Our MIDAS scheduling software allows administrators to export invoices from their booking system for use in a range of 3rd party financial applications.
For MIDAS v4.30, we’ve now added Zoho Invoice to this list.
Zoho Invoice is free cloud-based invoicing software that helps you craft professional invoices, send payment reminders, keep track of expenses, log your work hours, and get paid faster.
To export invoices to Zoho Invoice, users with sufficient permission can simply go to MIDAS Admin Options → Import / Export → Export → Invoices.
Select the “CSV File (Zoho Invoice)” option and click the “Export” button.
Export Invoices from MIDAS to Zoho Invoice
MIDAS will generate a CSV file of your invoices that you can download and then import directly into Zoho Invoice.
For MIDAS v4.30 we’ve addressed a potential issue when it comes to adding new clients to your MIDAS booking system.
First, a little background to the issue…
The “Client / Organization” Field
The Client / Organization field allows an existing client to be selected or a new client to be created
On the standard “Add Booking” screen in MIDAS, a “Client / Organization” field is shown, allowing you to specify the client who you’re adding a booking for.
By typing into this field, a list of matching existing clients are shown which can be selected accordingly.
If no match is found with an existing client, then depending upon the permissions assigned to the account from which the booking is being added, the user will be able to manually type in the name of a new client/organization directly into the “Client / Organization” field.
When the booking is added, for quickness MIDAS will then automatically create a client record in the database for the newly entered client.
Of course, if the user wishes to create a new client record and provide more details other than just the client’s name and their organization, they can click the “+” button to the right of the “Client / Organization” field. They will then be able to enter extended information about the new client.
Making Client Fields “Required”
Create custom client fields and set fields to be “required” in MIDAS
MIDAS also allows you to not only create and add additional custom client fields to the database, but you can also flag client fields as “Required”.
A “Required” field must have a valid entry (i.e. it can’t be left blank) in order to add/modify a client.
Now, because MIDAS allows a user to quickly create a new client directly from the “Client / Organization” field on the “Add Booking” screen, an extended client record entry dialog isn’t shown (unless the user specifically clicks the adjacent “+” icon).
This allowed clients to be added to the system with any client fields marked as “Required” to be blank.
We’ve addressed this for v4.30 with the addition of a new optional setting.
On the Manage MIDAS → Bookings screen, administrators can enable a new “Prompt for detailed client information when adding bookings for new clients” option.
Once enabled, whenever a user clicks the “Check Availability & Book” button on the Add Bookings screen, if the booking is for a brand new client, MIDAS will open the extended client details dialog. The user must complete the client record (including any required fields) before they’ll be able to add the booking(s) to the system.
One of the feature of the built-in “Notification Center” in MIDAS booking software is the ability to send internal messages to other users.
A user’s internal messages are shown to them when they next login. They may also optionally choose to have them sent as an email as well. This allows users to receive messages from other users even when they’re not logged into their booking system.
For MIDAS v4.30, we’re providing a way for you to see, review, and delete (“expire”) messages you’ve recently sent to other users in your booking system.
Review Sent Internal Messages To Other Users
The new “Active Sent Items” panel shows all internal messages you’ve recently sent to other users that have yet to expire. You can view each message, or immediately expire (remove) it.
There’ll also be an indication of each message’s “Status”, to help you identify whether the recipient has received/viewed your message.
As governments around the world sanction Russia and its allies, like many software vendors, we here at MIDAS HQ are appalled and horrified by recent world events. We want to play our part to show our support and solidarity with Ukraine.
As more companies and businesses take it upon themselves to withdraw their products and services from Russia, we’re doing the same.
To that end, we’ve conducted a thorough review of our business operations in light of Russia’s abhorrent invasion of Ukraine.
Reviewing our operations
As you may be aware, MIDAS is a UK based business. However, we have customers in dozens of countries across the world.
We are pleased to report that our review found that we don’t currently have any active customers in either Russia or Belarus.
Now, whilst our administration resides in the UK, much of our network infrastructure is geographically located in US. (See: Where is MIDAS based?)
However, we have no physical or virtual presence, operations, or infrastructure in Russia, Belarus, or Ukraine.
Whilst we’re helpless to stop the atrocities in Ukraine, there are some small actions that we can take in response.
Actions we’ve taken:
We’ve blocked access to our website and our customer’s cloud hosted MIDAS systems from Russian and Belarusian IP addresses.
We’ve blocked Yandex (Russia’s equivalent to Google Search) from crawling our website.
We’ve halted future sales of MIDAS to organizations located in, or with close connections to, Russia and Belarus.
We believe the above measures will be widely supported by our customers. These measures will remain in place until further notice.
We stand united with the people of Ukraine. Post-war we will look to further support Ukrainian organizations and businesses rebuild their operations and get back on their feet, by offering free licenses for our MIDAS scheduling software.
