Infor SunSystems Cloud TRG Hotel Core Financials - Accounts Receivable
Welcome
Lesson Note
Introduction
Debtor Account Codes
Create a new Debtor Account Code
Amend a Debtor Account Code
Hands-on: Creating and Amending a Debtor Account Code
Customer Address
Create a Customer Address
Amend a Customer Addess
Hands-on: Creating and Amending a Customer Address
Customer
Create a Customer Code
Amend a Customer Code
Hands-on: Creating and Amending Customer
Learning check
Handout
Introduction
Manual Entry
Creating and posting an AR Journal
Hands-on: Creating and posting an AR Journal
Creating and posting a Collection of Customer Payment journal
Hands-on: Create and post a Collection of Customer Payment transaction
Import via Q&A
Import an AR journal via Infor Q&A
Hands-on: Import an AR journal via Infor Q&A
Import the Collection Payment transaction via Infor Q&A
Hands-on: Import the Collection Payment transaction via Infor Q&A
Import via Infor ION
Import revenues from the PMS via Infor ION
Hands-on: Import revenues from the PMS via Infor ION
Import statistics from the PMS via Infor ION
Hands-on: Import statistics from the PMS via Infor ION
Learning check
Handout
Introduction
Account Allocations Introduction
Split a receivable invoice for matching with payment collection
Hands-on: Split a receivable invoice for matching with payment collection
Learning check
Handout
Introduction
Account Inquiry
Hands-on: Account Inquiry
Journal Inquiry
Hands-on: Journal Inquiry
Account Listing, Journal Listing and Held Journal Listing using Report Manager
Hands-on: Account Listing, Journal Listing and Held Journal Listing using Report Manager
Debtor Ageing Report
Hands-on: Debtor Ageing Report
Learning check
Handout
Summary & Next steps
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This course covers common challenges, practical solutions, and useful tips when using Account Allocations. Gain insights to optimise the use of this function, enhancing efficiency and accuracy in your financial workflows.
By the end of this course, you'll be able to generate a wide range of hospitality-specific reports in Query and Analysis 12, from basic financial statements to advanced operational metrics, meeting diverse hotel management needs.
After this course, you'll be proficient in generating various financial and operational reports for the hospitality industry in SunSystems, enhancing your ability to provide financial insights and support strategic decision-making in hotel management
In this course, you'll learn how to generate a wide range of financial and operational reports for the hospitality industry in SunSystems providing financial insights and supporting strategic decision-making in hotel management.
This course covers setting up and managing customer and debtor accounts, entering and importing AR and collections data, splitting and matching transactions, and generating inquiries and reports like the Debtor Aging report.
In this course, you’ll learn how to create and maintain Suppliers, enter AP transactions and invoices, process payments automatically, split and match AP transactions and invoices, withhold invoices, and run inquiries and reports on SunSystems Cloud.
By the end of this course, you’ll be able to establish and maintain the USALI Chart of Accounts and Analysis Codes, enter journal entries manually/via import, use Account Allocations, generate financial inquiries/reports, and close the period/year.
This course will guide you through advanced techniques in Infor QA Cloud, including how to use Report Designer, import data into SunSystems Cloud using Data Send, drill down to display composition details, and create calculation macros.
After completing this course, you can log in, log out of the Infor QA Cloud, use its four extraction definitions to create basic reports, run template reports, and use the import template.
This course will guide you in applying Infor OS Workflow to authorise a SunSystems journal, covering the creation, submission, authorisation, and approval status review of journals in both Infor OS and SunSystems.
Workflow is a great tool of Infor OS to help automate processes and eliminate bottlenecks in operations. In this course, you'll learn about the tool overview, the document approval workflow scenario, and how it is applied and works.
This course will walk you through the essential concepts of Infor OS Multi-tenant, and its critical components (Integration, Workflows, IDM architecture, ION API gateway) from theory concepts to practical uses of each component.
TEBIS is a tool that generates payment files from SunSystems without having to enter repetitive information. In this course, we'll explore setting up SunSystems data to effectively utilise TEBIS Core V4.0 for payment file generation and handling.
After completing this course, you will be able to reverse payments, journals and copy a journal in SunSystems Cloud.
In this course, you'll learn how to manage fixed assets in SunSystems Cloud, including how to record details, enter asset journals, depreciate, dispose of assets, manage asset actual and asset budget ledgers, and run Asset Inquiries and Reports.
In this course, you’ll learn about the tools to manage Debtor / Receivable accounts, how to create and maintain Customers, enter AR transactions, make collections, allocate transactions, and run Inquiries and Reports on SunSystems Cloud.
In this course, you’ll learn about the tools to manage your Creditor or Payable accounts, how to create and maintain Suppliers, enter AP transactions, make payments, allocate transactions, and run Inquiries and Reports on SunSystems Cloud.
In this course, you will learn the overview of SunSystems Inventory - creating movement orders, receiving/transferring/issuing and inquiring goods, and generating reports related to movement orders and inventory transactions.
You'll learn about User Maintenance and Profile Maintenance, two simple yet essential items in DataLink Server Setup Utility, a tool of multiple features that allow you to create, edit, delete a user, manage user profiles, and more.
