About this course

Feeling overwhelmed by the General Ledger in SunSystems Cloud? You're not alone. But what if you could transform a complex beast into a powerful financial tool?

This course will help you master the General Ledger function in SunSystems Cloud for the hospitality industry, regardless of your experience level.

You'll learn to close books faster with efficient transaction processing and real-time reporting, gain deeper insights into your hotel's financial health with powerful analysis tools, make data-driven decisions to optimize your hotel's performance, and reduce errors while ensuring compliance with industry standards. Start learning today to navigate the system with confidence and unlock its full potential.

Who should take this course?

This course will save you valuable time by teaching you to leverage features like combined ledgers, preconfigured reports, and real-time inquiries. You'll be empowered to manage accounting data with accuracy and ease.

  • Hotel Accountants

    You'll learn how to efficiently enter transactions, allocate payments, close periods or years, and generate critical reports like the trial balance and departmental P&L. Mastering SunSystems will help you perform your role quickly and compliantly.

  • Finance Professionals

    This course teaches how to assign analysis codes to glean insights from the system. You'll save significant time querying data versus manual methods. Improved reporting abilities will enhance your strategic decision-making.

  • Accounts Payable / Receivable

    You'll learn best practices for transaction entry, allocation matching, and integrated inquiries—tools that streamline payable and receivable processing when combined ledgers are used. The cloud-based system demystifies SunSystems functionality for your daily tasks.

This course is designed for:

Financial Controllers

Accounts Payable Accountant

General Accountant

Accounts Receivable Accountant

Fixed Asset Accountants

Accounts Requisition

Purchasing/Procurement Accountants

Sales Accountants

Inventory Accountants

System Administrators

Course curriculum

    1. Welcome

    2. Lesson Note

    1. Introduction

    2. Create an Account Code

    3. Amend an Account Code

    4. Close an Account Code

    5. Hands-on: Chart of Accounts

    6. Handout

    7. Learning Check

    1. Introduction

    2. Create an Analysis Code

    3. Amend an Analysis Code

    4. Close an Analysis Code

    5. Hands-on: Analysis Codes

    6. Handout

    7. Learning Check

    1. Introduction

    2. Manual entry

    3. Creating and Holding a Journal

    4. Hands-on: Creating and Holding a Journal

    5. Viewing and selecting a Held Journal

    6. Posting a Held Journal

    7. Clearing a Held Journal

    8. Hands-on: View, Select, Post and Clear Held Journal

    9. Creating and Posting a Journal

    10. Hands-on: Creating and Posting a Journal

    11. Import via Q&A introduction

    12. Import Journals via the Infor Q&A Template

    13. Infor Q&A - Ledger Import Template

    14. Hands-on: Import Journals via the Infor Q&A Template

    15. Handout

    16. Learning Check

    1. Introduction

    2. Account Allocations Introduction

    3. C marker

    4. Hands-on: C marker

    5. Update Descriptions & L-codes

    6. Hands-on: Update Descriptions & L-codes

    7. Bank Reconciliation

    8. Hands-on: Bank Reconciliation

    9. Handout

    10. Learning Check

    1. Introduction

    2. Account Inquiry

    3. Hands-on: Account Inquiry

    4. Journal Inquiry

    5. Hands-on: Journal Inquiry

    6. Account Listing, Journal Listing and Held Journal Listing using Report Manager

    7. Hands-on: Account Listing, Journal Listing and Held Journal Listing using Report Manager

    8. Handout

    9. Learning Check

About this course

  • 75 lessons
  • 2 hours of video content
  • Published: May 30, 2024

Available languages

English

By taking this course, you will gain a strong foundation for using the General Ledger module of SunSystems Cloud for your accounting needs. You'll learn best practices for structuring your Chart of Accounts, entering transactions efficiently, analysing data, reconciling accounts, and closing periods.

Certificate Validation

URL validation will help you easily add your earned certificate to your profile.