startTwinfield: Twinfield Analysis Consultancy (10091307)
How To

Twinfield: Twinfield Analysis Consultancy (10091307)

Twinfield
Last update: Reading time 2 minutes
ConsultancyCourse Outlines

    Overview

    Twinfield accounting software manages income and expenditure which enables the business executives to track the financial health of the business. 
    This course has been designed to enable participants to use there expert knowledge of Excel to manipulate the TwinCube data in Twinfield to create and maintain boardroom style reports. 
    This Twinfield session has a hands on approach.
    We recommend you start using the functionality which you have learnt during the course as soon as possible.

    Course Duration: This session will last up to 3 hours.

    Key Objectives

    • To ensure the delegates are able to apply knowledge when processing transactions through the bookkeeping systems and are able to search for transactions via the reporting module.

    Course Contents

    Session one

    • Twinfield analysis overview
    • Installing Office 365 Add-in
    • Working with data cubes
    • Managing data columns
    • Working name ranges
    • Working with Parameters and variable data
    • Working with Excel formulas and features
    • Building Excel formulas
    • Data Validation
    • Conditional formatting

    Pre-requisites

    Attendees should adhere to the Training session Guidelines.

    All attendees must have expert level of Excel to attend the course

    All attendees are required to have there own laptop or desktop computer to join session online, or onsite.

    Who is this course designed for? 

    Twinfield Partners and Twinfield Subscribers

    Note:  The Twinfield Analysis plug in is designed for Microsoft Windows users only, Currently there are no plug-in for iOS platform. The maximum group size is six delegates.

    Useful Resources

    Related documents

    Cheques and Paying-in slips
    Cheques and Paying-in slips.
    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.
    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.