Menu
Menu
Contact Us
Login
Home
Glossary
Fund Accounting
General Ledger
Overview
Accounts
Accounts
Account Maintenance
Account Multiple Add
Filter Accounts/Object Ranges
Merge
Clone Accounts
Global Account Edit
Account Transactions
Actuals/Budgets - Accounts
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
Categories
Transaction Codes
Split Distribution
Sources
Audit History
Split-Screen View
General Ledger Options
Transaction Code Import
Links
Links
Budgeting
Budget Setup
Forecasting
Budget Allocations
Budget Allocation Examples
Budget Formats
Budget Format Account Ranges
Budget Types
Budget Years
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
Document Approval
Last Modified on 03/31/2022 1:25 pm EDT
Overall Setup
Purchase Order
Journal Entry
Invoice
Payment Batch
Additional Options
Overall Setup
(4)
Approval Types
Approval Groups
Approval Tables
Approval Options
Purchase Order
(13)
Setup
(5)
Purchase Order Entry
Purchase Orders for Vendor
Purchase Order Close
Purchase Order Setup and Rules
See More
Journal Entry
(1)
Setup Options
Invoice
(1)
Setup Options
Payment Batch
(1)
Setup Options
Additional Options
(4)
Adding Additional Users To An Approval Table
Using Reviewers
Using the Pending Approvals List
Notifications
Related Articles
None