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Approval Groups

Created On: 03/07/2022 in Document Approval Overall Setup

This is the main browse screen for Approval Groups. Buttons: New: Create a new Approval Group. Edit: Edit the selected Approval Group. Delete: Delete the selected Approval Group. Audit: Allows a user to search al...
Approval Types

Created On: 03/07/2022 in Document Approval Overall Setup

1. Approval Type General Tab Allow adding attachments during workflow: Enables users’ ability to add attachments to entries under review. Allow editing attachments during workflow: Enables users’ ability to edit attachm...
SignOn

Created On: 08/16/2021

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Purchase Order Entry

Created On: 06/30/2021 in Document Approval Purchase Order

Daily > Purchase Order Entry To Browse or edit a Purchase Order go to Purchase Order Lists and double click a Purchase Order. Top Line Buttons Save: Adds the purchase order and clears everything on the screen to allow entering of ...
1099 Processing

Created On: 06/29/2021 in Fund Accounting Accounts Payable Month End 1099 Process

Review of Setups Menu Setup > Options > Accounts Payable > General . Check boxes “Use 1099” and “Generate 1099 on Payment Vendor”. Payments made to vendors with some type of payment card should NOT be reported. It is the responsibili...
Check Forms

Created On: 06/29/2021 in Fund Accounting Accounts Payable Setup

Choosing a check form (Pre-printed vs. blank) Blank check forms The biggest advantage of printing the entire check (MICR encoding included) is that you don’t have the possibility of check#’s not matching the preprinted check#. Preprinted che...
A/P Invoice

Created On: 06/29/2021 in Fund Accounting Accounts Payable Daily Invoices

To see an outline of the process from invoice entry through check payment, see the accounts payable overview . To enter A/P invoices, menu option is Daily > A/P Invoices. Any invoice batches not yet posted will be displayed on this scr...
Vendors

Created On: 06/29/2021 in Fund Accounting Accounts Payable Vendors

Maintains the A/P vendor information used in Accounts Payable invoice and payment entry. The vendor name and address will be printed on A/P checks, as it is defined in Setup > Check Forms. New Vendors may be added manually or by importin...
Overview

Created On: 06/29/2021 in Fund Accounting Budgeting

There are different approaches and ways to do budgeting within SGA, with several options listed below for consideration. Enter an annual budget amount in selected accounts by keying the annual amount in the first month. The menu option gl...
Year-End Reset

Created On: 06/29/2021 in Fund Accounting General Ledger Month End

Month End > Year End Reset This procedure resets the General Ledger and budget for the new fiscal year so that screens, such as Account Browse and Actuals/Budget Entry screens display properly for the new fiscal year. Before this option ...