Course Descriptions

SunSystems 5 General Ledger

This course will focus on the general ledger module, including: Ledger Setup; analysis dimensions; analysis codes; chart of accounts; currency codes; currency rates; additional fields setup; closing periods; journal types; journal presets; journal entries; journal reversals; journal copy; account allocations; inquiries; reports; recommended best practices for month end accounting. There are no perquisites to this course.

SunSystems 5 Accounts Payable

This course is intended for accounts payable staff and includes: supplier setup; creditor accounts; address setup; entering invoices and credit notes; periods and dates; account allocation; payment terms; payment profiles; payment runs; inquiries; reports. There are no perquisites to this course.

SunSystems 5 Fixed Assets

This course covers the main functions in the fixed assets module. After attending this course, users will be able to set up their fixed assets module. The course includes: setting up fixed asset records; asset dimensions and codes; asset classes; depreciation; system reports and inquiries; Vision reports for fixed assets; entering invoices for fixed assets; asset additions; importing asset records from a spreadsheet. The prerequisites for this course are: SunSystems 5 General Ledger.

SunSystems 5 Corporate Allocations

This course will prepare users to set up corporate allocations for different types of cost allocations. The course covers: overview of corporate allocations; allocation setup; different types of allocations; allocation sources; allocation targets; allocation ratios; running allocations; inter-company allocations; intra-company allocations. The prerequisites for this course are: SunSystems General Ledger.

SunSystems 5 Advanced Functionality

This course is intended for experienced users who want to use some of the advanced features in SunSystems. This course includes various technical features and applicants may be IT personnel or accounting staff with a technical background. The course covers: business rules setup; using business rules to validate data entry; rule data sets; messages; transfer profiles; automating the running of transfer profiles (automation desk); importing data from third-party systems; lookup tables; transfer logs; using transformations; forms designer; forms permissions; compiling forms; regenerating filters. There are no prerequisites for this course but this course does require some technical knowledge.

Transfer Desk – Advanced

This course builds on the SunSystems 5 Advanced Functionality course, and …

SunSystems 5 security administration and user management

This course is for systems administrators, and will allow applicants to set up and administer the security within SunSystems, modify menus, and set up new users.

Upgrading from SunSystems 4 to 5

This is a hands-on workshop that will train you on the upgrade of SunSystems 4 system to SunSystems 5. The first part of the workshop will be technical training, and the second part will be a practical session with hands-on upgrading. Each participant will bring a copy of their SunSystems 4 database and will upgrade it to SunSystems 5.

PMQA 10 Vision XL

This is an introductory course for PMQA 10 Vision XL. No previous knowledge of Vision XL is required.

PMQA 10 Vision XL – creating financial statements

This course builds on the PMQA 10 Vision XL course, and provides training on developing financial reports in Vision XL. Participants will also learn how to use SunSystems Account Dimension codes to streamline the Vision reports and make the reports more robust.

PMQA 10 Vision Executive

This is an introductory course for PMQA 10 Vision Executive. No previous knowledge of Vision Executive is required.

PMQA 10 Vision Budget Management

This course will show you how to implement Vision Budget Management in your organization. The course covers: setting up budgets; budget groups; budget workbooks; the budgeting process; dispatching files to budget managers; validating workbooks; and transferring the data into the SunSystems budget ledger. Different versions of the budget can be tracked, facilitating the control of budget revisions.

PA Cash Desk – Bank Reconciliation

Participants will learn how to streamline and automate the bank reconciliation process. Bank statements will be imported into the PA Bank Reconciliation module, and automatically reconciled.