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1099 Electronic Filing – (IRS-FIRE) Step by step instructions to upload a file to the IRS-FIRE website
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SGA University (Under Construction)
General Ledger (Coming Soon!)
General Ledger - Chapter 1 - Introduction & Menu Overview Video Tutorial
General Ledger - Chapter 2 - Accounts Screen Naviation Video Tutorial
General Ledger - Chapter 3 - Adding G/L Accounts Video Tutorial
General Ledger - Chapter 4 - Adding a G/L Segment Video Tutorial
General Ledger - Chapter 5 - Journal Entries Video Tutorial
General Ledger - Chapter 6 - J/E Batches Video Tutorial
General Ledger - Chapter 7 - Recurring J/E's Video Tutorial
General Ledger - Chapter 8 - G/L Settings Video Tutorial
General Ledger - Chapter 9 - Month End Video Tutorial
General Ledger - Chapter 10 - Year End Close Video Tutorial
General Ledger - Chapter 11 - Reporting for General Ledger Video Tutorial
General Ledger End of Course Assignment
Accounts Payable (Coming Soon!)
Accounts Payable - Chapter 1 - Introduction
User Setup/Maintenance (Coming Soon!)
Budgets (Coming Soon!)
Accounts Receivable (Coming Soon!)
Reporting (Coming Soon!)
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
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Import Setup by Column Name
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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
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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
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
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Vendors Video Tutorial
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Merge Vendors
1099's
1099 Process Video Tutorial
1099 Print/Create File
Accounts Receivable (Coming Soon!)
Reporting
Director Reports & Accessing Basic Reports
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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
AP Automation
AP Automation
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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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