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Last Updated: 03/17/2025
in Fund Accounting Budgeting Budget Imports Settings > Budgeting > New Budget Import Format
This is for importing budgets from outside systems into SGA. Name: The name that will be displayed as the name of the import. Connection string: A str...
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Forecast Entry Video Tutorial Click the play button below for a video tutorial. This tutorial is about 19 minutes long. NOTE: If viewing from the right-side screen, to open the video on a larger screen, use the "Open in full s...
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Account Divisions
Records > Accounts > Select Account > Divisions
Maintains the various divisions of the G/L account# to be used in creating the G/L chart of accounts. Each division can also have a subdivision depending on the se...
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Last Updated: 02/21/2023
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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...
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How To Import A/P Invoices into SGA Web Daily > A/P Invoice Batch List > New/Import
Choose your Import Name from the drop-down menu options then click Import
You will be prompt...
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Actuals/Budget Multi-Account Entry Screen
Budgets > Actuals / Budget Multi-Account Entry Screen
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 8 minutes long. Written i...
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General Settings
Settings > General Settings > Company Information
Company Information: This information may be used throughout the system wherever heading and address info is needed.
Enable system logs: If the box ...
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Last Updated: 01/03/2025
in Training Guides Budget
Budget Setup - Budget Component Format Examples
Budget Format: Demo SGA 1 – Payroll – Monthly – with Cola and Merit
Hourly wages with preset merit increases and checkboxes for various benefits. In...