Closing Out the Year in Skyward: Business Suite Edition
Jason Anderson Director of Customer Consulting & Support
Jason Anderson
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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.
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.
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
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.
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.
Clone Calendar Events and choose the next year date for each cloned event. You may choose which Calendar Events to clone to the next year by selecting the appropriate drop-down options under the headings for Process New Option and Process Existing Option. Select the correct date for next year under the heading for Next Year Date.
Clone Calendars and update the start and end date for each cloned calendar. Choose which calendars to clone to the next year by checking or unchecking the box next to each calendar record. Select the correct Start Date and End Date for each calendar to be cloned into the next year.
We hope these checklists will help you simplify your year-end processing. If you need further assistance, we're more than happy to help. Check out Know Your Skyward Support Options for more information.
Thinking about edtech for your district?We'd love to help. Visit skyward.com/get-startedto learn more.
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Jason Anderson Director of Customer Consulting & Support
We checked in with one of last year's Leader in Excellence winners to see how he is using Skyward to increase parent engagement in his Tennessee district.
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