School Business Suite
1243 results found
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ACH direct deposit email notice to vendors should include an excel file of the invoice information
The body of an ACH direct deposit email notice to vendors is a list of the invoice number, description, invoice date, and amount for each invoice that is included in an ACH payment. Many vendors have requested an excel file of the invoice information so that they can download a file, rather than hand enter our payment information into their system.
6 votes -
Empoyee Acess Code viewable in Employee Access
We would like to our employees to be able to view their Employee Access Code for TrueTime in Employee Access. Currently the only way to view the Employee Access code is in HR/Employee Profile/TrueTime/Setup. Employees are not able to view that themselves. They have to contact someone with securities to that screen to find out what their code is. It would be much easier if employees had the ability to see the code in Employee Access.
10 votesThank you for submitting the product idea!
Where do you envision this would be available for users in Employee Access?
Is this a fairly common occurrence that users are needing to reach out to get these codes?
Thank you for additional information you can provide!
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Update Daily Register Template to Allow for Current Date Logic
Update the Daily Register processing template with "Today - XX Days" logic as in many of the report templates, and apply this as a 'cut-off' date for building attendance records.
Rationale: Skyward does not recommend building future attendance records, which requires LEAs to specify a cutoff date within the current term so that the Daily Register stops processing records after that date and does not build future attendance records. EdFi best practices are to run a scheduled task to update records every night.
Concern: The only method currently available to an LEA to meet both best practices is to update…
4 votes -
Utility to Mass Delete ACH Information for Inactive Employees
In the interest of security, and minimizing impacts of a possible data breach, we would like to have a utility that will mass delete ACH information for all employees once they have been inactive for a period of time. It would be great to have the option to run the utility based on the length of time the employee has been inactive, e.g. 6 months or 1 year.
10 votes -
Inactivate employees who are linked in payroll and accounts payable
If an employee leaves the district and is linked to the accounts payable side for payments, we cannot inactivate them on the payroll side. When we try to inactivate them on the vendor side, an error comes up stating that this vendor has payments in the current or previous year and cannot be inactivated.
Please allow districts to inactivate vendors that we no longer wish to use. It was stated that this is because of the 1099 process and ensuring they show up on the 1099 file each year. On the payroll side, inactivated employees show up on the W-2…
2 votesThank you for submitting the product idea - for clarification, are you inactivating the pay records or setting a paid end date? This is the recommended route to ensure users are not being pulled into payroll when they are no longer active employees who also have vendor records.
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Employee letters and hourly rate
When I pull in the hourly rate into employee letters for our district's yearly assignment letters, it pulls with 4 decimal points, rather than 2. I would like it to have 2 decimal points so it is consistent with salaried employees.
2 votes -
There needs to be a way to clone an assignment if the employee is transferring to another location. The employee has 12 add-ons and that num
There needs to be a way to clone an assignment with the add-ons instead of manually entering the add-ons each time if the employee is transferring to another location. The employee has 12 add-ons and that number will continue to grow each year.
2 votes -
Multiple Credit Card Management Changes
1.Allow user to select a closed/History PO. If a PO is closed in error the user can no longer use it even though there is no liquidation. Maybe a pop up message showing the liquidation status on a history po could come up and ask are you sure you want to use this.
2. Users are very confused about the "All PO Items Received?" selection, instead a pop up message to close the PO would be clearer.
3. Being able to see the remaining balance of the PO on the "Assign PO Detail to Credit Card Detail" screen would be…1 vote -
Years of Experience
Currently, there are two fields: Local and Total. I recommend adding STATE. We have various reasons we need to know how many years of experience in the state. It would also be great to have a NOTES field to add relevant information.
1 vote -
MFA when accessing W2 information
Challenge: Hackers accessing end user employee access accounts and garnering W2 information. Keep all W2 information hidden and instead of keying in SSN to access W2, use MFA. When access is given to W2, send auto notification as banks due even access is given.
1 voteThank you for submitting the product idea!
We are looking for more information on this idea - is your district currently using MFA for Employee Access?
If not, what are the concerns of having this enabled for Employee Access entirely?
The option to add an email notification when W2s are accessed is a possibility, as well as masking the W2 info. Would it be the browse we are looking to mask?
Thank you!
Erik O.
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Online Form Next Tab to be renamed Completed on last Step
Our Lump Sum Online Form did not progress to Completed because the employee did not select the tab marked Next. It did show when they were in progress status at Step 1 and Step 2. But once both Steps were chosen it reversed back to Status Not Started because the last Step requires the employee to choose the Next Tab. We would like this changed so that the Next Step Tab is not required to be completed or the Tab to be renamed "Submit"
2 votes -
In Employee Management, give us an option to filter the matrix.
In the salary calculation method in Employee Management, give us an option to filter the matrix. We utilize a variety of matrixes and each year and has now come to a point when scrolling through the list of options, some of the newer matrix options don't show up.
1 vote -
Staff sync from Skyward HR to Skyward Student Management
Adding a sync option to have staff data (specifically teachers) sync from Skyward HR database to Skyward Student database to the Staff section... Maybe a nightly import and/or SFTP option...
1 vote -
import vendor format
Allow additional fields on import vendor format for example Comments
1 voteThank you for submitting the product idea.
Can you expand on what additional fields would be beneficial to be added to the import?
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Requisition itemization
Allow for an indicator during the requisition process to mark a line item on a PO as a capital asset. The allow for reporting to compile any PO including a capital asset. This would be incredibly beneficial at year end for Fixed Assets reporting.
1 vote -
PO Footer set up to be able to accept full urls
We recently decided we'd like to add a hyperlink to the terms and conditions of our POs to the footer of our PO. Our Purchasing Specialist had requested input from other districts as to how they handled this. Several districts sent over sample POs, but I found that none of their links work, as they exceed the 45 character limit per line. (I'm pretty sure they don't realize they aren't working)
On my end, I tried to break up the url so it would work - but since the lines in the footer section are completely separate, this didn't work.…1 vote -
Add light horizontal lines to reports (Individual lines)
It would be great if reports could have a light line across each line - it's sometimes easy to lose your place/line in a report with many lines. Thank you for considering this idea
1 vote -
Send an automated email when an employee is added - similar to advanced features/automatic emails
Send an automated email when an employee is added - similar to advanced features/automatic emails on the Student side
1 vote -
OCR to populate form fields
I'm curious if there is, or can be, integration to utilize OCR functionality from our Canon MFP's to perform functions such as populating Check Requests data fields. The intention would be to scan an invoice and use OCR to populate fields on the CR entry screen rather than users doing so. It would increase efficiency by not requiring users to enter data points that can be pulled off the document. It would also cut down on keying errors as less keystrokes would be required by the user.
1 vote -
Be able to view pcard transaction attachments under the vendor tab
When processing pcard transactions, I take advantage of designating each transaction to the specific vendor. Really easy for referring later on. However, the attachment cannot be viewed from the vendor tab - you see the purchase and accounting info but not the attachment. Would be GREAT to have this. It is easy to remember where you purchased something and go to the vendor tab for an attachment made by check or ACH. Why not for Pcards? If not that, anything under the vendor tab, that you can access these attachments easily
1 vote
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