Knowledge Base

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

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: What should I do since the blackout period for the new administration system for North Dakota Teachers Fund for Retirement has been suspended?

As you are aware, the North Dakota Retirement Office has suspended the blackout period for…Read More

Knowledge Base Categories:
Accounts Payable
End of Calendar Year

FAQ: Do I need to request a Transmitter Control Code (TCC) to file 1099s electronically?

No, you do not need to obtain a Transmitter Control Code (TCC) to file 1099s…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

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:
School Accounting System
Payroll

FAQ: How do I avoid generating a payment to the North Dakota Teachers Fund for Retirement during the blackout period for the new administration system?

As you are aware, the North Dakota Retirement Office will have a blackout period for…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

Training Tidbit: How can I use a different vendor name on checks than what was used on the purchase orders?

In Accounts Payable, if a check needs to be written to a different company name…Read More

FAQ: How do I pin a shortcut (option) to the Common Tasks section on the main School Accounting System screen or a module’s main screen?

To add a shortcut (option) to the Common Tasks section, access the desired option to…Read More

Knowledge Base Categories:
Web Link

Training Tidbit: Did you know there is an automatic password retrieval option available in Web Link for users who forgot their passwords?

When the automatic password retrieval option is on, a link for “Lost Your Password?” will…Read More

FAQ: How do I add a 1099 vendor to the system?

If it is a new vendor, add the vendor to the Vendor File. From the…Read More

Training Tidbit: Are the User Guides available to print?

Yes, the User Guides for the School Accounting System modules are available to be printed…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How do I create the test files for the new North Dakota Teachers Fund for Retirement administration system?

As you are aware, the North Dakota Teachers Fund for Retirement Office is launching a…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: When looking at payroll entries posted to expense accounts for the employer share of Social Security and Medicare taxes, what are the credit entries?

Below is an example of the payroll entries posted to the tax expense account for…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: How do I correct a cash receipt if it was posted for the wrong amount or with the wrong account number?

To correct a cash receipt if it was posted for the wrong amount or with…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
General Ledger

Training Tidbit: How do I know if should debit or credit an account when making manual journal entries?

If you need to make a manual journal entry but are unsure whether to debit…Read More

Knowledge Base Categories:
K12Docs

FAQ: How do you delete a document in K12Docs?

To delete a document that was previously uploaded in K12Dcos, complete the following: 1. In…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

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
Payroll

Training Tidbit: Did you know the EEO-5 Survey option is available in Payroll?

With the EEO-5 Survey option, the EEO-5 report can be generated and a file created…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 two Generate Options available when completing the Iowa BEDS Report option in Payroll…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: What is the Nebraska SPEDFRS option in Payroll?

The Nebraska SPEDFRS option in Payroll is used to create a file containing the salary…Read More

Knowledge Base Categories:
School Accounting System
K12Docs

Training Tidbit: Can I email documents uploaded in K12Docs from within the School Accounting System?

Yes, for organizations with K12Docs licensed, when viewing documents from within the School Accounting System,…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

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

Training Tidbit: Are there templates available for use with importing?

Yes, templates are available for use with the import options that are accessible for most…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: Is there a quick way to see if employees do not have retirement calculated?

Yes, to quickly see if there are any employees when completing a check cycle in…Read More

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