Twinfield
Reconciliation Report
This document outlines the synchronization process between CCH Practice Management and Twinfield, emphasizing potential discrepancies in debtors' figures. It identifies specific causes for these differences, such as direct cash transactions and adjustments not recorded across systems. To reconcile these balances, a step-by-step guide is provided for creating a custom reconciliation report in Twinfield. This includes designing the report, adjusting its parameters, and managing access rights for other users. The goal is to enable efficient checking against CCH Practice Management data to ensure accuracy.