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CCH Software User Documentation

Twinfield: Champions Consultancy




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


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



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