SunSystems Training

SunSystems Training

Unleash the power of your System

Gaps in your team’s knowledge stop your organisation from getting the most out of your financial management solution. These gaps can widen over time, as knowledge is passed down from one user to another. Get your team fully informed and engaged with our SunSystems training courses.

We offer a variety of courses at low rates, ensuring all end users get the maximum benefit from their investment. What’s more, FinanSys is the only UK SunSystems partner that provides regular classroom training courses; open to anyone within the community.

How Can We Help?

Why not download our Classroom Training Brochure or contact us for more information

SunSystems and Q&A (Vision) Courses

To book your place, please confirm your order below using Eventbrite.

To discuss the courses or arrange a group booking, please call us on 020 7456 9833 or email

Our SunSystems Training courses are suitable for SunSystems version 5 and 6. The Q&A courses are suitable for organisations using any version of SunSystems. A good understanding of SunSystems version 5 or 6 is required to attend on the SunSystems Administration and Business Rules & Transfer Desk course.

A Happy Customer

“Thank you for an amazing experience on the Sun and Q&A training. Very interactive sessions. Great service to get all the manuals actually to my door step which shows how much they care. Keep up the great work. Thank you once again for the training.”

Finance Assistant – Security Industry Authority

Training Agendas


Click any of the titles below for details of what each course covers

  1. Introduction to SunSystems
  2. Navigation within SunSystems
  3. Analysis explained
  4. Analysis dimensions
  5. Analysis codes
  6. Inquiries
  7. Chart of accounts
  8. Journal types setup
  9. Journal Presets
  10. Ledger entry
  11. Multi-Currency
  12. Debtors and creditors
  13. Payment terms
  14. Contacts
  15. Addresses
  16. Bank details setup
  17. Payment profiles
  18. Payment run
  19. Payment document
  20. Account allocation
  1. Using Q&A XL & Exec
  2. Definition forms & saving definitions
  3. Filtering, selection list and output window
  4. Q&A Formulae and Recalculation
  5. Named ranges
  6. Data Link and Summary Link
  7. Detail Report and Report Designer
  8. Summary Report and Link
  9. Macro Builder
  10. Drilldown, profiles & maintenance
  11. Ad-hoc Inquiries
  12. Combining Q&A XL Functions
  13. Data Send – transaction import
  14. Exec Breakout and Expand
  15. Exec Navigation & formatting
  16. Query prompt and extract mode
  1. Using Q&A XL
  2. Filtering, selection list and output window
  3. Q&A Formulae and Recalculation
  4. Named ranges
  5. Reference Link and Summary Link
  6. Detail Report and Report Designer (updated for Q&A11)
  7. Summary Report
  8. Writing Macros (Updated for Q&A11)
  9. Drilldown, breakouts and expands (Updated for Q&A11 XL)
  10. Ad-hoc Inquiries
  11. Combining Q&A XL Functions
  12. Data Send – transaction import
  13. Q&A11 Alert
  14. Migrate current Q&A formulae to Infor Q&A11 Formulae
  1. User Manager, maintenance and administration
  2. Operator Groups, setup and maintenance
  3. Users and Groups Security and Data Access Groups
  4. User Group Menu Designer and manipulation
  5. Creating, copying and deleting Business Units
  6. Data Audit and Archiving
  7. Form Designer and Permissions Editor
  8. Filter Designer
  1. Business rules overview
  2. Event profiles
  3. Business rules, sets & messages
  4. Redefining data items
  5. Data sets and presets
  6. Examples of business rules in practice
  7. Transfer desk overview
  8. Profiles
  9. Importing static data and bank data
  10. Closing and deleting bulk static data
  11. Automations and transformations

Training Includes:

  • Access to an online training environment so you dont have to worry about changes to your live system
  • Training manuals delivered to your address for reference during and after the course
  • A certificate for each course for your CV
  • Courses run from 09:30 to 17:00

When & Where:

  • Courses run from 09:30 to 17:00 – All of our courses are held remotely
  • Instructions and access details will be sent to you once the booking is confirmed. All training manuals will be sent to your chosen address.

Payment is required in advance and is non-refundable.

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