SunPlus Training Library

List of resources
Accounting Theory
Accounting Manual Seventh-day Adventist SDA Denominational Accounting Manual
Account and Analysis PowerPoint Presentation Shaw overview of Accounts and Analysis
Accounting for Investments Tennyson SunPlus approach to accounting for/reporting on investment transactions
Accounts Payable Manual Shaw covers all related processes; screenshots; no business cases
Accounts Receivable Manual Shaw covers all related processes; screenshots; no business cases
Allocated Fund Accounting PowerPoint Presentation Shaw overview
Analysis in SunPlus PowerPoint Presentation Shaw overview of Account Analysis; Analysis in reports
Business Case Studies Orillosa three spreadsheets presenting practice business case studies
Fixed Assets Accounting - Tennyson overview of Fixed Assets in SunPlus
Fund Accounting: The Romance of John and Mary Tennyson purpose for and nuances of Fund Accounting
Funded Ministry Cost Center Accounting Shaw overview; definitions; differences from traditional accounting
Mack's Notes on Fund Accounting, Especially on the Plant Fund Tennyson basics of Fund Accounting; includes sample
transactions; business cases
Month-end / Year-end PowerPoint Orillosa/Shaw; overview
Notes / Loans Policy PowerPoint Shaw overview; sample entries; month/year end entries
Preparing for Audit GST list of items to have in place before audit
Recording Properties Held for Others Orillosa - overview
School Accounting Tennyson differences/similarities between school and tithe based accounting
SunPlus Dimension Accounting Manual Orillosa discussion of various aspects of Dimension Accounting; Fixed Assets;
Beginning Balances migration
Tithe Accounting Orillosa/Tennyson discusses Tithe and Allocated Fund Accounting in SDAAM context
Understanding Dimensional Accounting PowerPoint Tennyson Macks famous playing card presentation

Account Allocation
Account Allocation in SunPlus Shaw screen-based documentation of AA functions; How-Tos; no business cases
Account Allocation PowerPoint Shaw overview of Account Allocation and its many uses

Analysis Dimensions
Analysis Dimensions in SunPlus: 5.2 - 5.4 Friday quick reference card
Analysis Manual Shaw screenshots; field-by-field; Analysis Dimension functions
Analysis Setup PowerPoint Shaw sequence of Analysis Dimension setup tasks; screenshots
Sample TFWW Entry Orillosa sample TFWW ledger entry

Authorizations
Authorization Handout Shaw step-by-step outline of authorizations process for end users; no screenshots
Configuring SunPlus to do Authorizations Shaw step-by-step outline of configuration process; no screenshots
SunPlus Authorizations - v5.2.1 Shaw overview of Authorizations process

Budget
Budget Upload Implementation Documentation Orillosa step-by-step process of creating and mapping a Budget upload
Budget Upload Spreadsheet GST upload template

Capital Asset Budgeting Orillosa brief discussion; sample reports/statements; sample transaction entries

Business Rules
Business Rule Exercise GST practice creating or modifying Business Rules
Rule Set Exercise - GST practice creating or modifying Business Rules and Redefines

Chart of Accounts
Change Account Status Shaw single screenshot showing how to change status

Currency Management
Currency Daily Rates Upload Spreadsheet GST upload template
Currency Period Rates Upload Spreadsheet GST upload template
Ledger Entry in Multi-Currency Accounting Systems Shaw discussion of various currency topics
Ledger Revaluation Shaw field-by-field How-Tos; no business cases
Mapping Instructions - Period Rates Upload GST single screenshot showing mapping
Multi-Currency Overview Orillosa/Shaw overview of multi-currency
Need for Multi-Currency - PowerPoint Presentation Shaw rationale for multi-currency system
Period Revaluation PowerPoint Presentation Shaw - overview
What is Multi-Currency Accounting? - PowerPoint Presentation Orillosa/Shaw - overview

