School Business Suite
1233 results found
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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.
9 votes -
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 -
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 -
Add gridlines on custom form design
When designing custom forms it would be nice to have a easy way to insure the fields are line up straight.
1 vote -
Having a utility to mass change how staff receive W2 to be cleared out and not hang onto historical selections
Currently skyward hangs onto what an employee has selected for receiving their W2 (electronic vs. paper copy) Staff seem very confused about when they may have selected electronic vs. paper copy. For that reason, I would love the option to run a utility to clear this our so each year staff are required to choose electronic vs. paper and historical selections are not part of this.
1 vote -
Enable importing data for bulk check requests and vendor adds/changes
Enable importing data for bulk check requests and vendor adds/changes to expedite data entry when a large batch of checks for individual vendors (families) needs to be entered. Every year we have transportation contracts that require check requests for hundreds of private school families. They've had to be entered one at a time, along with vendor creation and updating, usually in a rush timeframe. Every year, this feature will create a huge time/labor cost savings and make it more reliable for us and Fiscal Services to meet the end of fiscal year deadline. The business need isn't going away. We…
1 voteThank you for submitting the product idea -
We do have the vendor import which is located through Web Financial Management > Vendor > Product Setup > Utilities > Vendor Import where you can setup a .csv file.
As for the check requests, would it be expected that there are multiple detail lines on a single check request or a check request for each vendor?
Thank you for your additional input!
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Text Messaging Authentication
Staff are upset about installing an authenticator app on their personal devices. Could text messaging be set up as an option?
2 votesThank you for submitting the product idea!
At this time text messaging is not being considered for SMS due to security concerns with text message authentication and spoofing.
We have found the Authenticator apps are the more secure way to handle MFA logins.
Thanks!
Erik O.
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Auto fill wufar code for vendors when paying bills
When paying bills it would be nice if previous Wufar codes would automatically load, since so many codes stay the same...at least for smaller schools.
1 vote -
Enable API v6.1/Data Std v4
I'm requesting that Skyward enable API v6.1/Data Standard v4 for the SMS Skyward HR/Finance sends that Skyward is certified for by Ed-Fi for Florida. https://techdocs.ed-fi.org/display/EDFICERT/Registry+of+Ed-Fi+Certified+Products indicates that API v6.1/Data Standard v4 is available to Texas and Wisconsin and other states upon request. This request would especially be helpful to Florida districts using FLCode.
12 votes -
Vendors browse
Vendor browse should include the contract tab for employees to easily see employee contact information & Cooperative to reference all in one location.
1 voteThank you for submitting the product idea!
The Contract Information tab is currently available through the Vendor Browse, it is located under the drop down arrow next to the vendor name. I have included a screenshot below for you to view where this is accessible from.
Please let us know if this isn't the option you are looking for.
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User Backup Options
In other systems (like ASCENDER) when you run "major" processes the system will prompt the user to create and download a backup. If a user made a mistake or the system did not perform a process as intended the user could import the backup through a system utility and it would only revert that specific user's data. The user could then re-attempt the process. Currently, if a backup is needed it reverts all users data back to a specific point and time. Because our organization is so massive and there's lots of daily data entry/processes run, we could not expect…
1 vote -
Employee Access / Address / Request Changes
Could there be an option to select which addresses employees would like to change when an Address Request Change is entered? Possibly check boxes beside all available Addresses for them to select the ones to update upon approval? Thanks!
1 voteThank you for submitting the product idea!
We would like some additional clarification on this
Currently, employees can request to change their primary or their mailing address and they can be requested to be changed independently. It may depend on how your request changes configuration is setup.
Or would you expect 1 request for an address change instead of 2?
Thank you!
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taxable sales
I would like to propose the addition of a "Taxable Sales" button in our system to automatically calculate and post tax to the liability account. Currently, our bookkeepers have that and now that we will be migrating to Q they will have to manually back out tax and post revenues separately, which is time-consuming and prone to errors.
Implementing this feature will streamline operations, ensure accuracy, and reduce the workload on our bookkeepers by eliminating multiple steps in the tax reporting process.
I believe this enhancement will greatly improve our operational efficiency and accuracy. I look forward to your feedback.
2 votes -
Automatic Curser Prompt on Authenticator Screen
Please consider adding a default cursor prompt in the Authenticator number field on the Authenticator screen. When logging in, one has to take their hands away from the keyboard/mouse to access the authentication code on the Authenticator app, and then reposition the mouse to the field when typing in the code.
In my experience most authenticator apps automatically place the curser in the authenticator field. This will save time and hassle of repositioning the mouse to type in the 6 digit code.
3 votes
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