Knowledge Base

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: I need to change the descriptions for several account numbers (or reference pieces) in General Ledger; is there a quick way to do this?

Yes, use the Change Descriptions option to quickly update or change the descriptions for the…Read More

Knowledge Base Categories:
School Accounting System
Web Link

Training Tidbit: Is there a template that can be used to quickly set up a new user within the User Security option?

A user can be created within the User Security option to utilize as a template…Read More

FAQ: How do I enter requisitions for the new fiscal year?

Enter and submit requisitions for the new fiscal year at any time, making sure to…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: For Iowa, is there an option I can use when completing the state’s file to certify our new budget for the upcoming fiscal year?

Yes, use the Iowa Budget Summary Report option in General Ledger to assist you when…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: I am trying to do my 941 for the first quarter, and it is showing form 941 for 2022 rather than 2023. Why?

The new form has not yet been released in a School Accounting System update. An…Read More

FAQ: How can I simplify the process of obtaining signatures on teacher contracts and filing them in K12Docs?

Below are the two most common options that can be used to obtain signatures on…Read More

Knowledge Base Categories:
Accounts Receivable

Training Tidbit: In Accounts Receivable, how do I write off a previously entered invoice for a customer as bad debt?

To write off a previously entered and posted invoice for a customer as bad debt…Read More

Knowledge Base Categories:
Negotiations

FAQ: In Negotiations, can I copy a package used last year to the new year?

Yes, to copy a package in Negotiations, complete the following: From the Negotiations screen, select…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: What are the options for entering my new budget into the School Accounting System?

When working on your new budget, use one of the following methods to get the…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How do I set up the Missouri Retirement payee for PSRS/PEERS to no longer write a check as the payment is automatically deducted from our checking account?

To set up the Missouri Retirement payee to reflect the payment is automatically deducted from…Read More

Knowledge Base Categories:
School Accounting System

FAQ: How do I set up a user to have access to complete the processes for the Activity Fund within the School Accounting System?

To add a user with access to complete the processes for the Activity Fund, first…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: Is there a General Ledger report that can be generated for months which cross fiscal years?

Yes, there a couple of reports in General Ledger that can be generated for months…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

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: How do I add a new account number?

To add a new account number to the Chart of Accounts option in General Ledger,…Read More

Training Tidbit: Is there a way to copy a cash receipt that was previously entered?

Yes, a user can copy a cash receipt that was previously entered by using the…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

FAQ: How do I make a change to a Vendor ID?

From the Accounts Payable screen, select the Maintenance menu and then Vendors. At the Vendors…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

Training Tidbit: Is there an option I can use to write a payment for a credit card bill?

Did you know the Credit Card Payment Batch section on the invoice batch options (as…Read More

FAQ: I submitted the ACA 1095-C forms to the IRS, but included someone that should not have been; how do I correct this?

To correct a 1095-C form that was submitted electronically to the IRS for an employee…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: How do distribution percentages work with cash receipts?

Distribution percentages can be entered for a received from defined with default account numbers. Then…Read More

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:
School Accounting System
Accounts Payable

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

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