startAutomatic link to Twinfield
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Automatic link to Twinfield

CCH Practice Management
Last update: Reading time 2 minutes
Linking Data
    Transactions from CCH Practice Management can be automatically exported into Twinfield or imported from Twinfield into Practice Management.

    Link to Twinfield

    The automatic link to Twinfield also enables the clients or employees with transactions from CCH Practice Management to be imported into Twinfield as clients or suppliers. The import and export routine are performed by the Twinfield service.  The Twinfield service starts the synchronisation process every 60 minutes and it imports or exports the latest transactions, clients and employees.


    The following transactions types are imported or exported in Twinfield:

    • Bills (exported to Twinfield)
    • Adjustments (exported to Twinfield)
    • Discounts (exported to Twinfield)
    • Bad Debts (exported to Twinfield)
    • Employee Expenses (exported to Twinfield)
    • Receipts (imported from Twinfield)

    CCH strongly recommends that practices wishing to utilise this automatic linking to seek consultancy from our Professional Services Team to aid in setting the correct features for your practice.

     A Task Permission is available to restrict access to the Twinfield VAT Rates maintenance option. This is located within File> Maintenance > Security > Task Permissions:

    clipboard_e0c0b35a1d53315cb9ebfee6eed912e39.png

    A Task Permission is also available to restrict access to the Service Settings Maintneance option. This is located within File> Maintenance > Security > Task Permissions:

    clipboard_e93fed660e66f29d1865f9fb47bc5dec9.png

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