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  • Fund Accounting
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        • Balance Forward Entry
        • Import Accounts
        • G/L Cross Reference Formats
        • G/L Cross Reference Accounts
      • Journal Entry
        • Journal Entry
        • Journal Entry Batches
        • Recurring Journal Entries
        • Journal Entry Import Setup
        • How To - Journal Entry Imports
      • Month End
        • Reset Accounting Period
        • Update General Ledger
        • Year-End Reset
        • Year End Procedures
        • Year End Closing Entries
      • Setup
        • Funds
        • Account Divisions
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    • Budgeting
      • Budget Setup
        • Forecasting
        • Budget Allocations
        • Budget Allocation Examples
        • Budget Formats
        • Budget Format Account Ranges
        • Budget Types
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        • Budget Setup for New Year
      • Overview
      • Actuals/Budget Entry Screen
        • Actuals/Budgets
        • Actuals/Budgets View
        • Budget Entry
      • Actuals/Budget Multi-Account Entry Screen
        • Multi-Account Budget Entry
        • Actuals/Budget Multi-Account Entry screen
        • Actuals/Budgets Multi-Account View
      • Budget Formulas
      • Budget Components
      • Global Budget Changes
      • Budget Merit Increase
      • Budget Imports
    • Accounts Payable
      • Vendors
        • Vendors
        • Vendor Addresses
        • Vendor Summary Transactions
        • Vendor Detail Transactions
        • Vendor Transactions Advanced Filter
        • Merge Vendors
        • Vendor Import Setup
      • Daily
        • Invoices
          • A/P Invoice Batch List
          • A/P Invoice
          • Invoice List
          • Post A/P Batch
          • Recurring Payables
          • Tag Invoices for Payment
          • Void Invoice
          • Hold Invoice
          • Payment Cards
          • How To - Importing A/P Invoices
        • Payments
          • Payment Batches
          • Tag Invoices for Payment
          • Process Payment
          • Print A/P Check Stubs
          • Auto-generate Due to/from Entries
          • Generate ACH File
          • Create Positive Pay
          • Manual Payment
          • Void Payment
          • Create Unused Checks
          • External Payments Import
        • Tag Reconciliation Reference
      • Setup
        • Master A/P
        • Vendor Types
        • 1099 Codes
        • Checkbooks
        • Check Forms
        • Positive Pay Formats
        • Accounts Payable Options
        • Purchase Order Options
        • Export Permissions
        • EFT File Formats
        • Payables Imports
        • Bank Reconciliation Import Setup
      • Month End
        • Bank Reconciliation
          • G/L Bank Reconciliation
          • Bank Reconciliation
          • Import Bank Reconciliation
          • Steps for a Bank Reconciliation
        • 1099 Process
          • 1099 Processing
          • Generate 1099’s
          • 1099 Back of Form
          • Tag 1099 by Vendor
          • 1099 Electronic Filing
          • 1099 Processing for multiple EINs
          • Print 1099 Process
          • Steps to apply for TCC Code to File 1099s Electronically
          • 1099 Processing for first year in SGA Accounting
          • 1099 Electronic Filing – Step by step instructions to upload a file to the IRS website.
    • Accounts Receivable
      • Accounts Receivable Overview
      • Payers
        • Payers
        • Payer Transactions
      • Daily
        • A/R Invoices
        • A/R Batches
        • A/R Receipt
        • A/R Post Batches
      • Setup
        • Accounts Receivable Options
        • A/R Import
    • Miscellaneous
      • Custom Information
        • Item Categories
        • Items
        • Data Codes
      • Edit Batch
      • Delete Batch
      • Sign Control
      • User Preferences
      • Favorites
      • Email Attachment Import
      • Search Attachments
      • Attachment Limit
  • Assets / Object Tracking
    • Objects
      • Object Tracking - Overview
      • Objects (Main Browse)
      • Object Transactions
      • Setup
        • Object Types
        • Object Divisions
        • Object Import
    • Fixed Assets
