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.
This new screen is already available in Early Access. Have a look now via [My Exact Online – Early Access]. We value your 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.email@example.com).