Searching for Payments in Skyward
Each of the strategies for searching payment information in Skyward assumes the user has adequate security.
Vendor & Purchase Order Number
Please go to Vendors\Vendor Profile. From here, please select the Purchase Orders tab on the left side of the screen.
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Vendor & Invoice Number
Please go to Vendors\Vendor Profile. From here, please select the AP Invoices tab on the left side of the screen.
When looking at the AP invoices above, information regarding the invoice status and payment type are available if you scroll to the right.
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Vendor & Check Number
Please go to Vendors\Vendor Profile. From here, please select the Payment Information tab on the left side of the screen.
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Check Number
Please go to Web Financial Management\Accounts Payable\Check Reconciliation. This view will allow the user to search by check number.
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Purchase Order Number
Please go to Web Financial Management\Purchasing\Purchasing Activity. This view will allow the user to search by PO number.
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Invoice Number
Please go to Web Financial Management\Accounts Payable\Invoice Entry. This view will allow the user to search by Invoice number.
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Using Skyward’s Quick Filters
Skyward uses “browse” views throughout its software, which allow users to have data loaded in a way that resembles a spreadsheet. Located above these views is an icon that look like a funnel.
The example below shows how to use the quick filter from Invoice Entry, the same basic practice applies throughout Skyward. (*****Please Note***** In the Filters selection below it currently shows *Skyward Default. This option will always be available and selecting it will remove all the quick filters applied.)
