Vision Budget Management v5.1


Duration: 1 Day - scheduled on demand


Prerequisite: Knowledge of Ledger Accounting Concepts. An understanding of your company's budget structure. Basic knowledge of Microsoft Excel.


Who should attend: Users responsible for budgeting activities within the company.


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

  • Use Vision Budget Management to control the entire budgeting process for your organisation.


Course Content - Vision Budget Management v5.1+ for SunSystems


Introduction and Overview

  • Using current period override
  • Creating a workbook template
  • Creating a transfer name


Global Settings

  • Starting Vision Budget Management
  • Loading Excel templates
  • Using status codes
  • Creating a database profile
  • Understanding transfer methods

Budget Structure

  • Creating a new budget
  • Allocating user access to a budget
  • Creating a normal budget group & workbook
  • Assigning a transfer name
  • Linking XL formulas
  • Adding existing workbook, editing workbook definitions

 Grid View, Auditing and Notes

  • Editing single & multiple workbooks in the    grid view
  • Adding Vision Executive reports
  • Enabling auditing
  • Entering notes & using comment viewer

 The Budget Cycle

  • Dispatching, importing and validating workbooks
  • Adding Budget amounts to workbooks
  • Changing the status on a workbook
  • Transferring to the Data Warehouse and viewing the data transferred
  • Amending data
  • Changing budget version numbers, creating a budget structure

Modifying the Budget Structure

  • Editing budget structures, working with selected budgets

User Defined Fields, Filtering and Printing

  • Adding user defined fields
  • Creating varying filters
  • Allocating user defined fields to
    T- Codes and workbooks
  • Creating user defined status codes
  • Printing with Budget Management

Budget Management Administration

  • Defining use security
  • Allocating users to budgets, budget groups and workbooks
  • Removing user access
  • Backup/restore of Budget Management
  • Clearing ALL transactions


Transfer Method - Balance By Ledger

  • Changing transfer methods
  • Creating an adjustment budget groups & workbook & transferring data
  • Data warehouse cleardown
  • Deleting workbook data, ledger data
  • Deleting an adjustment working





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