Accounting → Connection settings
Open the connection settings for the accounting provider.
Turn on Book instantly to book invoices automatically.
Turn it off if you want invoices prepared but booked manually.
If you only want expense-account invoices booked automatically, enable Only book expense accounts.
If non-expense invoices should not book, Cashfeed forwards them to the fallback email.
Only account admins can change the admin-only booking switches.
Enable Send periods on line items to include from/to dates on journal lines.
Enable Auto-shift booking period for single-month invoices when one calendar month is clear.
Use Add notes to description to append internal notes to the booking description.
Enable Include month in entry number to make period tracking easier in Exact Online.
If a period is closed, Cashfeed skips the auto-shift period change.
Auto-shift only applies when all line items belong to one month and that month differs from the invoice issue month.
Turn on Merge identical booking lines to reduce duplicate-looking lines.
Cashfeed merges lines only when ledger account, VAT code, cost center, and cost unit all match.
Leave it off if you need every line item booked separately.
Review the result after saving, especially on invoices with repeated coding.
Merging happens per booking line, not across unrelated invoices.
Enable purchase order sync to fetch purchase orders from Exact Online automatically.
Save the setting to start storing synced purchase orders in Cashfeed.
If you do not need PO syncing, leave the setting off.
Use the purchase order area to review synced records afterward.
This setting applies only to Exact Online connections that support purchase order sync.
Check that Book instantly is enabled.
Check whether Only book expense accounts is blocking this invoice.
Confirm the invoice has the expected ledger account coding.
Contact Cashfeed support if the connection still does not book automatically.
Make sure Merge identical booking lines is enabled.
Check that ledger account, VAT code, cost center, and cost unit all match.
Separate lines stay separate if any of those values differ.
Contact Cashfeed support if the settings are saved but merging still does not happen.
Enable Send periods on line items.
Check whether Auto-shift booking period for single-month invoices changed the period behavior.
Confirm the invoice lines all belong to one calendar month before expecting auto-shift.
Contact Cashfeed support if the provider still rejects the booking.
Confirm Enable purchase order sync is turned on for the connection.
Make sure the accounting provider is Exact Online.
Save the connection settings again.
Contact Cashfeed support if synced purchase orders still do not appear.
Turn on Include month in entry number.
Save the connection settings.
Check a newly created booking, not an older one.
Contact Cashfeed support if the format does not change after saving.
