The link with Exact online provides synchronization of relevant data. The following links are available:
- Customers: Transfer of customers including address details from Exact online.
- Projects: Transfer of projects including activities of a WBS.
- Hours: Transfer of approved actual hours from Timewax to Exact online.
- Link: Exact online
- Available for Editions: Kickstarter, Professional and Enterprise.
- Description: With this link all client and project information from Exact Online will be transferred over. In Timewax you can do your complete project administration.
Authorized actual hours are transferred immediately after authorization to the Time and cost entry in Exact Online (Projects).
Activation of link
The link should be activated before it can be used. Go to Master data > system settings and select the Exact Online option. Select the correct country in the shown option list and click on Activate Link. A login screen of Exact Online will be shown, after signing in the link will be active.
One-time only settings
After activating the link there are a few additional fields that will have to be filled in, in order for the link to be able to process the correct data. Go to Master Data > system settings and go to Exact Online link.
|Field - Description|
|Import customers - Activate this option to transfer customers from Exact Online|
|Import projects - Activate this option to transfer projects from Exact Online|
|Export hours - Activate this option to transfer actual hours to Exact Online|
|Add project code to name - When creating a project, the project code will also be put in the name.|
|Exact Division (administration code). Automatically filled in after activating connection|
|Default type (hours) - To add hours rows it is mandatory to specify a type. In the event that it is not supplied from Timewax, this default will be used.|
|Email address for sending the log mail in case errors have appeared|
|CC Email address for sending the log mail in case errors have appeared|
Details per link
- Timewax: Customers
- Exact: Customers
- Frequency: Every hour
|Exact Field||Timewax Field||Description|
|Name||Name debtor role||Name as stated on the invoice|
|Address||Address debtor role|
|Zip code||Zip code debtor role|
|City||City debtor role|
|Country||Country debtor role|
- Timewax: Projects
- Exact: Projects
- Frequency: Every hour
|Veld Exact||Veld Timewax||Description|
|Project manager||Project manager|
|WBS||Activity||The WBS will be created as an activity structure.|
|Hour types||Activity||Hour types are taken over as activities.|
|Budget||Activity||Only if a budget is provided, a general activity will be created.|
- Timewax: Timesheets
- Exact: Time and expense entry
- Frequentie: Immediately after approval
|Resource code||Employee Search code|
|Project code||Project code|
WBS- activity code
|Only applicable if a WBS has been created for the project.|
|Type code||Timesheet code||Create in Timewax in Field lists / Time sheet - type. Default value to be set in System settings.|