KB Category: School Accounting System

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Knowledge Base Categories:
School Accounting System
Accounts Payable

Training Tidbit: I have outstanding purchase orders and requisitions that will not be converted to invoices and purchase orders. How can I remove these items?

Use the Cancel Outstanding Purchase Orders option to cancel the remaining balances for all line…Read More

FAQ: I entered receivables for EOFY using the Create Receivables field in Cash Receipts, and now in the next FY, I received only part of the money this month; how do I proceed?

Create a new batch of cash receipts for the current month and use the Select…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: How do I set up the system to generate the project number on the Wyoming annual report for account numbers?

In order to have the system generate the appropriate project number on the Wyoming annual…Read More

Knowledge Base Categories:
Accounts Payable
School Accounting System

Training Tidbit: Am I able to use a third-party payment service (i.e. Repay) for paying vendors in Accounts Payable?

Yes, a third-party payment service company, such as Repay, can be used with paying vendors…Read More

FAQ: How do I correct a purchase order after it has been expensed?

After expensing a purchase order, if it needs to be cancelled (no longer will receive…Read More

FAQ: After expensing payroll at EOFY using Method 2, how do I make a correction if needed?

Complete the steps below for the appropriate type of correction that is needed. (Tip: In…Read More

Training Tidbit: An employee who approved requisitions and leave requests left the district; how do I update the system with the new approver?

To update the system with the new approver, add the new approver as a user…Read More

FAQ: How do I zero out the Teachers (Special Revenue) Fund in Missouri at the end of the fiscal year?

For Missouri school districts who need to zero out the Teachers (Special Revenue) Fund at…Read More

Training Tidbit: Is there a way to have the system auto assign the cash receipt number?

Yes, the system can auto assign the cash receipt numbers if desired. To turn on…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: My district is switching to a different model for TFFR (North Dakota Teachers Retirement); how do I set this up?

If your district is switching to a different model for TFFR (North Dakota Teachers Retirement),…Read More

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