Vision XL For Financials (V5)

Vision XL allows information from multiple data tables to be incorporated into Microsoft Excel to produce a single report. It is an intuitive addition to the capabilities of Excel and provides fast and adaptable ways to exchange data with SunSystems modules. Data prepared in Excel worksheets can be transferred directly to SunSystem applications.
Course Objectives

• Load Vision XL
• Use the Vision XL functions of Reference File Link and Reference File Fill to extract references data from SunSystems Accounts modules into an Excel worksheet.
• Use Extract Balances, Data Fill and Extract Transactions to extract monetary or physical balances from SunSystems Accounts modules into an Excel worksheet.
• Use Macro Builder to create a Vision XL macro that automates Vision XL activities.
• Use Data Selector to create drop-down lists from Excel and SunSystems Accounts modules.
• Use Send Data Periods to create an import file for transactions
• Use Formula Converter to convert Vision XL Business format formulas to Vision XL.