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CCH Software User Documentation

Twinfield: PM Integration Consultancy




Twinfield accounting software manages income and expenditure which enables the business executives to track the financial health of the business. 

These four practical interactive consultancy online or onsite  sessions will take you through the setup and maintenance of the key components, which includes the configuration of your CCH Central database in line with the integration requirements between Twinfield and CCH Central. 

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

Key Objectives

  • Delegates must be able to access and utilise the maintenance tools of CCH Practice Management within CCH Central.
  • Delegates should be able to access and confidently use CCH Central and also have a login access to the Twinfield bookkeeping software.
  • Bookkeeping knowledge is essential.

Course Contents

Session one and two

  • Central setup
  • Activate CCH Central Hub Services
  • Twinfield navigation
  • Managing passwords
  • Working with customers
  • 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


Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central with appropriate task permissions and MS Office plugins installed on their local systems.

Who is this course designed for? 

Twinfield Partners and Twinfield Subscribers

Businesses using CCH Practice Management

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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