Twinfield: Champions Consultancy

Overview

These two online or onsite consultancy sessions are designed to support your office champions with full hands on learning of Twinfield which will give them guided experience and practical learning when onboarding.

Course Duration: Two sessions. Each session will last up to 3 hours.

Key Objectives

To ensure the delegates are able to apply knowledge when onboarding new and existing clients onto Twinfield.
Utilise available functionality to migration static and historical data into companies.

Course Contents

Session One

Twinfield navigation
Creation of users and managing passwords
Managing security levels
Creating new company's
Setting up financial periods
Managing transaction types
Creation of bank and cash books
Setup of bank feeds and csv file templates

Session Two

Importing static data
Managing chart of accounts
Creation of chart nominal mapping
Working with dimensions
Setup of sales invoicing templates and timeframes
Creation of payment run template and remittance
Working with VAT codes and maintaining VAT groups
Year End

Pre-requisites

Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of onboarding new companies.

Who is this course designed for?

Twinfield Partners and Twinfield Subscribers

Office champions

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