      • Asset Management - Overview
      • Assets (Main Browse)
      • Asset Sources
      • Asset Additions
      • Asset Tasks
      • Asset Tasks– Mass Disposals
      • Asset Transactions
      • Asset Entry Batches
      • Link to Invoices or Journal Entries
  • AP Automation
    • Digital Capture
      • Setup
        • Capture Templates
        • Adding Template Pages
        • Supplemental Information Templates
        • Template Page Category
      • Capture Process
        • Capture System Process
        • Reviewing Process Results
        • Digital Invoice Capture
        • Digital Invoice Capture Batch Review (with temporary invoices)
        • Digital Invoice Capture Batch Review (without temporary invoices)
    • Vendor Portal
      • Vendor Portal Setup
        • Vendor Portal Options
        • Vendor Uploaded Invoices
      • Vendor Portal Process
        • Add New User
        • Vendor Portal Permissions
        • Login
        • Communication
        • Contact Information
        • 1099 History
        • Email Notification for Vendor Review
        • Vendor Portal Review
        • Banking Information
        • Account History
        • Tax Information
        • User Information
        • Vendor Information
        • Upload Invoices
    • Centralized AP Inbox
      • Centralized AP Inbox Setup
        • Centralized AP Inbox Options
      • Centralized AP Inbox Process
        • Using the Centralized AP Inbox
  • Document Approval
    • Overall Setup
      • Approval Types
      • Approval Groups
      • Approval Tables
      • Approval Options
    • Purchase Order
      • Setup
        • Purchase Order Received Statuses
        • Purchase Order Preferences
        • Setup Options
        • Purchase Order Import Setup
        • Unit Price Codes
      • Purchase Order Entry
      • Purchase Orders for Vendor
      • Purchase Order Close
      • Purchase Order Setup and Rules
      • Purchase Order General (Encumbrance)
      • How To - Purchase Order Import
      • Close All Purchase Orders
      • Purchase Order List
    • Journal Entry
      • Setup Options
    • Invoice
      • Setup Options
    • Payment Batch
      • Setup Options
    • Additional Options
      • Adding Additional Users To An Approval Table
      • Using Reviewers
      • Using the Pending Approvals List
      • Notifications
  • Reporting
    • Customize Report
      • Select Tab
      • General Tab
        • General Tab Options
        • Report Variables
        • Right Click Drilldown
        • Scheduling a Report
      • Rows Tab
      • Columns Tab
        • Columns Tab Options
        • Expressions on a Column
    • Report Permissions
    • Report Folder
    • Report Types
    • Lists
    • Report Descriptions
    • Query Variables
    • Data Sources
    • Dashboards
    • Reporting with Custom Totals
  • SignOn
    • SGA Users
    • SGA Groups
    • Permissions
    • Account/Object Restrictions
    • Approval Group Restrictions
    • Applications
    • Tasks
    • System Log
    • Activity Monitor
    • Options
      • SignOn Options
      • Two Factor Authentication
      • Report From Email Addresses Setup
  • New Features
    • Version 12.5 New Features
    • Version 12.4 New Features
    • Version 12.3 New Features
    • Version 12.2 New Features
    • Version 12.1 New Features
    • Version 12.0 New Features
    • Version 11.8 New Features
  • Bug Fixes
    • Version 12.3 Bug Fixes
    • Version 12.2 Bug Fixes
    • Version 12.1 Bug Fixes
    • Version 12.0 Bug Fixes
    • Version 11.8 Bug Fixes
  • Training Guides
    • Budget
      • Budget Overview
      • Budget Training Documentation (Branch Staff)
      • Setting Up Budget for New Year
      • Budget Setup - budget component format examples
      • Budget Formats Considerations/Suggestions when setting up initial budget formats
    • Accounts Payable
      • Accounts Payable Training Guide
      • Walk-through of the New Vendor Approval process
    • General Ledger
      • Approvals
        • Import Setups/Examples
          • Import Setups by Column Number
          • Import Setup by Column Name
        • Steps to setting up a new user
      • Home
      • AP Automation

      Centralized AP Inbox

      Centralized AP Inbox Setup

      Centralized AP Inbox Process

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