Posts Tagged: export

Export Invoices to Zoho Invoice

Filed Under: Development by midas — Leave a comment
March 29, 2022

Our MIDAS scheduling software allows administrators to export invoices from their booking system for use in a range of 3rd party financial applications.

We already support exporting invoices to several popular invoicing platforms, including:

For MIDAS v4.30, we’ve now added Zoho Invoice to this list.

Zoho Invoice

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 to Zoho Invoice
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 more information, please see our KB article: How to exporting invoices to Zoho Invoice.

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Other new features in v4.27

Filed Under: Development by midas — Leave a comment
February 17, 2021

In previous blog posts we’ve covered a number of new features coming in MIDAS v4.27. These include quickly selecting common date ranges, printing individual bookings, and auto-approve improvements for booking requests.

In this post we’ll brief touch on some of the other new features we’re introducing in v4.27.

Search results can now be easily printed

The “Print” icon in the MIDAS toolbar is really flexible! When viewing the Booking Grid, clicking the Print icon allows you to print bookings for the currently viewed date (or date range).

Furthermore, right-clicking the Print icon show advance print options allowing you to further customize booking print outs.

But that’s not all, the Print icon also allows printing in other areas of MIDAS. For example, when viewing reports/statistics, the Print icon will print the current report.

For v4.27 we’ve further extended the Print icon’s functionality in relation to search results.

When performing a search (via the “Search” toolbar icon), the Print icon can now be used to send the search results to your printer.

The Recent Activity audit log can now be exported to Excel

The “Recent Activity” feature in MIDAS allows administrators to view an audit log of all recent user activity within your booking system. This includes log ins and outs as well as bookings added, modified, and deleted.

Each entry in the Recent Activity log is timestamped with the user who performed each action, as well as their IP address.

This allows a full audit trail to be maintained for actions taking place in your MIDAS system.

For v4.27, we’ve added an “Export” button to the Recent Activity log. This allows you to easily export the log to Excel.

Exported client data now includes current credit and tax exempt status

Whilst we’re on the subject of exporting data from your MIDAS system; Exporting client data (MIDAS Admin Options → Export → Clients) in v4.27+ will now also include each client’s current credit and tax exempt status.

Note: This information will only be included in exported client data if the user performing the export has been granted the “Can use invoicing” permission.

Improved booking import support

As you may be aware, MIDAS allows you to import bookings from 3rd party software.

When importing bookings, MIDAS needs to know the date format used in the data you’re importing.

Every 3rd party application stores/exports dates differently, and so we strive to support as many different date formats as possible.

Currently supported import date formats are:

  • DD.MM.YYYY (Example: 23/07/2021)
  • DD.MM.YY (Example: 23/07/21)
  • MM.DD.YYYY (Example: 07/23/2021)
  • MM.DD.YY (Example: 07/23/21)
  • YYYY.MM.DD (Example: 2021/07/23)
  • YYYY.DD.MM (Example: 2021/23/07)
  • YY.MM.DD (Example: 21/23/07)
  • YY.DD.MM (Example: 21/07/23)
  • DD.MM.YYYY HH.MI (Example: 23/07/2021 16:30)
  • MM.DD.YYYY HH.MI (Example: 07/23/2021 16:30)
  • HH.MI.SS – Day DD Month YYYY (Example: 16:30:00 – Friday 23 July 2021)
  • HH.MI-HH:MI, Day DD Month YYYY (Example: 16:30-17:30, Friday 23 July 2021)
  • Day DD Month YYYY HH.MI – Day DD Month YYYY HH.MI (Example: Friday 23 July 2021 16:30 – Friday 23 July 2021 17:30)

For MIDAS v4.27, we’re adding support for a couple more date formats:

  • DD.Mon.YYYY (Example: 23-Jul-2021)
  • DD.Mon.YY (Example: 23-Jul-21)

This extensive range of supported date formats for your raw booking data should cover the formats used by most 3rd party applications.

If you have booking data that you wish to import that doesn’t conform to one of the above date formats, please let us know and we’ll try and add support in a future update.

Advanced filter improvements

When advanced printing or when generating invoices, MIDAS offers an advanced “filter” option. This allows you to include/exclude bookings from your printout/generated invoice(s).

For v4.27 we’ve imported these advanced filters to now allow blank (empty) search terms.

This improvement now allows you to include/exclude bookings where a certain booking field is blank, which previously you couldn’t do.

We’ve also further improved the advanced print filter to allow filtering of bookings by invoice.

This allows you to now generate a printout of bookings which match, partially match, or don’t match a particular invoice number.

Custom logo improvements for cloud hosted customers

MIDAS allows you to “co brand” the software by uploading your own logo. This logo then appears throughout the software. For example, it is included on the login screen for your MIDAS system. It can also then be included in various templates in MIDAS – including email and invoicing templates.

Your logo may be added/changed via MIDAS Admin Options → Manage MIDAS → Appearance → Logo.

