Articles
A/P: Introduction Video (2 mins)
Accounts Payable Introduction Watch this video to get an overall introduction to the Accounts Payable module. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 video. ...
A/P: Chapter 1 - Vendor Screen Navigation Video (14 mins)
Chapter 1 - Vendor Screen Navigation Review the overall navigation of the vendor files, vendor history, searching vendors, and basic vendor list views. Video Tutorial Click the play button below for a video tutorial. Your ...
A/P: Chapter 2 - Maintain & Add Vendors Video (7 mins)
Chapter 2 - Maintain & Add Vendors Adding new vendors, maintaining and editing existing vendors, merging vendors, and mass edits are all included in this tutorial. Video Tutorial Click the play button below for a video tutorial. ...
A/P: Chapter 3 - Invoice Batch List Video (7 mins)
Chapter 3 - Invoice Batch List Learn how to manage the flow of entered invoices, posting groups of invoices to the general ledger, importing invoices from an outside system, and reviewing existing invoices that have been entered and saved ...
A/P: Chapter 4 - Invoice Entry Video (15 mins)
Chapter 4 - Invoice Entry Discover basic invoice entry, including attachments, cloning past invoices, entry screen navigation, G/L coding, along with convenient vendor adding/maintaining, saving, or posting invoices. Video Tutorial ...
A/P: Chapter 5 - Recurring Payables Video (9 mins)
Chapter 5 - Recurring Payables In this tutorial, we demonstrate how to automate the repetitive, recurring invoices that are consistent and needed on a regular basis. Video Tutorial Click the play button below for a video tutorial...
A/P: Chapter 6 - Payment Batches Video (11 mins)
Chapter 6 - Payment Batches Learn how to start the payment process to fulfill posted, outstanding invoices and generate payments to vendors. Includes checks, EFT, and recording those payments to both the general ledger, checkbooks, and the...
A/P: Chapter 7 - Manual Payments Video (8 mins)
Chapter 7 - Manual Payments Learn how to record vendor payments that are initiated outside the SGA system, such as amounts drafted by vendors and also handwritten/signed checks. Video Tutorial Click the play button below for a v...
A/P: Chapter 8 - Generating ACH Video (5 mins)
Chapter 8 - Generating ACH In this tutorial, users learn how to create the ACH file to be sent to a financial institution for EFT payments to vendors. Video Tutorial Click the play button below for a video tutorial. Your b...
A/P: Chapter 9 - Positive Pay Video (4 mins)
Chapter 9 - Positive Pay Learn how to create a positive pay file to communicate check run specifics to a financial institution for security purposes. Video Tutorial Click the play button below for a video tutorial. Your br...
A/P: Chapter 10 - Vendor History Video (10 mins)
Chapter 10 - Vendor History Access vendor history, research invoices, research payments, void payments, void invoices, and review past vendor transactions both on a detailed and a summary level. Video Tutorial Click the play butt...
A/P: Chapter 11 - A/P General Options Video (7 mins)
Chapter 11 - A/P General Options In this tutorial, we go through the aspects of each line item in the backend settings and options for accounts payable. Video Tutorial Click the play button below for a video tutorial. Your...
A/P: Chapter 12 - A/P Entry Options Video (9 mins)
Chapter 12 - A/P Entry Options Review each option related to invoice entry within the backend settings for accounts payable. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTM...
A/P: Chapter 13 - Accounts Payable Reporting Video (8 mins)
Chapter 13 - Accounts Payable Reporting Explore the general reports for accounts payable, check registers, payables due, aging reports, and A/P transaction reports. Video Tutorial Click the play button below for a video tutorial....
Accounts Payable End of Course Assignment
Accounts Payable End-of-Course Assignment Training Homework/Practice Guide -Accounts Payable Session The following resource guides are available to help complete these assignments. Accounts Payable Training Guide . Module 1 - Vendo...