Accounts: Bank Accounts and GL Accounts

Bill Pay / Positive Pay

• PSA L&P - Bill Pay: How to enable Bill Pay
• PSA L&P - Bill Pay: How to search for and create "Bill Pay" Checks
• PSA L&P - Bill Pay: How to set up Bill Pay
• PSA L&P - Positive Pay: Getting an error when uploading positive pay file
• PSA L&P - Positive Pay: How Positive Pay processes voids

Budgets

• PSA L&P - Budget: How do filters affect the 'Same as Current Year's Budget/Actual' outcomes
• PSA L&P - Budget: Why no Proposed Budget amounts show on the Monthly Budget/History Report
• PSA L&P - Budgets: Can changes be made to a budget?
• PSA L&P - Budgets: How to choose which Budget Entry method to use
• PSA L&P - Budgets: How to create next year's budget using the export/import method

Checks and EFTs

• PSA L&P - Checks alignment: Checks are not printing in the format in which they are set up to print
• PSA L&P - Checks: Can punctuation or spaces be used in a check number?
• PSA L&P - Checks: Check date error message
• PSA L&P - Checks: Duplicate Check Numbers
• PSA L&P - Checks: Error message "The Dimensions of this page are out-of-range. Page content might be truncated"

Credit Cards

• PSA L&P - Credit Card: How to clear old or duplicate transactions from a credit card reconciliation
• PSA L&P - Credit Cards: How to balance a credit card reconciliation when there is a fraudulent charge on the statement
• PSA L&P - Credit Cards: How to reconcile a credit card account
• PSA L&P - Credit Cards: How to reopen a credit card reconciliation
• PSA L&P - Credit Cards: How to resolve the issue when your credit card reconciliation won't balance

Dashboard

• PSA L&P - Dashboard: How to see subsidiary bank balances since they do not show on the dashboard
• PSA L&P - Permissions: How to prevent a user from seeing a bank balance

Imports

• PSA L&P - Imports: How to tell the exact time Smart Tuition Posted to the General Ledger

Projects

• PSA L&P - Projects: How to add or change a project on a bill that has already been paid
• PSA L&P - Projects: About Projects (FAQ)
• PSA L&P - Projects: Do Projects print on reports?
• PSA L&P - Projects: How to change a Project's Project Group
• PSA L&P - Projects: How to change the Project Group Name

Reconciliations: Bank Recs and Credit Card Recs

• PSA L&P - Bank Reconciliation: How to have deposit comments show on bank reconciliation
• PSA L&P - Bank Reconciliation: A journal entry can be made for a date that is in a closed bank reconciliation
• PSA L&P - Bank Reconciliation: How to change or add the interest and service charge accounts
• PSA L&P - Bank Reconciliation: How to change the amount of a service charge or interest while processing a bank reconciliation
• PSA L&P - Bank Reconciliation: How to change the date on a bank reconciliation

Reports

• PSA L&P - Reports Print Preview: Error | Out of bounds page reference, limit is 1" 
• PSA L&P - Reports: A beginning balance is showing on financial statements prior to the date entered
• PSA L&P - Reports: A transaction is not showing on Statement of Activities
• PSA L&P - Reports: Account balance report balance does not add up as expected
• PSA L&P - Reports: Can Invoice Numbers be displayed on a report?

Transaction Entry: Bills, Deposits, Journal Entries, and Memorized Transactions

• PSA L&P - Deposit: How to enter a deposit in a closed period
• PSA L&P - Deposit: How to manage the error, "This record requires at least one item"
• PSA L&P - Bills: How to correct the distribution accounts on a paid bill

Vendors

• PSA L&P - Vendor Error: Vendor name is already in use, record could not be saved
• PSA L&P - Vendors: How does the 1099 Vendor Name get created and can it be edited?
• PSA L&P - Vendors: How to add a vendor
• PSA L&P - Vendors: How to add and use a vendor account distribution
• PSA L&P - Vendors: How to assign a default check memo to a vendor

PSA: Training Videos - Ledger & Payables

• PSAv L&P - Checks: How to Spoil (Video)
• PSAv L&P - Create Transactions from Memorized (Video)
• PSAv L&P - Credit Card Reconciliation (Video)
• PSAv L&P - Hot Keys (Video)
• PSAv L&P - Import Journal Entries (Video)