Our cloud hosted customers may notice that when changing their logo, the changes are not immediately visible. This is due to the way our network “caches” static content, like logos. Sometimes it can take up to 24 hours to a logo change to be visible.

We’re improving this for MIDAS v4.27. Now, when our cloud hosted customers change their logo, their new logo should be visible right away!

How To Get MIDAS v4.27…

“Self Hosted” Customers:

Self-Hosted customers with active Support Subscriptions will shortly be able to update to v4.27. It only takes a couple of clicks – simply log in to your MIDAS system and go to MIDAS Admin Options → Manage MIDAS → Update.

If no update is available, please check back again in a few days time, as we are staggering updates for self-hosted customers over the next few weeks.

“Cloud Hosted” Customers:

Cloud-Hosted customers don’t need to do anything! – All our active Cloud-Hosted MIDAS customers will shortly be automatically updated to this latest version of MIDAS.

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New Export Features

Filed Under: Development by midas — Leave a comment
September 30, 2020

In our previous update (v4.25) we added a host of new data export features. This included the ability to export invoice data to QuickBooks, Sage, Xero and several other popular accountancy packages.

For MIDAS v4.26, we’re adding a couple of additional features to the export capabilities of our booking software.

Export Users

MIDAS is already capable of exporting Booking, Client, Invoice, and Resource data in a range of formats.

For v4.26 we’re now also allowing user data to be exportable.

Exported user data includes all privileges assigned to each account within your MIDAS system.

One piece of advice we offer to help customers keep their MIDAS systems secure is that each user account should only be granted the minimum permissions each individual requires.

For customers with a large number of user accounts, this new export option allows administrators to quickly audit the permissions assigned to every user account.

Refined Client Data Exports

The ongoing global COVID-19 pandemic is forcing organizations to adapt to how they operate. Throughout this period, we’ve been listening closely to our customers feedback.

We recently published an article on 6 ways MIDAS can help your business adjust to COVID-19.

In addition, we’ve been adding new and improved features in v4.25 and v4.26 to further improve how MIDAS can work for your business in these unprecedented times.

One of our customer’s reached out to us as they wanted a way to collate the email addresses of all their clients who had bookings over a certain date range. This was so that they could send out a bulk email to inform them hat their facilities had temporarily closed.

Now, whilst a list of all client’s addresses could be exported by MIDAS, there was no easy way to generate a subset list of clients based upon when their bookings took – or were due to take – place.

We’ve addressed this for v4.26! There’s now the option to export all clients, or just details of those with bookings within a specific date range!

Export Clients With Bookings Within A Specified Date Range
Export Clients With Bookings Within A Specified Date Range
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Invoicing Improvements in MIDAS v4.25

Filed Under: Development by midas — Leave a comment
June 15, 2020

If you’ve been following our recent posts, you’ll know that we’re introducing a whole host of new features for MIDAS v4.25. Many of the new and improved features in v4.25 relate to invoicing.

There’s a lot to take in, so we thought it would be useful to summarize the new and improved invoicing features of MIDAS, with links to posts with more information.

In addition to the above, there’s a handful of smaller invoicing improvements worth noting too:

Update visible notes once an invoice has been finalized

Once an invoice is first printed, or emailed to the client, MIDAS considers the invoice “finalized”. The content of finalized invoices cannot then be changed. However, MIDAS does allow you to update the paid status of the invoice at any time. Additionally, you can also add internal notes at any time. Internal notes are not visible to clients on actual invoices.

From v4.25 we’re now also allowing you to modify the “visible” notes section on invoices – even after they’ve been finalized!

Consolidate multiple identical invoice items

MIDAS now consolidates identical items on invoices. For example, say you’re adding a booking across two venues (rooms), each of which requires a “CD Player” resource in it.

When invoicing for these bookings, MIDAS would previously list the two venues separately and the two resources separately.

Now, MIDAS will identify these instances and combine items accordingly. So now instead of having two lines on an invoice both for a “CD Player” and both with a quantity of 1, they’d be a single “CD Player” line with a quantity of 2.

Empty itemized Invoice Notes excluded

The visible “Notes” section on invoices can be configured to be automatically populated with the content of a booking field. For instance, you could set the “Booking Notes” to automatically appear in the “Notes” section of the client’s invoice.

If multiple bookings appear on the same invoice, it could get confusing as to which booking the invoice notes relate to. That’s why we’ve previously provided an “Itemize Notes” option. When enabled, each item on the client’s invoice with an associated note is indicated with a reference number. This appears on the invoice line it relates to, and then also in the Notes section below.

If an item had no notes associated with it however, it would still be given a reference number. This could be just as confusing if none of the bookings had notes. You’d end up with a string of meaningless numbers in the Notes section, like [1] [2] [3] [4] [5]

We’ve sorted this out for v4.25! Now, only bookings with notes will be numerically referenced if the “Itemize Notes” option is enabled.

These are just a few of the new and improved features for MIDAS v4.25. Please see this post for details of other new features you’ll find in v4.25.

Reddit You can also ask questions and discuss the new features of v4.25 over on Reddit.

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