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CCH Software User Documentation

Twinfield: Integration Consultancy




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

There will be four practical interactive  either online or onsite consultancy sessions  for businesses using third party solutions.

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

Key Objectives

This consultancy lead course will take you through the setup and maintenance of the key components, which includes the configuration of Basecone. This is a practical interactive course which is designed to run online or onsite and is ideal for businesses using third party solutions for sales invoicing such as Intime, Promotional office, Insphire, Retail systems etc.


Course Contents

Session one and two

  • Twinfield navigation
  • Managing passwords
  • Working with customers
  • Credit Management
  • Purchase invoicing process 
  • Maintaining supplier records
  • Maintaining dimension
  • Supplier reporting
  • Supplier Payments

Session three and four

  • Working with provisional transactions
  • 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 good understanding of bookkeeping principles.

Who is this course designed for?

Twinfield Partners and Twinfield Subscribers

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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