Integrating your Dext Prepare and Twinfield accounts will enable you to send your Dext Prepare items directly to your accounting software with all the relevant item details applied.
This article is relevant to the legacy Dext experience. You can access the article for the enhanced Dext experience here.
Important: To be able to connect with an accounting software you must be assigned the Admin role. If you don’t have this access, reach out to your account administrator or accountant/bookkeeper to request access.
What does Integrating do?
Integrating the platforms will:
- Sync the Chart of Accounts, Suppliers, Customers, Classes, Locations, and Payment Methods across the two platforms.
- Activate the ‘Publish’ button, which sends your Dext Prepare items directly to Twinfield.
Setting up the Connection
To connect your Dext account to your Twinfield account:
1. Navigate to the Connections section of the sidebar, then Integrations.
2. Find Twinfield in the list of Available softwares, then click the Connect button.
3. ClIck the Connect Software button – you’ll then be prompted to log in to your account.
4. Follow the steps provided until you return to Dext Prepare.
5. Finally, you will see a confirmation that the connection has successfully been made. Click Finish.
After integrating, please allow a few minutes for all the category codes and lists to synchronise.
Before you publish your documents, ensure you select a category and configure your tax settings correctly. This will save you time and reduce the risk of errors when you publish to Twinfield.
6. Under the sections for Link Expense Types for Publishing select where each expense type should be published in Twinfield.
Note – If the wrong expense type has been selected then the error “Incorrect XML error – ‘the code has not been filled/this transaction type does not exist for this company” will appear. To correct the error, return to the Integrations page and select the correct option for that expense type.
7. Then scroll down to Link Expense types to Tax Rates to confirm which tax rate should be applied for each expense type.
Publishing
Once you’ve selected a category and set the correct tax settings you are ready to publish your item.
See how to publish here.
To Send Images To Twinfield When Publishing
Sending images to Twinfield when publishing allows the user to see the specific item that was uploaded to Dext Prepare within Twinfield.
To enable image sharing complete the following steps:
1. In Twinfield
- Within the ‘General’ tab select ‘Transaction Types’ option (located under the ‘Company’ menu)
- Select ‘Purchase Invoice’ and hit ‘Next’
- Under ‘Free Text Fields’ section for ‘Free text field 3’ select ‘Allow’
- Under Document imaging section fill the name field (e.g. ‘Transaction Images’, ‘Scan’, etc.)
- Then for ‘Link’ enter ‘http://$FreeText3$’ and save.
2. In Dext Prepare:
- Navigate to the Connections section and then click on the Integrations tab.
- Select the relevant free text field from the ‘Image field in Twinfield’ dropdown.
How to Reconnect
Reconnecting will re-establish the connection with Twinfield. You may need to reconnect because your login credentials have changed or your connection has expired.
If you would simply like to refresh your chart of accounts, see how to refresh the connection section below.
To re-connect:
1. Navigate to the Connections section of the sidebar, then Integrations.
2. Click the green Reconnect button.
3. Click the Connect software button – you’ll be prompted to log in to your account.
4. Follow the steps provided until you return to Dext Prepare.
5. Finally, you will see a confirmation that your organisation is connected. Click Finish.
How to Refresh Lists
Refreshing your connection will only refresh the charts of accounts (all the lists pulled from the integration).
Please note: No data will be lost when the connection is refreshed.
To refresh lists:
1. Go to Connections in the sidebar, then Integrations.
2. Click the Manage Connection dropdown, then Refresh integration data.
3. Finally, you will see a green banner confirming the refresh is in progress. The process should only take a couple minutes.
