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Adding Manual Template Pages Settings > Accounts Payable > Digital Invoice Templates
To add template pages, complete the following steps:
Access the Digital Invoice Templates page by clicking Se...
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Payment Cards Settings > Accounts Payable > Payment Cards
Use of payment card codes allows you to enter PO’s and A/P invoices to the purchasing vendor, but make the payment to the credit card or payment vendor.
In thi...
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Tag 1099 by Vendor
Shows all payments for a vendor with the ability to change the 1099 status for each.
You can tag all payments by selecting the code and clicking Tag All at the bottom left of the screen. Then, you can tag each p...
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Last Updated: 02/21/2023
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Asset Tasks Records > Objects > Asset Object Type
The Fixed Asset module allows all tasks to be performed on existing assets. Select the Asset Object Type from the drop-down menu.
There are two ways to access Asset Tasks:...
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Search Attachments Tools > Search Attachments
Search attachments will display a list of attachments in the system, with the ability to export the original document that was attached. The screen allows various filter abi...
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Budget Allocation Examples
Below are some example budget allocations for some of the more common computations. The account filter and target accounts will vary depending on where accounts are in your account structure. The ones with co...
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Last Updated: 12/30/2024
in Fund Accounting Budgeting Budget Formulas
Budgets > Global Budget Changes
The following formula calculations are available when calculating budgets. These are available on the Budgets > Actuals/Budge t screen for calculating an individual account and ...
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Create Positive Pay
Daily > Create Positive Pay
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 4 minutes long. Written instructions are below the video.
NOTE: If ...
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G/L Cross Reference Accounts
Settings > Accounts
Cross-reference mapping can be defined when one GL account number from an outside system needs to be translated to a different GL number in SGA. Cross-reference accounts are u...