HelpConsole 2008 SP3.1 - SDSFinanceHelp


	Welcome Ask How to Connect to X-Connect for Support Web Financial Office Introduction Access System Login Forgot or Change Password Navigate District Name in System Heading Basic Icons Look and Browse Navigate Account Information Vendor Activity Employee Information Job Applicant Information Customer or Accounts Receivable Information Accounting Status Display Message Center Master File and Code Entry Options Attendance Codes Bank Information Budget Master Basic Fields by ASN Next Years Budget Processing Locating an Account in the Budget Master Adding or Editing a New Account Combining Accounts Budget Master Basic Fields Budget Master Budget by Month Customer Master Deduction or Benefit Master District Information Federal Tax Table FICA Tax Table Financial Report Column Definition Fixed Assets GASB Fund Activity or Program or Project Managment Inventory Master Ledger Interface Local Tax Table MICR Functionality in SDS Order for Master Position Master Request for Proposal State Codes or Fund Function Object State Tax Table Users Vendor Basic Fields Master File Changes Horizontal Document Posting and Retrieval General Ledger Processing and Entry Options Miscellaneous Transaction Journal Source Definitions Journal Entry Sources used during Automated Posting Ledger Transactions Entry and Changes Prior Year Journal Entry Option Make New Transactions Permanent Transfer Payroll Data and Recurring Entries Journal Entries for Closed Payrolls Reporting for Miscellaneous Ledger Transaction Entry and Changes Recurring Entries Entering Recurring Accounts Payable Transferring the Recurring AP Entries into Disbursements/AP Entering Recurring Cash Receipts Transfer the Recurring Cash Receipt Entries into Cash Receipts Entering Recurring Journal Entries Transferring Recurring Journal Entries Void Payroll/Disbursement Checks/Direct Deposit Making Void Accounts Payable Check(s) Permanent Making Void Payroll Check(s) Permanent Check Reconciliation Posting Checks to Check Reconciliation Activity Codes for Reconciliation Clearing Checks Check Items Within a Range Edit Data Moving Checks Check Reconciliation Reporting Deleting Cleared Checks Financial Month and Year End Procedures Human Resources Employees/Contracts/Deductions/Benefits etc Setting up a New Employee Search Options Processing Options Setting up an Employee Contract Entering an Employee Benefit Entering an Employee Deduction Entering Employee Direct Deposit Information Removing an Employee from Direct Deposit Entering an Employee Direct Deposit and 403b Entering an Employee Certificate Entering an Employee Degree Entering an Employee Committee Entering an Employee General Note Entering Employee Medical Information Entering an Employee Position Entering Employee Reviews Job Applicant Information Entering a new Job Applicant Entering Applicant Certificate Degree and Position Information Searching for Applicant by Name Searching on a Specific Field Searching by School Location Attaching a Document to Applicant Deleting an Attachment from an Applicant Adding Applicant to the Employee Master Employee Information Changes (Horizontal) Employee Attendance Entering Employee Absence and Creating a Time Card for the Substitute Entering Employee Absence without a Substitute Time Card Verifying and Printing Employee Attendance Reports Editing/Deleting and Attendance Entry Employee Attendance (Remote Office) Entering Employee Absence and Creating a Time Card for the Substitute (Remote Office) Entering Employee Absence without a Substitute Time Card (Remote Office) Editing/Deleting an Attendance Entry Payroll Time Sheet Entry (Remote Office) Entering a Payroll Time Sheet Time Clock Setup and Processing Payroll Time Sheet Authorization (Remote Office) Salary Schedule and Employee Cost Projection Applicant Document Posting and Retrieval Attaching a Document to the Applicant Deleting a Document from an Applicant Employee Document Posting and Retrieval Attaching a Document to an Employee Deleting a Document from an Employee Payroll Processing Items to consider before Opening a Payroll Employees or Contracts or Deductions or Benefits etc. Employee Information Changes (Horizontal) Individual Employee Payroll Projection Active/Open a Payroll Quick Pay Adjustments Manual Pay Entries and Adjustments Manual Entries and Adjustments Processing Options Reimbusing an Employee through Payroll Employee and Account Display Options Compute