- Knowledge Base Categories:
- School Accounting System
- Payroll
Training Tidbit: ND PERS Rate Change Reminder
Don’t forget the contribution rates for ND PERS change on January 1, 2024, to be…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
- General Ledger
FAQ: I would like to get a list of all transactions for a specific account or range of accounts. How do I do this?
To get a list of all transactions for a specific account or range of accounts,…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
- Web Link
FAQ: I entered a leave request using the wrong leave; how do I fix this?
For regular leave requests (not including FMLA leave requests), the Leave ID field cannot be…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
Training Tidbit: Did you know direct deposit stubs emailed to employees can be password protected?
To set up the system to have the emailed direct deposit stubs for employees sent…Read More
- Knowledge Base Categories:
- School Accounting System
Training Tidbit: What is the report list option?
The Report List option is available in order to print multiple reports at one time. …Read More
- Knowledge Base Categories:
- Fixed Asset Inventory
FAQ: How do I change the location for an asset in the Fixed Asset Inventory module?
To change the location for an asset, complete one of the following: Option 1 –…Read More
- Knowledge Base Categories:
- School Accounting System
- Accounts Payable
Training Tidbit: When printing checks in Accounts Payable, what happens to a vendor's check if there is more detail information than will fit on the stub?
If a vendor’s check has more detail information than will fit on the stub, the…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: In the Employee File, the deductions reflect the old rates instead of the new rates; why?
I have entered my new deduction rates into the Rate Table in the Deduction File. …Read More
- Knowledge Base Categories:
- School Accounting System
- Web Link
Training Tidbit: Am I able to set up a user as a Web Link administrator?
Yes, organizations who have licensed the Web Link module can define a user within the…Read More
- Knowledge Base Categories:
- School Accounting System
- Accounts Payable
Training Tidbit: How is the Comments field used for vendors?
The Comments field is available in the Vendor File in Accounts Payable to track additional…Read More
- Knowledge Base Categories:
- School Accounting System
- Accounts Payable
Training Tidbit: Can the system add up the detail lines on an invoice to calculate the total amount?
Yes, the system can be set to automatically add up all the detail line items…Read More
- Knowledge Base Categories:
- School Accounting System
- Accounts Payable
FAQ: How does the software handle filing 1099-NEC and 1099-MISC forms with the IRS electronic filing requirement?
With the Internal Revenue Service requirement for filing 1099-NEC and 1099-MISC forms electronically if the…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: How do I report employees who were paid for the first time within a certain number of days on the New Hire Report?
When generating the New Hire Report in Payroll, first complete the range of dates in…Read More
- Knowledge Base Categories:
- School Accounting System
- Web Link
FAQ: Is there a way to allow a user to view only certain accounts on Web Link reports?
Yes, create an account group containing the account numbers for the user. To define an…Read More
- Knowledge Base Categories:
- School Accounting System
- General Ledger
- Web Link
Training Tidbit: Is there a way to have the system auto assign the cash receipt number?
Yes, the system can auto assign the cash receipt numbers if desired. To turn on…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
- Human Resources
Training Tidbit: How does the integration with My Benefits Channel work in the School Accounting System for onboarding employees?
If your organization uses My Benefits Channel, the new employees who have completed the onboarding…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
Training Tidbit: Have you added the next year’s measurement period in the ACA Hours Tracking option?
For those using the Affordable Care Act (ACA) Hours Tracking option in the School Accounting…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
Training Tidbit: What is the Wyoming Staff Member Collection Report option in Payroll?
The Wyoming Staff Member Collection Report option in Payroll is used to create the Employment,…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: For North Dakota organizations, can I submit the file created within the Workers Compensation Report by Class option?
The North Dakota Workforce Safety & Insurance office requires organizations to use their template (which…Read More
- Knowledge Base Categories:
- K12Docs
Training Tidbit: Am I able to setup two-factor authentication for use with K12Docs?
Yes, two-factor authentication can be set up for use with K12Docs and also Host Site…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: Will there be an update to the School Accounting System for the new North Dakota SIT rates?
Yes, the new tax rates for the North Dakota state income tax will be included…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
- End of Fiscal Year
FAQ: Do I need to include absences in my expense payroll?
Any absences from contracts that have not been previously subtracted must be included as part…Read More
- Knowledge Base Categories:
- School Accounting System
- General Ledger
Training Tidbit: For Wyoming, the state has revenue code 83120 defined as State Special Education Reimbursement, but it shows as State Land Income in the software; how do I fix this?
According to the state, the revenue code 83120 was previously defined as State Land Income…Read More
- Knowledge Base Categories:
- School Accounting System
- Web Link
Training Tidbit: Am I able to define how often passwords are required to be changed for School Accounting System and Web Link users?
Yes, you are able to define how often passwords are required to be changed for…Read More
- Knowledge Base Categories:
- School Accounting System
- Payroll
FAQ: When uploading the Missouri retirement report file into the Employer Web Portal (EWP), how is the Hours field formatted?
When the file is created from within the Missouri Retirement Report option in the School…Read More
- Knowledge Base Categories:
- School Accounting System
Training Tidbit: When previewing a report on the screen within the School Accounting System, is there a way to search for a specific amount or description?
Yes, to search for specific data while previewing a report on the screen within the…Read More
- Knowledge Base Categories:
- School Accounting System
- Accounts Payable
FAQ: How can I correct a purchase order once it has been posted?
After a purchase order has been posted, it can be changed a couple of different…Read More
- Knowledge Base Categories:
- School Accounting System
Training Tidbit: What do the Save Settings and Retrieve Settings buttons do when printing a report?
When printing a report in the School Accounting System, the Save Settings button saves the…Read More
- Knowledge Base Categories:
- School Accounting System
Training Tidbit: How can I access the table of contents when previewing a report on the screen?
When previewing a report on the screen within the School Accounting System, the table of…Read More
- Knowledge Base Categories:
- School Accounting System
FAQ: When working in a grid in the School Accounting System, is there a way to freeze or lock a column?
Yes, use the pushpin located to the right of a column heading to lock a…Read More