How To
Twinfield: PM Integration Consultancy (10091304/10091303)
Twinfield
Overview
Twinfield accounting software manages income and expenditure which enables the business executives to track the financial health of the business.
These four practical interactive consultancy online or onsite sessions will take you through the setup and maintenance of the key components, which includes the configuration of your CCH Central database in line with the integration requirements between Twinfield and CCH Central.
Course Duration: Four sessions. Each session will last up to 3 hours.
Key Objectives
- Delegates must be able to access and utilise the maintenance tools of CCH Practice Management within CCH Central.
- Delegates should be able to access and confidently use CCH Central and also have a login access to the Twinfield bookkeeping software.
- Bookkeeping knowledge is essential.
Course Contents
Session one and two
| Session three and four
|
Pre-requisites
Attendees should adhere to the Training session Guidelines.
All attendees should have a good understanding of CCH Central with appropriate task permissions and MS Office plugins installed on their local systems.
Who is this course designed for?
Twinfield Partners and Twinfield Subscribers
Businesses using CCH Practice Management
Note: The maximum group size is six delegates.
Useful Resources
- Wolters Kluwer Academy - online courses that provide you with an overview and insight into our software
- Webinars - sessions for you to attend and learn from
- Customer Onboarding Glossary - Our terminology explained for customers
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: Champions Consultancy (10091306/10091305)
This document outlines two consultancy sessions focused on onboarding with Twinfield software. Each 3-hour session aims to equip participants, particularly office champions, with practical skills for managing client integration, data migration, and utilizing Twinfield functionalities. Key objectives include navigating Twinfield, managing user roles, importing data, and setting up invoicing templates. Intended for Twinfield Partners and Subscribers, attendees should possess a good understanding of onboarding processes. Additional resources, including eLearning courses and webinars, are suggested for further learning.