In this course, you’ll learn about the tools to manage Debtor or Receivable accounts, how to create and maintain Customers, enter AR transactions, make collections, allocate transactions, and run Inquiries and Reports using SunSystems V6.4.
Infor SunSystems offers a solution to streamline customer accounts receivable management, making accounting more manageable. Enrol in GEN-5 to enhance your AR skills and explore Financial Accounts Receivables features in detail, including customer maintenance, AR transaction entry and allocation, report generation, and more.
Who should take this course?
Are you new to SunSystems and working as an Accounts Receivable Accountant? Then this GEN-5 course is tailored just for you.
Designed for beginners and packed with plenty of hands-on, interactive exercises, this course will teach you how to navigate SunSystems and perform essential tasks related to Accounts Receivable.
About GEN-5- Infor SunSystems v6.4 Financials Accounts Receivable
Proper management of customer accounts receivable is just as crucial as managing suppliers and accounts payable.
Fortunately, Infor SunSystems offers a solution to streamline the tracking and reporting process, making accounting more manageable.
Enhance your AR Skills
If you are looking to enhance your AR skills with an on-demand SunSystems training course, you have come to the right place.
Enrol in GEN-5 and explore the Financial Accounts Receivables features,including customer maintenance, AR transaction entry and allocation, report generation, and much more, in detail..
With five informative chapters, each including engaging step-by-step videos, quizzes, and practical exercises, you will have everything you need to truly understand and apply the theory behind each topic.
The comprehensive GEN-5 is designed to help you become a master of your Financial Accounts Receivable function..
Real Life Examples
Not only will you learn the material, but you will also get plenty of chances to dive into real-life examples and get hands-on experience with the software.
Chapter 1 – Welcome
Chapter 2 – Foundation
This chapter delves into the fundamentals, from logging in and out of the system to resetting your password and other nifty tricks.
Chapter 3 – Adding and Maintaining Suppliers
There are two parts to consider for any Supplier, one is the supplier record, and the other is the Creditor account in the Financials ledger that is linked to this Supplier.
In this chapter, you will learn how to create and maintain Suppliers.
Chapter 4 – Accounts Receivable Transactions
In this chapter, we delve into the essential entry process for the Accounts Receivable. You will explore two methods: a manual approach via the LEN Ledger Entry function and an automatic option through Infor Q&A.
By the end of this chapter, you'll be well-versed in both methods and able to choose the one that suits your business needs best.
Chapter 5 – Collecting customer payments
In this chapter, you will learn how to use the Payment Collection Run function to settle debit transactions on debtors/receivables or client accounts through direct debit. You will also learn how to create a bank payment file, generate ledger transactions, and produce a payments file for printing payment-related documents like account statements.
Chapter 6 – Account Allocations and Matching Transactions
Unlock the full potential of the Account Allocations function with this chapter. Discover how to expertly split, withhold, and force payments while skilfully matching and reconciling them to invoices. Mastering these techniques will lead to a more efficient and streamlined financial process.
Chapter 7 – Financial Inquiries
In this lesson, you will learn 6 pre-defined inquiries: Account Inquiry, Account Listing, Journal Inquiry, Journal Listing, Held Journal Listing, and Creditor Ageing Report, all of which empower you to access the most pertinent data at your fingertips.
If you are looking to gain a deeper understanding of how the Accounts Receivable function in SunSystems works, the GEN-5 course has what you need.
By familiarising yourself with the unique concepts of SunSystems Financials, you will be able to effectively create and maintain customers and debtors.
You will learn manually create and post or bulk import AR and payment collection journals, split invoices and match payments, and run inquiries and reports to efficiently manage and control your customers.
With hands-on interactive exercises and learning checks in each chapter, you will be able to solidify your knowledge and become a master of SunSystems.
Courses to take after completing GEN-5
Courses about Financial Management:
GEN-3 Infor SunSystems v6.4 Financials GL
Courses about Sales Management:
GEN-12 Infor SunSystems V6.4 Order Fulfillment - Sales
Courses about Infor Q&A:
To explore more about this powerful query and analysis tool that helps you pull