School Business Suite
1233 results found
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Color Code options for Employee Profile and other menus.
In Employee Profile, an option to customize the color of each tab that appears on the left hand side (Employee, Position, Tax, etc) would be nice. It would be great to have "Employee" in purple, "Position" in green, "Tax" in Red etc. It would be a lot easier and faster to find the option that I am looking for.
4 votesThank you for submitting this idea.
We would like to see more Skyward user support prior to considering it for development.
This idea will remain open for Skyward users to vote and comment on it.
Thank you!
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In PAC, Reporting, Detail check history. 1) have a "look up" button. 2) be able to create folders for reports I want to keep.
1) I save a lot of reports in Detail Check History. It would be nice to have a "lookup" feature, so I don't have to scroll through all of them. i.e. ones starting with a "T". 2) It would be very helpful to have folders where I can save & store reports for future reference. i.e. for Audits. Then I do not have to re-create them. But then they are also not cluttering the rest of my reports. Or also to have folders for reports I run every pay day--have them all together in one folder. Kind of like "saved…
1 voteThank you for submitting this idea. We've reviewed it and have the following suggestions to try instead:
(1) On the Web, the Vendor Check History has a lookup feature.
(2) We've heard from other Skyward customers that they use a prefix on the report description for grouping reports, this would also help when using the lookup feature on the Web.
(3) On the Web, you can schedule Reports, this is one solution to implement for the reports you run daily.
Thank you!
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Add "Approve and Re-route" option in invoice approval.
Our A/P Specialist enters invoices, which then come to me for final approval. I would like to be able to route them to someone else for approval after I verify the accounting code.
1 voteThank you for submitting this idea.
We suggest trying this alternative solution:
Add everyone who needs to approve certain accounts as level 3 approvers and then send them an email whenever an account is used that one of them needs to approve so they can go look at the invoice.
We will continue to research the feasibility of adding a more streamlined approve and re-route option to the system. We will keep this Idea open for continued support by the Skyward user community.
Thank you!
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Auditors would like to see Skyward create an Automatic Journal entry numbering system. This then creates an audit control .
Auditors would like to see Skyward create an Automatic Journal Entry Numbering System. This then creates a audit control and it is not up to the user to create a numbering system.
3 votesThank you for submitting this idea, we are researching it.
We’d like to see more support from the Skyward user community prior to considering it for development.
This idea will remain open for continued voting and commentating from the Skyward user community.
Thank you!
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Super User/ Administrator
A super user or administrator should be able to access, delete, or modify anything that is needed no matter what. There are several instances where administrators need to login under the individual user to make changes and this should not need to be done.
1 voteSkyward recommends using proper segregation of duties for the best internal controls with one super user per database. This ensures that multiple people do not have too much unauthorized access. Please check with your auditor to review best practices for internal controls.
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Submit Journal Entry restricted to 100 lines
We would like to do electronic approvals for Journal Entries. We often have JEs with over 100 lines. Although the Journal Entry screen allows thousands of lines, the "Submit Journal Entry" screen (which allows for electronic approvals), has a cap of 100 lines.
I'm not sure why there would be a cap of 100 lines since I can import thousands of lines to the 'regular' Journal Entry screen.
I'd like the ability to remove this limit, or at least increase the limit.
See attached document for error message regarding 100 line maximum.
7 votes -
Professional Development Request - option to display WI PI 34 Standards or no
We are Using Professional Development to track our Talent Development credits locally for moving along the matrix - it would be nice to be able to not display the WI PI34 standards on the Pre-Approval credit request as it does not apply to how we are using this part of the module.
1 voteThank you for submitting this idea.
We would like to see more support from the Skyward user community. We’d like to see user collaboration prior to considering it for development.
Thank you!
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Payroll Variance Report
In the "Post-Verification" section of payroll there should be a report that shows variances. For example it should compare the gross or net between the last payroll and the current payroll.
Each employee should be on their own line and you should be able to choose what you see on the report so you can choose to look at: net, gross, specific deductions, or specific benefits. Would help pin-point errors quickly without having to print 2 reports and having to manually compare the reports.
24 votesThank you for submitting this idea with the supporting details. We’d love to see more support from the Skyward user community before considering it for development.
Thank you!
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Employee Access -Employee Deductions and Benefits
I wish there was a way for employees to view their current deductions and benefits in Employee Access outside of having to always look at their last paycheck. This could be under Employee Access, Employee Information, Payroll. There could be a deductions section and a benefits section. Then if this was possible, we could pull this into our Open Enrollment custom forms each year as that is a popular question from employees during this time, what benefits do I currently have?
