Accounts Records > Accounting This is the primary way to browse account information, including balances and other data. Options Search: Determines what to order by and search by. Status:...

Account Maintenance Settings > Accounts > Funds New   Add a Single Account:  Enter each part of the G/L account number (or click the Search icon to sele...

Account Multiple Add Records > Accounts > New This allows you to add multiple accounts at once. Select all account divisions that you wish to add and every combination of account# will be created. It is suggested to always...

Filter Accounts/Object Ranges Records > Accounts  The Accounts screen will typically display all accounts the user has permission to access. The Filter button allows the user to temporarily limit the accounts shown o...

Merging Accounts Records > Accounts > Edit (click dropdown arrow) > Merge Merges G/L accounts, one into another. This includes balances as well as all transactions. Once merged, the account you are merging from will then be del...

Clone Accounts Records > Accounts > New  This allows you to auto-generate new G/L accounts by cloning another selection or range of accounts. Accounts:  Click the Accounts button and enter the selection or range of accoun...

Global Account Edit Records > Accounts > Edit (down arrow) > Global Edit When you need to edit an entire selection or range of accounts, use the global account edit. Enter the account selections you wish to edit and se...

Account Transactions Daily > General Ledger > Account Transactions Displays transactions for an account with a specified period and date range. The present balance is displayed at the bottom. Period: ...

Actuals/Budgets - Accounts Budgets > Actuals/Budget Entry This screen displays monthly and annual figures for one account for individual years: actuals, budgets, forecasts, variances, and formulas. It is also th...

Balance Forward Entry Records > Accounts > New > Import This option should be used only by SGA or at SGA’s direction to import balance forwards for accounts or objects as of any point in time.  See import connections for...

I mport Accounts Records > Accounts > New/Import  You can create new accounts by importing from an external list. To add the account number to an Excel, CSV, or text file, you simply need to specify the number. ...

G/L Cross Reference Formats Settings > Accounts > Cross References If you have transactions you need to import from another system, but the account numbers do not match up with SGA account numbers then you can set up a cross refe...

G/L Cross Reference Accounts Settings > Accounts Cross-reference mapping can be defined when one GL account number from an outside system needs to be translated to a different GL number in SGA. Cross-reference accounts are u...