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Last Updated: 01/02/2025
in Fund Accounting Miscellaneous 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...
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Last Updated: 01/22/2025
in Training Guides
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1099 Processing for First Year in SGA Accounting
Forms:
If you plan to file paper forms with the IRS, you will need to purchase pre-printed (red copy) 1099-NEC and 1099-MISC (If used) forms.
If you plan to file elec...
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Recurring Payables
Daily > Recurring Payables
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 8 minutes long. Written instructions are below the video.
NOTE: If viewin...
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Year-End Procedures
Settings > General Ledger > Entry Options or Accounts Payable > Entry Options
Entries to the last month of the fiscal year should be done the same as every other month. You may continue to do day-to-day entr...
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Last Updated: 02/21/2023
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Last Updated: 01/03/2025
in Training Guides
Steps to Set Up a New User/User Group
A list of existing users will be displayed and can be filtered to show specifics using the checkboxes at the top of the screen.
Individual Permissions
Users > User/Groups > S...
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Last Updated: 01/03/2025
in Training Guides Budget
Budget Training Documentation for Branch Staff
You will most likely be accessing SGA Accounting from the web. To sign on to the SGA software, you may be required to enter your username and password. Click OK. You may cha...
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Last Updated: 01/03/2025
in Training Guides Budget
Budget Overview
The following topics need to be set up to operate Budgeting fully and are reviewed in detail in the rest of the document. They should be done in this order. For example, you can create a budget year for a type t...
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Last Updated: 02/21/2023
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