This guide explains how to use Twinfield provisional booking in Cortena, run an internal approval step, and then finalize the same purchase transaction in Twinfield once your team approves.
Who this is for: Finance teams on Twinfield who want invoices to appear in the ledger early (provisional booking) while Cortena still controls an approval gate before the booking is posted as final.
What you get end to end
- Bookkeeping prep · extraction, matching, and any earlier review/approval steps.
- Provisional export · Cortena sends the invoice to Twinfield as a provisional purchase transaction (INK).
- Internal approval · the invoice waits in Cortena on an Approval (or Review) step. Twinfield already shows the provisional entry.
- Final export · after approval, Cortena updates the same Twinfield transaction and posts it as final.
- Mark synced · a Set invoice status step sets the list badge to Synced.
Prerequisites
- Twinfield is connected and reference data is synced. See Twinfield.
- Purchase transaction type is selected and Document Imaging is configured.
- You can edit and publish the tenant Invoice workflow.
1. Build the workflow
Open Settings → Workflows → Invoice workflow and add two Export to accounting nodes plus an approval step between them.
| Order | Node (example) | Type | Configuration |
|---|---|---|---|
| 1 | Provisional Export | Export to accounting | Target: Twinfield · Booking stage: Provisional |
| 2 | Enforce Approval of Booking | Approval | Assign approvers · connect Approved to next export |
| 3 | Mark Final in Accounting | Export to accounting | Target: Twinfield · Booking stage: Final |
| 4 | Mark synced | Set invoice status | Display status: Synced |
Connect edges using the Success output on each export node. From Approval, use Approved to reach the final export node.
2. What happens in Twinfield
| Stage | Cortena action | Twinfield result |
|---|---|---|
| Provisional export | Creates INK purchase transaction | Transaction appears with provisional destiny |
| Approval | Human step in Cortena only | No change in Twinfield |
| Final export | Updates the same transaction number | Booking is posted final |
| Mark synced | Sets Cortena list status | Invoice shows Synced in Cortena |
3. Run the flow on a real invoice
- When the invoice reaches Provisional Export, use Export to Twinfield (or Auto).
- Approvers complete the approval step. On Approved, the invoice moves to final export.
- On Mark Final in Accounting, export again. Cortena finalizes the existing transaction. It does not create a duplicate INK entry when the provisional transaction number is known.
- After final export succeeds, Mark synced sets the list badge.
Tips
- Two export nodes are required. One provisional, one final.
- Manual export uses the current workflow node to decide provisional vs final.
- Keep the approval node between the two export steps.
- Invoices stay off Synced until Set invoice status runs, even after a successful final Twinfield export.