Knowledge Base

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: The current calendar year is not showing on my employee’s ACA 1095s tab in the Employee File; why?

The current calendar year must first be defined in the Affordable Care Act (ACA) Reporting…Read More

Training Tidbit: Can I get copies of the emails (i.e. reports or direct deposit stubs) sent in the School Accounting System?

Yes, to get copies of the emails (i.e. reports or direct deposit stubs) sent from…Read More

FAQ: When will the School Accounting System update with the new year’s tax rates be available?

Once the Circular E for the new year is published and the new state tax…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

FAQ: Do I need to implement the Affordable Care Act (ACA) Hours Tracking option to print the ACA forms?

The Affordable Care Act (ACA) Hours Tracking option should be implemented in the School Accounting…Read More

FAQ: How do I correct mistakes for employee tax amounts I found when balancing the calendar year?

When I balanced my employee tax amounts for the calendar year, I found some mistakes. …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:
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
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: 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

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: 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

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
General Ledger

FAQ: When completing the Check Reconciliation option, what should I do with an electronic transfer fee from my bank that shows on my bank statement?

Track the fee by entering and posting a manual journal entry in General Ledger or…Read More

Knowledge Base Categories:
School Accounting System

Training Tidbit: How do I set a report as a favorite?

Did you know users can define reports as their favorites? Favorite reports then display in…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

FAQ: How do I add a signature to my purchase order format?

To add a signature to your custom purchase order format, complete the following: First, obtain…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Is there a way to view the payroll entry that was created from a leave request?

Yes, if a leave request has been selected and brought into a batch of Employee…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

Training Tidbit: Am I able to set up a Health Savings Account deduction with an upper limit?

Yes, if you have employees with a health savings account deduction with a maximum amount…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: I have posted my new budget batch, but I now realize that I have made a few mistakes. How can I fix the incorrect entries?

To fix the incorrect entries after posting a new budget batch, complete one of the following…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: How do I prevent old check reconciliation batches from appearing on the search screen when I select the Check Reconciliation option?

To prevent having numerous check reconciliation batches display on the Batch Search screen when accessing…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
Web Link

Training Tidbit: Is there a way to prevent employees from entering leave requests if they have a negative balance?

Yes, to prevent employees from entering a leave request if the balance for a leave…Read More

Knowledge Base Categories:
Payroll
Web Link

FAQ: An employee does not have any leave IDs showing when trying to enter a leave request in Web Link; why?

When an employee is entering a leave request in Web Link and there are not…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 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: I received an error message in a payroll calculation and am not sure what it means; how can I figure out how to resolve the error?

If you receive an error message in your payroll calculation and are not sure what…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: I completed the Adjust Posted Entries option but accidentally adjusted a line twice; how do I fix this?

If a line was accidentally adjusted twice within the Adjust Posted Entries option, complete another…Read More

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