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Last Updated: 04/18/2022
in Fund Accounting Overview SGA Accounting includes an A/R application, which allows invoices and/or receipts to be recorded under individual payer names and allows viewing the transaction history under each payer, similar to browsing A/P tr...
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This is where yearly budgets are defined according to their budget types . When you are ready to begin budgeting for a new year you need to first come here to create the year for the type of budget. Later in the year when you are ready...
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Adding Template Pages: To add template pages complete the following steps: Access the Digital Invoice Templates page by clicking Setup > Digital Invoice Templates from the menu bar. Highlight the Master Template. Click “Edit”...
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Last Updated: 03/31/2022
in Reporting Reporting>Report Folder Report Folders Folder Path- As you move through the folder structure this will allow you to see your folder location, as well as click on the folder within the path to quickly navigate back to it....
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Prints check stub info for any check that exceeds the maximum number of lines available for printing on the stub. This page may be mailed with the check to show detailed payment information. To print/reprint the overflow stubs for a check ...
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This process auto creates all 1099’s for a year. Any vendor payment with a 1099 code on it will be processed. If a payment was made to a vendor and a 1099 code was not designated on the invoice line, that payment amount will not be included ...
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Displays A/P invoices and payments for a vendor in summary. Invoices with multiple lines will display as one invoice line. When you select an invoice, the distributions or line items display in a separate grid at the bottom of the screen. ...
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Last Updated: 03/31/2022
in AP Automation Related Articles
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Displays A/P invoices and payments for a vendor in great detail. Invoices that have multiple lines display as separate lines, which gives you the ability to see the G/L accounts and comments as well, since they are at the detail level. The me...
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Merges G/L accounts, one into another. This includes balances as well as all transactions. Once merged, the account you are merging from will then be deleted. It is recommended that no one do entry or budgeting to any of the accounts being me...