Knowledge Base

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How should I handle a direct deposit that was returned due to a closed employee bank account?

If the bank informs you that one employee’s direct deposit was not processed and the…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: For Illinois school districts, did you update your IMRF deduction in Payroll?

For Illinois school districts, the limit for IMRF (Illinois Municipal Retirement Fund) increased effective January…Read More

FAQ: When I go to view or print the ACA 1095 forms, there are no employees listed; why?

When viewing or printing the ACA 1095-C forms within the Affordable Care Act (ACA) C…Read More

FAQ: Is there a way to check my W2 file for accuracy before I submit the file to the Social Security Administration electronically via the Internet?

Yes. The Social Security Administration provides a free software program named AccuWage that can be…Read More

Knowledge Base Categories:
Accounts Payable
School Accounting System

Training Tidbit: Is there a way to search for an invoice with a certain dollar amount within the Vendor Inquiry option in Accounts Payable?

Yes, to search for an invoice with a certain dollar amount in the Vendor Inquiry…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How can I verify that the amount of FIT (or SIT) being calculated is correct?

To manually calculate the amount of FIT (or SIT) for an employee, first calculate the…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Is there a way to account for employees exempt from Social Security within the Balancing Information option for Missouri and Illinois organizations?

Yes, Missouri and Illinois organizations can utilize the Has Employees Exempt from Social Security field…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Did you update your IPERS deduction in Payroll with the new limit for 2023?

For Iowa school districts, the limit for IPERS increased to be $330,000 effective January 1,…Read More

FAQ: How do I change the federal form type for a 1099 vendor in Accounts Payable?

To change the type of the 1099 form specified in the Federal Form Type field…Read More

Training Tidbit: I have employees who access their W2 and 1095 via Web Link; will the Consent Terms screen always appear when they select the W2s or 1095s option in Web Link?

When an employee accesses the W2s or 1095s option in Web Link, the Consent Terms…Read More

FAQ: A message for copying a tax (WC or SUTA) appears when calculating the new year's payroll; why?

I am calculating payroll for the new calendar year and am receiving the messages below;…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Verify the new tax rates before completing your first payroll in January.

Be sure to verify the new tax rates for 2023 before running your first payroll…Read More

Training Tidbit: End of Calendar Year Reminders

Are you beginning to work on completing the end of calendar year process at your…Read More

FAQ: When will the School Accounting System update with the new year’s tax rates be available?

Once the Circular E for the new year is published and the new state tax…Read More

FAQ: The current calendar year is not showing on my employee’s ACA 1095s tab in the Employee File; why?

The current calendar year must first be defined in the Affordable Care Act (ACA) Reporting…Read More

Training Tidbit: Is there a way to set the order for how the information prints in Box 14 on W2s?

Yes, to set the default order for how the information prints in Box 14 on…Read More

FAQ: How do I correct mistakes for employee tax amounts I found when balancing the calendar year?

When I balanced my employee tax amounts for the calendar year, I found some mistakes. …Read More

Training Tidbit: Have you added the current year in the ACA Reporting Setup option?

For those using the Affordable Care Act (ACA) B Forms option or the Affordable Care…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How do I tax employees for a health insurance incentive or wellness credit they received?

If you had an employee that received a health insurance incentive or wellness credit and…Read More

Training Tidbit: Remember to balance calendar year totals before the last December Payroll

As the end of the calendar year approaches, we recommend you complete the steps for…Read More

FAQ: When calculating payroll, the Calendar Year Tax Limit Reached message appears for an employee; why?

The message appears because the specified employee reached the Social Security tax limit for the…Read More

Knowledge Base Categories:
K12Docs

Training Tidbit: Is there a way to find a list of folders missing a certain document type using the AuditShield feature in K12Docs?

Yes, use the AuditShield feature in K12Docs to search for missing documents of a certain…Read More

Knowledge Base Categories:
School Accounting System

FAQ: Is there a way to see who changed, added, or deleted a record within the School Accounting System?

Yes, use the Audit Data tab within the Activity Log option to view the audit…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: What options are available for printing the Activity Fund Balance Report?

The Activity Fund Balance Report is available to be printed in three different formats –…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: Is there a way to reprint a direct deposit stub for an employee?

Yes, use the Replace/Reprint Checks option to reprint a check or a direct deposit stub.…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: When should I complete the SSN Verification Service option?

Now is the time to complete the SSN Verification Service option in the School Accounting…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: I have an employee that is entered in the Employee File twice (with two different Employee IDs); how can I correct this?

If an employee is entered in the Employee File twice (with two different Employee IDs),…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: For Illinois, is there a report that shows the salary broken down by certified and non-certified for certain ranges, such as $0-25,000; $25,001-39,999; and so on?

Yes, print the Illinois Statement of Affairs – Employee Earnings report, accessed from the Reports…Read More

Knowledge Base Categories:
Fixed Asset Inventory

FAQ: How can I get a report that shows assets above a certain dollar amount (threshold)?

In Fixed Asset Inventory, select the Reports menu, select the Asset Reports grouping, and choose…Read More

Knowledge Base Categories:
School Accounting System

Training Tidbit: Is there a way to automatically copy selections to the Sub Heading on a report?

Yes, the system can be set to automatically copy your selections to the Sub Heading…Read More

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