SunSystems Training

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

Benefits of SunSystems Training

Using the system more effectively and efficiently: To use SunSystems more effectively and efficiently, users need to receive quality training. Through comprehensive training, users can learn to make the most of all the features and functionality that SunSystems has to offer, thereby saving the business time and money. 
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Improved user adoption rates: When users do not fully understand how to use a system, abandonment rates can quickly climb. This leaves businesses with expensive software that isn’t being used to its full potential, and in some cases, may not be used at all. With quality training, users will have a much better understanding of the system and be more likely to use it on a regular basis, resulting in improved user adoption rates.

Decreased support costs: When users are properly trained on SunSystems, they are more likely to use the system as intended and less likely to run into problems that require support. This can lead to significant cost savings for businesses over time.

Greater ROI: A quality training program will result in increased productivity and efficiency, leading to a greater return on your system investment.

Types of SunSystems Training:

Remote Training: With remote training, users can learn SunSystems from the comfort of their own office or home. This type of training is convenient and flexible and can be easily customised to meet the needs of your business. 

On-Site Training: On-site training is ideal for businesses with multiple users who need to be trained at the same time. This type of training can be customised to meet your specific needs, and our team can work with you to develop a training program that fits your schedule. 

Group Sessions: Group sessions are in-house company training sessions which ensure everyone is up to best practice standards for your organisation. You benefit from a more open discussion on your issues and improve the productivity of your employees as they will have a better understanding, interact more with each other to cover any specific questions, and share tips and tricks. This is a great way to learn SunSystems with other users. Group sessions are available upon request and can be customised to meet your needs. 

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1-to-1 Training: 1-to-1 training is a great option for businesses with complex needs or for users who prefer a more personalised approach. With 1-to-1 training, our team will work with you to develop a training program that is tailored specifically to your needs.

Refresher Sessions: For businesses with more experienced users, refresher sessions can be a great way to ensure that everyone is up to date on the latest features and functionality. Refresher sessions can be customized to meet your specific needs and can be conducted either remotely or in our London office. 

SunSystems Training Topics 

We run regular training sessions on a variety of topics related to SunSystems. Some of the topics we cover include: 

Our SunSystems Online Training course is ideal for new and existing users to improve their understanding of Infor SunSystems. The course covers a host of topics which will enable participants to realise the true potential of Infor SunSystems, including: 

  • 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 runs 
  • Payment document 
  • Account allocation 

Our Infor Q&A10 Training is designed to help users learn to build reports in Q&A using SunSystems data. This is ideal for new employees to understand how they can utilise Q&A within their organisation and is also well-suited for experienced users to refresh their knowledge. Topics we cover generally include: 

  • 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 

Our Q&A11 course has been written to cover the latest version of Q&A which combines Q&A XL and Executive into a single, powerful reporting tool. It covers:

  • Using Q&A XL 
  • Filtering, selection list and output window 
  • Q&A Formulae and Recalculation 
  • Named ranges 
  • Reference Link and Summary Link 
  • Detail Report and Report Designer (updated for Q&A11) 
  • Summary Report 
  • Writing Macros (Updated for Q&A11) 
  • Drilldown, breakouts and expands (Updated for Q&A11 XL) 
  • Ad-hoc Inquiries 
  • Combining Q&A XL Functions 
  • Data Send – transaction import 
  • Q&A11 Alert 
  • Migrate current Q&A formulae to Infor Q&A11 Formulae 

This training course is created to help users learn how to maintain users, security, business units and forms. We cover a host of topics which will enable participants to maintain their SunSystems configuration, including:

  • User Manager, maintenance and administration 
  • Operator Groups, setup and maintenance 
  • Users and Groups Security and Data Access Groups 
  • User Group Menu Designer and manipulation 
  • Creating, copying and deleting Business Units 
  • Data Audit and Archiving 
  • Form Designer and Permissions Editor 
  • Filter Designer 

This is a course for businesses that have implemented the Business Rules and Transfer Desk features of SunSystems. The course is ideal for users with good understanding of SunSystems but want to improve the integrity of the accounting data and control against user errors as well as improve the ability to define external files and map to SunSystems data. We cover a host of topics which will enable participants to realise the true potential of SunSystems business rules and transfer desk functionality, including: 

  • Business rules overview 
  • Event profiles 
  • Business rules, sets & messages 
  • Redefining data items 
  • Data sets and presets 
  • Examples of business rules in practice 
  • Transfer desk overview 
  • Profiles 
  • Importing static data and bank data 
  • Closing and deleting bulk static data 
  • Automation and transformations 

What are the Next Steps? 

Get in touch with FinanSys and we will listen to your requirements and discuss how we can help 

Contact us today at +44 (0) 207 456 9833 or info@finansys.com 

General note:

  • All our training programs include access to an online training environment so you don’t have to worry about changes to your live system. 
  • Training manuals are delivered to your address for reference during and after the course 
  • We issue a certificate for each course for your CV 

Visit our SunSystems training manuals page to improve your knowledge of the software, make better use of it, and get more value out of your accounting system.

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