Module Navigation

Using "My Account" for ExakTime

The "My Account" page allows users with the default Administrator role to manage your ExakTime account by purchasing additional employee licenses, updating your contact information and payment methods, and viewing/paying invoices.

Expand for Navigation Steps to "My Account"

Go to Manage and click My Account.

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Table of Contents

Permission to Access "My Account"

At this time, any user with the default Administrator role will have permission to access the "My Account" to purchase additional employee licenses, update contact info, and more. 

If you do not want your current Administrators to access "My Account" and perform related actions, you can create and assign a new ExakTime Connect Security Role to the user

My Account Page

When you initially arrive at the "My Account" page, you will have a series of options on the left:

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Overview Page

The "Overview" page will allow you to pay invoices, purchase additional licenses, review past invoices, and view/edit your payment information.

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The "Overview" page will allow you to pay invoices, purchase additional licenses, review past invoices, and view/edit your payment information.

  • Pay Invoice - Pay for an invoice or review previous invoices.
  • Purchase Additional Licenses
  • ExakTime Licenses - View a list of recent contract fees and license purchase history. Clicking the purchase number allows you to view the invoice and download a digital copy.
  • My Settings - Displays key areas of your ExakTime Account such as account profile, default address, and default payment method information. Address and Payment Methods may be updated by clicking the Edit link. Profile information is read-only.

Pay Invoice Page

Review Past Invoices

  1. Click Pay Invoice. You will be directed to a list of your account's invoices.

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  2. Click Paid in Full towards the top-left.

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  3. You will view a list of your previous invoices. Click the invoice number link under the "Invoice Number" link to view your invoice in detail.

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  4. The invoice will provide a detailed breakdown and a button to download a PDF copy.

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Pay Invoice

  1. Click Pay Invoice. You will be directed to a list of your account's open invoices.

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  2. Click the checkbox towards the left of an open invoice to select it. Click Make a Payment when ready.

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  3. Review the invoices and amounts. Click Continue to proceed to payment.

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  4. Review your payment information. Make any updates as needed. Click Submit to pay the selected invoice(s).

Purchasing Additional Licenses

  1. Click Purchase Additional Licenses.

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  2. Specify how many additional licenses you would like. The licenses listed will be dependent on what you currently have for your account such as your subscription type, yearly/annual employee licenses, scheduling, etc. If you are interested in licenses besides the one listed for you, please speak with your account manager for more information. Click Purchase when ready.

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  3. Verify your payment and billing information. Make any updates as needed. Click Continue to proceed with the purchase.
  4. Click Place Order to complete your purchase.

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  5. After a successful purchase, you will be taken to the confirmation page to view a summary of your purchase and your order number. It can take up to 15 minutes for your newly purchased license(s) to be added to your ExakTime system.
    • Click "My Account" to return to the main page of "My Account". 
    • Clicking "Download Sales Order" allows you to download and view a copy of your purchase invoice. If you did not download a copy of your invoice after completing your purchase, you can review past invoices from the "Overview" page or the "Pay Invoices" page.

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My Information

Profile Information

Profile information will contain information about your ExakTime account as well as information about the Administrator that originally provisioned the account. This screen is read-only.

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Address Book

The address book will contain addresses tied to your ExakTime account such as billing and shipping addresses.

  • Existing addresses may be updated, removed, and specified as residential, shipping, or billing addresses.
  • New addresses may be added by clicking Add Addresses and completing the form.

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Credit Cards & ACH/Bank Accounts

The credit cards & ACH/bank accounts pages will show credit cards and/or bank accounts tied to your ExakTime account. Existing accounts may be updated or removed.

  • To add a new credit card, click the Add Card link and complete the form.
  • To add new bank account information, click on the Add a Bank Account link and complete the form.

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License Information

License information provides a summary of your current license subscription.

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Unsupported Actions

For any unsupported actions of "My Account" such as upgrading sales packages, hardware purchases, or general sales/account questions, please contact your Account Manager for further assistance.

Cannot Access "My Account"

If you receive the following message when trying to access "My Account", please contact your account manager or our support team with the "Request Support" link at the top of the page to have this addressed. 

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Frequently Asked Questions

Can I decrease my license count via My Account?
No, in order to decrease your license count please contact your Account Manager
Can I make changes to my sales tier via My Account?
No, in order to make changes to your sales tier please contact your Account Manager
Can I purchase hardware via My Account?
No, for hardware purchases please contact your Account Manager
If I have other product lines besides Time & Attendance (ExakTime) will I be able to conduct transactions related to those products as well?
No, My Account is currently only set up for ExakTime transactions
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