Exact Online Integration Update

hello.

In this video I'll show you how to update your exactonline integration.

For that I have an xactonline integration already connected.

I have a couple of categories preset up and I have my cost centers and cost units synchronized.

Once you enter the migration experience, you'll see this page.

The main thing you need to start with is checking the user prerequisites required for using the updated integration.

You can see the summary of prerequisites here, but if you click on the Setup guide link and scroll down a bit, you can find the prerequisite section and also instructions on how to check user prerequisites.

Make sure that you do that before you run the upgrade.

Having checked user permissions, click Sign in.

This will initiate the migration flow.

It will take some time for the integration to update.

You can click to Accounting Settings button and then click Reload to update the page and see if the update is completed.

Once the migration is complete you will be returned to the setup page.

The update is now complete, but there are still a couple of steps which you need to take in order to finish the setup and make use of the new integration features.

One thing is check the accounting configurations and ensure that you have all the required journals in place.

One thing to note here is that if you use reimbursements in pleo, you need to make sure that you create the transitory bank journal in your exacton line and map it in here.

The instructions on how to create the trajectory vectorno are located in the Setup guide under the Review Accounting Configurations section.

Next review your tags configurations.

If you previously had cost centers and cost units synchronized though this will remain in place.

However, if you also have a Projects module in your exacton line, you can enable synchronization of projects and they will be imported and synced from your exactonline into Plio.

Once you have made sure that all the necessary accounting integrations and journals are present, well as all the necessary text configurations, make sure to press Save settings.

Next go to the Contra account step and ensure that you have the contra account populated over here.

If the contra count, dropdown is empty, you need to fill it in.

And that's pretty simple.

You need to set the same journal you use in the Expense bank journal.

In this case it's Plio Wallet Bank.

You need to set the same journal over here as well.

So as you can see, this is also Plio Wallet Bank.

Next go to the Categories tab and ensure that all your categories with accounts and default tax codes linked are in place.

Additionally, if you want to have vendor tagging enabled so as to book expenses on actual vendors in Exacton, go to the Setup tab, scroll down and then click on Activate Vendor Tagging, select the generic fallback vendor and click Activate Vendor Tagging.

as the final step, go to the export page, find an expense, which is ready to be exported.

If you have activated vendor tagging, you can select a vendor for this expense.

In this case it's McDonald's and export the expense to ensure that it works well.

Okay.

Success.

If you have successfully tested an expense expert, that means that you have finished the updates and you can use the new Plios exacton line integration.