Edit Batch Daily > Browse Batch There are two options to browse batches: If you know the batch# to browse, you may go to Daily > Browse Batch.   Another way to browse any batch in the system is from a tr...

Delete Batch Daily > Browse Batch This option allows you to delete an entire batch already posted.  It requires permission to Delete the batch under  Users > Permissions  and should only be given to an administrator.   ...

Sign Control Settings > Accounts > Categories These define whether an account number is an asset, liability, income, expense, etc. Amounts are usually displayed as positive (user-friendly) for the type of account unle...

User Preferences Welcome > User Preferences Allows the user to set a few personal preferences.  General Office Status:  Used in Approvals. Usually, the user’s Office Status is “In.” Suppose a...

Favorites Favorites > Organize Favorites A user can create his own favorites menu with links to any SGA window, including a specific report, a file, or a  URL . These favorites are shown by menu order and can be organize...

Email Attachment Import  Daily > AP Automation > Email Attachment Import For AP Automation, your organization must identify an email address for vendors to send email documents, such as AP@yourcompany.org or AccountsPaya...

Attachment Limit Keeping attachment file sizes to a minimum is essential to preserve system performance and speed.  Some general guidelines that will help reduce the size of attachments include the following: When sca...

Short Cut Keys Below are the shortcut keys available in SGA Accounting (alphabetically within the menu). Records Accounts                    F9  Objects                      Ctrl+F9 Payers                     ...