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CCH Software User Documentation

Twinfield: Twinfield Analysis Consultancy

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Overview

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 there expert knowledge of Excel to manipulate the TwinCube data in Twinfield to create and maintain boardroom style reports. 
This Twinfield session has a hands on approach.
We recommend you start using the functionality which you have learnt during the course as soon as possible.

 

Course Duration: This 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

  • Twinfield analysis overview
  • Installing Office 365 Add-in
  • Working with data cubes
  • Managing data columns
  • Working name ranges
  • Working with Parameters and variable data
  • Working with Excel formulas and features
  • Building Excel formulas
  • Data Validation
  • Conditional formatting
 

Pre-requisites

Attendees should adhere to the Training session Guidelines.

All attendees must have expert level of Excel to attend the course

All attendees are required to have there own laptop or desktop computer to join session online, or onsite.

Who is this course designed for? 

Twinfield Partners and Twinfield Subscribers

Note:  

The Twinfield Analysis plug in is designed for Microsoft Windows users only, Currently there are no plug-in for iOS platform. 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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