Experienced Expert

Twinfield offers possibilities to process data from Coachview. This concerns the debtor master data that is entered and updated in Coachview, and invoices that have to be entered in the accounts. Turn the accounts receivable registered in Coachview into customer relationships in Twinfield automatically. Automatically convert your invoices into sales entries, including the general ledger account, cost centre and VAT.

What's happening?
In Coachview the invoices are created and sent. New master data are automatically created for debtors who are 'born' in Coachview, and therefore do not exist in Twinfield. In addition, you decide for yourself whether the data of an existing debtor can be overwritten. The invoice lines are automatically saved as journal entries to general ledger and/or cost centre. It is possible to collect automatically and you can adjust the booking status automatically or manually.

Let op:
  1. A maximum of 1 bookkeeping in Twinfield can be linked to Coachview.
  2. The invoice is sent from Coachview.
  3. It is wise to import debtors in Twinfield, who do not yet exist in Coachview but are needed, as companies and/or persons.
  4. How many digits does the debtor number in Twinfield consist of? Please note that the standard Coachview debtor number consists of 5 digits. If the number of digits does not match, the invoice / debtor cannot be exported to Twinfield. Suppose that in Twinfield the debtor number consists of 4 digits. In Coachview you have set the range, with which number should a new debtor be created, to 9000. You will see that a new debtor is created with number 09000, i.e. 5 digits.
Twinfield payment status:

It is possible to receive the payment status of the invoice from Twinfield.

The payment status and payment date can be retrieved every night, or you can do this manually by invoice.

Comments about the payment status can be found in the description of the invoice.

To achieve this, two jobs must be set up by our support department.

This also makes it possible to retrieve payments from the past.

What does it take?
  1. An available version for the Netherlands region.
  2. A list of VAT codes and names used in Twinfield.
  3. A list of general ledger account numbers and names used for VAT rates, trainings, courses, workshops etc. in Twinfield.
  4. A list of cost centers and names used for training, courses, workshops etc. in Twinfield. Please note that this is not mandatory.
  5. To be able to process data in Twinfield you need to have an active user in Twinfield, so that user rights can be checked. This can be requested from Twinfield. The subscription must consist of: "Extra accounting" with rights to create/change debtors and add financial transactions to the Sales Invoice Diary.

Fill in a questionnaire and keep it handy. You will need the answers in order to go through a number of steps, which are necessary to realise the link, and to ensure that Coachview is set up correctly.

The questionnaire (Coachview checklist koppeling Twinfield 072017.docx) can be downloaded as a document at the bottom of this article.


The link will first be tested in the Coachview training environment ( Do you already have invoices in Coachview and should they no longer be exported to Twinfield? Read how to do this here. Create a test administration in Twinfield that reflects the live administration.
In Coachview the VAT rates have to be adopted or adjusted. These must correspond to Twinfield.In Coachview the general ledger accounts have to be taken over or adjusted. These must correspond to Twinfield.In Coachview the cost centers have to be taken over or adjusted. These must correspond to Twinfield.
Set up and activate the link in Coachview via the service centre.
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