Articles
Edit Batch
To browse a batch in the system, there are two options: If you know the batch# to browse, you may go to Daily > Browse Batch. Another way to browse any batch in the system is from a transaction browse screen, such as Account Transaction...
Delete Batch
This allows you to delete an entire batch that has already been posted. This option requires user menu permission Delete batch under Users > Permissions, and should only be given to an administrator. This option is helpful if an entire batch...
Sign Control
Menu option Settings > Accounts > Categories defines whether an account number is an asset, liability, income, expense, etc. Amounts are normally displayed as positive (user friendly) for the type of account, unless it is a reversal of the norm....
User Preferences
Allows the user to set a few personal preferences. Menu option is "Welcome" Drop-down Menu > User Preferences. __________________________________________________________________________________________________________________ General O...
Favorites
A user can create his own favorites menu with links to any SGA window, including a specific report, a file, or url. These favorites are shown by menu order and can be organized into folders. To customize your favorites go to the Favorites menu a...
Email Attachment Import
Email Attachment Import Path : Daily > Email Attachment Import. How does it work? You can have an email for your organization that is perhaps named AP@yourCompany.org or AccountsPayable@yourCompany.org And you tell yo...
Attachment Limit
Keeping attachment file sizes to a minimum is important to preserve system performance and speed. Some general guidelines that will help reduce the size of attachments include the following: When scanning documents, scan them in black and whi...
Short Cut Keys
Short Cut Keys available in SGA Accounting (alphabetical within menu) Records Accounts F9 Objects Ctrl+F9 Payers Ctrl+F7 Vendors F7 Budgets Actuals/Budget E...