16 September 2025 Tuesday

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Are you tiring of reporting? Do you have any painful experience of putting data from a system generated report to Microsoft Excel files, because your accounting system does not integrate with Microsoft Excel?
Most accountants are experts in using Microsoft Excel, but usually they are not technical users to write SQL statements to extract data from databases. Other report writing tools may not be user friendly and users will find it difficult to conduct ad-hoc analysis on top of a pre-defined report. For example, it may not be easy to calculate an ad-hoc accounting ratio in the report. You need to create a calculation in report writing tool, re-run the report, and go back to the tool to remove the ad-hoc calculation.

Infor PM Q&A is the best choice to alleviate tedious reporting workloads.

  • Vision XL

  • Vision XL is a Microsoft add-in and serves as a link between Sunsystems and Microsoft Excel.
    The user interface to define selection criteria is concise and user-friendly. You can drag and drop
    filter items from a list and then define your own criteria.
    Moreover, by leveraging Excel's formatting tools, you can design the appearance of your reports.
    You can perform ad-hoc analysis on your report freely as you are working on any Excel files.
    In addition, Vision 5 XL allows you to import transaction data or reference data in Microsoft Excel
    to Sunsystems. It converts the data in the Excel file to an import file compatible to Sunsystems.

  • Vision Executive

  • Vision Executive is an user-friendly reporting tool. It provides the drilldown functionality that
    allows user to drill a report figure down to its transaction detail level. That provides a better
    understanding to the report user about the reasoning behind the report figure.
    Vision Executive report could be exported as Microsoft Excel file or PDF file.

  • Vision Alert

  • Vision Alert allows user to create scheduled task which includes, for example, running
    Sunsystems macro, Vision Executive/Vision XL Excel report and sending email. This helps
    you to automate some workflows. For example, you may want to run a lengthy
    Vision Executive report at midnight, export it as a PDF file and then send it to your email
    address.

    Click to enlarge

    Vision XL - Account Balance
    Vision XL - P&L Report
    Ledger Entry
    Authorization
       
    Vision XL - Creditor Aging
    Vision Executive - Breakout function
    Form Designer
    Report
       
    Vision Executive - Expand function
    Vision Executive - Drilldown function
    Form Designer
    Report

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