Working with activities

An activity is a kind of peg or cost carrier under which you can group several items, for example earthworks, structural works or finishing.

You preferably link an activity to the item file: that way it is automatically carried over to every document line that item appears on. This is not mandatory - if an item has no activity attached to it, you can still link an activity manually on the document line itself.

Once linked, an activity has two functions:

• In the project recalculation, all activities and the items underneath them are grouped clearly.
• For the accounting, an activity counts as a cost carrier: the costs that fall under it can be passed on to your accounting programme.

You can use activities in sales documents as well as in purchase documents.

Getting started with activities

You set up activities in three steps:

1. Go to Settings > General > Activities and switch on the toggle. As long as it is not activated, the activity field does not appear anywhere.
2. In that same place, create the activities you need. Preferably link them to the item file, so that they automatically end up on your document lines; you can also link them manually on a document line later on.
3. Do you want to pass activities on to your accounting as a cost carrier? That runs via the Exact Online integration, which you activate separately for sales invoices and/or incoming invoices. You can read how to set this up in How does the Exact Online integration work?.

Activities in the recalculation

You build up the recalculation of a project with a grouping and a subdivision. If you choose activity for one of those two levels, you get a breakdown of the recalculation per activity. That way you see at a glance what each type of work or phase has cost.

Updated on: 04/09/2026