KB Category: General Ledger

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Training Tidbit: Is there a way to add new vendors directly from the invoice entry screen?

To add a new vendor while entering an invoice, complete the following steps: On the…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: I am uploading my Wyoming Annual Report and received an error; what’s wrong?

The Wyoming Department of Education recently informed us that the format of the Expenditures file…Read More

Training Tidbit: Helpful Hints for Accounts Payable, General Ledger, and Payroll Reports

Use the links below to access helpful hints for the most commonly used reports in…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: What should I enter in the Fiscal Year End Date field when doing the Budget Transfer Options?

When completing the Budget Transfer Options, enter the ending date of the desired fiscal year…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: How do I update my facility codes in the School Accounting System to comply with the Iowa ESSA changes for school level reporting?

There are several crosswalk options available to change account numbers, or parts of account numbers,…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: Is there a report I can generate throughout the year to review the monthly cash balances included on the South Dakota Annual Report?

Yes, generate the Monthly Cash Balance Survey Report for SD, which is available for South…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: I just completed all the Nebraska ESSA changes; how do I verify and update my entries that were previously posted this fiscal year?

If the Nebraska ESSA changes were completed after entries were already posted for this fiscal…Read More

FAQ: With the NE ESSA changes, if I use object 239 for Early Retirement/Termination, I get errors when processing payroll; what should I do?

Object code 239 is listed for Early Retirement or Termination in the ESSA financial coding…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: What should I do if after generating the Annual Report I have invalid account numbers?

You can report the amounts in one of three ways: If applicable, edit the appropriate…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: After implementing the Nebraska ESSA changes, how can I verify that my accounts comply with the state?

In Nebraska, to verify your account numbers meet the state’s new reporting requirements for the…Read More

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