-
Path : Setup > Cross References Cross reference mapping can be defined when there is a need to translate one GL account number from an outside system to a different GL number in SGA. Cross reference accounts are used when importing files ...
-
Daily > General Ledger > Recurring Journal Entries This is a list of journal entry batches that are to post on a schedule. Typically these are posted at the beginning of a month or the end of a month. Each month, the same journal entry (same...
-
Menu option is under Records > Accounts > New. This allows you to add multiple accounts at once. Select all account divisions that you wish to add and every combination of account# will be created. It is suggested to always first click the Pr...
-
Data can be imported from outside systems into SGA as a journal entry batch. This can be used for payroll, sales systems, etc. Journal entries, A/P invoices, etc. can also be imported from a spreadsheet. The import format must be in place before...
-
How To Import Journal Entries into SGA Web: Daily > General Ledger > Journal Entry Batches > Import Choose your Import Name from the drop-down menu options then click Import: You will be prompted to either S...
-
Menu option is Records > Accounts The Accounts screen will normally display all accounts the user has permission to access. The Filter button allows the user to temporarily limit the accounts displayed on the Accounts list. This might be he...
-
Menu option is under Records > Accounts > New. This allows you to auto-generate new G/L accounts by cloning another selection or range of accounts. Accounts: Click the Accounts button and enter the selection or range of accounts to clone ...
-
Records > Accounts > Edit > Global Edit Edits an entire selection or range of accounts. Enter the account selections you wish to edit and select the account item/process you want to edit. Then key the value, if applicable, that you wish to ...
-
Displays transactions for an account with a specified period and date range. The present balance is displayed at the bottom. Period: The fiscal accounting period the transaction was recorded. Month/Year: The calendar accounting per...
-
The menu option can be found under Records > Accounts > New > Import Accounts/Balances. This option should be used only by SGA or at SGA’s direction to import balance forwards for accounts or objects as of any point in time. See import conne...