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Exact Solution

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84 views3 pages

Exact Solution

Uploaded by

Miruna Chelaru
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Thank you for your web question.

All important information about the Exact APIs can be found at https://developers.exactonline.com

• Here you will find an explanation about REST API, Oauth 2.0, API limits, etc.

• A direct link to the available REST APIs (reference documentation)


https://start.exactonline.nl/docs/HlpRestAPIResources.aspx?SourceAction=10

If you would like help and/or explanation about how to connect with Exact Online, you can request
an API consultation.

• Exact provides consultancy for the use of the APIs. A Consult request can be continued via [Support
> Consultancy].

• API consultations are available from 2 hours.

• Exact Online API consultation helps your developer with the following:

• Detailed explanation/demo at HTTP level about OAuth2.0

• Detailed explanation/advice on which APIs to use that best suit the business processes

• Exact Online does not build the connection, you will have to find a developer yourself who is
familiar with the use of OAuth2.0 and REST APIs

If you do not want an API consultation, you can ask your questions via a support case to the API
support team.
Unfortunately, it is not possible to retrieve reminders / the overview of reminders via the API.

You can only find out which invoices are open and for what period they are open.

There are various options to request the payment status of an invoice in Exact Online. You have 3
options via the REST API:

The first option is to use the financial/ReceivablesList and financial/PayablesList endpoints. This
allows you to retrieve the outstanding items. If the invoice is not included in the results, you know
that it has been reconciled.

The second option is to use the bulk/Cashflow/Receivables and bulk/Cashflow/Payments endpoints.


These endpoints return customer payments in the results. You can see whether an invoice still needs
to be paid, whether the invoice has been paid in full or, for example, whether the invoice has been
partially paid. The fields below will help with this:

- AmountDC/AmountFC: shows the amount still outstanding

- EndDate: shows from when the invoice is no longer an open item

- IsFullyPaid: shows whether the invoice has been paid in full

- Status: open, selected, performed, reconciled

Please note: When a payment is split (for example a partial payment), this endpoint also returns
multiple results for 1 voucher number. The AmountDC/AmountFC field then shows the outstanding
amount of the payment term.
We recommend bulk endpoints over single endpoints because when you make a bulk call you get
more results back, you get results back faster and bulk contributes to the optimal functioning of your
application.

The third option is the Cashflow/PaymentTerms sync. You can retrieve the most recently changed
and new PaymentTerms via this endpoint. The advantage of this endpoint is that you do not have to
retrieve all the data every time using the Timestamp. Here is the link to the reference documentation
of the endpoint: https://start.exactonline.nl/docs/HlpRestAPIResourcesDetails.aspx?
name=SyncCashflowPaymentTerms

Depending on the application, you can choose from the above which one suits you best.

Good luck and have a great working day!

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