Overview

These two online or onsite  consultancy sessions are designed to support your office champions with full hands on learning of Twinfield which will give them guided experience and practical learning when onboarding. 

Course Duration: Two sessions. Each session will last up to 3 hours.

Key Objectives

  • To ensure the delegates are able to apply knowledge when onboarding new and existing clients onto Twinfield.
  • Utilise available functionality to migration static and historical data into companies.

Course Contents

Session One

  • Twinfield navigation
  • Creation of users and managing passwords
  • Managing security levels
  • Creating new company's
  • Setting up financial periods
  • Managing transaction types
  • Creation of bank and cash books
  • Setup of bank feeds and csv file templates

Session Two

  • Importing static data
  • Managing chart of accounts
  • Creation of chart nominal mapping
  • Working with dimensions
  • Setup of sales invoicing templates and timeframes
  • Creation of payment run template and remittance
  • Working with VAT codes and maintaining VAT groups
  • Year End

Pre-requisites

Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of onboarding new companies.

Who is this course designed for?

Twinfield Partners and Twinfield Subscribers

Office champions

Useful Resources

Related documents

Cheques and Paying-in slips
Cheques and Paying-in slips.
Twinfield: Twinfield Analysis Consultancy (10091307)
This document outlines a training course on Twinfield accounting software, designed for Twinfield partners and subscribers. The course, lasting up to 3 hours, focuses on enabling participants to leverage their Excel expertise to manipulate TwinCube data for creating comprehensive financial reports. Key objectives include processing transactions and searching via the reporting module. The session covers various topics such as data cube management, Excel formula building, and conditional formatting. Attendees must have advanced Excel skills and their own devices to join the session, as the course is tailored for Microsoft Windows users.
Twinfield Consultancy (10093303/10080551)
This document outlines a consultancy service for Twinfield users, targeting both partners and subscribers. It emphasizes collaborative sessions aimed at improving operational efficiencies and best practices through tailored advice and process reviews. Conducted online or onsite over two 3-hour sessions, the consultancy covers topics such as reporting, VAT reporting, and reconciliations. Attendees are expected to have a solid grasp of double entry bookkeeping. Additional resources, including eLearning courses, videos, and webinars, are provided for further learning.
Twinfield: Integration Consultancy (10095230/10095228)
This document outlines a consultancy-led course focused on the Twinfield accounting software, designed to assist businesses in managing their financials effectively. The course consists of four interactive sessions—each lasting three hours—covering navigation, invoicing, credit management, transactions, and reporting. Aimed at Twinfield partners and subscribers, participants are expected to have a good understanding of bookkeeping principles. Additional resources such as eLearning courses, videos, and webinars are also provided to enhance learning. The maximum group size is six delegates.
Twinfield: PM Integration Consultancy (10091304/10091303)
This document outlines a training course for Twinfield accounting software users, focusing on its integration with CCH Central. The course consists of four sessions, each lasting about three hours, aimed at enhancing attendees' bookkeeping skills and knowledge of both systems. Key objectives include familiarization with CCH Practice Management and Twinfield, as well as hands-on experience with financial processes such as invoicing, bank transactions, and VAT reporting. Prerequisites include a good understanding of CCH Central and appropriate permissions. The course is intended for Twinfield partners and subscribers, with a maximum of six delegates per group.