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Activity Accounts

Published on February 27, 2020
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Activity sponsors can view activity balances through the Skyward Financial System.

Important Note: Equity accounts (the SBAA cash balance for individual funds) have reversed accounting.  i.e. A negative balance on an Equity account means there is money remaining, where a positive balance means the fund has been overdrawn.

  1. If you are in Employee Access, click the arrow next to the home button and select Administrative Access.
  2. Click the Activity Account Balances or Account List tile on your homepage.
  3. This page will show you the available funds for each activity account that you manage.
  4. Click the arrow button () on the left of an account to open it and view more details.
  5. There are many tabs on the left under expandable headings that will provide more details about account activity.
    • General
      • Fiscal Year: Gives beginning balance, activity, and ending balance for each fiscal year.
      • Monthly Activity: Gives beginning balance, activity, and ending balance for each month in the current fiscal year.
    • Account
      • Cash Receipts: Shows all deposits to the bank.
      • Journal Entries: Shows transfer of funds.
    • Accounts Payable > Invoices: Shows checks written.
    • Purchasing > Purchase Orders: Shows POs.
    • Note: If you have access to district budgeted funds, then you may see additional tabs in the account profile; however, the tabs listed above are the important tabs for activity accounting.
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