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Last Updated: 02/21/2023
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Last Updated: 01/22/2025
in Training Guides
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Check Forms (Pre-printed vs. Blank)
Settings > Accounts Payable > Check Forms
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 6 minutes long. Written instructions are below the ...
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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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Approval Tables This screen displays all created Approval Tables. The list grid may be limited by Approval Source (Purchase Order, Journal Entry, Invoice, or Payment batch). Menu Buttons New: Opens the new Approval Group add sc...
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Merging Accounts
Records > Accounts > Edit (click dropdown arrow) > Merge
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 6 minutes long. Written instructions are below the vid...
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How to upload 1099 forms with IRIS: https://www.irs.gov/filing/e-file-forms-1099-with-iris Click on Sign in to IRIS Sign In with your ID.me account. (An ID.me account is IRS-required for the individual logging in.) Select your O...
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Budget Setup for New Year
Settings > Budgeting > Years
The following are the steps to set up a budget for a new year.
1. Click New
2. Enter the new year
3. Select Type
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Last Updated: 01/03/2025
in Training Guides Budget Setting Up the Budget for a New Year The following are the steps to set up the budget for a new year in SGA Accounting. Settings > Budgeting > Years Click New. Add the new year and select the type Budget. Normal setti...
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Clone Accounts
Records > Accounts > New
This allows you to auto-generate new G/L accounts by cloning another selection or range of accounts.
Accounts: Click the Accounts button and enter the selection or range of accoun...