Automatically posting invoices in Exact Online sounds like software simply presses "post". In practice, reliable auto-posting is the result of a controlled chain: receipt, recognition, coding, approval, exception checks and only then processing in Exact Online. This guide shows which steps are needed and when touchless posting is sensible.
What does automatic posting mean?
Automatic posting means an incoming invoice becomes a posting in Exact Online without manual data entry. That is responsible only when the relevant data is reliable and your rules define when human review remains necessary.
- Receipt. PDF or scanned invoice arrives in Glimps; UBL and Peppol stay outside Glimps for now.
- Recognition. Supplier, amounts, VAT, lines and references are read.
- Coding. GL, VAT code, cost center, project and dimensions are proposed.
- Control. Duplicates, changed IBANs and low confidence are flagged.
- Approval. Budget owner or buyer approves when your process requires it.
- Posting. The invoice is processed in Exact Online.
When can an invoice post touchless?
Touchless posting fits predictable invoices: recurring suppliers, stable posting logic, normal amounts and no variance in VAT, IBAN or order reference. New suppliers, large amounts and PO differences should keep review.
| Situation | Approach |
|---|---|
| Recurring SaaS invoice with fixed coding | Often suitable for automatic posting |
| New supplier or changed IBAN | Always review |
| Goods invoice with PO and receipt | Post automatically after match within tolerance |
| Large variance or unknown VAT scenario | Review and possibly approval |
What do you need in Exact Online?
Automatic posting works only when your base data is clean. Check suppliers, chart of accounts, VAT codes, cost centers, projects and administrations. With multiple entities, the software also needs to determine the right administration.
That is why auto-posting usually starts by improving invoice processing in Exact Online. Without clean data, manual work shifts from entry to corrections afterwards.
Why scan and recognize is not enough
Scan and recognize helps with extraction, but automatic posting requires more. The software must also know which posting logic is right, who may approve, which exceptions block and when an invoice can safely continue.
If a tool fills fields but the user still checks every invoice, the process is faster than manual posting, but not truly automatic.
Controls you should not skip
- Duplicate checks on supplier, invoice number, amount and date.
- IBAN and supplier checks for new or changed payment details.
- VAT checks for reverse charge, foreign suppliers and mixed rates.
- Approval rules by amount, cost center, project or entity.
- PO matching for goods invoices with order and receipt.
How Glimps supports automatic posting
Glimps automates the steps for Exact Online: reading invoice data, creating posting proposals, flagging exceptions, routing approvals and processing when controls are satisfied. Teams can start small and expand automation as corrections and exceptions become reliable.
See how this fits in automated invoice processing, compare pricing or open the demo.
Conclusion
Automatically posting invoices in Exact Online is achievable, but only with clear controls. The right question is not whether everything can be touchless immediately, but which invoices can safely continue automatically and which exceptions finance should see earlier.