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How To - Journal Entry Imports
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Export the Clear Dates from eCard (or NMI) and Import to SGA
1099 Process
1099 Processing
Generate 1099’s
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Tag 1099 by Vendor
1099 Electronic Filing
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Print 1099 Process
Steps to apply for TCC Code to File 1099s Electronically
1099 Processing for first year in SGA Accounting
1099 Electronic Filing – (IRS-FIRE) Step by step instructions to upload a file to the IRS-FIRE website
1099 Electronic Filing – (IRS-IRIS) Step by step instructions to upload a file to the IRS-IRIS website.
Accounts Receivable
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How To - Importing A/R Invoices
How To - Importing A/R Receipts
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How To - Purchase Order Import
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Version 13.4 New Features
Version 13.3 New Features
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Version 13.1 New Features
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Version 12.8 New Features
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Version 12.5 New Features
Version 12.4 New Features
Version 12.3 New Features
Version 12.2 New Features
Version 12.1 New Features
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Version 13.4 Bug Fixes
Version 13.3 Bug Fixes
Version 13.2 Bug Fixes
Version 13.1 Bug Fixes
Version 13.0 Bug Fixes
Version 12.8 Bug Fixes
Version 12.7 Bug Fixes
Version 12.6 Bug Fixes
Version 12.5 Bug Fixes
Version 12.3 Bug Fixes
Version 12.2 Bug Fixes
Version 12.1 Bug Fixes
Version 12.0 Bug Fixes
Version 11.8 Bug Fixes
SGA University
General Ledger
General Ledger - Introduction & Menu Overview Video Tutorial
General Ledger - Chapter 1 - Accounts Screen Naviation Video Tutorial
General Ledger - Chapter 2 - Adding G/L Accounts Video Tutorial
General Ledger - Chapter 3 - Adding a G/L Segment Video Tutorial
General Ledger - Chapter 4 - Journal Entries Video Tutorial
General Ledger - Chapter 5 - J/E Batches Video Tutorial
General Ledger - Chapter 6 - Recurring J/E's Video Tutorial
General Ledger - Chapter 7 - G/L Settings Video Tutorial
General Ledger - Chapter 8 - Month End Video Tutorial
General Ledger - Chapter 9 - Year End Close Video Tutorial
General Ledger - Chapter 10 - Reporting for General Ledger Video Tutorial
General Ledger End of Course Assignment
User Setup & Maintenance
User Set Up & Maintenance - Introduction Video
User Set Up & Maintenance - Chapter 1 - Users, Groups & Permissions Video Tutorial
User Set Up & Maintenance - Chapter 2 - New User Set Up Video Tutorial
User Set Up & Maintenance - Chapter 3 - User Groups Video Tutorial
User Set Up & Maintenance End of Course Assignment
Accounts Payable
Accounts Payable - Introduction Video
Accounts Payable - Chapter 1 - Vendor Screen Navigation Video Tutorial
Accounts Payable - Chapter 2 - Maintain & Add Vendors Video Tutorial
Accounts Payable - Chapter 3 - Invoice Batch List Video Tutorial
Accounts Payable - Chapter 4 - Invoice Entry Video Tutorial
Accounts Payable - Chapter 5 - Recurring Payables Video Tutorial
Accounts Payable - Chapter 6 - Payment Batches Video Tutorial
Accounts Payable - Chapter 7 - Manual Payments Video Tutorial
Accounts Payable - Chapter 8 - Generating ACH Video Tutorial
Accounts Payable - Chapter 9 - Positive Pay Video Tutorial
Accounts Payable - Chapter 10 - Vendor History Video Tutorial
Accounts Payable - Chapter 11 - A/P General Options Video Tutorial
Accounts Payable - Chapter 12 - A/P Entry Options Video Tutorial
Accounts Payable - Chapter 13 - Accounts Payable Reporting Video Tutorial
Accounts Payable End of Course Assignment
Accounts Receivable
Accounts Receivable - Introduction Video Tutorial
Accounts Receivable - Chapter 1 - Customer List Navigation Video Tutorial
Accounts Receivable - Chapter 2 - Invoice Entry Video Tutorial
Accounts Receivable - Chapter 3 - Receipt Entry Video Tutorial
Accounts Receivable - Chapter 4 - Cash Application Video Tutorial
Accounts Receivable - Chapter 5 - Customer History, Voids & Write-Offs Video Tutorial
Accounts Receivable - Chapter 6 - Recurring Receivables Video Tutorial
Accounts Receivable - Chapter 7 - Special Forms (Invoices) & Reporting Video Tutorial
Budgets (Coming Soon!)
