Dimensions
Last update:Twinfield
Cost Centres ( Dimensions)
This document provides instructions on how to create a cost centre within a financial professionals' software. Cost centres are referred to by various terms, including branches, departments, divisions, and jobs. The steps involve selecting 'Financial Professionals' from the menu bar, navigating to 'Dimensions', clicking on 'First free code', and entering the desired cost centre name before saving the changes. Accompanying images are included to guide users through the interface.
Twinfield
Projects
The document outlines the dimension levels in Twinfield accounting software, highlighting three levels: Level 1 comprises the Balance Sheet and Profit & Loss codes, Level 2 further details A/P and A/R accounts for individual customers and suppliers, and Level 3 focuses on Projects and the Asset Module. It provides instructions for navigating the software to create project codes, emphasizing that each project code can be linked to a cost centre.
Twinfield
Balance Sheet and Profit & Loss
This document outlines the procedure for managing the Balance Sheet and Profit & Loss accounts using nominal coding in financial reporting. It provides instructions for selecting financial dimensions, entering data into code and name fields, and linking cost centres to nominal codes. Specific steps include setting further analysis to 'Yes' and selecting cost centre types. Additionally, the document includes visual aids to assist with the process.
Twinfield
Accounts Payable
This document provides a step-by-step guide on managing suppliers in the Accounts Payable section of a software system. It details how to input supplier information, including static details like addresses and VAT numbers, and adjust payment conditions. The guide includes instructions for sending electronic remittance advices, saving supplier information, and options for payment methods. Additionally, a video link is provided for further training on supplier management.
Twinfield
Accounts Receiveable
The document provides guidance on managing customer information within the Accounts Receivable module. It details how to input static data such as address, VAT number, and banking details, highlighting the steps to create a new customer account, including setting reminder preferences for payment and credit management. Key options for generating reminders, including email and PDF storage settings, are explained, alongside adjustments for payment conditions. The process concludes with a reminder to save changes.