- Knowledge Base Categories:
- School Accounting System
Training Tidbit: How do I add a report to my user’s Report List?
Each user has a Report List which appears under the Reports menu on the main…Read More
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: Can I generate the Missouri Retirement Report for unposted payroll calculation batches?
Yes, the Missouri Retirement Report option in Payroll was updated to now display both unposted…Read More
- Knowledge Base Categories:
- School Accounting System
- Web Link
Training Tidbit: When adding a new user in the School Accounting System, what is the password?
When adding a user in the User Security option in the School Accounting System, the…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
- End of Calendar Year
- Web Link
Training Tidbit: Did you know W2s can be made available in the Web Link module for employees to view and print?
For school districts with the Web Link module, complete the following after generating and balancing…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
- End of Calendar Year
FAQ: I am balancing my W2s by completing the Balancing Information option and have a variance; what should I do?
After completing the Balancing Information option, if a formula has a variance (does not balance),…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
- Human Resources
- Negotiations
Training Tidbit: Did you know employee reports emailed from within Payroll, Human Resources, and Negotiations can be password protected?
To set up the system to have the emailed reports that contain employee information sent…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: Why do more employees now show a Date of Address Change on the Nebraska Monthly Retirement Report than in the past?
In a recent update, a new field called Address Changed Date was added to the…Read More
- Knowledge Base Categories:
- School Accounting System
FAQ: Is there an SOC2 audit report to provide to my auditor since I use the School Accounting System-Online option and/or K12Docs?
In accordance with the Statement on Standards for Attestation Engagements (SSAE), organizations are made responsible…Read More
- Knowledge Base Categories:
- School Accounting System
Training Tidbit: Can the Report Printing Options screen close automatically after printing a report?
Yes, to have the system automatically close the Report Printing Options screen after printing a…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: How can I remove leave requests that are no longer needed but have been approved?
Use the Cancel/Remove Unprocessed Leave Requests/Substitutes option to cancel or remove approved leave requests that…Read More
- Knowledge Base Categories:
- School Accounting System
FAQ: Is it possible to sort payroll checks by a referenced custom field?
Yes. The sort order of employee payroll checks can be defined within the Check Setup…Read More
- Knowledge Base Categories:
- School Accounting System
- General Ledger
Training Tidbit: What is the Ledger Report with Fund Totals for Missouri?
For Missouri school districts, a report called “Ledger Report with Fund Totals for Missouri” was…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: In Payroll, how does the amount get reported for the annual base salary on the Missouri Retirement Report?
There are two different ways to get the amount of the annual base salary reported…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: Will the School Accounting System accommodate the changes outlined in the recent Presidential Executive Order for deferring the employee share of Social Security taxes for employees whose wages are less than $4,000 bi-weekly?
Yes. After waiting for guidance and regulations from the Department of the Treasury and the…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: In South Dakota, is the Member Number field required when adding the retirement deduction to an employee?
Yes, when setting up the South Dakota retirement deduction for an employee in the Employee…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: In Missouri, the Governor approved to temporarily waive the work limits and employer contributions for retirees; how do I set up the retirement deduction for retirees working in a temporary, part-time, or substitute position now?
With the recent changes to waive the work limits and employer contributions for retirees during…Read More
- Knowledge Base Categories:
- School Accounting System
Training Tidbit: Is there a way to print reports with masks and wildcard characters?
Yes, when printing a report in the School Accounting System, wildcard characters can be utilized…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: Is there a quick way to enter the Occupation Class Code of 28 for licensed teachers on the Iowa Retirement Report?
For Iowa school districts, to assign the applicable occupation class code to include on the…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
- End of Fiscal Year
FAQ: When creating a new batch in Payroll, the Fiscal Year End is showing last year. Why?
If the Fiscal Year End field is left blank when creating a new Pay Period…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
Training Tidbit: How do I enter the Occupation Class Code of 28 for licensed teachers on the Iowa Retirement Report?
For Iowa school districts, the applicable occupation class codes to be included on the retirement…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: How do I pay an employee for sick/family leave wages that fall under the Families First Coronavirus Response Act?
Complete the steps below to pay an employee for sick/family leave wages that fall under…Read More
- Knowledge Base Categories:
- Accounts Payable
- School Accounting System
- General Ledger
- Payroll
- Fixed Asset Inventory
- Human Resources
- Negotiations
- Report Writer
FAQ: When running a report, what do I enter as a placeholder in a parameter field (i.e. account number parameter field)?
When printing reports in the School Accounting System, use the underscore character (_) as a…Read More
- Knowledge Base Categories:
- School Accounting System
FAQ: An alert appears for In-place Upgrade to SQL Server 2017 Required; what should I do?
In an effort to continue our development at a pace with supported technology, we have…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
Training Tidbit: How do I set up the cross references for deductions and pay codes in Payroll?
When setting up a new deduction or pay code in Payroll, do you know what…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
Training Tidbit: What is the Stub Printing Preference field for payees?
The Stub Printing Preference field in the Payee File designates what information to print on…Read More
- Knowledge Base Categories:
- Accounts Payable
- School Accounting System
- Web Link
FAQ: Is there a way to allow approvers to change an account number on a requisition?
Yes, within the Requisition Options in Accounts Payable, you are able to define which fields…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: I was instructed by Missouri Retirement to report 0.01 as the hours worked for retirees and non-members if they are getting paid while school is out due to COVID-19; how do I set this up?
To report 0.01 as the hours worked for retirees (those with an R Wage Type…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: Is there a way to have more room to print information on employees’ direct deposit stubs?
To edit the format of the direct deposit stubs for employees, use the Check Setup…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: How do I pay a contracted employee extra money?
To pay a contracted employee extra money for additional work, make an entry for the…Read More
- Knowledge Base Categories:
- School Accounting System
- General Ledger
Training Tidbit: Can a received from be defined with descriptions and default account numbers for use with cash receipts?
Yes, received froms can be defined in General Ledger with descriptions and default account numbers…Read More