Knowledge Base

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:
School Accounting System
Accounts Payable

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

FAQ: How do I expense a credit card payment batch of invoices to the current fiscal year?

When creating a new batch of invoices and completing the Credit Card Payment Batch section,…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: What is the Stub Printing Preference field for payees?

The Stub Printing Preference field in the Payee File designates what information to print on…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How can I submit multiple payrolls on one file for the Kansas Retirement Report?

When generating the Kansas Retirement Report, on the Report Options tab, select all the appropriate…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Wyoming Retirement Reminder

As you are aware, the contribution rates for the Wyoming Retirement System increase to a…Read More

Training Tidbit: Is there a way to submit a requisition that a user entered but forgot to submit?

Yes, if a user entered a requisition but forgot to submit it, you can submit…Read More

FAQ: I am in the process of printing checks for the different date sequences for a Pay Off Contracts payroll calculation batch, how do I search and select the correct next starting check number?

When printing checks for the different date sequences, click the Search button for the Starting…Read More

Training Tidbit: How do I enter next year’s wages for employees?

To enter next year’s wages for your employees, utilize the Create Payroll Wages for New…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: Our district is changing banks; how do I set up the new checking account in the School Accounting System?

When changing banks, there are two options for setting up the new checking account in…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Nebraska Retirement Rate Change Reminder

Reminder, the rates for retirement are changing July 1, 2026, to be as follows: Total…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

FAQ: How do I carry forward outstanding purchase orders (and requisitions, if applicable) to the next fiscal year?

For outstanding purchase orders (and requisitions, if applicable) that are needed in the next fiscal…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: For applicable Missouri schools, how do I change my budget figures to the actual amounts at the end of the fiscal year?

For Missouri school districts who need to change their budget figures to equal their actual…Read More

FAQ: How can I have separate direct deposit stubs and create one file when paying off contracts?

I will be paying off contracts as part of the end of fiscal year process…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: An employee’s last name changed (due to marriage or divorce); how do I update the system?

To update the employee’s record, complete the following on the Name & Address tab in…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: An employee will not be getting paid, but I still need to calculate the employer’s share of a deduction as part of my expense payroll; is there a way to do this?

Yes, on the Deductions screen in the Employee File, bring up the deduction for the…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: How do I set up and report a career ladder payment for Missouri retirement?

Click the link below to review how to set up the career ladder deduction (and…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How do I enter the new rates for my insurance deduction?

If the deduction amounts for your insurance are set up in a rate table in…Read More

Knowledge Base Categories:
School Accounting System
Web Link

Training Tidbit: I have a new user who manages Web Link; what do I need to update in the software to reflect the new user?

If you have a new user who manages the Web Link module (or manages a…Read More

FAQ: How do I pay off a contract for one teacher due to early retirement?

To pay off a contract, complete a Pay Off Contracts payroll calculation (which is Method…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: Is there a way to post cash receipts to better match how the deposits are listed on my bank statement?

Yes, when creating a batch of cash receipts within General Ledger, the Posting Type field…Read More

Knowledge Base Categories:
School Accounting System

FAQ: Is there a way to change the description for a posted batch?

Yes, use the Adjust Posted Entries option to change the description for a posted batch.…Read More

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