Documents Organized, Centralized and Shared
7 Aug, 2020
In Administrative Access, click the green menu () button near the top-left. Click Account Under Reports, click Transaction Activity Report 4. On the run report window, you can expand the Account Filters prompt to...
19 May, 2020
In most of the Skyward menus, there is a filter that is available to help control the information displayed on your screen. When on a menu with the available option, click on Filter. A...
5 May, 2020
Adding Columns To add a column to your Skyward screen, click on the gear under a column heading. On the window that opens up, click Insert Column. Double click on the field you want...
29 Apr, 2020
Approve Check Requests (Invoices) In Employee Access, click the arrow next to the home button. Select Administrative Access. Click on the My Activity Check Approvals tile. On the Invoice Approvals Page, click on Approve/Deny...
28 Apr, 2020
Click the men () then Purchasing, then Purchase Order. Click Purchase Order Batch Update Click Next Click Next Click Next Click Next Click Run Process.
28 Apr, 2020
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...
16 Apr, 2020
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...
25 Mar, 2020
Void a Check If a check should not have been written or needs changes and will need to be re-written, a check can be voided. Go to Accounts Payable > Void Accounts Payable Run...
19 Mar, 2020
Whether a vendor needs an address changed or just needs a different payment versus ordering address, addresses can be managed through a very similar process in Vendor Profile. Go to Vendor > Vendor Profile...
9 Mar, 2020
Time-off balances can be viewed through Employee Access. Teacher absences may be up to 2 weeks behind in posting to Employee Access.
Follow:
More