Too often, finance teams are stuck with one-size-fits-all training that doesn’t match the way they use SyteLine® in the real world. Maybe the system wasn’t set up with finance in mind—or maybe the training didn’t go beyond basic navigation.
I created these resources to change that.
From full-length courses to downloadable tools, you’ll find training that’s accessible, easy to follow, and grounded in real finance workflows. Whether you're onboarding a new team member or solving a specific process gap, you're in the right place.
Pick Your Learning Path
Use the filter buttons to drill down by category or delivery method. Or use the search bar to look up by name or keyword. Be sure to click on "Show All" when using the search bar.
Hint: Hover over the buttons below for a short description of each!
Reconciling
Vouchers Payable
Finally, an easy solution for Reconciling Vouchers Payable (aka received not invoiced) in SyteLine®
Procure to Pay
A Done-for-You
Guide + Template
You'll never have to guess again—this guide walks you through exactly what to do. It gives you a straightforward, plug-and-play system that makes reconciliation fast, easy, and accurate.
here’s what’s inside:
- A Pre-Built Excel Template – Just enter your numbers, and it calculates everything for you.
- Step-by-Step Instructions – Know exactly which reports to run and what to check.
- Common Troubleshooting Tips – If something’s off, you’ll know what to look for and how to fix it.
- A Repeatable System – Use it every month and finally make reconciliation stress-free.
The
Close Checklist
This fully customizable Excel tool includes all the essential forms, features, and utilities needed for an efficient close.
FS Reports
Your Comprehensive Guide to Period-End
This customizable Excel checklist includes every possible close task—so you can eliminate guesswork, reduce errors, and ensure nothing falls through the cracks.
here’s what’s inside:
✓ Comprehensive Close Checklist – Covers all potential forms, features, and utilities available in SyteLine.
✓ Fully Customizable Excel Format – Add, remove, or adjust tasks to match your specific process.
✓ Beyond SyteLine Tasks – Need to track steps outside of SyteLine? No problem—just add them in!
✓ Streamlined Organization – Tasks are already grouped by category. Just assign responsibilities and simplify your close process.
✓ Access to Future Updates – As SyteLine evolves, so will this guide! You'll get access to updated versions as they're released.
Rolling
Standard Costs
This step-by-step guide walks you through the entire cost roll process, from updating current to finalizing standard.
Inventory Cost
Everything You Need to Know
Stop guessing—take control of your standard costs.
Rolling costs properly also provides meaningful variance analysis, and a more reliable cost structure.
This step-by-step guide walks you through the entire cost rolling process, from updating current costs to finalizing standard costs for purchased and manufactured items.
**It does not cover SyteLine’s costing analysis which allows you to determine how changes to one or more variables will affect costs without changing existing costs.
What You'll Learn
✓ Update current costs for purchased and manufactured items.
✓ Use SyteLine’s roll utilities to ensure standard costs reflect real data.
✓ Review and validate cost adjustments before posting.
✓ Navigate key forms like the Item Costs form, BOM Processor, and Roll Current Cost utility.
✓ Access to Future Updates – As SyteLine evolves, so will this guide! You'll get access to updated versions as they're released.
Understanding
G/L References
Ever wonder what all those ledger references tell us? Well, here it is—your guide to SyteLine® shorthand.
General Ledger
3 Common
Mistakes
Avoid common setup pitfalls in SyteLine® that can cause messy data and reporting headaches. Learn what to fix and how.
General Ledger
Need More Support?
Let’s Work Together 1:1
For those times when a download or digital course isn’t enough, book time with me directly and get expert SyteLine help tailored to your finance team.
Staying current with SyteLine®
doesn’t have to be a full-time job.
Sign up and I’ll let you know when I release new tools, guides, or deep dives.
No noise, just what’s new.
Training and knowledge are superb. Stacey goes above and beyond to make sure material is thoroughly covered and broken down into easily digestible segments. Stacey really takes the time to draw the connections and make sure material is fully understood, pointing out how doing X could impact Y or Z.
Meghan — Controller
JOIN THE NEWSLETTER!
Get practical insights and SyteLine® finance fixes direct to your inbox.
(No fluff. No sales pitches. Just what’s actually working.)
I Respect Your Privacy. Unsubscribe Anytime.
Glass Box Consulting Ltd
Stacey combines financial expertise, a passion for technology, and a love of learning, with a desire to improve the finance community’s daily use of SyteLine.
Company
Resources
As used on this website, the terms “SyteLine”, “CloudSuite Industrial”, “CSI”, and “Infor” are the intellectual property of Infor Global Solutions or their affiliates. Glass Box Consulting is not affiliated with Infor Global Solutions or any other ERP vendor. All trademarks and service marks are the properties of their respective owners. All references to these properties are made solely for educational and editorial purposes.
