Receipting v5 For End Users

 

Duration: ½ Day

 

Prerequisite: Basic SunSystems concepts.

 

Who should attend: Users associated with dealing with debtors. Aimed at users not responsible for 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
  • Using Journal Entry Thin to post transactions
  • Utilising Receipting reports
  • Maintaining user administrative functions

 

Course Content - Receipting v5 for End Users for SunSystems

 

 

Getting Started

  • Using different operating modes
  • Creating Receipting users
  • 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 Reports

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


User Administration

  • Defining local options for your Receipting application
  • Creating user-defined keyboard shortcuts
  • Changing your password
  • Working in multiple databases

 

 

 

 

 

 

 

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