One-day course covering Account Allocation, Reconciliation Manager and Transaction Matching in SunSystems.
About this training course
Master the use of Account Allocation, Reconciliation Manager and Transaction Matching in SunSystems and understand when to select each solution.
The course also covers the numerical allocation markers functionality for credit control purposes and provides exercises for you to follow to give your hands on experience.
Agenda at a glance
- Account Allocation
- Payment Run
- Reconciliation Manager
- Transactions matching
- Allocation markets and credit control