Sun5.4/Sun6 General Ledger


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
Download for more course info

Thank you for your enquiry. You'll be contacted shortly.

Complete the form to book now