Articles
G/L: Introduction & Menu Overview Video (12 mins)
Introduction & Menu Overview In this video, we will give a general introduction to logging into the SGA system, navigating menus, the Help section, settings, and some of the key screens. Video Tutorial Click the play button below ...
G/L: Chapter 1 - Accounts Screen Naviation Video (10 mins)
Chapter 1 - Accounts Screen Navigation Within the G/L Accounts list screen, we will go over navigation and viewing G/L accounts along with sorting, filtering, and overall maintenance. Video Tutorial Click the play button below for...
G/L: Chapter 2 - Adding G/L Accounts Video (9 mins)
Chapter 2 - Adding G/L Accounts In this tutorial, we review adding G/L accounts either on an individual basis or a group of accounts. Mergers, mass edits, changes, and advanced editing are also included. Video Tutorial Click the p...
G/L: Chapter 3 - Adding a G/L Segment Video (5 mins)
Chapter 3 - Adding a G/L Segment Adding segments to the G/L structure, such as new locations, departments, project codes, and accounts, will be explored in this tutorial. Video Tutorial Click the play button below for a video tut...
G/L: Chapter 4 - Journal Entries Video (10 mins)
Chapter 4 - Journal Entries Our tutorial covers basic journal entries, including posting, reversals, cloning, attachments, and importing of journal entries. Video Tutorial Click the play button below for a video tutorial. Y...
G/L: Chapter 5 - J/E Batches Video (8 mins)
Chapter 5 - J/E Batches Learn how to manage the journal entry process from a list screen, importing entries from other systems, as well as reviewing and posting entries that others have created. Video Tutorial Click the play butto...
G/L: Chapter 6 - Recurring J/E's Video (7 mins)
Chapter 6 - Recurring J/E's Explore how to automate the repetitive, recurring journal entries that are consistent and needed on a regular basis. Video Tutorial Click the play button below for a video tutorial. Your browser ...
G/L: Chapter 7 - G/L Settings Video (8 mins)
Chapter 7 - G/L Settings Review every backend setting related to journal entries and the aspects of each setting. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 video. ...
G/L: Chapter 8 - Month End Video (6 mins)
Chapter 8 - Month End In this tutorial, we review the month-end closing process to move the system forward to the new month and post recurring items. Video Tutorial Click the play button below for a video tutorial. Your bro...
G/L: Chapter 9 - Year End Close Video (5 mins)
Chapter 9 - Year-End Close Learn how to process the year-end closing basics, including the closing entries, fund balance, and overall ramifications of the close. Video Tutorial Click the play button below for a video tutorial. ...
G/L: Chapter 10 - Reporting for General Ledger Video (7 mins)
Chapter 10 - Reporting for General Ledger Learn how to use reporting for the general ledger with detailed transactions, report access, and basic detail reporting. This does not include financial statements such as balance sheets and inco...
General Ledger End of Course Assignment
General Ledger End of Course Assignment
Training Homework/Practice Guide - General User/GL Session
Module 1 - Records > Accounts
Task 1 - Account Screen Navigation
In the Accounts screen, click on the...