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Vision XL Advanced

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Duration:

1 Day

Version:

Vision XL 5

Cost:

£345.00 per delegate (including lunch, training manual and course certification).

Dates:

click here to request the latest schedule

 

Description:  

 

Delegates will gain an understanding of the more advanced features of Vision XL for Financials. The extraction of selective data from SunSystems, the design of complex reports using Format Tables and Filters and the automation of Vision reports using Macros will all be explored.

 

Suitable for:  

  • Users who wish to create more complex reports in Vision XL

  • Users who wish to understand the more advanced presentation features within the program

  • SunSystems Administrators

  • Internal Support staff

Pre-requisites:   

  • A good understanding of the SunSystems Ledger Accounting module

  • A good understanding of Vision XL

Objectives:

 

By the end of this course, delegates will be able to:

  • Extract static data to an Excel worksheet using filters

  • Extract financial balance data to create comparative reports

  • Extract transactional data to create comparative reports

  • Use the different extraction modes

  • Create User Defined output for extraction to an Excel worksheet

  • Use Format Tables to further filter reports

  • Create macros to automate Vision XL reports and inquiries

  • Create drop-down lists for report criteria selections

  • Create customised Vision XL reports using filters and subtotals

  • Import static and budgetary data to SunSystems from an Excel worksheet

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TRAINING SCHEDULE:

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