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SunSystems Allocations Training

Split over two separate half day sessions which will cover Account Allocations, Reconciliation Manager and Transaction Matching in SunSystems.

About the SunSystems Allocations training course

Session 1

There are day-to-day processes within SunSystems that help you run your cash management and credit control features efficiently.

Master the Account Allocation and Reconciliation Manager features and learn when, and how, to use them. Understand how Payment Run impacts & simplifies Allocations.

View the agenda for Session 1 Book now for Session 1

Session 2

Second session that covers Transaction Matching and Online Allocations, how these work and when to utilise these tools.

Additional session covering Corporate Allocations module and how this can be used to develop automated robust re-allocation processes across Sun.

View the agenda for Session 2 Book now for Session 2

Agenda at a Glance

  • Account Allocation
  • Payment Run
  • Reconciliation Manager
  • Transaction Matching
  • Online Allocation

 

Upcoming dates

October 28, 2024 - 2PM
October 29, 2024 - 2PM
November 19, 2024 - 2PM
November 20, 2024 - 2PM
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