Receipting v5 For Administrators

 

Duration: 1 Day - scheduled on demand

 

Prerequisite: Basic SunSystems concepts.

 

Who should attend: Users associated with dealing with debtors as well having the responsibility of maintaining the Receipting system.

 

What you will learn: At the completion of this training session participants will be competent in the following:

  • Understanding the Receipting Processing flow
  • Creating receipts
  • Printing receipts
  • Releasing receipts
  • Printing deposit slips
  • Posting receipts and deposit slips
  • Utilising Receipting reports
  • Maintaining the Receipting system setup

 

Course Content - Receipting v5 for Administrators for SunSystems



Getting Started

  • Using different operating modes
  • Creating receipting users
  • Defining receipting security user groups
  • Setting up functional security obtaining receipt numbers


Receipt and Deposit Slip Processing

  • Understanding the Receipt Processing flow
  • Differentiating between local and central receipts
  • Receipt status codes
  • Creating receipts
  • Locating previously created receipts
  • Releasing receipts
  • Printing receipts
  • Printing deposit slips
  • Posting receipts
  • Posting deposit slips
  • On-line account allocation
  • Cancelling receipts
  • Creating local receipts
  • Transferring receipts to MS Excel
  • Correcting transactions using Journal Entry Thin

 Receipting Setup and Maintenance

  • Entering BSB codes
  • Defining bank names
  • Defining your company's bank account
  • Creating item posting options
  • Creating lookup definitions
  • Defining receipting user groups
  • Creating new item codes
  • Defining acceptable payment methods
  • Rounding setup
  • Setting up global options
  • Setting up local options
  • Creating user-defined keyboard shortcuts


Receipting Reports

  • Generating a listing of entered receipts
  • Producing a report of available item codes

 

 

 


Download for more course info

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

Complete the form to book now