KB Category: School Accounting System

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• School Accounting System

FAQ: I’m trying to add a new number to the Chart of Accounts and the system won’t let me save it. How can I save the new account number?

If trying to add a new account number in the Chart of Accounts and the…Read More

• Knowledge Base Categories:
• School Accounting System
• General Ledger

FAQ: How do I void a check?

From the General Ledger screen, select the Check Option menu and then Void Checks.  Refer…Read More

• Knowledge Base Categories:
• School Accounting System

FAQ: I need to crosswalk a fund, but instead of crosswalking, I first created the new fund. Now I have the old fund and the new fund. How do I fix this?

I need to crosswalk a fund, but instead of crosswalking, I first created the new…Read More

• Knowledge Base Categories:
• School Accounting System

FAQ: I have completed some crosswalks that would affect expense and payables masks. Does the system automatically change the payable and expense masks within the system when I complete the crosswalks?

I have completed some crosswalks that would affect expense and payables masks. Does the system…Read More

• Knowledge Base Categories:
• School Accounting System

FAQ: What happens to the taxes and deductions that were withheld if I void an employee’s check?

When voiding an employee’s payroll check, the system reverses all the transactions on the check. …Read More

• Knowledge Base Categories:
• School Accounting System

FAQ: Are all reports generated only by processing month?

Are all reports generated only by processing month? No, the majority of the reports can…Read More

• Knowledge Base Categories:
• School Accounting System

FAQ: When entering my budget, is there a way to have the description for the budget entries automatically appear?

When entering my budget, is there a way to have the description for the budget…Read More

• Knowledge Base Categories:
• School Accounting System

FAQ: Is there a way to enter the budget without having to key in each individual account number?

Yes.  To enter the budget without keying each individual account number, use the Budget Transfer…Read More

• Knowledge Base Categories:
• School Accounting System

FAQ: I have my budget set up in a separate file (i.e. Microsoft Excel spreadsheet, Microsoft Word document, etc.); can I import this into a budget batch?

Yes.  The budget can be imported into a budget batch by utilizing the Import Budgets…Read More

• Knowledge Base Categories:
• School Accounting System

FAQ: When using the Budget Transfer Options, is there a way to post just the revenue or expenditure accounts from one particular fund into a budget batch?

Yes.  To post only the revenue or expenditure accounts from one fund into a batch,…Read More