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How do you integrate with Twinfield?

custom_only.pngIt’s simple to integrate your Receipt Bank account with your Twinfield account.

First, you'll need to login to your Receipt Bank web account (www.receipt-bank.com), then follow these instructions:

1) Go into your ‘Account Settings’

2) Click on the ‘Integrations’ tab

3) Next to ‘Current integration: None’ click on the button ‘change’

4) Select ‘Twinfield’ and then follow the instructions.

5) On the ‘Integrations’ tab please ‘Link Expense Types’ by selecting a default publishing area in Twinfield as well as a default tax rate from the drop down menus.

 

6)Set default expense types and default VAT code

Go to your 'Account Settings' menu under 'Integration' tab.

Select expense types from the dropdown menu under 'Link Expense Types for publishing'

Then scroll down and 'Link Expense types to Tax Rates'.

Please note that in order to send images to Twinfield when publishing items this needs to be enabled separately both in Receipt Bank and Twinfield.

In Twinfield:

  • Click on the ‘General’ tab
  • Select ‘Transaction Types’
  • Select a transaction type eg Purchase Invoice and click ‘Next’ - please follow this procedure for each transaction type (Purchase Invoice, My Bank, Cashbook, Journal)
  • In the section ‘Free Text Fields’ please allow usage for one of the text fields
  • Complete the name field (e.g. Transaction images) in the section ‘Document Imaging’
  • Enter the link starting with http:// and copy the respective text from the grey box at the bottom of the page (eg $FreeText1$ depending on the text field that has been allowed)

 In Receipt Bank:

  • Go into your ‘Account Settings’ menu
  • Click on the ‘Integrations’ tab
  • Next to ‘Twinfield Image Field’ select the text field that has been allowed in Twinfield and click ‘Apply’
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