Reporting
Reporting Introduction
Reporting - Chapter 1 - Accessing Reports Video Tutorial
Reporting - Chapter 2 - Report Folders Video Tutorial
Reporting - Chapter 3 - Customizing Reports (Session 1) Video Tutorial
Reporting - Chapter 4 - Customizing Reports (Session 2) Video Tutorial
Reporting - Chapter 5 - Customizing Reports (Session 3) Video Tutorial
Reporting - Chapter 6 - Advanced Reporting Video Tutorial
Training Guides
Budget
Budget Overview
Budget Training Documentation (Branch Staff)
Setting Up the Budget for a New Year
Budget Setup - Budget Component Format Examples
Budget Formats Considerations/Suggestions When Setting up Initial Budget Formats
Accounts Payable
Accounts Payable Training Guide
Walk-through of the New Vendor Approval process
Accounts Receivable
Accounts Receivable Training Guide
Import Setups/Examples
Import Setups by Column Number
Import Setup by Column Name
Steps to Set Up a New User
Training Videos
General Ledger
G/L Accounts Video Tutorial
Merging Accounts Video Tutorial
Cross Reference Video Tutorial
Year End Close
Adding a Segment to the GL
Month End - Accounting Period Reset (Video Tutorial)
Budget & Forecast
Budget/Forecast Entry Tutorials
Actuals/Budget Multi-Account Entry Screen Video Tutorial
Budget Components Video Tutorial
Forecast Entry Video Tutorial
Multi-Account Budget Entry Video Tutorial
Budget/Advanced Setup Tutorials
Budget Allocations Video Tutorial
Budget Component Import Video Tutorial
Budget Types Video Tutorial
Budget Years Video Tutorial
Forecast Setup Video Tutorial
Global Budget Changes Video Tutorial
Accounts Payable
AP Automation
AP Automation
Invoices
A/P Invoice Video Tutorial
Recurring Payables Video Tutorial
Payments
Check Form Alignment
Create Positive Pay Video Tutorial
Generating ACH Files
Manual Payment Video Tutorial
Payment Batches Video Tutorial
Undo a Voided Payment or Voided Invoice
Voiding Payments & Invoices
Vendor Maintenance
Vendors Video Tutorial
Vendor Summary Transactions Video Tutorial
Merge Vendors
1099's
1099 Process Video Tutorial
1099 Print/Create File
Accounts Receivable (Coming Soon!)
Reporting
Director Reports & Accessing Basic Reports
User Maintenance & Setup
User Setup Video Tutorial
Journal Entry
Cloning Journal Entries Video Tutorial
How To - Journal Entry Imports Video Tutorial
Journal Entry Video Tutorial
Recurring Journal Entries Video Tutorial
Approvals
Approving and Reviewing Invoices
Purchase Order Entry & Approval
Objects/Fixed Assets
Fixed Assets Overview
Bank Reconciliation
G/L Bank Reconciliation Video Tutorial
Pulse Deposits Video Tutorial
Accounting Lunch & Learn Recordings 2025
Accounting Lunch & Learn: February 2025
Accounting Lunch & Learn: May 2025
Accounting Lunch & Learn: August 2025
Accounting Lunch & Learn: November 2025
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