Skyward Qmlativ Account – Account List & Account Profile

This course is a pre-requisite for all Qmlativ Finance and Human Resources Training sessions.  

We will review how to maintain the charts of accounts, and how to use the available features to find detailed, specific transaction information. Summary Accounts and Account Crosswalks for Washington State reporting will be reviewed. Bank Account setup and maintenance will be a focus. Useful filters and browse screen will be discussed. 

Skyward Qmlativ Account – Cash Receipt Deposit & Journal Entry 

This class will focus on the process of creating journal entries and entering cash receipts. We will review the setup of Journal Entry Groups, Cash Receipts Groups, and Approvals. Batch status and Batch updating will be discussed and demonstrated.

Skyward Qmlativ Budgeting – Budget Amendment

This workshop focuses on moving budget dollars between accounts, without increasing budget capacity. As an integral part of the budget management, this class will look at creating and batching budget amendments. In Qmlativ, there is the option to have staff members submit budget amendments for the business manager to either approve or deny these requests. This functionality will be demonstrated during this class.

Skyward Qmlativ Vendor

This is a pre-requisite course for: Accounts Payable and Payroll. 

Accounts Payable and Human Resources vendors are combined into one area. This class will review adding and editing vendor information. We will also review the Vendor Master tabs and how to navigate to find detailed transaction information using the module. Entering and maintaining EIN and 1099 information will also be covered in this class. Useful filters and browse screen will be discussed.