Closing Out the Year in Skyward: Business Suite Edition Closing Out the Year in Skyward: Business Suite Edition

Closing Out the Year in Skyward: Business Suite Edition

by Jason Anderson
Jason Anderson Jason Anderson Director of Customer Consulting & Support
Read time:

From general prep to module-specific checkboxes, here's how to make sure your rollover process is clean, compliant, and done right the first time. 
 
Please note: This checklist includes only general considerations. It is important to be aware of any specific processes required by your state. You may want to access our online documentation for Financial Management, Account Management, Year-End, and Fiscal Year-End Processes to reference additional items to consider in preparation for year-end and state-specific items.


Jump to the Qmlativ checklist.


Jump to the SMS 2.0 checklist.
 


Qmlativ Checklist

 
 
Qmlativ Finance
 
Qmlativ Finance
 
+ Pre-Year-End Items
/8
 

 

 

 

 

 

 

 

 





+ Year-End Items
/7
 
Note: Unless otherwise noted, the following process can be found by selecting Menu > Administrative Access > Year End > Finance Year End. Each of these steps is optional in Skyward and some may be performed in a different order than the one outlined here. The required steps may vary depending on the modules used by your district.
 

 

 

 

 

 



 

 





+ Post-Year-End Items
/4
 
Note: Some of these steps are optional in Skyward and some may be performed in a different order than the one outlined here. The required steps may vary depending on the modules used by your district.
 

 

 

 
  • Account: Cash Receipt Group and Journal Entry Group
  • Accounts Payable: Credit Card Group, Expense Reimbursement Group, and Invoice Group
  • Budgeting: Budget Amendment Group
  • Purchasing: Purchasing Group
  • Warehouse: Warehouse Request Group

 



 


Qmlativ Human Resources
 


Qmlativ Human Resources
 
+ Pre-Year-End Items
/10
 
Note: It may be necessary to move on to the year-end processing checklist before you have completed all items on this pre-year-end checklist. For example, if you will be running payroll during the last week of the fiscal year, you may decide to complete the items on the year-end processing checklist before that payroll is complete. By doing so, you’ll leave yourself enough time to prepare for the new year.

All steps are optional in the system but may be required according to your district's policies and practices.
 
Substitute Tracking

 

 
Time Off

 
Position

 

 
Payroll

 

 

 

 
Benefit Management

 
After the year-end process is complete the Fiscal Year can be unlocked if additional changes to the current fiscal year are anticipated. Keep in mind that changes made to the codes or records in the current fiscal year may also need to be made in the future fiscal year. After all changes to the current fiscal year have been completed, relock the fiscal year.





+ Year-End Items
/12
 
 
Note: Unless otherwise noted, the following process can be found by selecting Menu > Administrative Access > Year End > Human Resources Year End. Each of these steps is optional in Skyward and some may be performed in a different order than the one outlined here. The required steps may vary depending on the modules used by your district. The clone processes will not overwrite records or codes that already exist in the new fiscal year.
 

 

 

 

 
 


 


 



 





+ Post-Year-End Items
/23
 
Substitute Tracking
Time Tracking
Time Off
Employee
Position
Payroll
Benefit Management



 


 



SMS 2.0 Checklist 

 
 
 
Finance Checklist
 
Finance Checklist
 
+ Purchase Orders
/6
 
In Preparation:

 

 

 

 
Year-End Process:

 
After:

 





+ Accounts Payable
/7
 
In Preparation:

 

 

 
Year-End Process:

 

 

 

 




+ Accounts Receivable
/7
 
In Preparation:

 

 

 

 

 

 

 





+ General Inputs
/3
 
In Preparation:

 

 

 





+ Budget Management
/3
 
In Preparation:

 

 

 





+ Inventory
/1
 
In Preparation:

 





+ Fixed Assets
/3
 
In Preparation:

 
Year-End Process:

 
After:

 





+ Accounts Management
/6
 
In Preparation:

 

 



 
Year-End Process:

 

 

 



 


Human Resources Checklist
 


Human Resources Checklist
 
+ Payroll
/5
 
Year-End Process:

 

 

 

 

 





+ Employee Management / Salary Negotiations
/4
 
 
In Preparation:

 

 

 

After:





+ Time Off
/1
 
Year-End Process:


Time Off icon





+ Insurance Tracking
/4
 
Year-End Process:

 

 

 

 





+ Sub Tracking
/1
 
Year-End Process:







+ Employee Access
/1
 
Year-End Process:

 





+ TrueTime
/1
 
Year-End Process:

 





+ Fast Track
/1
 
Year-End Process:

 








We hope these checklists will help you simplify your year-end processing. If you need further assistance, we're more than happy to help. Need a refresher on all the different support options available to you? Check out Know Your Skyward Support Options today! 
 

Follow-Up Resource: Quick Hits

Want to work smarter not harder in Skyward? Check out our Quick Hits video series!



 


Jason Anderson Jason Anderson Director of Customer Consulting & Support


Share this story:
Get started with Qmlativ


Read more articles like this

SMS 2.0 Spotlight: Textbook Tracking
SMS 2.0 Spotlight: Textbook Tracking
5 Ways to Increase Parent Engagement This School Year
5 Ways to Increase Parent Engagement This School Year
Qmlativ Spotlight: Customization Project
Qmlativ Spotlight: Customization Project
Technology Tips: July 2022 Edition
Technology Tips: July 2022 Edition
Technology Tips: June 2022 Edition
Technology Tips: June 2022 Edition
Texas Spotlight: Top Tips for PEIMS Coordinators
Texas Spotlight: Top Tips for PEIMS Coordinators
Teacher Talks: Want to Retain More Teachers? Here’s How.
Teacher Talks: Want to Retain More Teachers? Here’s How.
Built Not Bought: The Skyward Difference
Built Not Bought: The Skyward Difference