Skyward Invoice Statuses
Status Description Unsubmitted These invoices are essentially in a draft status. This is the last point where the creator can make changes. Waiting for Approval These are submitted invoices that require one or more...
Author: John Jameson
Activity Account Pcard Transactions
Activity accounts are not part of the credit card module in Skyward which means the “Credit Card” tab on Account Profile will not be populated for activity accounts. Activity transaction are charged to “clearing...
Business Office: Update Vendor Address
This article is for Accounts Payable team reference only. Only the Accounts Payable team has access to update vendor email addresses. Go to the menu > Vendor > Vendor Profile Click the address tile...
Business Office: Move POs to Open
Click the men () then Purchasing, then Purchase Order. Click Purchase Order Batch Update Click Next Click Next Click Next Click Next Click Run Process.
Business Office: Generate Invoice from a PO
Instead of re-entering information when invoiced, the detail from POs can generate an invoice to save time. Before a PO can be pulled into a invoice, it must be in Open status. (To move...
Request a New Vendor
Staff with purchasing access can request new vendors. Only the business office can approve new vendors. Before entering a vendor request, try a global search. The global search will find everything in the system...
Print a Copy of a PO
Purchasers can access and print off signed copies of their Purchase Orders the day following the PO approval. Click the green menu button near the upper-left (). Click Purchasing Click My Purchase Order (for...