School Business Suite
97 results found
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Data Retention on Add
After updating with addendum 3 and 4 the data retention on add is not working when it previously did. On invoice input the fiscal year will not stay what was previously entered. Data retention on add to function again.
1 vote -
Credit Card vendor match
Yesterday when doing the vendor match a few of the vendors looked very familiar but they weren't available when I looked further the vendors were inactive. Could inactive vendors at least show up to let you know that they are in the system? If I wouldn't have been here so long those names wouldn't have been familiar and may have added a new vendor.
2 votes -
Need Ability to Add More Than 30 Detail Lines
Users cannot add more than 30 detail lines in Detail Line Entry. They have to create 2 RQ's when spreading expenses across 35 schools using the same Invoice number with the suffix of a and b. Users should be able to click and Add More button and add an unlimited number of detail lines (or at lease well over 30).
3 votes -
Auto Populate Due Date when Invoice Date Changes
Currently users must first enter the Invoice Date and then the Vendor. After the Vendor is entered the Due Date updates. If the Vendor is chosen first then the Invoice Date the Invoice Due Date does not update to the Due Date per the terms on the Vendor Card. Users should be able to choose the Vendor then populate the Invoice Date and then the Due Date should auto update based on the Vendor Terms.
1 voteThank you for submitting this idea to the Ideas Portal.
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Thank you,
Ashley Prinsen
Product Owner -
Expense Reimbursement Verification per Fl Satute
We have a couple of districts that is trying to setup to use Expense Reimbursement but they say according to Statute 112.061 requires that each traveler must certify the data on the form is correct. I can't find a way to be sure that this is included. This is the verbiage: Fl Statute 112.061 11.(b) (b) Voucher forms.—1. The Department of Financial Services shall furnish a uniform travel voucher form which shall be used by all state officers employees and authorized persons when submitting travel expense statements for approval and payment. No travel expense statement shall be approved for payment…
1 vote -
Batch # field to be 1-2 digits longer
Nassau has requested a longer batch number field (at least 1-2 digits longer) Our runs are getting larger and we try to identify B1 APR30 I'd like to use B10 APR30 Right now we're identifying extra batches as B10APR30 So when researching batches (for auditors) there hasn't been total consistency.
2 votes -
Reoccurring Check Requests
Would like the option to setup reoccurring check requests. The option is available for A/R and A/P invoices. This would save some time when entering utility bills etc.
8 votes -
Verify funds pie graph for Check Request approvals
Would like the ability to verify funds with a pie graph like the approval area of requisitions. Would be quicker to verify the funds within the approval screen rather than looking up the account in another screen to verify funds.
3 votes -
Browse option on Card User's screen
As a credit card user they don't have the "Description or Account number" available in the browse (as the approvers do). These 2 fields are imperative to have for some of our end users (secretaries that are responsible for reconciling several cards and various accounts numbers are being used). By having these 2 fields they could dump to excel which will help them extensively to be able to sort by account number or description to assign the correct account number (example if it's all "musical supplies" she knows all of them will have the same account number etc...). Now she…
5 votes -
Grant Codes for Check Requests
Please add the option to attach a grant/project code to check requests when they are submitted.
3 votes -
Mass Clone AP Invoice Does Not Clone Check Type
When doing a mass clone of an accounts payable invoice the check type comes through as Regular. The invoice entered that is being cloned is ACH. All invoices are payments to employees that are all set up on ACH. We would like the check type to populate correctly with ACH as a true clone of the original invoice rather than needing to edit each invoice. Thank you.
5 votes -
email PO orgin for items marked as pending receipt
To generate an email when the AP department puts an invoice in "pending receipt status". This would save them from having to send an email out separately to remind them or verify that they have received the items in question.
Add a notification similar to those that are under "user preference" for requisitions. Or also it could be possible added under the FM Config where we can set up to have an email sent to the originator when a PO exceeds to the PO amount by a certain %.43 votesThank you for submitting this idea. We are not considering it for development at this time. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
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Quick Add option to invoice entry
In the Invoice Detail Lines/Accounting a Quick Edit/Add option would save time for invoices with many codes.
This would be similar to the JE option to have a quick add/edit76 votesWe’d like to thank everyone who voted on this idea and took the time to either respond to requests for feedback or took the time for conversations over the phone.
We’ve been researching this request and after many conversations decided not to pursue this enhancement. We would love to deliver a quick add option to AP Invoice and fully understand the benefits from the user’s perspective. However, the complexities involved with the various account allocation options significantly complicates our ability to provide a one-size-fits-all approach.
Please continue to review the Ideas Portal, cast your votes, and add comments to ideas you support. We will continue to review and research them.
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Pending Field to be added on Credit Card and Check
Pending Field to be added on Credit Card and Check Request screens
This feature is already available on the Approve Requisitions screen at WF\PU\MR\AR\AR
WF\AP\CC\AT Credit Card Approvals
AndWF\AP\CH\AQ Check Requests Approvals
47 votesThank you for submitting this idea. We are not considering this idea for development. The scope of this update does not align with our development roadmap. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
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Bank Rec - Details on Cash Receipts
I am requesting an option to print cash receipts details when printing the reconciliation report. Right now we just have a "Total Cash" entry as the description under the Cash Receipts section on the reconciliation report. I want to be able to justify the total cash amounts by utilizing the descriptions for each CR entry that was entered without having to go back to each Cash Receipts posted.
73 votesThank you for submitting this idea.
Best Practice recommendation is to enter one cash receipt per batch number when you do cash receipt entry. In addition, go to PaC, System Admin, Fin Mgmt, Install Info, System Options, and make sure the flag for “Budgetary Accounting Update Summarize By Batch” is set to Yes. This will ensure each cash receipt is listed separately in the Cash Receipts area of the bank rec, which will make reconciling much easier.If you do not want to enter one cash receipt per batch number, you can use the Receipt Number field on the cash receipt entry screen instead. If you have the software assign a Receipt Number to each deposit, you can create a Cash Receipts report (Financial Management, Account Management, Account Mgmt Reporting, General Inputs History), sorted and totaled by Receipt Number. This report should make reconciling cash receipts easy. (We still recommend…
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Proxy on Expense reports
Goal: Be able to enter an expense report on another persons behalf. This would be helpful if a manager hands off a receipt for reimbursement the assistant is able to enter this as an expense and be the "proxy" for the manager. The assistant would enter the information and the approval would go to the manager for approval and then through workflow if needed.
The expected outcome would be keeping the check request and expense reimbursements separated and still be able to see workflow.34 votesThank you for submitting this idea. We’ve reviewed it and conducted internal analysis. At this time it is not under consideration for future development. The required scope of this request does not align with our road map priorities.
Thank you.
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Mass selecting recurring entries to create invoice
It would be great if we could mass select recurring entries for creating invoices for payment. Having to select each one at a time is much more time consuming than if we could select several at a time from the list.
50 votesThank you for submitting and voting on this idea. We’ve reviewed it and will not be pursing this development in the near future. While we see the value of this request it would require a lot of development time and it doesn’t align with our current road map.
Thank you!
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