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CCH Software User Documentation

Twinfield: Bookkeeping Training




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 the basic functionality and learn how to make most efficient use of their online accounting system. 

These four Twinfield sessions have a hands on approach. Upon request the training can be broken down into specific functions based on the nature of the delegates user role.  

We recommend you start using the functionality which you have learnt during the course as soon as possible.

Course Duration:  Four sessions. Each 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 and two

  • Twinfield navigation
  • Managing passwords
  • Creating flow of tasks
  • Sales invoicing process
  • Working with customers
  • Customer reporting
  • Purchase invoicing process 
  • Maintaining supplier records
  • Supplier reporting
  • Working with provisional transactions

Session three and four

  • Working with bank transactions
  • Matching transactions
  • Working with journals
  • Managing recurring transactions
  • Processing accruals and prepayments
  • VAT return procedure and reporting
  • General ledger reporting
  • Maintenance of periods
  • Year end procedure
  • Audit trail reporting


Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of double entry bookkeeping.

All attendees are required to have there own laptop or desktop computer to join sessions


Who is this course designed for? 

Twinfield Partners and Twinfield Subscribers

Note: The maximum group size is six delegates.

Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from



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