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.

FAQ: A screen listing Vendor 1099s Validation Errors appears when going into the Vendor 1099s option; what does this mean and how do I fix the errors?

When going into the Vendor 1099s option (for example, after 1099s have been generated), the…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: For Illinois school districts, did you update your IMRF deduction in Payroll?

For Illinois school districts, the limit for IMRF (Illinois Municipal Retirement Fund) increased effective January…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Did you update your IPERS deduction in Payroll with the new limit for 2025?

For Iowa school districts, the limit for IPERS increased to be $350,000 effective January 1,…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: When calculating a payroll for 2024, why are the additional taxes (and the number of allowances) not being calculated for Iowa SIT?

As you are aware, the Iowa Department of Revenue changed the Iowa W4 form for…Read More

Training Tidbit: With 1099s, is there a way to have an additional name print as the Doing Business As name for a vendor?

Yes, to enter an additional name for a vendor to print as the “Doing Business…Read More

FAQ: A message for copying a tax (WC or SUTA) appears when calculating the new year's payroll; why?

I am calculating payroll for the new calendar year and am receiving the messages below;…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Verify the new tax rates before completing your first payroll in January.

Be sure to verify the new tax rates for 2024 before running your first payroll…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: ND PERS Rate Change Reminder

Don’t forget the contribution rates for ND PERS change on January 1, 2024, to be…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: Will the School Accounting System be updated to accommodate the changes with the 2024 format of the Iowa W4 form?

Yes. As you are aware, the Iowa Department of Revenue changed the Iowa W4 form…Read More

Training Tidbit: Is there a way to print signatures on the checks generated in Accounts Payable or Payroll?

Yes, you are able to print signatures on the checks generated in Accounts Payable and/or…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

FAQ: I would like to get a list of all transactions for a specific account or range of accounts. How do I do this?

To get a list of all transactions for a specific account or range of accounts,…Read More

Training Tidbit: Can I get copies of the emails (i.e. reports or direct deposit stubs) sent in the School Accounting System?

Yes, to get copies of the emails (i.e. reports or direct deposit stubs) sent from…Read More

Knowledge Base Categories:
School Accounting System
Payroll
Web Link

FAQ: I entered a leave request using the wrong leave; how do I fix this?

For regular leave requests (not including FMLA leave requests), the Leave ID field cannot be…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

FAQ: How do I add a signature to my purchase order format?

To add a signature to your custom purchase order format, complete the following: First, obtain…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Did you know direct deposit stubs emailed to employees can be password protected?

To set up the system to have the emailed direct deposit stubs for employees sent…Read More

Knowledge Base Categories:
School Accounting System

Training Tidbit: What is the report list option?

The Report List option is available in order to print multiple reports at one time. …Read More

Knowledge Base Categories:
Fixed Asset Inventory

FAQ: How do I change the location for an asset in the Fixed Asset Inventory module?

To change the location for an asset, complete one of the following: Option 1 –…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

Training Tidbit: When printing checks in Accounts Payable, what happens to a vendor's check if there is more detail information than will fit on the stub?

If a vendor’s check has more detail information than will fit on the stub, the…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: In the Employee File, the deductions reflect the old rates instead of the new rates; why?

I have entered my new deduction rates into the Rate Table in the Deduction File. …Read More

Knowledge Base Categories:
School Accounting System
Web Link

Training Tidbit: Am I able to set up a user as a Web Link administrator?

Yes, organizations who have licensed the Web Link module can define a user within the…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

Training Tidbit: How is the Comments field used for vendors?

The Comments field is available in the Vendor File in Accounts Payable to track additional…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

Training Tidbit: Can the system add up the detail lines on an invoice to calculate the total amount?

Yes, the system can be set to automatically add up all the detail line items…Read More

Knowledge Base Categories:
School Accounting System
Accounts Payable

FAQ: How does the software handle filing 1099-NEC and 1099-MISC forms with the new IRS electronic filing requirement?

With the new Internal Revenue Service requirement for filing 1099-NEC and 1099-MISC forms electronically if…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: How do I make a one-time adjustment to an employee’s deduction or tax?

To make a one-time adjustment to an employee’s tax or deduction, enter a deduction/tax adjustment…Read More

Knowledge Base Categories:
School Accounting System
Payroll

FAQ: How do I report employees who were paid for the first time within a certain number of days on the New Hire Report?

When generating the New Hire Report in Payroll, first complete the range of dates in…Read More

Knowledge Base Categories:
School Accounting System
General Ledger

Training Tidbit: Is there an option in the School Accounting System for use with the positive pay service at my bank?

Yes, the Export Checks option is available to create a file of checks that have…Read More

Knowledge Base Categories:
School Accounting System
Web Link

FAQ: Is there a way to allow a user to view only certain accounts on Web Link reports?

Yes, create an account group containing the account numbers for the user. To define an…Read More

Training Tidbit: Is there a way to have the system auto assign the cash receipt number?

Yes, the system can auto assign the cash receipt numbers if desired. To turn on…Read More

Training Tidbit: How does the integration with My Benefits Channel work in the School Accounting System for onboarding employees?

If your organization uses My Benefits Channel, the new employees who have completed the onboarding…Read More

Knowledge Base Categories:
School Accounting System
Payroll

Training Tidbit: Have you added the next year’s measurement period in the ACA Hours Tracking option?

For those using the Affordable Care Act (ACA) Hours Tracking option in the School Accounting…Read More