Student side talk to the AP Side
We do lots of refunds to parents - especially this year when meals were free. It would be so much easier if you could pull up the parent name and address and add it to AP like do an employee.
Lisa Miller
shared this idea
Thank you for submitting this idea request. We have two suggestions to help assist with paying parents and guardians via AP.
First option: If you’re looking to pay a few parents or guardians, you can navigate to Financial Management > Vendor > Add a Vendor. When using a name that is already set up on the student side as an emergency contact and guardian, the system will find that person and allow you to add them as a vendor directly from that guardian.
Second option: If you’re looking to pay many parents or guardians, we suggest using the Vendor Import. This can be found by navigating to Financial Management > Vendor > Product Setup > Utilities. The import file has a predefined import format and is tab delimited. It is a traditional import with a preview browse and verification report.
Once the parents or guardians are entered as vendors it will streamline the AP process for issuing refunds of any sort.
Thank you!
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Amanda Yadro
commented
Thanks Lisa for this Idea, I have a very similar issue in my District. The problem for me is not entering the vendor into the system. It is the fact that it duplicates the entry. First you record the refund in the food service module to get the correct payor balance. Then you record the payment in Accounts Payable. This means that the cash is off because it was double entered, and yet you need to do that so both modules are correct. My suggestion for Skyward is that when you select "Refund" in food service it should automatically make an invoice that populates into AP. This would solve the duplication issue. It would be nice if it worked similar to how the payroll taxes populate into AP.