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.
Yes, generate the standard report in General Ledger called “Current Budget Report with Five Year…Read More
The new form has not yet been released in a School Accounting System update. An…Read More
When working on your new budget, use one of the following methods to get the…Read More
What is MFA? Multi-Factor Authentication (MFA) is an added layer of security used when accessing…Read More
Enter and submit requisitions for the new fiscal year at any time, making sure to…Read More
To write off a previously entered and posted invoice for a customer as bad debt…Read More
Yes, to copy a package in Negotiations, complete the following: From the Negotiations screen, select…Read More
To set up multi-factor authentication to use with Web Link, complete the following: In the…Read More
If the bank informs you that one employee’s direct deposit was not processed and the…Read More
Yes, to send a daily email reminder to approvers who have requisitions pending their approval,…Read More
To correct a 1095-C form that was submitted electronically to the IRS for an employee…Read More
For Iowa school districts, the limit for IPERS increased to be $360,000 effective January 1,…Read More
Yes, for organizations with the Web Link module licensed, employees (users) can be defined to…Read More
If you have a new user at your organization that needs to be set up…Read More
Yes, you are able to print signatures on the checks generated in Accounts Payable and/or…Read More
Yes. The Social Security Administration provides a free software program named AccuWage that can be…Read More
When viewing or printing the ACA 1095-C forms within the Affordable Care Act (ACA) C…Read More
Yes, the verbiage displayed as the consent terms when employees view their 1095s in Web…Read More
To correct a 1099 form that was submitted electronically to the IRS for a vendor…Read More
The error for the business name (or person name) and TIN in the Recipient Detail…Read More
Yes, the amount for shipping can be split proportionately between multiple line items already entered…Read More
When going into the Vendor 1099s option (for example, after 1099s have been generated), the…Read More
As you may be aware, with the One Big Beautiful Bill Act (OBBBA), employees with…Read More
I am calculating payroll for the new calendar year and am receiving the messages below;…Read More
With the guidance recently issued by the IRS regarding reporting overtime under the OBBBA (One…Read More
If the Email Manager option is completed (the Enable Email Manager field is selected on…Read More
Yes, use the Adjust ACA Employee Offer of Coverage option to copy the data entered…Read More
Yes, to enter an additional name for a vendor to print as the “Doing Business…Read More
To generate and print the 1095 forms in the School Accounting System, complete Step 5…Read More
To prepare for 2026, make sure you have overtime set up correctly in order to…Read More
