{"id":898,"date":"2020-03-09T16:05:05","date_gmt":"2020-03-09T21:05:05","guid":{"rendered":"http:\/\/psws.glenbard.org\/index.php\/2014\/03\/26\/managing-your-accounts\/"},"modified":"2020-03-16T13:48:00","modified_gmt":"2020-03-16T18:48:00","slug":"managing-your-accounts","status":"publish","type":"post","link":"https:\/\/docs.glenbard.org\/index.php\/technology\/skyward\/purchasing-budgets\/managing-your-accounts\/","title":{"rendered":"Managing Your Accounts"},"content":{"rendered":"<div class=\"nolwrap\"><p>All functions for managing your accounts can be found under the <strong>Account &gt; Account Profile<\/strong>.<\/p>\n<p><!--more--><\/p>\n\n\n<h2 class=\"wp-block-heading\">Viewing a Single Account<\/h2>\n\n\n\n<p>In the upper-left, you can search for an account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"928\" height=\"675\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2020\/02\/Account-Editor-2020-02-18-12-26-50.jpg\" alt=\"\" class=\"wp-image-4338\"\/><\/figure>\n\n\n\n<p>One the left side of this screen are tabs that display different information.<\/p>\n\n\n\n<p><strong>General &gt; Fiscal Year<\/strong>: This provides you with high level totals year to year.<\/p>\n\n\n\n<p><strong>General > Monthly Activity<\/strong>: This provides you with high- level totals on a monthly basis.<\/p>\n\n\n\n<p><strong>Accounts Payable &gt; Invoices<\/strong>: This is where you can research checks that have been written from this account.<\/p>\n\n\n\n<p><strong>Accounts Payable > Credit Card Transactions<\/strong>: This is where you can research p-card transactions using this account.<\/p>\n\n\n\n<p><strong>Accounts Payable > Expense Reimbursements<\/strong>: This is where you can research employee reimbursements using this account.<\/p>\n\n\n\n<p><strong>Purchasing &gt; Purchase Orders<\/strong>: Lists purchase orders for this account.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Viewing Multiple Accounts<\/h2>\n\n\n\n<p>You can view the same information for multiple accounts by going to the menu, <strong>Account<\/strong> &gt; <strong>Account<\/strong> <strong>List<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Account List\" width=\"1778\" height=\"1000\" src=\"https:\/\/www.youtube.com\/embed\/y-s9E-jOHDY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Running Reports<\/h2>\n\n\n\n<p>All account owners and purchases have access to an activity report.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click the green menu (<img loading=\"lazy\" decoding=\"async\" width=\"48\" height=\"33\" class=\"wp-image-4328\" style=\"width: 48px;\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2013\/12\/Skyward-Menu.jpg\" alt=\"\">) button.<\/li><li>Click <strong>Account<\/strong>.<\/li><li>Click <strong>Transaction Activity<\/strong> report under the <strong>Reports<\/strong> heading.<\/li><li>Click <strong>Run Report<\/strong>.<\/li><\/ol>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>All functions for managing your accounts can be found under [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":895,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[716,18],"tags":[424],"class_list":["post-898","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-faq","category-purchasing-budgets","tag-account_management"],"acf":[],"_links":{"self":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts\/898","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/comments?post=898"}],"version-history":[{"count":6,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts\/898\/revisions"}],"predecessor-version":[{"id":4549,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts\/898\/revisions\/4549"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/media\/895"}],"wp:attachment":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/media?parent=898"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/categories?post=898"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/tags?post=898"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}