Updated Articles

  1. Vendor Detail Transactions

    Last Updated: 07/22/2025 in Fund Accounting Accounts Payable Vendors
    Vendor Detail Transactions Accounts Payable > Vendors > Vendor Detail Transactions It displays A/P invoices and payments for a vendor in great detail. Invoices with multiple lines display as separate lines, which allows you t...

  2. Customer Detail Transactions

    Last Updated: 07/22/2025 in Fund Accounting Accounts Receivable Customers
    Customer Detail Transactions Fund Accounting > Accounts Receivable > Customers > Customer Detail Transactions  The menu option under Customer Summary allows you to display invoices, receipts, or both (All).  Records > Cus...

  3. Customer Summary Transactions

    Last Updated: 07/22/2025 in Fund Accounting Accounts Receivable Customers
    Customer Summary Transactions Fund Accounting > Accounts Receivable > Customers > Customer Summary Transactions Displays A/R invoices and receipts for a customer in summary. Invoices or receipts with multiple lines will be ...

  4. Last Updated: 07/22/2025 in Fund Accounting Accounts Payable Vendors
    Vendor Summary Transactions Records > Vendors > Summary Video Tutorial Click the play button below for a video tutorial. This tutorial is about 7 minutes long. Written instructions are below the video. ...

  5. SGA Users

    Last Updated: 07/22/2025 in Users
    Users Users > System Users Video Tutorial Click the play button below for a video tutorial. This tutorial is about 16 minutes long. Written instructions are below the video. NOTE: To open the video on a large...

  6. Object Import

    Last Updated: 07/22/2025 in Assets / Object Tracking Objects Setup
    Object Import Settings > Object Tracking > Object Imports When a large number of new objects need to be added, they can be imported from a list to SGA. The columns associated with each object vary based on the se...

  7. Invoice Payments Imports

    Last Updated: 07/22/2025 in Fund Accounting Accounts Payable Daily Payments
    Invoice Payments Imports Settings > Accounts Payable > Invoice Payments Imports Payments can be imported from outside systems into an SGA batch. The import format must be in place before importing data into SGA. These are mai...

  8. Accounts Receivable Training Guide

    Last Updated: 07/22/2025 in Training Guides Accounts Receivable
    SGA Accounts Receivable Training Guide SGA Accounting includes an A/R application, which allows invoices and/or receipts to be recorded for individual customers and allows viewing the transaction history for each customer, similar to brow...

  9. A/R Receipt Write-Offs

    Last Updated: 07/22/2025 in Fund Accounting Accounts Receivable Daily
    A/R Receipt Write-Offs Daily > Accounts Receivable Receipts > Write off A/R Receipts Write-offs When an outstanding receipt no longer applies to any customer invoice and needs to be pulled out of customer credit, a w...

  10. Component Format Account Ranges

    Last Updated: 07/22/2025 in Fund Accounting Budgeting Budget Setup
    Component Format Account Ranges Settings > Budgeting > Component Format Account Ranges These ranges define the component format (detail budget entry screen) assigned for each G/L account. Components are defined according to a ...
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