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SunSystems - Accounting Software trusted by 9,000 organisations globally

Powerful accounting software for companies with expanding analysis requirements, multiple locations or high growth. Gain a real-time view of data across your organisation with seamless integrations to other systems.

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User Training - SunSystems, Financial accounting software

Training is an important investment which ensures that you get the most out of your SunSystems solution. We offer both standard and custom training courses.

Given the current pandemic we wanted to ensure our monthly training courses were still accessible for the SunSystems community.  After successfully trialling our online courses in March, all SunSystems training will now be delivered online.

Find out more about our most popular courses below and get in contact to discuss your specific training requirements.

Training, both formal and informal, is one of the most important parts of any implementation, as the necessary knowledge and skills gained will determine the success and future benefits derived from the system.

SunSystems Financials

Q&A (Vision)

SunSystems Administration

Business Rules & Transfer Desk

Course 1: SunSystems Financials

  • Introduction to SunSystems
  • Navigation within SunSystems
  • Analysis explained
  • Analysis dimensions
  • Analysis codes
  • Inquiries
  • Chart of accounts
  • Journal types setup
  • Journal Presets
  • Ledger entry
  • Multi-Currency
  • Debtors and creditors
  • Payment terms
  • Contacts
  • Addresses
  • Bank details setup
  • Payment profiles
  • Payment run
  • Payment document
  • Account allocation

Course 2: Q&A (Vision)

  • Using Q&A XL & Exec
  • Definition forms & saving definitions
  • Filtering, selection list and output window
  • Q&A Formulae and Recalculation
  • Named ranges
  • Data Link and Summary Link
  • Detail Report and Report Designer
  • Summary Report and Link
  • Macro Builder
  • Drilldown, profiles & maintenance
  • Ad-hoc Inquiries
  • Combining Q&A XL Functions
  • Data Send – transaction import
  • Exec Breakout and Expand
  • Exec Navigation & formatting
  • Query prompt and extract mode

Course 3: SunSystems Administration

  • User Manager functionality and maintenance
  • Administration functions within User Manager
  • Operator Setup
  • Operator Groups
  • Users and Groups Security
  • Group Maintenance
  • User Maintenance
  • Data Access Groups
  • User Group Menu Designer
  • Manipulating Menu Layout for Users
  • Creating a new Business Unit
  • Copying a Business Unit
  • Deleting a Business Unit
  • Administration functions within SunSystems
  • Data Audit
  • Archiving
  • Form Designer
  • Form Permissions Editor
  • Filter Designer

Course 4: Business Rules & Transfer Desk

  • Business Rules Overview
  • Event Profiles
  • Rule Set
  • Rule Messages
  • Basic Elements of a Rule
  • Additional Business Rule Functionality
  • Redefining Data Items
  • Data Sets and Presets
  • Debugging Techniques
  • Examples of Business Rules in Practice
  • Transfer Desk Overview
  • Profiles
  • Import Static Data
  • Import Bank Data
  • Closing and Deleting Static Data in Bulk
  • Automations
  • Transformations

We understand the need for role-based training. Training should be considered as an investment and professional training is essential to make the most of your investment in the software.

Our experience tells us that a vast number of system users are only utilizing a mere 50% of their systems capabilities. Our training consultants are experts in all aspects of system training to help ensure you are utilizing as much of the system as appropriate.

We have a dedicated training area furnished with fully equipped work stations and breakout areas. We offer a variety of standard product, bespoke and client specific training days. We can also offer on-site training where you can maximise the relevance of the day by training on a copy of your own data.

Training can be organised in most countries of the world. If you would like to request details of our standard or customised training solutions, please get in contact.

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Are you getting the most out of SunSystems and Q&A?

The majority of Sun users surveyed said they could be getting more out of SunSystems and Q&A.
Book a training course today to help you and your finance team get the most out of your investment!

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Sun Accounts gives you the most comprehensive & flexible
Accounting system ever developed

Sun Accounts is the leading financial management solution within the sector and is used by over 2,000 such organisations of all sizes in 140 countries

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