SUI Quarterly

For organizations with the Web Link module licensed, are you taking advantage of letting your employees verify their personal information via Web Link and make changes if needed?  Within the Web Link Setup Options (accessed under the Utilities menu on…
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The Internal Revenue Service requires that 1099 forms be issued to unincorporated vendors (such as independent contractors and landlords) who have provided purchased services or goods of $600 or more during the calendar year, and to attorneys for fees or…
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Are you taking advantage of all the shortcuts available to help speed up the process for entering cash receipts into the School Accounting System?  A recent update to the School Accounting System included additional enhancements to make the data entry…
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Passwords play an important and vital part in data security.  Using a strong password ensures personal and sensitive information stays protected.  Also, using multi-factor authentication whenever possible helps prevent a breach of data security if passwords are discovered by the…
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COVID-19 Readiness As many school districts are now closed to students, we understand the importance for school business officials to keep the day-to-day accounting and finances flowing at your respective organizations.  We sent an email in early March to address…
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As you are aware, the Internal Revenue Service redesigned the W4 form for 2020.  The W4 was redesigned to simplify the form and increase the accuracy for withholding taxes. We have been tracking the changes to the W4 and preparing over…
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Exciting Enhancements to Web Link:  We recently made some exciting enhancements to the School Accounting System and the Web Link module to allow district employees to view their personal information stored in the Payroll and/or Human Resources modules, including: • Contact…
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When generating and preparing your Annual Report and/or GASB 34 Reports, you will likely encounter account numbers that are considered “missing”.  The “missing” accounts are invalid accounts with no specified location on the Annual Report and/or GASB 34 Reports.  To…
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Since 1979, Software Unlimited, Inc. has been a trusted K-12 partner, developing fund accounting solutions and supporting thousands of school business office personnel represented by more than 900 school districts and educational organizations in 8 states.  After 40 years, our…
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Update:  K12Docs – Electronic Document Management Our new cloud-based, electronic document management platform called K12Docs allows your organization to reduce the need for long-term paper storage and manual retention policies.  More importantly, K12Docs is fully-integrated with the School Accounting System…
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K12Docs.  That’s what we are calling it! Our new cloud-based, electronic document management platform allows your organization to reduce the need for long-term paper storage and manual retention policies.  Software Unlimited, Inc. will be rolling out an electronic document management…
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Are you ready for Electronic Document Management? Are you printing documents just to store them in a file cabinet?  Are file cabinets taking up important floor space?  Do you spend hours looking for paper documents?  What would happen to those…
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Everyone has most likely heard about the Every Student Succeeds Act (ESSA), but are you familiar with how it may affect the Business Office in school districts? The ESSA, which was signed into law by the president on December 10,…
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You shared suggestions and ideas, and we listened! Since the release of the new Leave Requests feature back in May 2017, we received numerous suggestions to have a way for designated users who were not approvers to enter substitutes for…
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Reporting new employees to your state is not a new requirement, but being able to create a file of your new (and rehired) employees from within the School Accounting System to upload to your state’s website is brand new!  The…
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Extra!  Extra!  Read all about it!  This old cliché may not be used very often these days, but we are bellowing it out because we are excited to announce the Leave Requests feature is available! The new Leave Requests option…
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Are you familiar with all the reports available in General Ledger?  For instance, do you know the differences with all the Account Inquiry Reports and the Activity Fund Balance Reports?  And are you aware the Balance Sheet can be generated…
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As the end of the calendar year approaches, we know you will be busy preparing and issuing 1099, W2, and ACA 1094/1095 forms.  To ensure all steps are completed, use the Accounts Payable and Payroll End of Calendar Year Checklists…
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Check out our new website! If you haven’t had the chance, we invite you to take a few minutes to explore our website www.su-inc.com. The new website makes information more accessible than ever – view product detail and quickly request…
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The Receiving option in the Accounts Payable module allows for a seamless and efficient workflow for the processes of entering requisitions, creating purchase orders, and recording invoices. Each of those forms easily converts into the next, minimizing the amount of…
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