In the November 2018 software update there are two main changes that may be useful to you, and as always there are a number of other small changes which are documented within the ‘Release History’ which can be accessed from the home screen.
The two changes that you may be interested in are:
Option to skip the report criteria screen when running reports
Do you have some reports that you always run for the same selection criteria?
To improve the efficiency of running these reports you can now tick a checkbox at the bottom of the selection criteria screen to tell Twinfield not to display the selection criteria screen next time you run the report:
Next time you run the report it will be displayed immediately without displaying the above screen.
If you also create a shortcut to the report on your home screen, then you can effectively run the report with just a single click.
To revert back to displaying the selection criteria screen, simply click the ‘Criteria’ button at the top of the report and untick the checkbox. The next time you run the report, you will then be prompted to enter selection criteria.
In addition, if you have multiple customised versions of the same report, the ‘Do not prompt for criteria the next time this report is opened’ checkbox relates to the specific version of the report.
Note: This is a user setting, meaning that whilst you may not want to see a report selection criteria, changes you make will not affect whether others users see that screen.
If you use our open API to connect other software to Twinfield you may be interested to know that browse codes 130 (debtors) and 230 (creditors) has been improved to enable filtering on modification date and open amount. For more information about these changes please refer to our API documentation.
Reminder: We’re retiring the “Classic” desktop
Later this month we will also be retiring the ‘Classic’ desktop. Full details about this change can be found here, and a short video discussing the changes can be found in our knowledgebase here. This change will be made without any downtime.