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Budget Entry
Budgets > Actuals / Budget Entry
The Actuals/Budget entry screen can be accessed from any of the following menus:
Budgets > Actuals/Budget Entry . Select a G/L account number.
Recor...
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Last Updated: 04/10/2025
in Users Permissions
Users > Permissions
This is where you set permissions for both users and groups . Every option has a security level that allows or disallows access to the task, whether or not a user has permission to modif...
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Last Updated: 01/13/2025
in Reporting
Report Permissions
Sign On > Report Folders
When setting up permissions, this is the first place that you start.
Application: Sign On > Report Folders
00- Not Allowed: Users do not have access to report...
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Last Updated 01/11/2022
1099 Electronic Filing – Step-by-step Instructions on how to upload a file to the IRS FIRE website
http://fire.irs.gov to connect to FIRE (Filing Information Returns Electronically)
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1099 Electronic Filings
Settings > Accounts Payable > 1099 Formats
Creates an electronic file for transmitting 1099 information to the IRS.
Starting tax year 2023, if you have 10 or more information returns, you must file t...
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Last Updated: 04/21/2023
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Last Updated: 02/21/2023
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How To Import Journal Entries into SGA Web
Daily > Journal Entry Batches > New drop-down menu > Import
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 4 minutes long. W...
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G/L Bank Reconciliation
Month End > Bank Reconciliation
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 14 minutes long. Written instructions are below the video.
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Last Updated: 02/21/2023
Overview This is what you might call the heart of the system. The chart of accounts is maintained in a general ledger, although accounts can also be accessed in other applications as well. You may browse any activity t...