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Whether you are new to SunSystems or a seasoned pro, this course is worth taking, as there may be tips and tricks to pick up.
This course focuses on the general ledger, with separate lessons covering the chart of accounts, analysis codes, journal and transaction entry, account allocations and matching transactions, financial inquiries, reporting, and period and year-end closure. Learning these fundamental functions will help you use SunSystems efficiently and accurately, easing your daily work.
If you are curious about how SunSystems Cloud's General Ledger differs from other methods and how it works, enrol in our GEN-23 course to learn everything you need to know and take your accounting skills to the next level.
Our GEN-23 course on Infor SunSystems Cloud Financial GL is designed to provide comprehensive foundational knowledge that is essential for all accountants.
This course is suitable for Financial Controllers, General Accountants, Accounts Payable, Accounts Receivable, Fixed Asset Accountants, Accountant Requisitions, Sales Accountants, Inventory Accountants, and System Administrators, regardless of their level of experience with SunSystems Cloud.
Whether you are a new or experienced user, this course covers all levels of expertise.
In SunSystems Cloud, every transaction must be posted to a ledger account identified by an account code. The chart of accounts codes serves as the foundation for financial reporting. In this chapter, you will learn more about the importance of chart of accounts codes in depth as well as steps to create, modify, and close account codes.
SunSystems Cloud's analysis codes are essential for extracting and reporting data to meet your unique reporting needs. When used in conjunction with chart of accounts codes, they can provide detailed management reporting in Financials. This chapter will teach you how to create, modify, and close analysis codes to extract and report on data using SunSystems Cloud's global analysis capability.
With Infor SunSystems Cloud, you have access to the powerful and flexible Ledger Entry feature, which allows you to enter and post transactions in different formats. This chapter will showcase this feature and let you explore two data entry methods to determine the most suitable one for your organisation.
To allocate accounts and match payments to invoices, you need to be familiar with two features of SunSystems Cloud: Account Allocations and Allocation Markers. These tools will help you efficiently match transactions and assign specific meanings to each marker, streamlining the entire process. So, let's dive in and explore how these features work to make your life easier.
This chapter covers the five predefined inquiries available in SunSystems Cloud. It is also worth mentioning that these inquiries can be tailored to your specific needs through various forms and filters, allowing you to view only the most relevant information.
Learn how to efficiently close your financial year using the Accounting Periods function with our step-by-step guide. This will help you complete the period within a shorter time frame, saving you valuable time and effort.
Manually maintaining these ledgers can be tedious and prone to errors.
The general ledger is the backbone of a company's accounting system, providing decision-makers with a comprehensive understanding of the company's financial health. SunSystems Cloud takes it a step further by offering unified ledgers that merge General Ledgers with Accounts Payable and Accounts Receivable Ledgers for a seamless experience.
That is where the GEN-23 course comes in to help you streamline and automate the process. From creating and modifying account codes to generating trial balance reports and running financial inquiries, GEN-23 provides the comprehensive guide you need to enhance your day-to-day operations.
Welcome
Lesson Note
Introduction
Create a new Account Code
Amend an Account Code
Close an Account Code
Hands-on: Create, amend and close an Account Code
Hands-on: Create, amend and close an Account Code (with instructions)
Learning Check
Introduction
Create a new Analysis Code
Amend an Analysis Code
Close an Analysis Code
Hands-on: Create, amend and close an Analysis Code
Hands-on: Create, amend and close an Analysis Code (with instructions)
Learning Check
Introduction
FREE PREVIEWManual entry
Create and hold a Journal
Hands-on: Create and hold a Journal
Hands-on: Create and hold a Journal (with instructions)
View and select a Held Journal
Post a Held Journal
Clear a Held Journal
Hands-on: View, select, post and clear a Held Journal
Hands-on: View, select, post and clear a Held Journal (with instructions)
Create and post a Journal
Hands-on: Create and post a Journal
Hands-on: Create and post a Journal (with instructions)
Import a journal using the Infor Q&A Template
Hands-on: Import a journal using the Infor Q&A Template
Hands-on: Import a journal using the Infor Q&A Template (with instructions)
Infor Q&A - Ledger Import Template
Learning Check
Introduction
Account Allocation overview
C marker
Update descriptions & L-codes
Hands-on: Update C-Marker, descriptions and L-codes
Hands-on: Update C-Marker, descriptions and L-codes (with instructions)
Bank Reconciliation
Hands-on: Bank Reconcilation
Hands-on: Bank Reconciliation (with instructions)
Learning Check
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)
Run Account Listing, Journal Listing and Held Journal Listing using Report Manager
Hands-on: Run Account Listing, Journal Listing and Held Journal Listing using Report Manager
Hands-on: Run Account Listing, Journal Listing and Held Journal Listing using Report Manager (with instructions)
Learning Check
Introduction
Acccounting Periods
Hands-on: Accounting Periods
Hands-on: Accounting Periods (with instructions)
Close the financial year
Hands-on: Close the financial year
Hands-on: Close the financial year (with instructions)
Learning Check
What happens next?
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