In this course, focusing on SunSystems Cloud General Ledger, we'll learn about the Chart of Accounts, Analysis Codes, how to enter Journals, use Account Allocations, run Financial inquiries/reports, and close the period and year.
After completing this course, you will be able to log in and log out of SunSystems Cloud Multi-tenant. Additionally, you'll also learn how to change your Password and the Business Unit, navigate around SunSystems and use the SunSystems forms.
In this course, you will learn the fundamentals of SunSystems Sales function - the creation of sales orders, picking, dispatching items and invoicing, and generating inquiries and reports related to sales orders and invoices.
In this course, you'll learn everything you need to know about user management, an admin tool for Infor Query and Analysis that allows you to manage your user access via a web browser.
In this course, you'll be learning about all the functions in the Infor SunSystems User Manager application that allows you to manage users, groups, and security options.
This course covers the Infor Document Management (IDM) basic concepts, shows how to upload documents via the Related Information widget, create a new document type, modify attributes, and much more.
This course will give you an overview of TRG Academy, the fields it covers, its courses and how it can help you level up your skills.
This course will show you the fundamentals of the purchasing function in SunSystems, specifically how to create, submit and amend a purchase order, for both inventory and non-inventory items, as well as how to inquire and report on them.
In this super short course, you'll be learning how to reverse a payment, reverse a journal, and how to copy a journal via a function of the same name - Journal Reversal and Copy (JRC) in SunSystems V6.4.
VAS (Circular 200) is a compulsory set of accounting policies of Viet Nam. In this course, we'll walk you through the VAS Reports Menu, how to set up some SunSystems prerequisites, and how to map, generate and print the 16 essential VAS reports.
In this course, we will walk you through the overview of Infor SaaS, how to access SunSystems through Infor SaaS, how to change your password, the Business Unit, and the Budget Ledger, and finally, how to navigate around SunSystems.
In this course, we’ll learn the fundamentals of Purchase Requisitioning in SunSystems V6.4, including where this function occurs in the purchasing cycle and how to raise, amend, inquire and report requisitions for inventory and noninventory items.
This course explains the what, how and why of SunSystems V6.4 Corporate Allocations. You'll go through one typical use, figuring out sources, targets, and ratios used for the allocation, how to set up, run the allocations and the related inquiries.
After completing this course, you will be able to use Data Send to import data into SunSystems V6.4, use Drill Down to display the details of the composition, and create calculation macros using Infor Q&A 11.
After completing this course, you will be able to understand the main concepts of SunSystems V6.4 Hotel Core, and from there, enabling Hotel Core to help you collaborate, manage and drive your organisation forward.
After completing this course, you will be able to login and make GL Journal Entries, reconcile accounts, make inquiries, run reports and close the financial year in SunSystems V6.4.
In this course, you’ll learn about the tools to manage your Creditors and Payables accounts, how to create and maintain Suppliers, enter AP transactions, make payments, allocate transactions, and run Inquiries and Reports using SunSystems V6.4.
In this course, you’ll learn about the tools to manage Debtors and Receivable accounts, how to create and maintain Customers, enter AR transactions, make collections, allocate transactions, and run Inquiries and Reports using SunSystems V6.4.
In this course, you’ll learn how to close the period and the fiscal year using the unique process in SunSystems V6.4. You’ll also understand the accounting period close and what needs to be done at the end of the fiscal year.
After completing this course, you will be able to understand and explain the main concepts about SunSystems.
After completing this course, you will be able to login and logout of SunSystems. Additionally, you'll also learn how to change your Password and the Business Unit, and how to navigate around SunSystems.
After completing this course, you will be able to make GL Journal Entries, reconcile accounts, make inquiries, run reports and close the financial year using SunSystems V6.4.
In this course, you’ll learn about the tools to manage your Creditor or Payable accounts, how to create and maintain Suppliers, enter AP transactions, make payments, allocate transactions, and run Inquiries and Reports using SunSystems V6.4.
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.
In this course, you'll learn about fixed assets in SunSystems V6.4. Technically, you'll learn to record the details, enter the initial values through Ledger Accounting, depreciate the value, dispose of the asset or run Asset Inquiries and Reports.
After completing this course, you will be able to manage users, user groups, security settings and security audits using the Security Console Functions in SunSystems V6.4.
In this course you’ll learn how to use TRG E-Banking Interface for SunSystems V6.4 as an End User. You will be able to make payments and forced payments, view payment transactions and generate payment files.
In this course you’ll learn how to manage users as an administrator, using TRG E-Banking Interface for SunSystems V6.4. You will be able to make payments and forced payments, view payment transactions and generate payment files.
In this course, you'll learn the foundation of Infor EPM, which assists you in analysing data, allowing you to measure your past and current performance, and from there, you can confidently budget, plan and forecast your future activities.
In this course, you'll learn everything there is to know about Infor OS, the cloud operating platform that has been designed, with the user experience in mind, to bring productivity, business processes and Artificial Intelligence altogether.
After completing this course, you will be able to login and logout of Infor Q&A 11, use its for extraction definitions to create some basic reports, run some template reports and use the import template.
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