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.

   


Qmlativ Checklist

 

 
Qmlativ Finance
 
Qmlativ Finance
 

 

 

 


Qmlativ Human Resources
 


Qmlativ Human Resources
 

 

 

 


 



SMS 2.0 Checklist 

 
 
 
Finance Checklist
 
Finance Checklist
 

 

 

 

 
+ Inventory
/1
 

 

 

 


Human Resources Checklist
 


Human Resources Checklist
 
+ Payroll
/5
 

 

 
+ Time Off
/1
 

 

 

 

 
+ TrueTime
/1
 

 
+ Fast Track
/1
 

 



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:


 
Skyward Insider

Want tips, tricks, and feature updates delivered to your inbox once a month? Sign up here!
 


Get started with Qmlativ


Share Facebook
Twitter
LinkedIn Email

Recent Articles

The School District of Beloit Spreads Simple Joy—And You Can Too
What if you could increase family engagement and bring positivity to your community? Find out how a Wisconsin district did just that! by Lauren Gilchrist
 
Intern to CEO: A Page from the Skyward History Book
Yep, you read that right! Get to know our CEO, Scott Glinski, and find out about his Skyward journey. by Caroline Gilchrist
 
Technology Tips: October 2020 Edition
This month's tips include phishing alerts, passphrases, and renaming a certain smart speaker. Plus, watch out for a troupe of untrustworthy... by Skyward IT Services
 

Get started with Qmlativ


Rating
Skyward fan? Leave a review.



 
Follow us
   
Qmlativ, Skyward and the Skyward logo are registered trademarks of Skyward, Inc. Copyright © 1999 - #### Skyward, Inc. All rights reserved. Privacy policy. Developed & supported in the USA
 
This site uses cookies to improve your browsing experience and to help us understand how you use our site.
To learn more about our use of cookies go here. By continuing to use our site, you are consenting to our use of cookies.