In our App Store you can read more about what Twinfield can offer you.

How to install the app?

Go to the 'Available apps' index, and use the search bar to find the Twinfield app. Click the 'Install app' button.
Read more: Getting started with BEX App integrations

Complete the settings

1. Authorize Twinfield

What you'll do:

1. Open the Twinfield app from your overview of installed apps.

2. Select 'Authorize Twinfield' from the Commands dropdown

3. You will be redirected to the Twinfield login page

4. Enter your Twinfield or Wolters Kluwer credentials

5. Grant permission for Booking Experts to access your Twinfield account

6. You will be redirected back with a confirmation message

Important Information:

• You must have an active Twinfield account to authorize

• Your credentials are never stored—only a secure OAuth token is used

• If authorization fails, verify your Twinfield account permissions

• You can reauthorize at any time if needed

What happens after: Your Twinfield account is now connected and authorized. You can now proceed to create accounting configurations to specify which administrations and financial data to sync to Twinfield.

2. Create configurations

What you'll do:

1. Open the Twinfield app from your overview of installed apps.

2. Select 'Configurations' from the Commands dropdown

3. Click "+ Configuration" to create a new accounting setup

4. Complete the configuration form (you may need to save and then edit to access all settings):

   • BEX administration: Select which PMS administration this configuration applies to

   • Twinfield administration: Select your administration in Twinfield

   • Frequency: Choose synchronization frequency (daily or monthly)

   • General Journal: Select the journal for posting transactions

   • Cost Center: Select a default cost center (if applicable)

   • Start Date: Define the start date for syncing transactions

   • End Date: Define the end date (optional)

   • Automatic sync: Enable to perform automatic synchronization based on the settings above

   • Automatic closure of accounting periods: Enable to automatically prevent changes to PMS accounting data after synchronization

   • Sync delay: Set the number of days to delay synchronization, a buffer period to ensure all relevant transactions are logged

5. Click "Save" to create the configuration

Important Information:

• Each BEX administration should have its own configuration

• Available choices for general journal and cost center settings are taken from the connected Twinfield account

• Automatic closure of accounting periods simplifies month/year-end processes

• Sync delay helps ensure all transactions are complete before syncing

What happens after: Your accounting configuration is created and ready to activate. The synchronization of your administration’s financial transactions to Twinfield can now begin.

Daily operation

1. Manage configurations

What you'll do:

1. Open the Twinfield app from your overview of installed apps.

2. Select 'Configurations' from the Commands dropdown

3. For each created configuration, you can see:

   • Configuration name

   • Active/Inactive status

   • Automatic sync status

4. To view or edit, click on the configuration name

Important Information:

• Only active configurations sync transactions

• Inactive configurations are preserved with all settings intact

• Each configuration independently controls its sync schedule

• All settings can be edited

What happens after: You can view all your Twinfield accounting configurations and their status.

2. Activate / deactivate a configuration

What you'll do:

1. Open the Twinfield app from your overview of installed apps.

2. Select 'Configurations' from the Commands dropdown

3. Open the relevant configuration

4. Click the "Activate" button (Or, the "Deactivate" button)

5. The configuration is immediately activated (Or, deactivated)

6. You will see a confirmation message: "Successfully activated" (Or, "Successfully deactivated)

7. If automatic sync is enabled, synchronization begins according to the schedule (Or, all synchronization is blocked, including manual synchronization)

Important Information:

• Only one active configuration per administration is recommended

• Deactivation is useful for temporary pauses or switching configurations

• Reactivation doesn't require reconfiguring all settings

What happens after: If the configuration is (re-)activated, a manual synchronization is recommended. The manual synchronization button is found next to the "activate / deactivate” button.

3. Manually synchronize transactions

What you'll do:

1. Open the Twinfield app from your overview of installed apps.

2. Select 'Configurations' from the Commands dropdown

3. Open the relevant configuration

4. Click the "Synchronize" button

5. You will see a confirmation message: "Synchronization started successfully"

6. The system processes all new or updated transactions based on your settings

Important Information:

• Manual sync can be triggered regardless of automatic sync settings

• Sync includes all bookings, invoices, and financial entries within the date range

• The system respects the configured sync delay

• Automatic closure of accounting periods is triggered if enabled

• The configuration shows the number of journal transactions synced

• Errors are displayed with details for troubleshooting

• Sync may take several minutes depending on transaction volume

What happens after: Journal entries are recorded in your Twinfield general ledger, and the next automatic sync will be scheduled according to the frequency settings.

4. Review journal transactions

What you'll do:

1. From the Configurations list, open an active configuration

2. Click "View" to access journal transactions by synchronization date range

3. View more details by clicking on the start date:

   • Transaction date

   • Reference information

   • Amount and currency

   • Journal entry details

4. Use search and filter options to find specific transactions by date or reference

Important Information:

• Journal transactions represent all financial entries sent to Twinfield

• Transactions include bookings, invoices, and other accounting entries

• Transaction history is maintained for audit and compliance purposes

What happens after: You can verify all transactions have been properly synchronized. Financial reports can be generated in Twinfield using the synced data.

5. Resynchronizing failed or changed journal transactions

What you'll do:

1. From the Configurations list, open an active configuration

2. Click "View" to access journal transactions and see any entries that were not synchronized or which need to be updated

3. Click on the relevant journal entry to view any error message, which lists the failed lines

4. Make the necessary adjustments in BEX PMS

5. Resynchronize by clicking "Synchronize again"

Important Information:

• Ensure that any existing entry to be replaced has been deleted from Twinfield first

• In the overview of journal transactions you can use the 'Resync all' or 'Synchronize failed' buttons to re-synchronize all journal entries at the same time

Error messages

The most common error messages for Twinfield are listed here: Error messages Twinfield