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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.
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..
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.
This chapter delves into the fundamentals, from logging in and out of the system to resetting your password and other nifty tricks.
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.
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.
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.
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.
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.
To explore more about this powerful query and analysis tool that helps you pull
Introduction
FREE PREVIEWLogin
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Home page and Navigation
Learning Check
Chapter Introduction
FREE PREVIEWDebtor Account Codes Introduction
FREE PREVIEWCreate a Debtor Account Code
Amend a Debtor Account Code
Hands-on: Create and Amend a Debtor Account
Hands-on: Create and Amend a Debtor Account, with instructions
Customer Address Introduction
Create a Customer Address code
Amend a Customer Address code
Hands-on: Create and Amend a Customer Address Code
Hands-on: Create and Amend a Customer Address Code, with instructions
Customers Introduction
Create a Customer Record
Amend a Customer record
Hands-on: Create and Amend a Customer record
Hands-on: Create and Amend a Customer record, with instructions
Learning Check
Chapter Introduction
FREE PREVIEWManual Entry Introduction
FREE PREVIEWCreate and Post an AR journal
Hands-on: Create and Post an AR journal
Hands-on: Create and post an AR journal, with instructions
Import via Q&A Introduction
Infor Q&A Template (AR Transaction)
Hands-on: Infor Q&A Template (AR Transaction)
Hands-on: Infor Q&A Template (AR Transaction), with instructions
Create and Post a Journal (Collection Payment Transaction)
Hands-on: Create and Post a Journal (the Collection Payment Transaction)
Hands-on: Create and Post a Journal (the Collection Payment Transaction), with instructions
Infor Q&A Template (Collection Payment Transaction)
Hands-on: Infor Q&A Template (the Collection Payment Transaction)
Hands-on: Infor Q&A Template (the Collection Payment Transaction), with instructions
Learning check
Chapter Introduction
FREE PREVIEWSplit an invoice
FREE PREVIEWMatch a payment with an invoice
Hands-on: Split and Matching an invoice
Hands-on: Split and Matching an invoice, with instructions
Learning Check
Chapter Introduction
Account Inquiry
Hands-on: Account Inquiry
Hands-on: Account Inquiry, with instructions
Journal Inquiry
Hands-on: Journal Inquiry
Hands-on: Journal Inquiry, with instructions
Account Listing
Journal Listing
Journal Held Listing
Hands-on: Account Listing, Journal Listing, Held Journal Listing
Hands-on: Account Listing, Journal Listing, Held Journal Listing, with instructions
Run Account Listing and Journal Listing using Report Manager
Hands-on: Run Account Listing and Journal Listing using Report Manager
Hands-on: Run Account Listing and Journal Listing using Report Manager, with instructions
Debtor Ageing Report
Hands-on: Debtor Ageing Report
Hands-on: Debtor Ageing Report, with instructions
Learning Check
FREE PREVIEWWhat happens next?
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