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, if during invoice entry you had selected to post an item to the Fixed…Read More
Yes, use the Change Descriptions option to quickly update or change the descriptions for the…Read More
To set up the Missouri Retirement payee to reflect the payment is automatically deducted from…Read More
Yes, there are a couple of reports in General Ledger that can be generated for…Read More
Yes, a user can copy a cash receipt that was previously entered by using the…Read More
From the Accounts Payable screen, select the Maintenance menu and then Vendors. At the Vendors…Read More
Click here to access the instructions for installing GX in order to use the advanced…Read More
Yes, Missouri and Illinois organizations can utilize the Has Employees Exempt from Social Security field…Read More
Are you beginning to work on completing the end of calendar year process at your…Read More
The Activity Fund Balance Report is available to be printed in three different formats –…Read More
Yes, use the Replace/Reprint Checks option to reprint a check or a direct deposit stub.…Read More
If an employee is entered in the Employee File twice (with two different Employee IDs),…Read More
Yes, print the Illinois Statement of Affairs – Employee Earnings report, accessed from the Reports…Read More
Did you know that you can press the F9 key as a shortcut to “save…Read More
Have you noticed the Favorite Reports button (see below) on the Report Printing Options screen…Read More
The Adjust Posted Entries option is available in General Ledger to correct (change) the account…Read More
When completing the Balancing Information option after setting up a new pay code or deduction,…Read More
Define a K12Docs user for your auditor by adding a user in the Host Site…Read More
Documents scanned in batches to a list can be indexed from within K12Docs by clicking…Read More
As you are aware, the Illinois Municipal Retirement Fund (IMRF) Office launched a new system…Read More
Generate the Transaction Detail Report to view the quarterly or yearly transaction details for assistance…Read More
The IRS has not yet released the updated quarterly 941 form, which is effective starting…Read More
Yes, to inactivate a deduction for all employees so it will no longer be withheld…Read More
To select checks as cleared in the Check Reconciliation option, use your mouse to click…Read More
Yes, use the Document Inquiry option in the School Accounting System to view (and email,…Read More
Yes. The default posting type for cash receipt batches uses the option designated in the…Read More
Yes, if you are calculating a payroll and wondering if you remembered to pay all…Read More
Use the account inquiry feature within the Chart of Accounts option in General Ledger to…Read More
Yes, utilize the Employee Check Calculation option located under the Options menu on the Payroll…Read More
The Leave Requests feature is available to organizations that have licensed the Web Link module…Read More
