School Business Suite
1233 results found
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automated emails
Vendors: Have automated emails/letters to request updated W-9s or ACH Information from vendors. I currently have to manually request this information from the vendors individually. If not available functionality in Skyward, at least a way to export vendor data to Google Sheets so I can do a mail merge.
2 votes -
Add check type to Import AP Invoices
It would be very helpful to have Check Type added to the Input AP Invoices template so that a check type other than "R" can be uploaded. Right now, there is no check type field available and it defaults to "R" upon upload. I use this feature for both regular, wire, and ACH payments and I would like to be able to indicate the check type when I upload instead of having to manually change the check type after I upload. The Import feature is a time saver, and allowing check type to be uploaded would make it even more…
2 votes -
Support Unicode meaning Greek characters
Support Unicode meaning Greek characters to print data mining reports pulling from fields located in custom forms.
2 votes -
Wrong PSD code prints in box 20 on our W2's
We have been informed by our local tax bureau, Berks Earned Income Tax Bureau that the PSD code in box 20 of our W2's should have the PSD code where our employees work not where they live. This makes it easier for them to locate and collect the money for people working outside the county. They said this was changed about 10 years ago but we are still using the wrong PSD code on our W2's. Could this please be corrected before year end of 23?
2 votesThank yo for submitting this Product Idea. We have passed this on to our State and Federal Reporting team to research.
Thank you!
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Finance Data Mining-Free Form Comment Field Needed
When formatting data mining reports to the correct layout for uploading to a third party, it is necessary to have a "Free Form Comment" field as a placeholder for data. This field is available on the Student side.
3 votes -
Use HTML or custom markup to decorate text in Messages and Emails.
It would be great to be able to enter HTML tags to markup text, especially for something as simple as bold text.
1 vote -
Allow more options from the student profile to be added to transcripts.
We should be able to add all of the information that is in a student's profile to a transcript. For example, the student type, Special Ed status, 504 status, program enrollment. I'm using the custom transcript feature to create custom Cohort Tracker report for PA Act 158. Most specifically, I need to only show courses and grades of a certain course type.
1 vote -
Emergency Contact Information upload & manipulation of fields
Before "Emergency Contacts" was an option in Web H/R, we developed a "Custom Form" that H/R entered the information on the employee.....Years later the "Emergency Contact" was released, we've been utilizing that. Our H/R dept is manually entering information into the "Emergency Contact? We asked Skyward if there was an upload (and there is not). We also asked if we could "downsize/manipulate" all the various fields in the "Emergency Contact" area, since we don't need to know where the contact works etc... (we're trying to make this as easy on our employees as possible). After our data is entered, H/R…
4 votes -
increase sud# characters to 9
I am requesting the Sud# characters in the vendor profile be increased to 9 characters. I attempted to add 370-1273 in the SUD# box.
3 votes -
SBAA adding attachments to PO requestions
When you add a PO requisition in SBAA you have to back out to requisition list to add an attachment. They would like the ability to add an attachment while entering the requisition. When you back out to add the attachment, you then have edit the requisition to submit it. Too many steps
1 vote -
Add Employment Type "Temporary" to FastTrack
Add Employment Type "Temporary" to FastTrack since this is different from permanent Part-Time/Full-Time positions. Temporary is also not the same as on-call and needs to be added.
4 votes -
Allow account merge for a specific prior fiscal year #TSUG
We would like to have the capability to do an account merge for a specific prior fiscal year. #TSUG
4 votesThank you for submitting the product idea!
1. Could you expand more upon the use case for this requested change?
a. What would be an instance where you only want to merge a specific prior fiscal year?
2. Where would you expect to select the fiscal year? Would a single account be merged at a time or multiple?
This idea will remain open for the Skyward Community to continue voting on and sharing their thoughts.
Thank you!
Erik O.
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Add option to restrict applicant attachments from Screeners
Applicant attachments often include SSN. Please add an option to restrict screeners from being able to view attachments.
2 votes -
Residency discrepancy pop-up needed when adding new student
Currently users receive a pop-up when adding or changing a student's entry withdrawal record indicating the students residency is set to Yes in their profile but the resident district in their entry/withdraw record is not the same as configured district code.
This popup does not show up when adding a student for the first time. The default is "Yes" but regardless of district entered in entry screen, no warning is received.
2 votes -
browse, report or data mine the "earned bilingual-bicultural education (1023) supplement" check box
Currently there is no way to see who has the "earned bilingual-bicultural education (1023) supplement" check box marked in the certification tab in employee profile. It would be helpful to be able to see this in either the employee browse screen or be able to pull it in a data mine
1 voteThank you for submitting the product idea!
We currently have PR 3305424 to address this field being added to Data Mining - we will update this product idea as it progresses.
Thank you!
Erik O.
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Add a "Selected Year Original Budget" column option to the Chart of Accounts
It would be helpful during budget monitoring/planning to have a column in the Chart of Accounts for Selected Year Original Budget. Currently there is only an option for Selected Year Revised Budget. Users are able to run a report of the original budget through Budgetary Data Mining, but the Chart of Accounts provides a much quicker view / filter feature.
1 vote -
Employee Replace/Clone
Employee Replace/Clone does not include Employee Data Mining reports to be cloned to another user, but it does include Budgetary Data Mining.
Add option to clone Employee Data Mining reports.7 votes -
Extending character limit for Form Name within Online Forms
Extending character limit for Online Form Name or use the Description field. Employees do not know what the abbreviations mean that are used due to the character limit.
4 votes -
Add Entered By and Date Entered as Report options
For customers who used Time Off LTD where time off is entered by someone else, need these fields to assist with verification on a time off transactions that have been entered. TO LTD only launches the Detail Transaction Report.
Add both Entered By and Date Entered as report options on Detail Transaction Report so the report can be limited to only include these transactions.
2 votes -
When importing, can we import the amount in one column (negative being a credit)?
When importing, can we import the amount in one column (negative being a credit)as opposed to the required two columns for a debit and a credit? Both options would be wonderful, so that files already created would have no issues.
1 vote
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