Under Settings > Organization you can establish the connection with your accounting package. You decide when documents may be provided to your accountant.

When

• Disabled: no connection has been established and you choose to manually provide documents yourself

  
  

• When an invoice is uploaded for the first time: when an invoice reaches Cashfeed

  
  

  ⚠️ It is advised to first review each invoice manually before forwarding it to your accounting package, as incorrect documents cannot be easily modified there.

  
  

• When an invoice has been reviewed

  
  

• When an invoice has been approved by all invited approvers

  
  

• When an invoice has been paid (or at least marked as paid)

  
  

Where

You will receive an email address from your accountant such as unique_code@purchase.exactonline.be, depending on the accounting package your accountant uses. Your code is unique to your organization and differs depending on whether you want to provide incoming or outgoing invoices.

Don't forget to click Update Information at the bottom before leaving the page.

If your accountant uses Exact Online, read further below the video.

If your accountant uses Exact Online, we have an even better connection for you.

You can find that under Settings > Connections and then follow the steps via Exact.

👋 If this didn't answer your question, please send us an email at info@cashfeed.com!