Knowledge Base

Welcome to our Knowledge Base!

Our Knowledge Base contains helpful hints and additional information for options within the School Accounting System as well as our suite of add-on modules. This information is periodically posted on our website for our customers. All registered clients have access to this helpful information.

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

Training Tidbit: End of Calendar Year Reminders

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

Knowledge Base Categories:
K12Docs

FAQ: What is the search activity feature in K12Docs?

The search activity feature in K12Docs is used to create workflows to have users review…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
K12Docs
Web Link

FAQ: How can I simplify the process of obtaining immunization records and filing them in K12Docs?

To help simplify the process of obtaining immunization records, follow the instructions below to have…Read More

Knowledge Base Categories:
School Accounting System
Payroll
Web Link

FAQ: I entered a leave request using the wrong leave; how do I fix this?

For regular leave requests (not including FMLA leave requests), the Leave ID field cannot be…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
Accounts Payable

FAQ: I posted my recurring payables for the month but forgot to make a change to one of them; how do I fix this?

If an invoice has been posted (and has not yet been paid), the following items…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

FAQ: Is there a way to correct the expense account on an entry that has been posted from Accounts Payable or Payroll?

Yes, to correct or change an account number on the posted entries from Accounts Payable…Read More

Knowledge Base Categories:
School Accounting System

Training Tidbit: Is there a way to set the complexity of passwords for users with the School Accounting System (and Web Link, if applicable)?

Yes, a user defined as a supervisor or database administrator can set the password complexity…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

FAQ: In Payroll, am I able to email direct deposit stubs to employees at a later date rather than at the time of the check cycle?

Yes. To email the direct deposit stubs to your employees at a later date than…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

Training Tidbit: Is there a way to not have checks with a zero balance print in Accounts Payable?

Yes, you are able to define your check setups in Accounts Payable to not have…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: In the Employee File, the deductions reflect the old rates instead of the new rates; why?

I have entered my new deduction rates into the Rate Table in the Deduction File. …Read More

Training Tidbit: Can employee documents be uploaded in Web Link for processing and filing to K12Docs?

Yes, for organizations who have licensed K12Docs, Web Link can be set up to allow…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Did you know direct deposit stubs emailed to employees can be password protected?

To set up the system to have the emailed direct deposit stubs for employees sent…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: When completing the Iowa BEDS Report in Payroll, which Generate Option should I choose?

There are three Generate Options available when completing the Iowa BEDS Report option in Payroll…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: For Missouri districts, what steps do I need to take to create the files for MOSIS?

To create the files when preparing the Educator Core and Educator School portions of the…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: What is the Employment Verification Report?

The Employment Verification Report is available in Payroll and can be used to assist in…Read More

FAQ: Should I order forms for 1099s, W2s, 1095s, and 1094s?

There are different options available for printing 1099-MISC, 1099-NEC, W2, 1095, and 1094 forms within…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: I forgot to take retirement from an employee last payroll. How do I correct this?

Complete a deduction/tax adjustment for the employee’s retirement deduction as follows: enter 0 and No…Read More

Knowledge Base Categories:
School Accounting System
Web Link

Training Tidbit: Am I able to set up a user as a Web Link administrator?

Yes, organizations who have licensed the Web Link module can define a user within the…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: I overpaid an employee and the direct deposit file was already processed; how do I fix the overpayment?

If an employee was overpaid and the direct deposit file was already processed, complete one…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: How do I make a one-time adjustment to an employee’s deduction or tax?

To make a one-time adjustment to an employee’s tax or deduction, enter a deduction/tax adjustment…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: I received an error in Payroll for a deduction/tax expense account number that is not in the Chart of Accounts; how do I fix this?

The error message appears during a Payroll calculation to indicate that an expense account number…Read More

Knowledge Base Categories:
School Accounting System
K12Docs

Training Tidbit: Am I able to upload a report from the School Accounting System to K12Docs?

Yes, for organizations who have licensed K12Docs, reports from within the School Accounting System can…Read More

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

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