- Knowledge Base Categories:
- Accounts Payable
- School Accounting System
- General Ledger
- Report Writer
Training Tidbit: How do I delete unused reports?
Do you have any Flexible Financial Reports or Board Reports that you do not use? …Read More
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.
Do you have any Flexible Financial Reports or Board Reports that you do not use? …Read More
For school districts with the Web Link module, complete the following after generating and balancing…Read More
If it is a new vendor, add the vendor to the Vendor File. From the…Read More
After completing the Balancing Information option, if a formula has a variance (does not balance),…Read More
To set up the system to have the emailed reports that contain employee information sent…Read More
In a recent update, a new field called Address Changed Date was added to the…Read More
In accordance with the Statement on Standards for Attestation Engagements (SSAE), organizations are made responsible…Read More
Yes, to have the system automatically close the Report Printing Options screen after printing a…Read More
Use the Cancel/Remove Unprocessed Leave Requests/Substitutes option to cancel or remove approved leave requests that…Read More
Did you know users can define reports as their favorites? Favorite reports then display in…Read More
Yes. The sort order of employee payroll checks can be defined within the Check Setup…Read More
For Missouri school districts, a report called “Ledger Report with Fund Totals for Missouri” was…Read More
There are two different ways to get the amount of the annual base salary reported…Read More
Yes. After waiting for guidance and regulations from the Department of the Treasury and the…Read More
Yes, when setting up the South Dakota retirement deduction for an employee in the Employee…Read More
Reports in the School Accounting System can be emailed as a .PDF or .XLSX file…Read More
With the recent changes to waive the work limits and employer contributions for retirees during…Read More
Yes, when printing a report in the School Accounting System, wildcard characters can be utilized…Read More
For Iowa school districts, to assign the applicable occupation class code to include on the…Read More
If the Fiscal Year End field is left blank when creating a new Pay Period…Read More
For Iowa school districts, the applicable occupation class codes to be included on the retirement…Read More
Complete the steps below to pay an employee for sick/family leave wages that fall under…Read More
When printing reports in the School Accounting System, use the underscore character (_) as a…Read More
Yes, for organizations with K12Docs licensed, when viewing documents from within the School Accounting System,…Read More
In an effort to continue our development at a pace with supported technology, we have…Read More
When setting up a new deduction or pay code in Payroll, do you know what…Read More
Did you know the Stub Printing Preference field in the Payee File allows you to…Read More
If you have bills that you pay every month to vendors that are for the…Read More
Yes, within the Requisition Options in Accounts Payable, you are able to define which fields…Read More
To report 0.01 as the hours worked for retirees (those with an R Wage Type…Read More