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CCH Software User Documentation

Twinfield: Implementation Consultancy




Implementation consultancy is the starting point of understanding your business processes and requirements around your financial system. 

Will review your processes and policies with the guidance of our experienced consultants. 

This single online session involves an in-depth assessment and our consultancy provides a detailed look at the software, providing knowledge to enable decisions regarding the migration and deployment of your new financial system.

Course Duration: The session will last up to 3 hours.


Key Objectives

The purpose of the session is to provide the firm with a detailed look at the software and provide you with enough knowledge to be able to make decisions regarding the setup of the software and options within it.  
It is also designed to provide discussion around the impact on the firms existing policies and workflow.  
What new procedures may need to be put in place and what may need to be documented and communicated to the rest of the business.

Guidance will be provided by your consultant from this initial session, the business team will be required to continue to discuss and document further ahead of any end user training. 


Course contents

Session one  

Planning and Implementation

  • Review firm's existing finance system and processes.
  • Identify the firm's super user and champion(s) who will support and promote the new system and changes within the business.
  • Review data migration
  • Understanding Twinfield dimensions.
  • VAT procedure including group VAT where applicable
  • Training – Identifying firms requirements for bookkeeping training – who will require additional training in key areas specific to their role – i.e. managing companies, role and users

Processes and Tasks

  • Managing bank processes
  • Customer and supplier requirements
  • Reporting requirements including company groups and elimination.

Consultancy Outcomes

At the end of the session your consultant will work with you to define a draft project plan–if required, agree the actions to be completed by all relevant parties.


Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of double entry bookkeeping and the departments processes and procedures.
Representatives should come prepared to discuss their existing workflows and policies as well as any other requirements such as Fixed Assets, bespoke importable reports from third party applications.

Who is this course designed for?

Twinfield Partners and Twinfield Subscribers

Representative with firm decision maker - Head of finance should be responsible for communicating the company’s commitment to the roll-out of your new Twinfield bookkeeping system outlining the benefits of a cloud based system.
Representative at a more detailed level who will oversee implementation - Finance Manager  - Have a detailed knowledge of the firms existing procedures and can have a valuable input to the process. Ultimately, they can be heavily impacted by the implementation of a new finance system and therefore it is important to gather their feedback and input. Consider a Super-user/Champion to represent this group.
Third Party Integration - Integration lead from third party organisation should be present in the consultancy phase to ensure all areas affected by the integration have been addressed and the adoption of processes are clearly defined.

Twinfield is a cloud bookkeeping system which can be accessed via any web-browser, Google Chrome and Firefox are the preferred browsers as they are both extremely fast at loading pages quickly, users of the system will need to ensure they enable pop-ups for this site.

Twinfield Integration – Integration with third party products may require involvement from your IT department, the level of involvement will be discussed during implementation.


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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