Exact Online My[Firm]
Free
1.9.9for iPhone, iPad and more
Age Rating
Exact Online My[Firm] Screenshots
About Exact Online My[Firm]
Manage your most important business activities and optimize your operations with the Exact My[Firm] app.
The Exact My[Firm] app gives you all the tools you need to run your business efficiently. You can communicate and exchange documents with your accountant in real-time in a chat window, so your financial data is always up-to-date. You can also process all your financial transactions in the app (invoicing, VAT returns, payments, etc.), so you never miss a payment or a deadline.
With the My[Firm] app, you can:
· Take a picture of an invoice or a receipt in the app, and your accountant can process it instantly.
· Get up-to-date financial insights on an intuitive dashboard to make informed business decisions.
· Chat in real-time with your accountant to ask questions or send documents.
· Approve purchase invoices and VAT returns that your accountant has prepared.
· Get automated reminders of the activities you need to do.
· Create and send invoices on the go (optional).
You may know My[Firm] by a different name. Accountants can replace the [Firm] of My[Firm] with their company name and add their own logo
Requirements: You need login credentials provided by your accountant to access this app.
The Exact My[Firm] app gives you all the tools you need to run your business efficiently. You can communicate and exchange documents with your accountant in real-time in a chat window, so your financial data is always up-to-date. You can also process all your financial transactions in the app (invoicing, VAT returns, payments, etc.), so you never miss a payment or a deadline.
With the My[Firm] app, you can:
· Take a picture of an invoice or a receipt in the app, and your accountant can process it instantly.
· Get up-to-date financial insights on an intuitive dashboard to make informed business decisions.
· Chat in real-time with your accountant to ask questions or send documents.
· Approve purchase invoices and VAT returns that your accountant has prepared.
· Get automated reminders of the activities you need to do.
· Create and send invoices on the go (optional).
You may know My[Firm] by a different name. Accountants can replace the [Firm] of My[Firm] with their company name and add their own logo
Requirements: You need login credentials provided by your accountant to access this app.
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What's New in the Latest Version 1.9.9
Last updated on Apr 22, 2024
Old Versions
- in some case was the link to the EOL app in the App store not working. this is fixed.
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Version History
1.9.9
Apr 22, 2024
- in some case was the link to the EOL app in the App store not working. this is fixed.
1.9.8
Mar 25, 2024
Good news, the Exact Online My[Firm] app will be integrated into the Exact Online app.
Why? The integration allows us to implement innovations faster for you as an entrepreneur and your accountant.
All you have to do is download the Exact Online app and log in with the known login details. In this version we have made a button available with which you can easily go to the Exact Online app to install it.
Why? The integration allows us to implement innovations faster for you as an entrepreneur and your accountant.
All you have to do is download the Exact Online app and log in with the known login details. In this version we have made a button available with which you can easily go to the Exact Online app to install it.
1.9.7
Dec 5, 2023
- Switching between companies didn't automatically select the company. this is fixed.
1.9.6
Oct 26, 2023
When opening the financial dashboard sometimes the message "too many request" was shown. this is solved.
1.9.5
Oct 11, 2023
Sometimes a "Forbidden" message was displayed in the financial dashboard. this is fixed.
1.9.4
May 18, 2023
- When you didn't have enough rights to use Purchase invoices the app would crash when you tapped 'Purchase' in the menu. This has been solved.
1.9.3
May 15, 2023
- Some users reported a crash while searching in the purchase invoice list, this has been solved.
1.9.2
Mar 30, 2023
- When you upload a missing document the amount was not sent correctly.
- The App didn't support rotation on an iPad
- We added the possibility to hide the Pay screen after approving an invoice.
- We have spotted and translated several missing translations.
- Several small improvements.
- The App didn't support rotation on an iPad
- We added the possibility to hide the Pay screen after approving an invoice.
- We have spotted and translated several missing translations.
- Several small improvements.
1.9.1
Feb 20, 2023
Bug fixes related to:
- Translations
- Sales invoice
- Expenses
- Translations
- Sales invoice
- Expenses
1.9
Jan 24, 2023
In this version we have made a number of improvements:
- In some cases English terms where displayed despite the fact that the language was set to French
- Fix for E-mail en Call option in the account card.
- Pay screen will not be displayed after Invoice approval for Belgium customers
-Correct terms for notifications at settings
- Missing document crash when scan service enabled
- Only allow one PDF in expenses or multiple image, but not both at the same time
- Prefill account when creating a document from accounts
- In some cases English terms where displayed despite the fact that the language was set to French
- Fix for E-mail en Call option in the account card.
- Pay screen will not be displayed after Invoice approval for Belgium customers
-Correct terms for notifications at settings
- Missing document crash when scan service enabled
- Only allow one PDF in expenses or multiple image, but not both at the same time
- Prefill account when creating a document from accounts
1.8.7
Oct 21, 2022
Bug fixes
1.8.6
Sep 26, 2022
Bug fixes and some minor interface changes.
In case of questions or suggestions please contact our support department via https://support.exactonline.com/community.
