SunSystems Training

SunSystems Training

SunSystems Training

Get the Most Out of Your System

Gaps in your team’s knowledge can prevent your organisation from using SunSystems to its full potential. These gaps can widen over time.

Our SunSystems training courses keep your team informed and confident in using the system effectively.

We offer a range of courses at competitive rates, helping end users maximise their investment. FinanSys is also the only UK SunSystems partner providing regular classroom training, open to anyone in 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. 
Alt Text

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 is not 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.

Multiple Training Choices

We offer a range of SunSystems training options to suit different learning styles and business needs.

Remote Training
Learn SunSystems from anywhere with flexible remote training. This option allows users to train from their office or home, with sessions tailored to your business needs.

On-Site Training
Ideal for teams that need to be trained together, on-site training is customised to fit your schedule. Our trainers work with you to develop a programme that meets your organisation’s requirements.

Group Sessions
Designed for in-house training, group sessions ensure your team follows best practices while fostering discussion and knowledge sharing. Employees gain a deeper understanding, collaborate more effectively, and share insights. These sessions are available on request and can be tailored to your needs.

Alt Text

1-to-1 Training

Ideal for businesses with complex requirements or users who prefer a personalised approach. Our team will tailor the training programme to your specific needs, ensuring you get the most relevant support.

Refresher Sessions

Designed for experienced users, refresher sessions help keep your team up to date with the latest features and functionality. These sessions can be customised and delivered remotely or at 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 do not 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 

Unlock a Free 30-Minute SunSystems Consultation with Our Referral Programme

For every organisation referred, we will reward you with a free 30-minute consultation or training session to enhance your own SunSystems experience.

This offer is designed to maximise the value you get from your own SunSystems setup, while helping other users unlock the full potential of the system through our expert-led training courses.

For more information, please get in touch with us a info@finansys.com 

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.

Alt Text

To keep up to date with future training offers, promotions, events and dates, email subscribe@FinanSys.com

Subscribe to keep up to date with our webinars, training courses
and promotions

Sign up for SunSytems updates, tips, free webinars and training day reminders from FinanSys.

Alt Text