Fixed Assets
Asset Appreciation Entries Orillosa How-To transaction entries
Asset Disposal Shaw screenshot based; How-To
Asset Posting Presets GST How-To; screenshot based
Calculate Start Period for Depreciation - Spreadsheet Orillosa - formula
Capital Assets PowerPoint Presentation - Orillosa/Shaw-overview; step-by-step preparation and upload; recording entries;
closing functions; depreciation entries
Depreciation Calculation Shaw field-by-field How-To; screenshots
Depreciation Rates in Terms of Years SDAAM simple list of expected life terms for asset types
Fixed Asset Entries Tennyson/Orillosa sample transaction entries for asset processes
Fixed Asset Entries in Short Tennyson summarization of asset entries document
Fixed Asset Overview PowerPoint Presentation Shaw common asset processes; How-Tos; screenshots
Fixed Asset Process Overview GST outline asset process; no business cases; no screenshots
Fixed Asset Setup / Balances Migration Procedures Orillosa preparation and upload
Fixed Asset Upload Documentation Shaw step-by-step preparation and upload; initial depreciation calculation

Implementation
Beginning Balances Upload Preparation Paican preparation of site data for upload
Business Unit Build Steps Orillosa list of steps in application implementation
Business Unit Setup Shaw field-by-field How-To; screenshot
Exit Questionnaire IAD ST 1-page implementation exit questionnaire
Implementation Checklist GST checklist of implementation tasks
Multiple Site System Build Checklist Shaw simple checklist for multiple site implementations
Notes Setup Shaw How to set up the system for Notes on Natural Accounts and Functions
Post Implementation Checklist GST checklist for end of implementation QA
Voucher Number Setup Shaw How to set up the system for Voucher Numbering

Inquiries
Inquiring into Data in SunPlus - PowerPoint Presentation Shaw overview of inquiries

Journal Types / Journal Presets

Journal Types / Journal Presets - PowerPoint Presentation Shaw overview of JT/JP processes

Ledger Entry
Journal Basics Shaw overview of all Ledger Entry basics; no business cases; field-by-field coverage of screens; includes
Held Journals
Ledger Entry - PowerPoint Presentation Shaw overview of entering transactions
Notes in Ledger Entry Shaw overview of use of Notes in the system; add; display; access Notes
Sample Entries for JV Training Tennyson some events to be used in LE Training.
TFWW Entry Sample Orillosa sample ledger entry transaction with TFWW
Transfer Entries Orillosa/Tennyson sample transfer entries; business case based

Ledger Management
Ledger Cleardown Shaw How to run Cleardown; screenshots
Ledger Revaluation Shaw How to run Revaluation

Menus
Add a Report to a Menu Shaw How to add a report
Add Executive Report to Favorites Menu Shaw step-by-step screenshots
Menu Navigation - PowerPoint Presentation Shaw how to get around in SunSystems

Month-End / Year-End Processes

Quick Reminder: Month-End / Year-End Processes Shaw reminder list of period end processes

Year-End Processes Shaw reminder list of period end processes

Notes
Adding Notes in SunPlus Shaw How to add and retrieve Notes
Notes Setup Shaw how to configure the system to allow Notes

Payroll
Pay Master - Payroll Upload Template - GST upload template for sites using SunPlus for Payroll

Q&A XL & Executive

New SunPlus Financial Statement Documentation - 2012 Tennyson explanation of changes made to the Financial
Statements
Q&A Executive Training Course - 2008 Rieley Executive basics; creation of simple reports
Q&A Executive Training Document Wahlen step-by-step instructions for creating several simple reports

Retirement Platform
Retirement Accounting Platform Orillosa outline of the Retirement setup in SunPlus
Retirement Model -- PowerPoint Presentation - Orillosa basics of Retirement setup

