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Defines a screen format for budgeting on a component or detailed basis, as well as control settings for the way budgeting is to be done. Each format to be used is then assigned to an account range in budget format account ranges . If ent...
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Categorizing Template Pages: Categorizing template pages gives you the ability to label all the pages that are related to a specific function. This allows you to limit the number of template pages you see on the screen. To categorize te...
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Last Updated: 11/11/2022
in Fund Accounting Miscellaneous Keeping attachment file sizes to a minimum is important to preserve system performance and speed. Some general guidelines that will help reduce the size of attachments include the following: When scanning documents, scan them in black and whi...
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Last Updated: 11/10/2022
in SignOn Options General Company Information: This information may be used in a variety of places throughout the system wherever heading and address info is needed. Enable system logs: If box is checked, each time a user signs on or attempts to sig...
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Steps to apply for TCC Code to File 1099s Electronically (To the best of SGA's Knowledge, this is the process. SGA does not assign the TCC Code. Any questions should be directed to the IRS) Form 4419, Application for Filing Inf...
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Last Updated: 11/02/2022
in New Features Release Guide: https://sgasoftware.com/downloads/Accounting-Release-Guide-v12.2.pdf Multi-Account Budget Release Guide: https://sgasoftware.com/downloads/Accounting-Release-Guide-v12.2-Addendum.pdf Version: 12.2.17 Program/Option: Bu...
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Records > Vendors > Purchase Orders This screen shows a listing of purchase orders for a vendor. By default it shows all purchase orders that are posted and open. Change the filters to find the PO’s you want to see. Buttons will be activ...
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Contains all high level settings for the general ledger system. This should be setup first before doing anything else throughout accounting. It is important that this be kept up-to-date. Note: Company name, address, and Federal EIN are...
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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...
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Approval Notifications: When Approval Type settings indicate email notifications are to be used, users may receive notifications for the following purposes: In addition to the above notifications Administrators may also re...