Popular Articles

  1. Budget Training Documentation (Branch Staff)

    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...

  2. Budgeting

    Last Updated: 02/21/2023
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  3. Year-End Procedures

    Last Updated: 12/31/2024 in Fund Accounting General Ledger Month End
    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...

  4. Customize Report

    Last Updated: 02/21/2023
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  5. Budget Overview

    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...

  6. User Preferences

    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...

  7. Global Budget Changes

    Last Updated: 04/23/2025 in Fund Accounting Budgeting
    Global Budget Changes Budgets > Global Budget Changes Video Tutorial Click the play button below for a video tutorial. This tutorial is about 15 minutes long. Written instructions are below the video. NOTE:...

  8. Multi-Account Budget Entry

    Last Updated: 04/22/2025 in Fund Accounting Budgeting Actuals/Budget Multi-Account Entry Screen
    Multi-Account Budget Entry Budgets > Actuals / Budget Multi-Account Entry Video Tutorial Click the play button below for a video tutorial. This tutorial is about 17 minutes long. Written instructions are below the video. N...

  9. Recurring Payables

    Last Updated: 04/23/2025 in Fund Accounting Accounts Payable Daily Invoices
    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...

  10. Steps to Set Up a New User

    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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