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Last Updated: 04/18/2022
in Fund Accounting Related Articles
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New Add a Single Account: Enter each part of the G/L account number (or click the Search icon to select). The description will be displayed to the right of the each part. If you are adding a new account segment, you may enter the...
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This screen shows a listing of all purchase orders. Change the filters to find the PO’s you want to see. By default it shows all unposted purchase orders. Buttons will be activated based on where you fall in the approval table process. ...
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This is a simplified version of bank reconciliation, which displays only AP payments, both checks and EFTs, and allows you to mark them as cleared, to assist in reconciling cleared checks with your bank statement. Click here for details on a...
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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 ...
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Last Updated: 03/31/2022
in SignOn This will limit a user to browse and/or enter only into a selection of account/object ranges. The user will be allowed to enter into an account/object, so long as the division falls within any ranges specified. If no ranges are specified, the use...
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Creates an electronic file for transmitting 1099 information to the IRS. The IRS requires that 250 or more information returns must file electronically and encourages all electronic filing of 1099’s. You must have a TCC (Transmitter Contro...
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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...
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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...
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Daily > Accounts Payable > Payment Batches If you have already tagged the invoices to pay, you will see your batch/es on this screen. If not, see Tag Invoices for Payment . Click to highlight the payment batch to process and click ...