It is possible to include the link to the invoice in Simplicate in the booking details in Twinfield. In Twinfield you use the “document imaging” function for this. Below we explain how to set this up.
Settings in Simplicate
In the settings of the bookkeeping‑link choose ‘Use Document imaging’ to ‘Yes’.
In Twinfield you have three free fields (freetext1, freetext2 and freetext3). You can choose which freetext you want to use.
Then copy the Document imaging link. You will need this in Twinfield.
Settings in Twinfield
Go to Company settings > Transaction types and choose the sales journal.
Set the chosen Free text field from Simplicate to ‘allow’.
Document imaging Name: type “Simplicate Invoice” (enter this yourself).
Document imaging Link: paste the link from the accounting integration from settings in Simplicate.
Result
In the booking screen in Twinfield, but also in other places, you will now find a link. When you click on this, the original invoice will be retrieved. Each invoice has its own unique link. Other invoices cannot be retrieved via this link.
Note: the user who clicks the link must be logged into Simplicate.