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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

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

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 Financials

Q&A (Vision)

SunSystems Administration

Business Rules & Transfer Desk

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 a workstation and training manuals
  • Refreshments and lunch
  • Certification for each course
  • Courses run from 09:30 to 17:00
  • Held at our Central London training facilities; 107 Cheapside, London EC2V 6DN

Payment is required in advance and is non-refundable.

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