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Invoice List
Daily > A/P Invoice List
Displays all unposted invoices in all batches.
From here, you can add invoices to an existing invoice batch, edit invoices, or delete invoices. Once an invoice has been posted, if us...
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Journal Entry Batches
Daily > Journal Entry Batches
Displays all unposted Journal Entry Batches , with options to add, edit, delete, or import Journal Entries. To edit a posted journal entry, see below.
T...
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Purchase Order List
Daily > Purchasing > Purchase Order List
This screen lists all purchase orders. Change the filters to see only the POs you want. By default, it shows all unposted purchase orders.
Buttons will be activa...
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Approval Types
1. Approval Types
General Tab
Allow adding attachments during workflow: Enables users’ ability to add attachments to entries under review.
Allow editing attachments during workflow: Enable...
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Customers Fund Accounting > Accounts Receivable > Customers This function maintains the A/R customer information in the Accounts Receivable invoice and receipt entry. Select your customer and open the customer screen by double-cli...
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PO Setup Options for Document Approval
Use Purchase Order Approval: Activates the use of approvals with Purchase Orders.
Require "Send to Reviewer" comme nt: Optional setting for require comment.
Auto-post...
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A/P Invoice Batch List
Daily > Accounts Payable Invoices > A/P Invoice Batch List
Displays all unposted invoice batches, with options to add, edit, delete, or import invoices.
Once an invoice has been posted, if use...
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External Payments Import
Settings > Accounts Payable > External Payments Import
External payments can be imported to SGA to clear checks. The payment can be imported from files like payroll.
Name: The n...
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Journal Entry Import Setup
Settings > General Ledger > Journal Entry Imports
Data can be imported from outside systems into SGA as a journal entry batch. This can be used for payroll, sales systems, etc. Journal entries, A/P inv...
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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...