21 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community prior to considering it for development.
This idea will remain open for continued voting and comments by the Skyward user community to show their support.
Thank you!
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Vendor Contract - auto add to Requisition
If a vendor only has 1 contract under their profile, we would like to see that contract auto-added to the requisition.
1 voteThank you for submitting this idea.
We would like to see more support from the Skyward user community. We’d like to see user collaboration prior to considering it for development.
Thank you!
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Add Vendor Address information as Option on Check Reconciliation Report
Check Reconciliation > Reports > Report by Bank has not to sequence by Payee Key. If this option is selection, add additional option to include Payee Address information to the report. This report should drop into Excel with the address information usable on a mail merge. This would allow those who need to follow up on specific checks that have not been cashed to use the file to create mail merge documents to notify the vendors.
6 votes -
Project/Grant Reports
In FM/Account Management, Project/Grant Management Reports, Account Activity Report, it doesn't have the option to export to Excel. Could there be an option to add it like the rest of the data mining reports? Thank you.
3 votesThank you for submitting this Product Idea.
While we review it we suggest trying this alternative solution:
Once the report is in the print queue, select it and use the convert it to excel button found on the right side of the screen.
Thank you!
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Importing of Notes in Fixed Assets
It would be nice to be able to import notes in the Notes Tab of Fixed Asset as we add/change/inactivate assets.
1 voteThank you for submitting this idea, we need your feedback!
Could you walk us through this process from start to finish so we can best understand this use case?
What type of note do you want to import?
How are you currently importing Fixed Assets?Thank you!
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Time Off Detail Summary Report - remove GROUP subtotal from report
Districts need the ability to just see the totals by Time Off Code. Summary allows that, but it automatically add a GROUP SUB TOTAL to the report. When dropped to Excel this extra sub totals has to be removed before the report is useful. Add a option to Detail Transactions Report to REMOVE the GROUP Sub Totals from the report.
7 votes -
Cash Receipt Look Up
Currently you can only search for a receipt by the post date or sort by the batch number. It would be nice to have a choice to search by the receipt number and not just the batch number.
11 votes -
ACH Check Request Option
Please allow the option for ACH Check Request for SBAA. We currently have several online payments that have to be entered as journal entries, which means the information is not being included in the vendor 1099 information.
3 votesThank you for submitting this idea request.
This functionality exists in Qmlativ, where Activity Accounting (aka SBAA in SMS 2.0) mirrors most everything in Core Finance including eCommerce, Credit Cards, and ACH.
Some alternative solutions to try in SMS 2.0 include:
1. Run ACH payments through Accounts Payable.
2. Physically run a check in lieu of the ACH payment.
3. Continue to post the journal entries (not recommended by Skyward) and alter the 1099 reporting at the end of the year.Thank you.
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1 vote
Thank you for submitting this idea.
What action would you expect to take from a Fast Track Widget? For example, the Requisition Widget allows users to approve/deny requisitions.
If you’re looking for a quick, direct link to Fast Track, we suggest adding it to your “Favorites.”
Thank you!
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Select Multiple Purchase Orders to Print at same time
It would be helpful to be able to highlight multiple lines/multiple purchase orders in the purchase order entry screen and print several PO's at the same time. I know there is a utility to print multiple purchase orders, but it would be much easier to be able to highlight the PO's that you want and hit the print button rather than fumbling around look for the utility and then trying to narrow it down to just the handful that you want to print. It would save a lot of time if you could just select multiple and print them at…
5 votesThank you for submitting this product idea. We are reviewing it.
We’d like to see more support for this idea prior to considering it for development.
This idea remains open for continued voting and user commentary.
Thank you!
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Allow applicants to change their references with every new application.
Right now applicants can only change their references after so many days ( a year I believe) but many request to be able to change them for each application they submit. I get that request often and I can see where if they are applying for different types of jobs they may want to use different references or they may have gotten a better reference since their last application. The applicant should be able to change - update references whenever they want to.
6 votes -
Add a level to restrict users the ability to delete attachments.
Would it be possible to adjust a level or create another level that would allow users to Add attachments, but not Delete. I previously work for a district that this was an audit finding. As users had the ability to gets back into the item and accidently deletes or remove a document, once the item was approved in workflow. This is a risk and doesn't ensure accurate documentation remains on a transaction.
13 votes
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