Recent updates
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Handheld Setup Guide
Updated onArticleThe handheld device allows you to access the Focus app anywhere you go on campus. Enter student tardies and print tardy passes and detention slips directly from the handheld device. You can also view student information, view emergency contact information, view student schedules, and take attendance.
Focus Devices & Apps Kiosk, Handheld Device, and Mobile App Kiosk, Handheld Device, and Mobile App
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1099 Vendor Report
Updated onArticleThe 1099 Vendor Report is a great way to access all vendors that will receive a 1099-MISC form or 1099-NEC form. The report also includes object element information from which the vendor was paid, the total amount of checks paid, the total of manual payments, and combined totals.
ERP ERP Administrator Help Purchasing/Accounts Payable
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Electronic 1099
Updated onArticleDistricts required to file 250 or more information returns during the year, must file electronically. The 250-or-more requirement applies separately to each type of form. For example, if the district files 500 Forms 1099 and 100 Forms 1099-A, the district must file Forms 1099 electronically but is not required to file Forms 1099-A electronically. The electronic filing requirement does not apply if the district applies for and receives a hardship waiver.
ERP ERP Administrator Help Purchasing/Accounts Payable
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Print 1099-NEC
Updated onArticleThe 1099-NEC form is used for reporting non-employee compensation (NEC) payments. If the following four conditions are met, you must generally report a payment as NEC: You made the payment to someone who is not your employee. You made the payment for services in the course of your trade or business (including government agencies and nonprofit organizations). You made the payment to an individual, partnership, estate, or, in some cases, a corporation. You made payments to the payee of at least $600 during the year. Examples of non-employee compensation that are reported in box 1 of Form 1099-NEC include: Professional service fees, such as fees to attorneys (including corporations), accountants, architects, contractors, engineers, etc. Payment for services, including payment for parts or materials used to perform the services if supplying the parts or materials was incidental to providing the service. Director’s fees and other remuneration.
ERP ERP Administrator Help Purchasing/Accounts Payable
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Print 1099-MISC
Updated onArticleThe 1099-MISC features also allow users to manually enter vendor payments, when required. 1099-MISC (Miscellaneous Income tax forms) are typically used for any vendor without a tax ID using a social security number as identification, to include LLCs, sole proprietors, and non-corporations. As per the IRS, 1099-MISC forms are used for the following: Each person to whom you have paid at least $10 in royalties or broker payments in lieu of dividends or tax-exempt interest At least $600 in rents, services performed by someone who is not your employee, prizes and awards, other income payments, and medical and health care payments, etc. Generally, the cash paid from a notional principal contract to an individual, partnership, or estate. Click the following link for more information: Form 1099-MISC
ERP ERP Administrator Help Purchasing/Accounts Payable
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Print 1096
Updated onArticleThe Print 1096 screen is utilized to run your 1096 form, which summarizes the information from the 1099 forms sent to the IRS for the tax year.
ERP ERP Administrator Help Purchasing/Accounts Payable
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Caseload & Services
Updated onArticleThe Caseload & Services screen allows teachers and service providers to document the services, accommodations, and modifications they provide to students.
SSS SSS Administrator Help SSS
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Vendor/Bid Report
Updated onArticleThe Vendor/Bid Report is a great tool for generating vendor and bidding information all in one place. You can review specific vendor information, along with purchase orders, invoices, bid requests, etc. Use the Vendor/Bid Report to review vendor tax ID information as well as contracted expiration dates for bidding vendors, and lots more. You also have the ability to save your reports and rerun them again later.
ERP ERP Administrator Help Purchasing/Accounts Payable
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Invoice Report
Updated onArticleThe Invoice Report screen houses the Invoice Report, the Invoice Reconciliation report, and the Utility Report. These reports aid users in reviewing invoices, invoice batches, purchase orders, utility usage, and more.
ERP ERP Administrator Help Purchasing/Accounts Payable
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12.0.41 - 03/23/2024
Updated onArticleFOCUS-42555- feat(accounts-receivable): add transaction list and simplified cash entry to cashouts New setting to 'Enable single-line coin and bill entry' in Accounts Receivable > Billing > Cashouts. See Setup > Settings > Accounts Receivable > Cashout and Accounts Receivable > Cashouts for more information. FOCUS-42468- Add Customer and Vendor filter option on Vendors/Customers screen System improvement adding new search criteria in Purchasing/Accounts Payable > Accounts Payable > Vendor/Customer. See Vendors/Customers for details. FOCUS-42157- Postsecondary: New button to Delete Invoices for a schedule record This update introduces a "Delete Invoices" button on individual schedule records, enhancing the management of unpaid invoice allocations. This button allows users to delete unpaid invoice allocations associated with a specific schedule, provided these invoices have no partial payments or deferrals. It's designed to streamline the process of managing financial records, especially when a student changes schedules or withdraws, by enabling the removal of associated invoices before deleting a schedule record. The button appears only when there are eligible invoices for deletion and is available to users with the necessary billing and invoicing permissions. Additionally, the system will create "AR Invoice Unaccrued" journals for each deleted allocation, ensuring financial records remain accurate and up-to-date. FOCUS-41126- feat(accounts-receivable): add permission to restrict deletion to same-user invoices in POS System enhancement adding a profile permission to SIS > K12 Billing "Delete Only Own Transactions in Billing Panel". When enabled the users is restricted from deleting a transaction created by another user. See Profiles for details.
Release Notes and State Reporting Updates Release Notes Version 12.0.X