Scanning
Add ViewJV Buttons to Ledger Entry Forms Friday How to add a button
Implement SunPlus Barcode Friday summary of hardware and setup need for barcode
Post-Scanning Setup and Process - Friday components needed for scanning setup
Proposal for Enhancement of Debit / Credit Memos - with Scanning Details - Friday - proposal
Review of eDOC Options - Friday eDOC options
Scanning Documents - PowerPoint Presentation of GC Treasury Process Szasz GC Scanning process
SunPlus Scanning - GST overview of scanning process
SunPlus Scanned Document Processes Friday overview of scanning; list of SunPlus provided components; setup details;
office requirements; technical setup; defaults
ViewJV Prompts Friday ViewJV prompts; how-to

Serializations
SunPlus Serialization Instructions Nugent How to install serialization files; screenshots

Special Cases
Accounting for Students Sponsored by the Organization Tennyson one approach to accounting for sponsored students

SunPlus Manuals
Accounts Payable Manual Shaw screenshot based; no business cases; comprehensive coverage of Accounts Payable
functions
Accounts Receivable Manual Shaw screenshot based; no business cases; comprehensive coverable of Accounts
Receivable functions
Seventh-day Adventist Accounting Manual GC the General Conferences official manual
Start-up Manual - Application Shaw comprehensive manual; step-by-step; screenshots; FAQs; common errors and
solutions
Start-up Manual - Technical Shaw comprehensive manual; FAWs; screenshots; step-by-step instructions
SunPlus Accounting Processes Manual Orillosa discussion of various Accounting and system functions; mix of How Tos
and accounting theory
User Manager Manual Shaw comprehensive coverage of User Manager functions and tasks

System Setup
Additional Fields Setup Shaw how to set up and use Additional Fields
Asset Class Codes GST discussion of the use of Asset Class Codes
Control Automatic Journal Listing Shaw how to change the setting that controls Journal Listing
Designing Forms / Attaching Forms to Menus GST overview; how-to
Filter Designer GST ste0-by-step instruction on creating new filters; no screenshots; no business cases
Filter Designer Helps GST overview of Filter Designer application; Drill Association Designer; Filter Data Dictionary
Regeneration

Form Designer Shaw screenshot based; basics of Form Designer

Internal Controls - PowerPoint Presentation Shaw overview of security in SunPlus
Master GDCOA Spreadsheet GST
MICR Check Setup Friday setup values for MICR Checks
MOP Setting Cheatsheet Shaw quick reminder of MOP settings required for each GDCOA section
Voucher Number Setup Shaw how to set up Voucher Numbers

Technical
Backup / Restore / Transplant Kuntaraf guide to backing up and restoring SunPlus
Import Dictionary File GST step-by-step instructions; screenshots
Simple Upgrade Process Kuntaraf upgrade from 5.2 to 5.4
SunPlus Install Instructions Nugent step-by-step instructions; screenshots
SunPlus Post Install Instructions Nugent step-by-step instructions; screenshots
SunPlus Startup Manual - Technical Shaw comprehensive manual; FAQs
Upgrade Process Kuntaraf upgrade from 5.2 to 5.4

Transfers In / Out
Transfer Entries - Orillosa discussion of transfer process; sample cases

Upload Templates
Fixed Asset Upload Template Gay
Key Concepts Instrument - Orillosa implementation preparation guidelines; can be used for upload
Ledger Import Mapping Instructions - GST instructions for mapping Ledger Import

User Manager
Add User Shaw step-by-step setup of new User; no screenshots
User Manager Manual 5.4.1 Shaw comprehensive documentation of User Manager tasks; created for 5.4.1, but applicable
across versions

Vertical Markets
EDU Core Design Instrument GST template of best practices; upload template revised for schools
EDU Core - School Accounting Tennyson best practices for implementers
MED Core GST illustrates setup of JVP Journal Type for patient information; MED use of Analysis Dimensions
MED Core Design Instrument GST Core features presented in Ken Concepts Instrument formatting
MED Core Master GDCOA GST proposed Master GDCOA - spreadsheet
MED Core - Notes from Design Committee GST notes on system structure decisions
PUB Core - Initial Notes GST outline of processes Andrew Kuntaraf has used at ABC centers

XL
Cube Analysis Paican process of performing Cube Analysis in Q&A XL