To connect Payt to Exact Online, a connection user is required. This is a user in Exact Online with the correct permissions, who can log in to Exact Online from Payt to provide access to the environment.
Required permissions for the connection user
The connection user needs at least the following permissions in Exact Online:
General
Create, update and delete documents
Financial
Enter, edit and delete bank entries
View general ledger reports
View relations
View financial master data
Sales
Process and print invoices
Setting permissions in Exact Online
To change a user's permissions in Exact Online:
Open your Exact Online administration.
Go to 'Master data'.
Select 'Users | Overview'.
Select the user whose permissions you want to change.
Select 'Permissions' (right-hand side of the screen) and adjust the relevant permissions.
Giving Payt access to all Exact Online administrations
Only seeing one administration when connecting, while you have multiple in Exact Online? Then Payt does not yet have access to all administrations. Here's how to fix this:
Go to your account settings in the top right of Exact Online.
Open the 'Security Centre'.
Give Payt access to all current and future administrations, or make your own selection of the administrations you want to connect.
After saving, Payt will be able to retrieve the correct administrations.