Payroll Payroll Checks Direct Deposits Pre-requisites Address on Direct Deposits The ACH Information Fields Create Direct Deposit Payday Reports State or Federal Reporting and Third Party Export Third Party Export Admin Solutions CPI Gatekeeper GLP ING PENSERV TSA State Reporting Colorado Processing the Colorado PERA Retirement Report PERA 401K Report Processing the Colorado Unemployment Report Processing the Colorado CDE Data Exchange Illinois Illinois Municipal Retirement Fund Report (IMRF) New Hire Report Teachers Retirement Report Illinois Unemployment Report American Recovery and Reinvestment Act - ARRA Michigan Michigan ORS Retirement Michigan Unemployment Report Michigan FID File Creation Unemployment TaxNet Wisconsin Wisconsin New Hire Report Federal Reporting Federal 941 SSA Employee Verification W-2 and 1099 Procedures for 2009 Close Active Payroll/Month/Otr/Year/Fiscal Year Messages when Closing Current Payroll Transferring Payroll Liabilities to Accounts Payable Transferring Payroll Transactions to the General Ledger Checks and Balances for Payroll Processing Understanding your Payroll Reports Compute Payroll and Special Settings Payroll Accrual Process Special Flat Federal Tax Rate Payroll Ignore Direct Deposit Setting Everyone Get's a Check this Payroll Direct Deposit via Email/Message Center Direct Deposit by Email Direct Deposit via the Message Center Setting up Employee Look and Browse Employee Accounts Delete Look and Browse User Accounts Excluding Employees from Look and Browse User Accounts Creating the Direct Deposit Vouchers to Send by the Message Center Purchasing Request for Purchase Entry and Changes Purchase Request Authorization Make Purchase Orders Permanent Purchase Order Direct Deposit Emailing Purchase Orders to Vendors Record Received Merchandise Accounts Payable Disbursement / Accounts Payable Entry Un-Encumber a PO Quickly Check Processing Produce Multiple Checks for a Vendor during One Check Run Activating a Check Restart Make Checks Permanent (Post to Ledger) Activate PO Consolidation on AP Green Accounting Direct Deposit Accounts Receivable Before Using Accounts Receivable Invoice Entry Make Invoice Permanent (Post to Ledger) Cash Receipts Administrative Utilities Data View Definition Master Code Field Definition and Maintenance Account Dimensions and Other Codes Control Center Document Control Add a Report to a Report Group Finance System Adjustments File Transfer Send .BAK to Your Workstation Send Database to SDS Send File to Server Save File to Workstation Automate Send Bills to Server SQL to Access Download Other Operation Display System Utilities Update Control Database Purging Closed Purchase Orders Enable Employee Deduction Reset Useful Information Toolbox Mass Data Changes Replace All Data in Column Format Data Replace Characters Move or Combine Column Data Trim all text fields - All tables Data Mass Load/Swap Table Add Field Control Unlock PO’s for Re-printing Import Data from CSV or TXT Files User Security Authorize Time - Payroll Time Clock SDS Web Office Settings System Settings Old Bill Distribution Option Email Settings Control Table Evaluation Secure Remote Desktop Connection How to Download Files from Terminal Server Reports General Accounting Reports Date Range Addition to Gross Pay Reports for Payroll Activate Sort Definition Area Financial Reports Pull Prior Year Information Excel Control Center Quick Reports Create Quick View for SQL Batch File Save a Standard Report as a Custom Report for Web Financial Office Convert V7/V8.5 Custom Report for Web Financial Office Export Report to PDF or Other Formats Launch Report Menu/Help in a New Window Misc Instructions Fiscal Year End Close Reoccurring vs. Recurring Tech Instructions Troubleshooting FAQ Hardware Requirements Installing V8.5/Web Control Center Performance Solutions - Speed Active X-Controls Pop-up Blocker and Trusted Site Time Out User Locked Out Update How to Update Web Financial Office How to Update Web School Office Compress and Backup Run a Backup Run a Compress Build a Shortcut for Compress and Backup Procedures Setup Nightly Compress and Backup Remote Desktop Printing from Remote Desktop Printing Memory Server Setting SDS Resources Online Informational Links Number of Internet Sessions on Desktop Crystal Reports

Specialized Data Systems, Inc.
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Web Financial Office

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