New Articles

  1. Member Merge

    Created On: 07/13/2023 in Pulse Member Accounts Accounts/Households
    Member Merge Find Member > Access Account to be Merged Click Find Member > Search for the From  account   (the account to be merged into another unit).  Click the Merge  icon on the prof...

  2. Add Household Member

    Created On: 07/13/2023 in Pulse Member Accounts Accounts/Households
    Add Household Member Find Member > Access Existing Account You can find the account and access the profile to add the household member to an existing account.  NOTE : When adding a new household member to a...

  3. Find or Add an Account

    Created On: 07/13/2023 in Pulse Member Accounts Accounts/Households
    Find or Add an Account Find Member > Add Individual Click Find Member . Search by last and first name. You can also search by birthdate, email address, phone number, or a combination of the above. Narrow the search further ...

  4. Approvals

    Created On: 07/13/2023 in Pulse Member Accounts
    Approvals Approvals Approvals are used to record pre-approved program financial aid. Modifiers are used for membership financial aid and other group discounting.   Add Approval Find or add a member.  ...

  5. Messages

    Created On: 07/13/2023 in Pulse Member Accounts
    Messages Messages Add Message Click Find Account  and search for Member. Click Messages.   Choose Member from the drop-down menu. Click Add.   Choose Message Type from the drop-down menu. ...

  6. Room Check In

    Created On: 07/13/2023 in Pulse Check In
    Room Check In Access > Room Check In Use room  check-in to scan members in and out of your organization's rooms and when they enter the building. This is most frequently used for the Child Watch/Stay & Playrooms but  can...

  7. Check In

    Created On: 07/13/2023 in Pulse Check In
    Check In Access > Check In The instructions below will guide you through various check-in accesses. Member Check In Go to the Access tab and click Check In Scan  member card or digital barcode. - OR - ...

  8. Version 12.5 New Features

    Created On: 05/30/2023 in New Features
    Release Guide:  https://sgasoftware.com/downloads/Accounting-Release-Guide-v12.5.pdf Demo of User Interface Enhancements:  https://sgasoftware.com/downloads/Accounting-Release-v12.5-User-Enhancement-Overview.mp4 ...

  9. Steps for a Daily Bank Reconciliation

    Created On: 05/10/2023 in Fund Accounting Accounts Payable Month End Bank Reconciliation
    Steps for a Daily Bank Reconciliation Month End > Bank Reconciliation Here are some key things to remember if you are doing daily bank reconciliations. Daily Bank Reconciliation Some clients wish to reconcile to the bank balance...

  10. Short Cut Keys

    Created On: 05/10/2023 in Fund Accounting Miscellaneous
    Short Cut Keys Below are the shortcut keys available in SGA Accounting (alphabetically within the menu). Records Accounts                    F9  Objects                      Ctrl+F9 Payers                     ...
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