Knowledge Base

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How should I handle insurance deductions for 9-month employees where the insurance needs to be paid over 12 months?

There are several ways to set up the School Accounting System to handle deductions to…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: How do I verify the wages expensed during the EOFY process have been paid in full?

Did you use “Method 2: Expense Payroll” when completing the second step on the Payroll…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: Is there a way to do a partial payment on a contract for an employee as an advance on their next month’s payment?

Yes, an advanced payment on a contract for a set dollar amount, such as a…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Am I able to use the Adjust Deductions option when setting up deductions for employees for the new school year?

Yes, if you are working on setting up deductions for your employees for the new…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: I am not seeing the budget for the new fiscal year printed on the reports in General Ledger; why?

In order to see the budget amounts print on the reports in General Ledger for…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: When creating a new Pay Period Entries or Employee Absences batch, the Fiscal Year End is defaulting to last year’s fiscal year end. Why?

If the Fiscal Year End field is left blank when creating a new Pay Period…Read More

FAQ: How do I void an Accounts Payable check for an invoice expensed in the prior fiscal year?

To void an Accounts Payable check for an invoice expensed in a prior fiscal year,…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: My organization offers a Self-Insured Medical Expense Reimbursement Plan (SIMERP); how do I set this up in Payroll?

If your organization offers employees a Self-Insured Medical Expense Reimbursement Plan (SIMERP), complete the steps…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: How do I generate the file for the annual base salary within the Missouri Retirement Report option?

First, be sure the amounts to report for the annual base salary have been specified…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: I am creating leaves for the new year using the Adjust Leave Balances option and received an error with details of “Cannot insert with overlapping leave dates”; why?

When creating leaves for the new year using the Adjust Leave Balances option, if an…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: I posted my preliminary budget within the School Accounting System; how do I make changes to the budget amounts?

There are two ways to make changes to your original posted budget amounts in the…Read More

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

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