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.

Training Tidbit: Am I able to combine multiple vendors in my Vendor File that are actually the same company or individual?

Yes, you are able to combine multiple records in your Vendor File that are actually…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: Is there a way to print flexible financial reports for only account numbers with activity?

Yes, a flexible financial report can be printed for only the account numbers that had…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Illinois SSP Reporting Reminder

As you are aware, the Illinois Teachers Retirement System now requires the Supplemental Savings Plan…Read More

Knowledge Base Categories:
School Accounting System

FAQ: Is the School Accounting System compatible with Windows 11?

Yes, the School Accounting System is compatible with the Microsoft® Windows 11® operating system.Read More

Knowledge Base Categories:
School Accounting System

FAQ: My district is starting to reuse old check numbers and when I attempt to print checks, I get an error; what should I do?

If your district is starting to reuse old check numbers and you get an error…Read More

Training Tidbit: Did you know sick banks can be set up in Human Resources?

Sick banks can be set up in Human Resources to track deposits and withdrawals made…Read More

FAQ: When creating the W2 electronic file for Iowa, where is the Business eFile Number field?

Since the Iowa Department of Revenue is now using the GovConnectIowa portal for employers to…Read More

Knowledge Base Categories:
K12Docs

Training Tidbit: In K12Docs, when using GX to file documents from an indexing list, are there settings to make the process more efficient?

Yes, when using GX to file documents from a batch in an indexing list, be…Read More

FAQ: Box 14 on the W2s allows for up to 9 deductions, but they all do not appear when I print my W2s. Why?

The system allows up to nine deductions to be posted for an employee to Box…Read More

Training Tidbit: How do I report the amounts on the W2 for qualified sick and family leave wages under the Families First Coronavirus Response Act?

To post the amounts on the W2 for qualified sick and family leave wages paid…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
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

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

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:
Accounts Payable
School Accounting System

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: 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

Training Tidbit: Is there a way to let approvers add new detail lines when approving requisitions?

Yes. To define the system so approvers can add new detail lines when approving requisitions,…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How does the pay rate print on employee checks and direct deposit stubs if a pay code has multiple rates?

If you have the Pay Rate field defined to print on the employee checks and…Read More

Knowledge Base Categories:
Web Link

Training Tidbit: Is there a way to prevent the ability to approve multiple requisitions or leave requests at one time in Web Link?

To prevent approvers from being able to approve multiple requisitions or leave requests at one…Read More

Knowledge Base Categories:
School Accounting System
Payroll
Web Link

FAQ: Since the Substitute Needed field was added to leave requests, how do I delete the additional field I previously had defined to track if substitutes were needed?

If you previously had set up an additional leave request field to track if a…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

Training Tidbit: Is there a way to copy an invoice in Accounts Payable?

Did you know the Copy Invoice option is available in Accounts Payable? The Copy Invoice…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Wyoming Retirement Reminder

As you are aware, the contribution rates for the Wyoming Retirement System increase to a…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Illinois Teachers Retirement System Rate Changes

As a reminder, the following rates for the Illinois Teachers Retirement System are changing July…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Is there any setup to complete in order to start using the new Illinois Teachers Retirement System employer portal?

As you are aware, the Illinois Teachers Retirement System is launching a new employer portal…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: How do I combine two funds into one?

To combine two funds into one, complete the following steps: Enter and post the necessary…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Which employees have hours worked reported on the South Dakota Monthly Retirement Report?

There were additional changes included in a recent update, and so now when generating the…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: Am I able to view how manual journal entries will affect the account balances prior to posting?

Yes, as you are entering each manual journal entry, the year-to-date balance including the current…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: How do I report hours worked for rehired retirees on the South Dakota Monthly Retirement Report?

In a recent update, there were changes made to the South Dakota Monthly Retirement Report…Read More

Knowledge Base Categories:
K12Docs

Training Tidbit: Is there a quick way to create the folders for the Student_Records application in K12Docs?

Yes, the folders can be created by importing the information for the student folder indexes…Read More