New Twinfield How-to page

We have been quietly building a library of short videos, created by our experienced trainer Karen Carbon. Each one lasts a couple of minutes and provides an overview of how to undertake a range of tasks. Take a look at an example:

Currently we have videos covering:

  • VAT Returns
  • General Ledger VAT Reports
  • E-Bank Statement Processing
  • Re-posting Transactions
  • Manual Bank Statements Processing
  • Matching Transactions
  • Creating a Bank Account and a Cheque Book Account
  • Creating Customers in the Neo View
  • Creating Use Roles
  • Customer Ageing Reports
  • Pay & Collect Types
  • Bank CSV Uploads
  • Creating a General Ledger Code
  • Creating a New Financial Year
  • Creating a New Company

Visit the page Twinfield Traning Centre to view the clips. If you have a suggestion for a how-to’ video please drop us a line at Training Ideas.

Upcoming training videos will include:

  • Working with your Reporting Structure
  • How to share customised reports
  • Exporting reports
  • Budgets
  • Dimension Types

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