Latest News: MIDAS v4.26 Now Available | COVID-19 Support

Posts Tagged: export

New Export Features

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 the individual requires.

For customers with a large number of user accounts, this new export option allows system 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 use as they wanted a way to be able to collate the email addresses of all their clients who had bookings over a certain date range to let them know that their facilities had temporarily closed.

Now, whilst a list of all client’s details addresses could be exported by MIDAS, there was no easy way to generate a sub-sent 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 clients who have bookings within a specific date range!

Export Clients With Bookings Within A Specified Date Range
Export Clients With Bookings Within A Specified Date Range

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:

Updating Finalized Invoices Now Allow Updating Visible Notes

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 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!

Multiple Identical Items On Invoices Are Now Consolidated

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 a 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.

Itemized Invoice Notes No Longer Include Empty Notes

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.

There’s a whole host of new features in MIDAS v4.25. One area that’s had a big overhaul for this update is invoicing. Combined with this, we’ve also overhauled the exporting capabilities of our software. You can now export invoice data to several popular 3rd party accounting packages.

MIDAS can export invoices to QuickBooks Online, Xero, Clear Books, and KashFlow.

In addition, you can also export Invoice Summaries to Sage Business Cloud, and QuickFile.

Export invoice to QuickBooks, Sage, Xero and more!
Export invoice to QuickBooks, Sage, Xero and more!

Exported data is tailored to each specific accounting package in CSV format, allowing for easy import.

We also provide some additional export options for applicable accounting packages. For example, to allow you to specify a ledger/account code, or to map a custom customer field in MIDAS to a customer reference field in your account package.

Additional format-specific export options
Additional format-specific export options

For more information on exporting invoices from MIDAS to 3rd party account packages, please see our KB articles:

Plus, you can still export in previously available formats too. These include Excel, standard CSV (comma separated values), Tab-Delimited Text File, and XML formats.

We’ve improved these too, as they now also include each invoice’s Payment Terms, and therefore their Due Dates as well.


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.

Statistics and Reporting Improvements

We’re making some improvements to Statistics and Reporting for v4.25. These include…

Filter Options

To de-clutter the Statistics & Reporting screen, the display of filters – such as date range selection – can now be toggled. There’s a new “Filter” button at the top of Statistics screens:

Advance Filter Options may be accessed via the new "Filter" button
Advance Filter Options may be accessed via the new “Filter” button

Clicking this button will toggle the display of applicable filters for the current report:

Advanced Filters shown for Booking Statistics report
Advanced Filters shown for Booking Statistics report

Filter Venue Statistics By Booking Type

Previously, Venue Statistics report generation was for all venues, or for an individual venue. Now, it’s possible to further filter Venue Statistics by Booking Type too.

Identify Clients Who Are Also Users

When viewing Statistics for an individual client, MIDAS will now indicate whether that client also has a user account in the system.

Export Statistics

Since v4.18, it’s been possible to export Statistics and Reports in Excel format (.xlsx). This feature was available to all users who had access to the Statistics screen (via the “Can Use Statistics” User Permission).

As we’re introducing a dedicated “Can Import / Export” user permission for v4.25, the ability to export Statistics and Reports will now only be available to users who are allowed to export data.


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.