In case of questions or suggestions please contact our support department via https://support.exactonline.com/community.
1.8.4
Aug 22, 2022
- When adding a line to a sales invoice you sometimes get the message "Item is not divisible" or "vat code is not valid".
- Sometimes the selected language in EOL was not used in the App.
This has been solved in this version.
- Sometimes the selected language in EOL was not used in the App.
This has been solved in this version.
1.8.3
Aug 4, 2022
Bug fixes
In case of questions, remarks or suggestions please let us know via our support community https://support.exactonline.com/community
In case of questions, remarks or suggestions please let us know via our support community https://support.exactonline.com/community
1.8.2
Jul 25, 2022
Bug fixes
1.8.1
Jul 14, 2022
- PSD2 consent support for Rabobank
- Search at company picker
- Bug fixes
- Last but not least iPad support
- Search at company picker
- Bug fixes
- Last but not least iPad support
1.7
Apr 21, 2022
- Accountants can sign into the App to guide their customers.
- Small improvements.
- Small improvements.
1.6.1
Jan 10, 2022
Small improvements
1.6
Dec 23, 2021
In this release we've included the following changes:
• After approval it's possible to pay via bank.
• Styling changes throughout the app.
• Changes to the Sales dashboard.
• UI changes to the financial dashboard.
• In a draft quotation you can now change the customer.
• Updates to question list functionality.
• Bug fixes.
• After approval it's possible to pay via bank.
• Styling changes throughout the app.
• Changes to the Sales dashboard.
• UI changes to the financial dashboard.
• In a draft quotation you can now change the customer.
• Updates to question list functionality.
• Bug fixes.
1.5
Nov 29, 2021
In this release you’ll find the following changes:
• Create quotations on-the-go and quickly transfer them into invoices
• A new sales Dashboard that gives insight in the status of your sale process
• Question lists now show when an answer has been rejected or edited
• You can now pick a different layout when sending a reminder
• For users that only have the role to approve purchase invoices we’ve adjusted the experience
• Bugs fixes and stability improvements
• Create quotations on-the-go and quickly transfer them into invoices
• A new sales Dashboard that gives insight in the status of your sale process
• Question lists now show when an answer has been rejected or edited
• You can now pick a different layout when sending a reminder
• For users that only have the role to approve purchase invoices we’ve adjusted the experience
• Bugs fixes and stability improvements
1.4
Nov 4, 2021
In this release you'll find the following changes:
- iOS 15 support
- To do's are grouped by 'Unread' and 'Read’ items
- The financial dashboard support period comparison
- Bug fixes
- iOS 15 support
- To do's are grouped by 'Unread' and 'Read’ items
- The financial dashboard support period comparison
- Bug fixes
1.3
Oct 13, 2021
In this release you'll find the following changes:
- Revenue, costs, and result numbers are now shown based on reviewed data by the accountant.
- Easily adjust the e-mail body for sales invoices as well as reminders.
- Send a copy of an invoice or reminder to yourself.
- Find information quicker with our improved search feature.
- Bug fixes
- Revenue, costs, and result numbers are now shown based on reviewed data by the accountant.
- Easily adjust the e-mail body for sales invoices as well as reminders.
- Send a copy of an invoice or reminder to yourself.
- Find information quicker with our improved search feature.
- Bug fixes
1.2
Sep 14, 2021
Based on your feedback we've added the following changes:
- Add a payment link to reminders and sales invoices that you sent via the app.
- Add, change or delete items via the 'More' menu. Or create new ones directly from the invoice.
- In a draft invoice you can now change the customer. This makes it easier to copy invoices for other customers.
- Ask my auditor is extended. You can now see your financial and payroll contact person.
- Bug fixes
- Add a payment link to reminders and sales invoices that you sent via the app.
- Add, change or delete items via the 'More' menu. Or create new ones directly from the invoice.
- In a draft invoice you can now change the customer. This makes it easier to copy invoices for other customers.
- Ask my auditor is extended. You can now see your financial and payroll contact person.
- Bug fixes
1.1
Aug 4, 2021
Based on your first feedback we've made the following improvements:
• Improve your uploads with automatically snapping and cropping when taking a photo
• Collaborate with your accountant on documents shared in your dossier
• Zoom in on your result and revenue directly from the dashboard
• Send reminders for overdue sales invoices
• Bug fixes and stability improvements
• Improve your uploads with automatically snapping and cropping when taking a photo
• Collaborate with your accountant on documents shared in your dossier
• Zoom in on your result and revenue directly from the dashboard
• Send reminders for overdue sales invoices
• Bug fixes and stability improvements
1.0
May 11, 2021
Exact Online My[Firm] FAQ
Click here to learn how to download Exact Online My[Firm] in restricted country or region.
Check the following list to see the minimum requirements of Exact Online My[Firm].
iPhone
Requires iOS 10 or later.
iPad
Requires iPadOS 10 or later.
iPod touch
Requires iOS 10 or later.
Exact Online My[Firm] supports English, Dutch, French