Smart Invoice Processing
Review and approve invoices faster
With Merge & Mail, you can combine original purchase invoices in the order they appear on the payment advice and merge them into a single PDF document that you receive via email. Merge & Mail allows you to generate a printout of all invoices related to a payment batch.

Optimize the process
Within your organization, payments to be made are verified against the original purchase invoices. This currently takes a lot of time, because the correct purchase invoice must be located for each payment.
Digital Approval
The E-Cashflow module is used to send payment files containing purchase invoices to the bank. These purchase invoices are typically approved by an authorized person.
In addition, there is also a module that scans purchase invoices and saves them as PDFs in Exact Globe and are then linked to a purchase entry. Once you have this information, the approval process can also be handled digitally using Merge & Mail.
Who are our customers?
We work for the following clients, among others. Here is a selection of organizations that rely on our expertise.






How does Merge & Mail work?
Merge & Mail displays an overview of created bank files and approved payments that have not yet been included in a batch. After selecting a batch, all PDFs are retrieved from the database and merged into a single large PDF. An email is then generated containing a hyperlink to this new PDF.
The invoices in the new PDF are sorted in the same order as the payments in the bank file. Status documents (HTML) that Elvy has uploaded to Exact can be added so that it is clear who approved the payment. A user can then enter the email address or addresses of the person who needs to approve the payment batch, after which the message is sent.


Key Benefits
Merge & Mail makes it significantly easier to review and approve payments. All purchase invoices belonging to a payment batch are automatically collected and combined into a single, easy-to-read PDF document. As a result, employees no longer have to manually search for invoices.
In addition, the order of the invoices remains the same as the order of the payments in the bank file. This makes audits faster and easier to follow. When approval information is available, the corresponding status documents can also be added. This makes it immediately clear who approved an invoice.
Key benefits of Merge & Mail:
- Clear documentation of payments and approvals.
- All invoices in a payment batch combined into a single PDF;
- Spend less time searching for documents;
- Faster verification of payment orders;
- A better understanding of the approval process;
- Digital delivery via an automatically generated email;
How does this benefit your organization?
Merge & Mail helps organizations streamline their payment and approval processes. Because all relevant invoices are automatically collected and consolidated, employees spend less time on administrative tasks. This frees up more time for work that directly adds value to the organization.
It also reduces the likelihood that documents will be overlooked during the review of payment orders. This is because the correct information is consolidated and available in the proper order. This provides a clearer overview and makes the process easier to manage.
For organizations that regularly review or approve payment runs, this means faster turnaround times and more efficient collaboration between employees, the finance department, and approvers. The result is a streamlined process with less manual work, greater transparency, and higher productivity within the finance department.

Curious to find out what this solution can do for your organization?
With the right solution, you’ll work more efficiently, save time, and get more value out of your business software. Our consultants are happy to help you find the best approach.
Request a demonstration or contact us for personalized advice.

Linda de Boer – Dijkgraaf
Alistar
Frequently Asked Questions
Are you curious about how this solution can enhance your Exact environment? Check out the answers below to frequently asked questions about the integration, features, and capabilities within Exact.
Does Merge & Mail combine original purchase invoices into a single PDF document?
Yes. Merge & Mail retrieves the linked invoice images and combines them into a single PDF document.
Can I use Merge & Mail to view all invoices in a payment batch in a single overview?
Yes. The solution creates a consolidated document containing all the invoices associated with a payment batch, which makes it easier to verify them.
Are invoices entered in the same order as they appear on the payment order?
Yes. The order of the invoices in the PDF corresponds to the order of the payments in the bank file or payment advice.
Will I automatically receive the combined PDF via email?
Yes. Merge & Mail generates an email containing a hyperlink to the newly created PDF.
Can Merge & Mail help speed up the approval process?
Yes. Since all relevant invoices are available in one central location, there’s no longer a need to manually search for the correct invoice for each payment.
Does Merge & Mail also show payments that have already been approved?
Yes. Even entries that have already been approved can be merged and made available for review.
Can Merge & Mail be used for outstanding items for which a payment batch has not yet been created?
Yes. In that case, the solution assigns a fictitious batch number so that the documents can still be processed.
Does Merge & Mail generate a summary of both bank files and approved payments?
Yes. Users are provided with an overview of created bank files and approved payments that have not yet been included in a batch.
Is Merge & Mail intended for processing sales invoices?
No. The solution was specifically developed to support the review and approval of purchase invoices related to payment orders.
Does Merge & Mail work with digital approval of purchase invoices?
Yes. When purchase invoices are saved as PDFs and linked to journal entries, they can also be approved digitally using Merge & Mail.


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