Accounting Manual Seventh-day Adventist – SDA Denominational Accounting Manual
Account and Analysis PowerPoint Presentation – Shaw – overview of Accounts and Analysis
Accounting for Sponsored Students – Tennyson – description of one method of accounting for sponsored students
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
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
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 – Mack’s famous playing card presentation
School Accounting – SunPlus School Accounting
Account Allocation in SunPlus – Shaw – screen-based documentation of AA functions; How-To’s; no business cases
Account Allocation PowerPoint – Shaw – overview of Account Allocation and its many uses
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
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 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 Rule Exercise – GST – practice creating or modifying Business Rules
Rule Set Exercise – GST – practice creating or modifying Business Rules and Redefines
Change Account Status – Shaw – single screenshot showing how to change status
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-To’s; 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
Asset Appreciation Entries – Orillosa – How-To transaction entries
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 in Short – Tennyson – summarization of asset entries document
Fixed Asset Overview PowerPoint Presentation – Shaw – common asset processes; How-To’s; 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
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
Inquiring into Data in SunPlus – PowerPoint Presentation – Shaw – overview of inquiries
Journal Types / Journal Presets – PowerPoint Presentation – Shaw – overview of JT/JP processes
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 Cleardown – Shaw – How to run Cleardown; screenshots
Ledger Revaluation – Shaw – How to run Revaluation
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
Quick Reminder: Month-End / Year-End Processes – Shaw – reminder list of period end processes
Year-End Processes – Shaw – reminder list of period end processes
Adding Notes in SunPlus – Shaw – How to add and retrieve Notes
Notes Setup – Shaw – how to configure the system to allow Notes
Pay Master – Payroll Upload Template – GST – upload template for sites using SunPlus for Payroll
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 Accounting Platform – Orillosa – outline of the Retirement setup in SunPlus
Retirement Model — PowerPoint Presentation – Orillosa – basics of Retirement setup
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
Accounting for Students Sponsored by the Organization – Tennyson – one approach to accounting for sponsored students
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
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 To’s and accounting theory
User Manager Manual – Shaw – comprehensive coverage of User Manager functions and tasks
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
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
Transfer Entries – Orillosa – discussion of transfer process; sample cases
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
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
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
Cube Analysis – Paican – process of performing Cube Analysis in Q&A XL