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Maximising the efficiency of managing customer accounts receivable is essential for effective accounting. Infor SunSystems Cloud provides a seamless solution to streamline the tracking and reporting process. Enrol in the GEN-35 course to enhance your AR skills and dive deep into Financial Accounts Receivables features, such as customer maintenance, AR transaction entry and allocation, report generation, and much more.

About GEN-25- Infor SunSystems Cloud Financials Accounts Receivable

  • Managing customer accounts receivable is just as important as managing suppliers and accounts payable. Infor SunSystems Cloud offers a seamless solution to streamline the tracking and reporting process, making accounting more efficient.

  • If you want to enhance your AR skills with an on-demand SunSystems training course, GEN-25 is the perfect fit. This course will take you through the Financial Accounts Receivables features, including customer maintenance, AR transaction entry and allocation, report generation, and much more, in detail.

  • You must complete GEN-22 Infor SunSystems Cloud Foundation first before taking this course, as it provides essential and foundational knowledge to work on SunSystems Cloud.

Who should take this course?

Course curriculum

  • 1

    Welcome

  • 2

    Adding / Maintaining Customers / Debtors

    • Introduction

    • Debtor Account Codes

    • Create a new Debtor Account Code

    • Amend a Debtor Account Code

    • Hands-on: Create and Amend a Debtor Account Code

    • Hands-on: Create and Amend a Debtor Account Code with instructions

    • Customer Address

    • Create a new Customer Address

    • Amend a Customer Address

    • Hands-on: Create and Amend an Address Code

    • Hands-on: Create and Amend an Address Code with instructions

    • Customers

    • 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

  • 3

    AR Transactions

    • Introduction

    • Manual entry

    • Create and Post an AR Journal

    • Hands-on: Create and Post an AR Journal

    • Hands-on: Create and Post an AR Journal with instructions

    • Create and Post a Collection of Customer Payment Journal

    • Hands-on: Create and Post a Collection of Customer Payment Journal

    • Hands-on: Create and Post a Collection of Customer Payment Journal with instructions

    • Import via Q&A Introduction

    • Import an AR journal via Infor Q&A

    • Hands-on: Import an AR journal via Infor Q&A

    • Hands-on: Import an AR journal via Infor Q&A with instructions

    • Import the Collection Payment transaction using Infor Q&A

    • Hands-on: Import the Collection Payment transaction using Infor Q&A

    • Hands-on: Import the Collection Payment transaction using Infor Q&A with instructions

    • Learning check

  • 4

    Account allocations and matching transactions

    • Introduction

    • Account Allocation Overview

    • Split an AR invoice for matching with the payment collection transaction

    • Hands-on: Split an AR invoice for matching with the payment collection transaction

    • Hands-on: Split an AR invoice for matching with the payment collection transaction (with instructions)

    • Learning Check

  • 5

    Financial Inquiries

    • 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)

    • Debtor Ageing Report

    • Hands-on: Debtor Ageing Report

    • Hands-on: Debtor Ageing Report with instructions

    • Learning Check

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  • 6

    Summary & Next Steps

    • Summary & What's next?

    • Help Us Improve Your Learning Experience

  • Beginner

    If you're a beginner in SunSystems and working as an Accounts Receivable Accountant, the GEN-25 course is your perfect match.

  • Equip Yourself

    With an abundance of interactive exercises and step-by-step videos, this course will not only teach you how to navigate SunSystems but also equip you with the essential skills needed to carry out tasks related to Accounts Receivable.

In this course, you will learn…

GEN-25 course provides comprehensive training to master the Financial Accounts Receivable function through engaging videos, quizzes, and exercises. Real-life examples and hands-on experience with the software are included to enhance the learning process.
  • 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 Customers/Debtors

    This chapter is your gateway to mastering the art of creating and managing Customer records and the Receivables or Debtor account in the Financials ledger. This chapter is the foundation of all financial postings for each customer, and it is essential to learn how to handle this account with precision and proficiency.

  • Chapter 4 – Accounts Receivable Transactions

    This chapter takes a deep dive into the crucial process of entering transactions for the Accounts Receivable. You will get to explore two different methods: a manual approach using the LEN Ledger Entry function and an automatic option through Infor Q&A. By the end of this chapter, you will be equipped with the knowledge to confidently choose the method that works best for your business needs.

  • Chapter 5 – Collecting customer payments

    This chapter delves into the steps to collect payments from your customers through the Payment Collection Run function. You will discover how to settle debit transactions on debtors/ receivables or client accounts through direct debit, create a bank payment file, generate ledger transactions, and create a payments file for printing payment-related documents like account statements.

  • Chapter 6 – Account Allocations and Matching Transactions

    This chapter shows you how to split, withhold, and force payments, while matching and reconciling them to invoices, resulting in a more streamlined and efficient financial process. Master these techniques and take your SunSystems skills to the next level.

  • 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.

Why take this course?

  • This GEN-25 course and its hands-on, interactive, and practical exercises can help you unlock the full potential of SunSystems Cloud's Accounts Receivable function.

  • Gain insights into the unique concepts of SunSystems Cloud Financials and confidently create and maintain customer records, manage debtors, and process payments with ease.

Courses to take after completing GEN-25

  • Courses about Financial Management:

    • [GEN-23] Infor SunSystems Cloud Financials GL

  • Learn more about Infor Q&A:

    To explore more about this powerful query and analysis tool that helps you pull data out of SunSystems and import data into SunSystems:

    • [IQA-1] Infor Q&A 11 Basic

  • Courses about Sales Management:

    • GEN-12 Infor SunSystems V6.4 Order Fulfillment - Sales