Book with your own Twinfield or Exact login

By default, Invoyz books with the login of whoever connected the accounting software, the main login. Connect your own Twinfield or Exact login and the accounting software shows you as the user for what you do in Invoyz.

Connect your own login#

1. Click your name at the top right and choose Profile.
2. Open the Accounting logins tab.
3. Click Connect my login next to the accounting system.
4. Sign in with your own Twinfield or Exact account in the window that opens.

Already signed in to Twinfield or Exact as someone else? Sign out there first.

What your login is used for#

• Invoices you approve or re-post.
• Relations you add or change.
• Ledgers, cost centers and projects you add.
• Payments you approve.

Synchronising and automatic booking always use the main login.

When your login no longer works#

Invoyz then books the invoice with the main login, so the booking still goes through. The invoice shows a notice and the Accounting logins tab says No longer works, connect again. Click Connect my login to connect it again.

Good to know#

• You see the tab if you can approve invoices.
• Your own login needs access to the companies of the connection, otherwise you can't connect it.
• Click Disconnect to remove your own login. Invoyz then uses the main login again.
• This works for Twinfield and Exact Online.