Before I tell you about the enhancements we have added this month, I thought I would take the opportunity to tell you about our new webinar series. Starting on June 23rd, and monthly thereafter on the penultimate Friday of every month (except November when it will be the last Friday in the month) I will be hosting a 30 to 60 minute webinar demonstrating the new features that have been released in that month’s software update, and if time permits, demonstrating other tips and tricks or other existing functionality that you may not be aware of.
If you receive the email we send each month advising of the scheduled update, you will have already received an email inviting you to register for the webinars. If you don’t receive an invitation, please contact your account manager who will be able to forward an invitation to you.
The focus in this month’s update is on improvements to the Neo sales invoice layout, and I have documented these changes in detail below.
Also in this month’s update is another improvement to the connection process when linking Yodlee to your bank accounts in Twinfield for the first time, and I have news about the upcoming release of the new Twinfield Analysis Excel Add-In.
Neo sales invoice improvements
Our ongoing improvements to the Neo sales invoice layout continue. This month we have the following enhancements:
- Hide/Show the document title
If for some reason you do not want to display the document title (the word ‘Invoice’ or ‘Credit Invoice’) at the top of your invoice or credit note, you can now toggle this on and off within the template editor.
To do this, start a new invoice and select ‘Invoice Template’ from the ‘Related Items’ menu, or type ‘Invoice Template’ into the ‘search’ box at the top of the screen.
Click on the document header – the section containing the words “Invoice / Credit Invoice” – and click the ‘Hide header’ button.
To display the document header again, simply click the ‘Show header’ button.
- Flexible Layout – Invoice Header section
It is now possible to change the labels in the invoice header section and to hide fields that are not required.
Within the invoice template, click anywhere in the invoice header section and click ‘Edit Titles’ to display editing options:
Default label text is displayed in grey and can be overwritten. For example, rather than ‘Customer Number’ I want to use ‘Account Number’, rather than ‘Reference’ I want to display ‘Order Number’ and when I process recurring invoices they are for a license subscription period, so rather than displaying the words ‘Delivery Period’ I want to display ‘Subscription Period’.
And for miscellaneous invoices I don’t want to display a ‘Delivery Date’, so I will hide that field altogether.
Note: Sales invoices only display the Delivery Date or Delivery Period and not both. Delivery Date is available to display on standard invoices and Delivery period on recurring invoices.
Within the Template Editor:
Which on my sales invoice data entry screen looks like this:
And because I didn’t enter a Project number, this field is also hidden on the printed/emailed sales invoice:
Flexible Layout – Column Headers
Lastly, it is also now possible to change the column header labels within the sales invoice template. To do this, click anywhere within the detail section of the invoice and click the ‘Edit Titles’ button:
This will enable you to overwrite the Quantity, Description, and Price fields, and also change the word VAT to ‘Tax’ for example (for those countries where sales tax is applicable).
Note that the column header labels cannot be longer than 20 characters in length, and the VAT header is restricted to a maximum of 6 characters.
Also note, on a printed/emailed invoice, if you haven’t entered any quantities, the quantity field is not displayed which provides more space to print descriptions/text.
Also note that changing the VAT label will change the sub-total label at the bottom of the detail section of the invoice as well.
The printed/emailed invoice will look like this:
Yodlee improvement: Select a date for historical transaction import
We have made some changes to the Yodlee connection process.
The first thing you will notice is that the ‘Select your bank’ screen has been replaced with a smaller ‘Find your bank’ screen.
This change has been made after receiving user feedback that the tiles were ‘confusing’. Each tile defaulted to just one URL for the respective bank, and that URL wasn’t always the one that the user wanted. For example, HSBC has 14 different URL’s supported by Yodlee, of which 3 are relevant to UK users. We previously had one HSBC tile that defaulted to one HSBC URL, and if you selected that and it was incorrect, you needed to start the connection process again by typing the bank name into the ‘search’ field.
So we have removed the tiles altogether, and replaced it with a simpler ‘Find your bank’ screen.
In addition, when you type your bank name, rather than seeing all URL’s for that bank, you will only see URL’s for the UK and Irish variants of the selected bank:
You can click the link at the bottom of the list to display all URL’s for the selected bank if required, but overall, we believe that this change will improve your experience when connecting Yodlee to your bank.
The second change we have made to the Yodlee connection process will also improve your experience when connecting to a bank for the first time, and that is the ability to select how far back you would like to go when Yodlee imports the first bank transactions.
Until now, when you linked a bank book to Yodlee you were not given an option and 7 days of transaction history were automatically imported into Twinfield upon successfully completing the connection to Yodlee. If this was too much, you had to delete the unwanted bank statements. If it was insufficient, you had to manually import transactions to bring Twinfield up to date as at 7 days ago.
Now, when connecting to Yodlee you can select a start date for each bank account. For example, you connect to Natwest and have two bank accounts. One is up to date as at last Friday and the other is only up to date as at the end of the last VAT period.
On linking the Yodlee bank accounts to the Twinfield bank books you can now select a start date for transaction import (up to a maximum of 90 days ago) for each bank account:
Twinfield Analysis is a free* Excel plug-in that enables Twinfield users to create their own bespoke reports within Excel.
The current version of Twinfield Analysis has a limitation in that it will only work with the 32 bit version of Microsoft Excel, and whilst that works form some people, many Twinfield users are now using either 64 bit Excel and/or Office 365 which is web based.
I’m happy to announce that very soon we will be releasing a brand new version of Twinfield Analysis which works with both 64 bit Excel and can be used as an Excel 365 add-in.
As soon as this is released we will invite you to a webinar demonstrating the new version, but in the meantime, if you are not familiar with Twinfield Analysis, please feel welcome to watch this 45 minute recording of a webinar I presented in 2014 that demonstrates how to use Twinfield Analysis to create some simple reports within excel.
*Note: Twinfield Analysis is a free Excel plug-in but there is a small charge for data downloaded by Twinfield Analysis. Please discuss with your account manager if you would like to know more about data charges.
That is all for this month. As always, we are doing a lot of work behind the scenes, and there are also a few smaller changes in this month’s update that I have not documented here. For a full listing of the changes, please click the ‘Release History’ button on the Twinfield home screen.