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Merging Accounts
Records > Accounts > Edit (click dropdown arrow) > Merge
Merges G/L accounts, one into another. This includes balances as well as all transactions. Once merged, the account you are merging from will then be del...
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Last Updated: 01/09/2025
in Reporting
Report Types
Financial Statements
A report that summarizes transactions as of a particular period.
Detailed Report Writer
A report that can list the individual transactions.
Generic Report W...
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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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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...
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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...
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Using the Pending Approvals List
Reviewing the Pending Approvals List for entries requiring user action.
Access the list:
From an approval notification email, click on To review all your Entries Pending Approval, click...
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Last Updated: 01/21/2025
in Reporting
Report Folder
Reporting > Report Folders
Folder Path: As you move through the folder structure this will allow you to see your folder location, as well as click on the folder within the path to quick...
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Actuals/Budgets
Budgets > Actuals/Budget Entry
Displays monthly and annual figures for one account for individual years: actuals, budgets, forecasts, variances, and formulas. This is also the main scr...
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Actuals/Budgets View
Budgets > Actuals/Budget Entry The actuals/budgets screen can be customized to display selected columns for any budget type, such as Actuals, Budgets, Forecast, dollar and percent variance, etc. , for seve...
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Payables Imports
Settings > Accounts Payable > Payables Imports
Invoices and Payments can be imported from outside systems into an SGA batch. The import format must be in place before you can import data into SGA. These ar...