promise to pay tracking · Exact Online
Promise-to-pay tracking for facilities service companies with Exact Online.
Connect Exact Online, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how facilities service companies actually bill.
recurring contracts, call-outs and pass-through costs.
site service and finance contacts may report different facts.
an unresolved service ticket can delay approval without reaching finance.
join site, contract and payer context before the next action.
One controlled route from signal to outcome.
turn payer commitments into dated, visible and reviewable follow-up. A promise pauses ordinary reminders until its agreed review date.
- 01
Capture amount and promised date
- 02
Pause conflicting follow-up
- 03
Check the ledger on the review date
- 04
Resume or close with the full context
Exact Online data contract
Use the ledger as truth. Add the decision layer it lacks.
DueHello reads receivable status from the connected administration and keeps the accounting record as the source of truth. Connect the administration, select the entities in scope and map the sender identity before activating a playbook.
Evidence remains attached to the decision.
For this workflow, DueHello keeps promise source, promised amount and date, review result. The team can see what happened without reconstructing it from inboxes.
promise source
promised amount and date
review result
Questions before you put it into production.
How is promise-to-pay tracking used by a facilities service company?+
DueHello monitors recurring contracts, call-outs and pass-through costs, applies the configured receivables policy and records why each action was sent, paused or routed to contract manager and finance operations.
What data does DueHello use from Exact Online?+
The workflow uses invoice number and customer, issue date, due date and open amount, payment and credit status, administration and reference. DueHello reads receivable status from the connected administration and keeps the accounting record as the source of truth.
What stops the promise-to-pay tracking workflow?+
The workflow stops or changes route when the commitment is met, revised, disputed or missed. DueHello then join site, contract and payer context before the next action.
Does DueHello replace the finance or account team?+
No. DueHello performs the permitted follow-up and brings exceptions to the accountable person with the context and evidence needed to decide.
Map this against real invoices.
Bring one month of recurring contracts, call-outs and pass-through costs. We will map the policy, exceptions and Exact Online data route with your team.
Book a demo