Duration: 1 Day
Prerequisite: No previous SunSystems knowledge
is assumed. An understanding of internal processes would be
advantageous.
Who should attend: First time users and
existing users who would benefit from learning more of the features
in SunSystems Financials.
What you will learn: At the completion of this
training session participants will be competent to:
- Navigate around SunSystems
- Identify the fundamental operations of the module
- Create transactions entries
- Perform on-line inquiries
- Perform daily and monthly routines in Ledger Accounting
Course Content
- General Ledger for SunSystems v5.4 & v6
|
Introduction to SunSystems v5.4 &
v6
- Overview of SunSystems
- Logging into SunSystems
- Navigating around SunSystems
- Changing passwords
- Creating a Favourites group
- Working with SunSystems Forms and multiple functions
- Working with multiple business units
- Accessing SunSystems help
- Logging out of SunSystems
Structuring the Ledger
- Overview of analysis dimensions and global analysis
- Defining a new analysis dimension
- Amending the analysis structure setup
- Creating new analysis codes
- Understanding analysis hierarchies
- SunSystems 5 and Multi-Currency
- Creating new account codes
Defining Transaction Types
- Creating & maintaining journal types
- Creating & maintaining journal presets
|
Journal Processing
- Entering transactions
- Viewing journal details
- Holding a journal
- Amending journal details
- Amending the transaction reference
- Entering multi-currency transactions
- Entering accruals
- Processing GST journals
Budget Processing
- Overview of SunSystems budgeting
- Assigning budget labels
- Entering budget values
Account Allocation
- Overview of account allocation
- Amending data
- Account allocation toolbar and command buttons
- Splitting transaction
Inquiries and Standard Reports
- Performing an account inquiry
- Performing a journal inquiry
- Running an account listing report
- Running a journal listing report
- Producing a trial balance
|
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