Our Knowledge Base contains helpful hints and additional information for options within the School Accounting System as well as our suite of add-on modules. This information is periodically posted on our website for our customers. All registered clients have access to this helpful information.
When changing banks, there are two options for setting up the new checking account in…Read More
Reminder, the rates for retirement are changing July 1, 2026, to be as follows: Total…Read More
For outstanding purchase orders (and requisitions, if applicable) that are needed in the next fiscal…Read More
For Missouri school districts who need to change their budget figures to equal their actual…Read More
I will be paying off contracts as part of the end of fiscal year process…Read More
To update the employee’s record, complete the following on the Name & Address tab in…Read More
Yes, on the Deductions screen in the Employee File, bring up the deduction for the…Read More
Click the link below to review how to set up the career ladder deduction (and…Read More
If the deduction amounts for your insurance are set up in a rate table in…Read More
If you have a new user who manages the Web Link module (or manages a…Read More
To pay off a contract, complete a Pay Off Contracts payroll calculation (which is Method…Read More
Yes, when creating a batch of cash receipts within General Ledger, the Posting Type field…Read More
Yes, use the Adjust Posted Entries option to change the description for a posted batch.…Read More
Do you have any Flexible Financial Reports or Board Reports that you do not use? …Read More
Below are the two most common options that can be used to obtain signatures on…Read More
To view all the posted and unposted cash receipts, along with all the detail information…Read More
Yes, complete a Purchase Order payroll calculation to see what is left of your budget…Read More
To exclude inactive account numbers on General Ledger reports, complete one of the following, depending…Read More
No, there is not a way to unpost a cash receipt; however, to correct a…Read More
Complete the Iowa State Education Association Report option in Payroll to generate a report (and…Read More
The best way to handle the additional days in Negotiations is to enter the number…Read More
Different options are available for completing an annual inventory of the assets in Fixed Asset…Read More
Yes, the invoice information can be imported into the Accounts Payable module for organizations with…Read More
You may enter and post a new purchase order batch at any time as long…Read More
A user can be created within the User Security option to utilize as a template…Read More
Yes, use the Audit Data tab within the Activity Log option to view the audit…Read More
Yes, use the Iowa Budget Summary Report option in General Ledger to assist you when…Read More
Yes, the Export Checks option is available to create a file of checks that have…Read More
First, complete the Delete Package Rates option for the package. To do this, go into…Read More
Yes, generate the standard report in General Ledger called “Current Budget Report with Five Year…Read More
