Welcome to the Exact Product Blog

On this blog we will cover stories from all around the Exact ecosystem.

Exact Product Blog: Exact Online

A new entry screen for your sales and purchase invoices!

Written by Judith van Wissen on . Posted in Exact Online

We never stop working on a better experience for you. One year ago we introduced a new purchase and sales entry screen in Early Access and with the feedback we received from thousands of users, we improved the screen to make it even easier and faster.

Because this screen is the most often used of all screens in Exact Online, we were extra careful with making changes. We regularly validated the changes with users to make sure that they could get used to the changes fast.

Document and entry in the same screen

More and more invoices are sent by e-mail. You can now easily drag and drop or upload the invoices and enter them in the same screen. This will allow you to view your document and enter your data at the same time! You can also adjust the position of the attachment or if you work with two screens, show it on a different screen. If you are using Scan and recognize: you will be working with the same new entry screen. An efficient way of working!

Easy expand and collapse

The various sections in the header of the entry screen can be expanded or collapsed. Some information, like entry data, does not always have to be adjusted, therefore this section could be collapsed. Collapsing sections will make the creation of entries a lot faster because there is no need to go through all the fields anymore.

Create a customer/supplier right on the spot

From now on it is possible to create a new customer or supplier during the creation of entries! Just start typing and the option to create a new account pops up in the same screen!

And there is more…

You can save default values (G/L account, VAT code and payment condition) of your accounts in this new entry screen. Using this function is optional, just disable it in the customize section of your screen if you prefer not to use it. And of course, you will keep your current customized screen settings.

More information
This new screen is already available in Early Access. Have a look now via [My Exact Online – Early Access]. We value your feedback!

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If you have any feedback on this upcoming innovation just place a comment on this blog or send an e-mail directly to Judith van Wissen (Judith.van.wissen@exact.com).

 

Enhancements to planned dates for shop order materials

Written by Pieter Hamans on . Posted in Exact Online

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By default, we assume that all materials required for a shop order must be available before production starts. The planned date for the materials is derived from the planned date of the shop order (‘delivery date’) and the lead time of the bill-of-materials version. When the supplier informs us that his delivery is late, we should update the planned date. This so-called closed loop has now been implemented in Exact Online Manufacturing.

Material availability signal on the shop order

Written by Pieter Hamans on . Posted in Exact Online

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Common attention points before a shop order is released to the floor include a check on the availability of capacity, and a check on the availability of the material. For the material we differentiate between order controlled materials (those that we need to purchase for this shop order), and non-order controlled materials (those that we issue from stock and replenish based on re-order policies). Material is available if the order controlled materials have been received, and if we have sufficient stock of non-order controlled materials.

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Test-drive our new time & billing dashboard

Written by Remco Kroes on . Posted in Exact Online

In 2014 a journey was started to enhance the getting started process and main process flows in accounting. Among the first deliverables was a re-designed dashboard – designed with the need in mind to easier manage day-to-day tasks and have immediate insight in the financials of your company.  For professional services firms, we want to continue this journey and provide our users with a central starting point to manage key activities within these firms. Helping them to get started quickly and better manage their projects, resource capacity and billable utilization.

Better manage projects, capacity and utilization

A new interactive dashboard will be the starting point for key actions like creating new projects, approving time and leave entries, and generating invoices. It will also display key indicators such as billability, schedule accountability, budget progress, active projects and available capacity – all at a glance.

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As from now the dashboard will be available in controlled release for all editions (Exact Online for Time & Billing and Project Management) and will soon be made available via Early Access – enabling you to test-drive this dashboard and provide immediate feedback. For more information, please contact remco.kroes@exact.com

 

 

 

From a tablet into the cloud: smart industry on the shop floor

Written by Pieter Hamans on . Posted in Exact Online

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Common practice in many manufacturing companies is to collect shop floor data on time and material consumption to achieve an accurate product costing and to monitor progress. Often, this progress is recorded in writing on the shop paper, or entered on a shared terminal supported by a barcode reader. Where a written record leads to delayed entry and inaccuracies, a shared terminal with barcodes still depends on paper.

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Generate Delivery notes for a selection of Sales orders in one go!

Written by Jaap Jan de Lange on . Posted in Exact Online

Wholesale Distributors that are processing high volumes of (small) sales orders that are entered based on availability of products might want to generate delivery notes for multiple orders in one go. Think about companies that process orders that have been entered via a B2B or B2C Web shop, where they are only accepted when sufficient products are available.

Order controlled filter in shop order purchase order advice and issue materials

Written by Pieter Hamans on . Posted in Exact Online

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It is important for manufacturers to manage capital expenditure to inventories. A certain class of materials should only be purchased when there is an order requirement (order controlled), while only frequently used materials may be stocked up (stock controlled). A new filter has been added to the shop order purchase advice screen and the shop order issue materials screen to support this purpose.

Add costs to a reminder in Exact Online

Written by Judith van Wissen on . Posted in Exact Online

Not all companies pay their invoices on time. When an invoice isn’t paid on time, customers want to have a mean to putting pressure on the payment. With adding costs to a reminder, the invoice will be paid faster because it will give them the impression that they need to pay the invoices now. It will save time because less actions have to be taken such as sending additional reminders or phone calls. And eventually it will cover costs like for example interest.

Add costs to your reminder lay-out

During printing reminders in Exact Online, it will be possible to add costs. First you specify how many days the outstanding amount must be due before the costs are added. Then you have 2 methods to add costs:

  1. Fixed amount of administration costs
  2. Percentage of the outstanding amount

If you are going to use the extra costs, you have to add these fields on the reminder lay-out.

Add costs

 

Feedback
If you have any feedback on this upcoming innovation just place a comment on this blog or send an e-mail directly to Judith van Wissen (Judith.van.wissen@exact.com).

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Improved matching of advance payments when processing (online) sales orders.

Written by Jaap Jan de Lange on . Posted in Exact Online

Online sales often starts with an advance payment. Payment Service Providers, who facilitate an electronic payment when submitting selected products from out of a shopping cart in a webshop, provide a reference that can be used for matching incoming statements after delivering the goods and processing the sale.

Currently such a reference can be stored in a sales order, but is lacking a dedicated place to be used to optimize the matching process. Exact Online  will soon offer a dedicated place for a payment reference in a Sales order, that will be transferred via Goods delivery to a Sales invoice and an Outstanding item in the Financial administration where it can easily be recognized and matched with statements coming in.

This functionality is expected to become available within Sales orders in the coming weeks for customers using Exact Online Wholesale Distribution and Exact Online Manufacturing. Customers using an Exact Online Accounting edition that includes Sales invoices will be able to add a payment reference in the Sales invoice.