercial practice we are sometimes required to provide a lump-sum discount, a percentage off the bottom line or an overall adjustment to a round number. These ‘bottom line discounts’ require entry fields, adjusted documents (quotation forms, […]

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New innovations Exact Online iPad Starter

Posted on 22. Jul, 2014 by .

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How do you prefer to communicate with your accountant? By phone, by mail? Did you consider to use your Exact Online iPad Starter? Many entrepreneurs already use the Exact Online for iPad Starter to get control over their business. Back home or when traveling. It will be possible soon to use your iPad app to […]

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How to improve billable utilization

Posted on 17. Jul, 2014 by .

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For many professional services firms maintaining healthy levels of billable utilization is key. Yet tracking and measuring (billable) utilization per employee can be challenging when relying on spreadsheets. Exact Online Project Management helps you to monitor the time your employees spend working on (non-)billable projects and activities and provides the insights needed to improve your […]

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