-
Last Updated: 04/21/2022
in Reporting Lists Lists give the ability to run multiple reports at one time. General Tab Descriptions This is not required and is an information field only. This is for the user to write a description of the list. Output Methods ...
-
This screen displays all created Approval Tables. The list grid may be limited by Approval Source (Purchase Order, Journal Entry, Invoice, or Payment batch). Buttons: New: Opens the new Approval Group add screen. Edit: Open...
-
The following two forms options are available for printing Form 1099-MISC and 1099-NEC: Blank form (2 up). Prints two vendors per page. Option to print Recipient Copy B with or without instructions on the back. Using blank form requires el...
-
Contains all high level settings for the Accounts Payable system. A/P Options consist of: General Entry Purchase Order Accounts Payment Digital Capture (if subsystem used) Vendor Portal (if subsystem used) G...
-
This tool is used to automatically calculate budgets for accounts, based on budget entry to other accounts. For example, FICA and other payroll tax/benefit expenses can be auto-calculated based on a percentage of salary expense. The process tota...
-
Last Updated: 04/18/2022
in Training Guides Related Articles
-
Last Updated: 03/31/2022
in Reporting Creating Report Descriptions Path: Setup > Report Descriptions You can create any number of report description groupings. Each account has the ability to be assigned to any and all report description groups that exist, but no assignment i...
-
Last Updated: 03/31/2022
in Training Guides Budget SGA Accounting Training Documentation for Branch Staff You will most likely be accessing SGA Accounting from the web. To sign on to the SGA software, you may be required to enter your username and password. Click OK. You may c...
-
Here are the steps we recommend that you use in a typical bank reconciliation. Steps to follow for a bank reconciliation: Assume that we finished the April 2019 bank reconciliation And you now wish to start with the Month of May. ...
-
Menu option is: Setup > Checkbooks. All payments are assigned to a checkbook. A checkbook designates the G/L cash account as well as the check form used when checks are printed. Checkbook ID: A unique number assigned to the checkbo...