Knowledge Base

Welcome to our Knowledge Base!

Our Knowledge Base contains helpful hints and additional information for options within the School Accounting System as well as our suite of add-on modules. This information is periodically posted on our website for our customers. All registered clients have access to this helpful information.

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: Will the School Accounting System accommodate the changes outlined in the recent Presidential Executive Order for deferring the employee share of Social Security taxes for employees whose wages are less than $4,000 bi-weekly?

Yes. After waiting for guidance and regulations from the Department of the Treasury and the…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: In South Dakota, is the Member Number field required when adding the retirement deduction to an employee?

Yes, when setting up the South Dakota retirement deduction for an employee in the Employee…Read More

Knowledge Base Categories:
School Accounting System

Training Tidbit: Did you know reports can be emailed with only applicable pages sent to recipients?

Reports in the School Accounting System can be emailed as a .PDF or .XLSX file…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: In Missouri, the Governor approved to temporarily waive the work limits and employer contributions for retirees; how do I set up the retirement deduction for retirees working in a temporary, part-time, or substitute position now?

With the recent changes to waive the work limits and employer contributions for retirees during…Read More

Knowledge Base Categories:
School Accounting System

Training Tidbit: Is there a way to print reports with masks and wildcard characters?

Yes, when printing a report in the School Accounting System, wildcard characters can be utilized…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: Is there a quick way to enter the Occupation Class Code of 28 for licensed teachers on the Iowa Retirement Report?

For Iowa school districts, to assign the applicable occupation class code to include on the…Read More

FAQ: When creating a new batch in Payroll, the Fiscal Year End is showing last year. Why?

If the Fiscal Year End field is left blank when creating a new Pay Period…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: How do I enter the Occupation Class Code of 28 for licensed teachers on the Iowa Retirement Report?

For Iowa school districts, the applicable occupation class codes to be included on the retirement…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How do I pay an employee for sick/family leave wages that fall under the Families First Coronavirus Response Act?

Complete the steps below to pay an employee for sick/family leave wages that fall under…Read More

FAQ: When running a report, what do I enter as a placeholder in a parameter field (i.e. account number parameter field)?

When printing reports in the School Accounting System, use the underscore character (_) as a…Read More

Knowledge Base Categories:
School Accounting System

FAQ: An alert appears for In-place Upgrade to SQL Server 2017 Required; what should I do?

In an effort to continue our development at a pace with supported technology, we have…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: How do I set up the cross references for deductions and pay codes in Payroll?

When setting up a new deduction or pay code in Payroll, do you know what…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: What is the Stub Printing Preference field for payees?

Did you know the Stub Printing Preference field in the Payee File allows you to…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

Training Tidbit: What is the best way to handle recurring bills for vendors that I need to pay every month?

If you have bills that you pay every month to vendors that are for the…Read More

FAQ: Is there a way to allow approvers to change an account number on a requisition?

Yes, within the Requisition Options in Accounts Payable, you are able to define which fields…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: I was instructed by Missouri Retirement to report 0.01 as the hours worked for retirees and non-members if they are getting paid while school is out due to COVID-19; how do I set this up?

To report 0.01 as the hours worked for retirees (those with an R Wage Type…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: Is there a way to have more room to print information on employees’ direct deposit stubs?

To edit the format of the direct deposit stubs for employees, use the Check Setup…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How do I pay a contracted employee extra money?

To pay a contracted employee extra money for additional work, make an entry for the…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: Can a received from be defined with descriptions and default account numbers for use with cash receipts?

Yes, received froms can be defined in General Ledger with descriptions and default account numbers…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: I received a message stating there were employees without a payroll cycle selected when generating the Missouri Retirement Report; what does this mean?

If you receive a message stating there were employees without a payroll cycle selected when…Read More

FAQ: How do I see my inactive employees in the Employee File?

Inactive employees can be accessed in the Employee File by completing one of the following:…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

Training Tidbit: What are the vendor description shortcuts?

Do you have the Vendor Description field completed for your vendors in the Vendor File? …Read More

Knowledge Base Categories:
School Accounting System

FAQ: When entering an account number for invoices, purchase orders, or requisitions, do I need to enter the spaces?

When entering an account number for invoices, purchase orders, or requisitions, do I need to…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: Am I able to access a 'closed' check reconciliation batch?

To go back into a closed check reconciliation batch, complete the following: From the General…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: How do I set up ND PERS for applicable employees?

Click here to access the handout of instructions for setting up employees with deductions for…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: How do I enter the W4 information for FIT for an employee using the new format for 2020?

Since employees who previously submitted a W4 form using the old format are not required…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: Will the School Accounting System be ready to handle the new W4 form?

Yes, the School Accounting System was updated to handle the new W4 form that was…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: How do I prevent old check reconciliation batches from appearing on the search screen when I select the Check Reconciliation option?

To prevent having numerous check reconciliation batches display on the Batch Search screen when accessing…Read More

Training Tidbit: Is there a way to add new vendors directly from the invoice entry screen?

To add a new vendor while entering an invoice, complete the following steps: On the…Read More

Training Tidbit: Is there a way to lock the requisition number so it cannot be entered or changed for requisitions?

Yes, to prevent employees from entering or changing the requisition number for a requisition, select…Read More