How do I link my Exact Online environment with Payt?

To link Payt with your accounting package, you typically need a connection user with certain permissions.

To link Payt with Exact Online, a connection user is required. This is a user in Exact Online with full permissions, allowing Payt to log in to Exact Online to grant access to the Exact Online environment.

The connection user in Exact Online needs at least the following permissions:

• General > Create, update, and delete documents
• Financial > Enter, edit, and delete bank entries
• Financial > View general ledger reporting
• Financial > View relationships
• Financial > View financial master data
• Sales > Process and print invoices

Roles can be set under [Administration Name] > Master Data > Users | Overview > [Username] > Rights (right side of the screen).