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SunSystems Training

SunSystems training – helping you unleash the power of your System


Gaps in your team’s knowledge could be holding your organisation back from getting the most out of your financial management solution and these gaps can widen as knowledge passes down from one user to another over time. Get your team up to date with our SunSystems training courses.

To help organisations get the most out of their software environment we offer a variety of SunSystems training courses to help users ensure you are getting the most out of your SunSystems investment.

SunSystems and Q&A (Vision) 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.

To book your place please order now below using Eventbrite or to discuss the courses or arrange a group booking, please call us on 020 7456 9833 or email training@FinanSys.com

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.

SunSystems Online Training – Get the most from your accounting system

Infor Q&A training – Learn to build reports in Q&A using SunSystems data

SunSystems Admin – Learn to maintain users, security, business units an forms

Training on SunSystems Business Rules & Transfer Desk Integration

Training Agendas

  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. 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 don’t 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

When & Where:

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

Payment is required in advance and is non-refundable.


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

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