A demonstration of how to make bank reconciliation easier using Sysynkt and Infor SunSystems.
Covered in the video:
• Secure bank statement file integration
• Automated allocation postings
• Smart discrepancy flagging
• AI-powered auto-coding features
• Rules-based reconciliation automation
How to use the Indirect function in Q&A Report Design for users of Infor SunSystems.
Getting the most out of Q & A User Defined Outputs
In the old versions of SunSystems in the chart of account record, there was a field called last transaction date. this was very useful for looking at creditors and closing them. But this field doesn't exist in the latest Infor SunSystems. So how do you look at the last transaction now?
Extended Analysis in SunSystems is a powerful function available to all SunSystems Cloud users allowing you to expand on your system data and then capture and report on it as part of your existing suite within SunSystems. It has the power to save you a lot of time whether reporting on projects specifics or other activities within your business.
Journal presets can be useful to make life easier for ensuring accurate allocations.
Infor Document Management, part of Infor's SunSystem, allows documents such as contracts and invoices to be attached to relevant assets within the system and be viewed or searched. Watch a demo of how to use this feature in SunSystems.
A look at SunSystems and how Unique References in Ledger Import & Entry work with useful tips to make your workflow quick and easy. Use unique references to avoid double processing and double payment of creditor invoices.
A walk-through of Infor’s approach to security and API’s for those considering the move to Infor's SunSystems Cloud.
A walk-through of the new Improved Workflow in SunSystems Cloud using a working example of supplier approval of bank details on a multi-tenant system plus a walk-through of the extended analysis functionality – for reporting.
SunSystems has the option to allow multiple screens to be used as you undertake different tasks and functions. This feature is a quick power move that makes your work quicker and less frustrating.
Walkthrough of SunSystems managing fixed data assets on the the platform.
How-to time saving moves in Q&A v11 for SunSystem users. 10 minutes to cover the following:
Tab as Sheet Heading
Hiding #DIV
Excel Macros
User Name in Outputs
Search Favourites
SunSystems has excellent onboard data security features and the ability to do quick audits on static data and users.
Join us for a 10 minute walk through of this feature to understand how to undertake a static data audit and the reporting capabilities available.