Sebastian de GoeijShort answer
Autoboeker syncs master data such as GL accounts, VAT codes and relations when you connect and later on request via Manage. Connect scans mailboxes every hour. Bank transactions come from your ledger: in Exact Online, Exact fetches the bank about every four hours and Autoboeker processes them roughly daily once the client-question GL account is set. If something is missing, syncing again usually fixes it.
Key takeaways
- Master data: on connect, then via Manage → list → Synchronise.
- Connect: mailbox every hour, or manually.
- Bank: from the ledger; in Exact about every four hours, Autoboeker roughly daily.
- One payment against several invoices in Exact does not come through the API.
- e-Boekhouden has no bank API.
What does Autoboeker sync?
After connecting, Autoboeker fetches each administration's setup; you resync lists when they change.
| Data | When | Resync |
|---|---|---|
| GL accounts and VAT codes | On connect | Manage → list → Synchronise |
| Relations | On connect | Manage → Suppliers → Synchronise |
| Payment terms | On connect | Sync icon above the field in the booking screen |
| Cost centres and cost units | On connect, if in the ledger | Manage → list → Synchronise |
How often do bank transactions arrive?
Autoboeker does not connect to your bank. In Exact Online, Exact fetches the bank about every four hours and Autoboeker processes transactions roughly every 24 hours once the client-question GL account and receivable and payable accounts are set. You can also sync manually on the Bank page.
Why are transactions open in Autoboeker that Exact already reconciled?
Almost always because one payment was reconciled against several invoices in Exact. Exact does not pass that on through the API unless the split option is on. This only affects the counter on the Bank page; mark such transactions as matched manually.
How often are documents fetched?
Connect scans Gmail and Outlook every hour; WhatsApp, the app and the e-mail address per administration are immediate; the Exact digital mailbox and SnelStart entries run continuously once enabled.
What do you do when data is missing?
Resync first; if that fails, it is almost always the connection user's access.
- 1Open the administration and go to Manage.
- 2Open the missing list and click Synchronise.
- 3Check the data is active in the ledger.
- 4Check the connection user has access.
- 5For Exact with limited access: open the administration once in Exact and resync.
FAQ
Questions about this topic.
They come from the ledger; in Exact Online about every four hours, processed by Autoboeker roughly daily, and you can sync manually.
No, it fetches transactions from Exact Online, Twinfield or SnelStart.
No, e-Boekhouden has no bank matching API.
No, it fills in missing data only.
