Tutorials

The tutorials below demonstrate various options or fields within the School Accounting System and its add-on modules.  In order to view a tutorial, you must have an active Internet connection, along with a sound card and speakers installed on your computer.

To view a tutorial, click the applicable module and then click on the desired tutorial link (or image).

Important Note:  For organizations using the School Accounting System-Online version, click this link instead to first access the list of tutorials (and then click the desired one to view):  https://docs.su-inc.com/training/HelpFile/sql/Tutorials.htm.

Accounts Payable Tutorials (click to expand or collapse)

• Adjust 1099 Amounts Tutorial

• Cancel Outstanding Purchase Orders Tutorial

• Converting Requisitions to Purchase Orders Tutorial

• Copy Invoice Tutorial

• Credit Card Payment Batch Tutorial

• Document Inquiry Tutorial

• Email Purchase Orders Tutorial

• Inactivate Vendors Tutorial

• Purchase Order Format Setup - Inserting a Subreport with Requisition Approvals Tutorial

• Purchase Order Inquiry Tutorial

• Receiving Tutorial

• Renumber Purchase Orders Tutorial

• Vendor Inquiry Tutorial

• Vendor 1099 Submission Tutorials (click to expand or collapse)

  • Submitting 1099s Electronically to IRS Tutorial

  

  • Submitting Corrected 1099s Electronically to IRS Tutorial

  

• Void Invoices (in Accounts Payable) Tutorial

Accounts Receivable Tutorials (click to expand or collapse)

• Change Due Date on Invoice (in Accounts Receivable) Tutorial

• Clear Outstanding Invoices (in Accounts Receivable) Tutorial

• Customer Inquiry Tutorial

• Void Invoices (in Accounts Receivable) Tutorial

Fixed Asset Inventory Tutorials (click to expand or collapse)

• Adjust Accumulated Depreciation Tutorial

• Adjust Replacement Cost Tutorial

• Move Assets Tutorial

General Ledger Tutorials (click to expand or collapse)

• Account Groups Tutorial

• Adjust Posted Entries Tutorial

• Cancel Outstanding Receivables Tutorial

• Cash Receipt Inquiry Tutorial

• Cash Receipts Tutorial

• Change Descriptions in Chart of Accounts Tutorial

• Idaho Annual Report Tutorial

• Idaho Budget Report Tutorial

• Idaho Financial Transparency Data Collection Report Tutorial

• Illinois Annual Report and Budget Report Tutorial

• Inactivate Chart of Account Numbers Tutorial

• Iowa Budget Summary Report Tutorial

• Kansas Budget Report Tutorial

• Kansas Sales Tax Process for Activity Funds Tutorial

• Nebraska Annual Report and GASB 34 Reports Tutorial

• Renumber Checks Tutorial

• Replace/Reprint Checks Tutorial

• Void Checks Tutorial

Human Resources Tutorials (click to expand or collapse)

• Adjust Custom Fields Tutorial

• Adjust Email Addresses (for Employees) Tutorial

• Negotiation Lanes Tutorial

• Process Employee Onboarding Tutorial

• Process Employee Personal Changes Tutorial

• Process Employee Uploaded Documents Tutorial

• Select Email Criteria Tutorial

• Transfer Custom Fields Tutorial

K12Docs Tutorials (click to expand or collapse)

• Adding a Custom Indexing List Tutorial

• Adding a Document in K12Docs Tutorial

• Adding a Folder in K12Docs Tutorial

• Adding a K12Docs User Tutorial

• Adding and Viewing Documents (within School Accounting System) Tutorial

• Completing a Document Inquiry (within School Accounting System) Tutorial

• Deleting a Document in K12Docs Tutorial

• Editing Document Attributes in K12Docs Tutorial

• Emailing Documents (within School Accounting System) Tutorial

• Indexing Documents from Lists in K12Docs Tutorial

• Indexing Documents from Lists in GX Tutorial

• Moving a Misfiled Document in GX Tutorial

• Moving a Misfiled Document in K12Docs Tutorial

• Process Employee Uploaded Documents (within School Accounting System) Tutorial

• Searching within a Folder in K12Docs Tutorial

• Uploading Reports (within School Accounting System) to K12Docs Tutorial

• Viewing a Document in K12Docs Tutorial

Negotiations Tutorials (click to expand or collapse)

• Compare Packages Tutorial

• Negotiation Lanes Tutorial

• Negotiations Percent or Dollar Increment from Prior Year Wages Tutorial

Payroll Tutorials (click to expand or collapse)

• Accumulate Payroll Totals Tutorial

• Adjust Custom Fields Tutorial

• Adjust Deductions Tutorial

• Adjust Email Addresses (for Employees) Tutorial

• Affordable Care Act (ACA) Hours Tracking Tutorials (click to expand or collapse)  

  • Affordable Care Act (ACA) Hours Tracking Completion Checklist Step 1 Tutorial

  

  • Affordable Care Act (ACA) Hours Tracking Completion Checklist Step 2 Tutorial

  

  • Affordable Care Act (ACA) Hours Tracking Completion Checklist Step 3 Tutorial

  

  • Affordable Care Act (ACA) Hours Tracking Completion Checklist Step 4 Tutorial

  

  • Affordable Care Act (ACA) Hours Tracking Completion Checklist Step 5 Tutorial

  

  • Affordable Care Act (ACA) Hours Tracking Adjustments Tab Tutorial

  

• Affordable Care Act (ACA) 1094-B and 1095-B Submission Tutorials (click to expand or collapse)

  • Submitting ACA 1094-B and 1095-B Forms Electronically Tutorial

  

  • Submitting Corrected ACA 1094-B and 1095-B Forms Electronically Tutorial

  

• Affordable Care Act (ACA) 1094-C and 1095-C Submission Tutorials (click to expand or collapse)  

  • Submitting ACA 1094-C and 1095-C Forms Electronically Tutorial

  

  • Submitting Corrected ACA 1094-C and 1095-C Forms Electronically Tutorial

  

• Clear Employee Web Link Consents Tutorial

• EEO-5 Survey Tutorial

• Employee Check Calculation Tutorial

• Employee/Payee Inquiry Tutorial

• Missouri GASB 68 Report Tutorial

• New Hire Report Tutorial

• Payroll System File - Show Inactive on Employee File Search Tutorial

• Process Employee Onboarding Tutorial

• Process Employee Personal Changes Tutorial

• Process Employee Uploaded Documents Tutorial

• Processing Approved Leave Requests Tutorial

• Transfer Custom Fields Tutorial

• W2 Box 14 Default Order Tutorial

• W4 Tutorial

Report Writer Tutorials (click to expand or collapse)

• Subreports Tutorial

System-Wide Tutorials (click to expand or collapse)

• Adding and Viewing Documents (within School Accounting System) Tutorial

• Audit Data Tutorial

• Common Tasks Tutorial

• Combine IDs Tutorial

• Convert IDs to Alpha Tutorial

• Email Reports Tutorial

• Emailing Documents (within School Accounting System) Tutorial

• Favorite Reports Tutorial

• Inactivate Users Tutorial

• Mailing Labels Tutorial

• Report Lists Tutorial

• Resend Email Direct Deposit Stubs Tutorial

• Signature Image Setup Tutorial

• System File - Complete Daily Backup Tutorial

• Uploading Reports to K12Docs Tutorial

• User Options Tutorial

• View/Adjust Users Tutorial

School Accounting System-Online Tutorials (click to expand or collapse)

• School Accounting System-Online Password Recovery Tutorial

• School Accounting System-Online Saving Files to Local Computer Tutorial

• School Accounting System-Online User Session Reset Tutorial