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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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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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Print 1099 Process
The following two forms options are available for printing Form 1099-MISC and 1099-NEC:
Blank form (2 up). Prints two vendors per page. Option to print Recipient Copy B with or without instructions on the...
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Last Updated: 02/21/2023
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Generate 1099s
This process auto-creates all 1099’s for a year. Any vendor payment with a 1099 code on it will be processed. If a payment was made to a vendor and a 1099 code was not designated on the invoice line, that payment amount ...
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Check Forms (Pre-printed vs. Blank)
Settings > Accounts Payable > Check Forms
Blank Check Forms
The biggest advantage of printing the entire check (MICR encoding included) is that you don’t have the possibility of...
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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:...
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Accounting Period Reset
Month End > Accounting Period Reset
When you first choose this menu, you will be prompted to reset the period. This is usually done on the first workday of the month (or whenever appropriate) so that the new...
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Recurring Journal Entries
Daily > Recurring Journal Entries
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 6 minutes long. Written instructions are below the video.
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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...