When setting up the Exact Online integration, you’ll need to link each of the bank accounts you’re using for your Soldo currencies to one or more purchase journals. If you need to create a new purchase journal, you should do this directly in Exact Online. Here’s how:
- Log in to your Exact Online account.
- Click on your company name in the top left-hand corner. Under Manage current company, select Master data.
- Under Financial, click on Journals.
- Click on New.
- Enter a code of your choice.
- Enter a description of your choice. We suggest you choose something meaningful, so you can easily identify the purchase journal when setting up the integration in Soldo.
- Set the ‘Type’ to Purchase.
- Click on the icon to select a G/L Account from the list.
- Select a currency. You can define more than one currency by checking theVariable: Currencybox if you wish.
- Click on Save.