Settings
Add widgets
Make sure you are in the summary screen where you want to add a widget. Click on your name in the top right corner of Newbase. A drop-down window will open, choose 'change widgets'. Widgets that you…
Change position of widgets
Make sure you are in the summary screen of which you want to move a widget. Click your name in the top right corner of Newbase. A drop-down window will open, choose 'change widgets'. Click on a widge…
Give permission to send message from or on behalf of another user
In Newbase it is possible to authorize another Newbase user to send an email from or on behalf of another user. The application manager can check and set this for you. 1. Set up > Give permission. Go…
De-block user
If a user enters incorrect data 3 times in the login screen, the account will be blocked. Your organization's internal application manager can undo this. Go to the module user and select the appropri…
Edit role options: rights - privileges - options - searches - required fields
If you have the rights to do so, you can adjust the rights of a role. Also options and standard searches can be assigned or removed. Click on your name at the top right and select 'edit role possibil…
Setting up 2 factor authentication
1. General. This help file is intended only for the application administrators of Newbase. It is possible to log in to Newbase using two-factor authentication. There are two options for this: Logging…
Setting up Microsoft Office 365 (Mail and Sharepoint)
This help file describes how the connection between Newbase and your Microsoft 365 environment can be set up. We cannot help with setting up your Microsoft 365 environment. If support is required in…
How can an application manager authorize Microsoft 365 for a user
Before you can authorize users, the basic connection with Microsoft 365 must be created with the Microsoft 365 administrator account. Click here for more information about setting up the connection.…
Before you start setting up reference numbers
Before you start... Within Newbase, documents and data are assigned a reference number (a unique number). We advise you to think carefully about the numbering before actually starting with Newbase. S…
Using code at settings reference numbers
You need to create a reference number for records in Newbase. You can do this within the Reference Number module. The code is set up in de widget serial info. Below an example of a reference number o…
What is the program translations?
Newbase creates documents and you can send messages. Newbase offers the possibility to communicate in multiple languages. Default texts and translations can be entered within the "translations" progr…
Editing or creating translations
Do you want more general information about texts and translations in Newbase please click here. Search for texts and translations. Open the module Translations. Click at the top of the start screen o…
How do you create a template for a message or a start/end text of a document?
For a general explanation about templates in Newbase click here If you create a message from a document, you can create a template for the content of the message. It is also possible to create multip…
Merge codes in a template
For more information about creating a template click here. It is possible to work wit merge codes within a template that retrieves data from Newbase. Open the template in which you want to add a merg…
Link attachement to template
For more information about what a template is, click here For more information about creating a template, click here. It is possible to link one or more attachments to a template that are automatica…
Change value lists
For a general explanation of what a value list is, click here. A value list always applies to all companies of a Newbase environment. So you cannot make a value list per company. You cannot create ne…
General information ledgers
Ledger numbers can be used in various places within Newbase and are included when booking to Twinfield. Ledger numbers in Newbase must be exactly the same as in Twinfield. It is not necessary to ente…
Create of change ledger numbers
For general information about general ledger numbers click here. Open the Ledger program. Find the number you want to change or click on new. The screen below opens. Explanation fields: Journal: Sel…
Where can you find ledger numbers and what order of ledger numbers is used?
General ledger numbers are located in different places in Newbase. Which general ledger number is taken to Twinfield is determined by the following order: 1. Order if multi-company is not used OR mu…
Where can you enter cost accounts?
Cost account locations: On a user card. On an hour type on company level. On a product. On a ledger number. On a service contract line. Sequence of cost center usage on a timeline: If a cost account…
Create a payment phasing (settings)
Payment phasing offers the option of invoicing sales orders in parts, for example 50% upon order and 50% upon delivery. For this purpose, a payment phase must be created which can then be linked to a…
VAT codes Newbase - Twinfield
When booking invoices from Newbase to Twinfield, Newbase does not pass on an amount or percentage to Twinfield, but a code and Twinfield uses that code to calculate itself. These VAT codes must match…
VAT Settings
Within the VAT program VAT data can be entered for the purpose of calculating VAT and the accounting processing thereof. The VAT settings are transferred to financial documents based on the debtor da…
HTML usage in Newbase
Within Newbase there are a number of components where HTML can be used. HTML is the language with which you create documents (but also home pages or web pages) that can be viewed on the World Wide We…
How does currency work within Newbase
1. General. Within Newbase you have the option to use different currencies. If you work with multiple companies in Newbase, you can only enter currency for one company. It is therefore not possible…
Change / adjust a print with parameters or add an extra print
It is possible to make minor adjustments to prints yourself. Suppose you want to show a product code on the print of sales quotations, or you want to show weight and quantities on a packing slip, or…
Select another company (for multi-company use)
If you work with multiple companies in Newbase, the default company will always be used when creating a new document. If you want to create a document for another company, click on the color in front…
Message not send / marked as send
Newbase is linked to your own mail package. If you receive this message when you try to send a message, it probably means that you or the linked user is not or no longer authorized to send emails fro…
Work with a Print template (MS Word)
1. What is a print template (MS Word) in Newbase. A print template offers the possibility to create a print layout yourself in a word processor, using all the options of a word processor, and copy…
Customize home screen - add new/additional home screen at top left - add modules
1. What is your home screen?. The first screen you see in Newbase when you start up is determined by what is shown at the top left of your screen. In the example below this is 'Start'. On the home…
Export user role privileges
A user has a role that determines what this user may or may not do in Newbase. This is set up and maintained by your internal application manager. Newbase does not determine what a user may or may no…
