Connecting your Exact account

This walkthrough shows you how to connect your Exact account with Kwanji, so you can seamlessly pay your invoices.

1. From the Dashboard, click the ‘Add ons’ button or ‘Click here to Link’.

2. Select Exact by clicking the ‘+’ symbol

3. Enter your Exact account details and click login

4. Select the company you want to connect with, then click “Yes”

5. Your Exact invoices are now available on the Kwanji Dashboard

This step can take up to a minute - please be patient!

6. Your Exact invoices can now be paid directly from the Dashboard

 

Your invoice details will be loaded into the new payment page for you to complete the transaction – note that the receive amount is fixed to ensure correct reconciliation. If you need to pay a different amount please go back to the dashboard and start a new payment afresh.

 

7. All done!

Oct 8, 2015   1138      3rd Party Integrations  
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