School Business Suite
1260 results found
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1099 Type in SBAA
Why is there only one option for 1099 type in SBAA: 1099NEC
The drop down, as you can see from the attached, is only a blank space.
We have several vendors that are not NEC types that our schools use.
See attached.2 votesThank you for bringing this oversight to our attention. Our State and Federal Compliance Department has been notified and we will begin updating SBAA to include 1099M soon.
Thank you!
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Check Image and ACH Advice of Deposit Image Attached to AP Transactions
With the goal of going paperless, we would like to see the Check and ACH Advice of Deposit Images attached to each payment as part of AP process. (Similar to the way that employee letters are posted to each employee's record.)
The image of the check and advice of deposit is requested frequently by our auditors and as part of the grant reporting process.
Currently, we print the check image and file it, but with the transition to paperless we are saving the PDF file for each check run. However, this still involves searching through the PDF file to obtain…
10 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community before we consider this idea for development.
Thank you!
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Florida Statute - Time Off Sick Leave Certification
We have a FL statutory requirement that says all sick leave (either sick or personal) must be submitted and accompanied by a statement stating that the employee certifies they are sick or are using a personal day. We are currently satisfying this requirement via a paper form that is printed, signed, scanned, and attached to the submitted sick time off request - not ideal. I would like to request Skyward add an "I certify..." checkbox for sick/personal time off requests. The Statute is §1012.61(2)(B), FLORIDA STATUTES and states: "Any district school board employee shall, before claiming and receiving compensation for…
2 votesOur Florida State experts have researched this request. Per the Florida’s statue, a written document is required. We have created a written best practices document and Skyward’s recommended solution to this statue. Please see the attached document titled: “Certified sick and personal best practice.”
Thank you!
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Inactivate Pay Codes
A way to inactivate old pay codes no longer in use, delete would be great but just inactive so they can't be chosen would be perfect.
10 votesWe suggest using the Pay Record Audit, which can inactivate pay records that do not fall in line with an entered control date. To access the Pay Record Audit, navigate to PaC, Human Resources, Payroll, Utilities, and Pay Record Audit.
Skydoc is available at: https://support.skyward.com/DeptDocs/Corporate/Documentation/Public%20Website/Tutorials/Software/HR_PA_UT_PA_AU_PR_548071_120_220_T.pdf
If additional assistance is needed, please submit a Service Call so that one of our Customer Service Representatives can assist you.
Thank you!
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6 votes
Thank you for submitting this idea. We’d love to see more support from the Skyward user community before considering this idea for development.
We’d also like to better understand this request. Could you tell us more about who would be using an employee type filter and why it will be useful.
Thank you!
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Do not drop the attachment when applying a PO to a pcard transaction.
Do not drop the attachment when applying a PO to a pcard transaction. It would be nice if the attachments included in the PO would stick when applying that PO to a pcard transaction. Then we don't have to reattach the invoice when that transaction finally comes through a few weeks after the order was placed.
7 votesThank you for submitting this idea. We would love to see more support from the Skyward user community before considering this idea for development.
Thank you!
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Capital Asset with multiple PO's or invoices
Many projects are paid for over a period of time. Currently, you have two choices - 1) when adding an asset, only attach one PO or invoice and add notes or 2) add multiple records for what should be considered one asset. The second option is the one our district had done in the past. I think it would be extremely beneficial to be either to link multiple PO's/invoices and to be able to merge assets
3 votesThank you for submitting this idea.
We’d love to see more support from the Skyward user community before considering it for development.
Thank you!
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rich content editor
The message center needs a huge improvement. Think about including rich text editor like MS Outlook or perhaps like MailChimp or MailerLite. Think about drag and drop editor, coding, and insert pictures instead of limiting to attach only. The current toolbar editor has no flexibility to create a nice layout for our parents and students when sending out messages to them.
1 vote -
Employee Profile in the credit section. It would be nice to see a dollar amount for tuition reimbursement so we can data mine and track.
A extra field to add the tuition reimbursement amount to track and monitor if the employee owes us back if they leave and other uses.
1 vote -
Attachment to emailed PO's
When attaching documents to a requisition, there is an option to check a box that says "send attachment with PO". It would be helpful if the default to this was "yes" - with the box checked. Staff do not realize they should check that box in order to include the attachment. 95% of the time we would include the attachment with the emailed PO. This would avoid us having to go into each requisition that has an attachment. menu path WF/PU/MR/RE/AT - when you click add file or link.
8 votesThank you for submitting this idea. We suggest using Skycoder to make the “Send Attachment with PO” default to “Yes”.
If you don’t have someone at the district to create JavaScript, we can provide this code to use in Skycoder:
// On add of a file, initialize Email with purchase orders to checked
if (document.getElementById(‘vMaintOption’).value == ‘add’) {
$(‘#cEmailPO’).prop(‘checked’, true);
}Thank you!
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Fix Tab Order
It would be helpful to have the tabs hit both the account Amount and the Account Percentage field while in the AP invoice entry screen. Currently it will tab correctly on the first line and then it will skip to the Account Percent for following lines, which the Account Amount is the more used filed. See attached
3 votesThank you for submitting this idea with the attached visual. We’d love to see more support from the Skyward user community prior to considering it for development.
Thank you!
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Epayable payment type
There needs to be a check type for EPayables that processes like a check without printing the check. Currently in SMS our only options are to use the check type "wire" or "manual" which causes the cash to hit on the date that the invoice is posted instead of when the payment is made. This creates the need for journal entries to post the cash in the month it was actually spent. With the increasing need to be paperless, this is essential to properly process payment without having to print a check.
8 votes -
Reports to Excel
Excel is basically a data base management tool, with some cool features to allow making forms. The Excel download would be much more useful if it was not based on the paper report and instead just downloaded the requested data.
For example, on a detailed operating system report, Column A lists the account number with several pieces of data across the columns showing budgets, balances, etc. It would be more useful to have the account number listed on all lines and no-subtotals. Then Excel can be used as it is designed to allow data manipulation through Pivot Tables or other…
6 votes -
1 vote
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Life Long Counter - Sub Tracking
Our district would like to offer an incentive every 45 days a sub works. This does not have to be consecutive. I can set this is up using the Life Long Counter section in Rate Tables, however, it only allows me so many "lines" to create the structure. As of now, I can only go up to 135 days. We've run reports from previous years and we've had subs that have worked up to 171 days in a school year. That being said, if we had just two more "lines" in the Life Long Counter, I could get this set…
2 votesThank you for submitting this idea. We need your feedback!
The Rate Table is structured to put in the “Last Unit at Rate”, so you’ll just see the high number in Skyward.
Example (visual also attached):
0-44 $100
45 BONUS RATE
46-89 $125
90 BONUS RATE
91-134 $150
135 BONUS RATE
136-179 $175In the above example, you can see that I got to 179 days of subbing.
Does this work or is there additional set up not mentioned in the Product Idea that would need to be taken into consideration?
Thank you!
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Allow leave balance in EA to be seen but no entering of leave requests
I would like employees to see how much Emergency Paid Sick Leave they have left, but NOT have access to enter that leave.
This might be useful for other types of leave too, i.e. only I can enter unpaid time off, but employees can not see that. Thank you!
3 votesThank you for submitting this idea! We suggest using options that exist in Time Off Setup Request Options.
Navigate to Product Setup > Employee Access > Time Off Setup > Request Options tab, then edit, then uncheck the box “Allow Time Off request in group 9”
Group 9 is a special code typically used for Time Off Requests like Emergency Sick Paid Leave.
If help is needed to set this up, please submit a Service Call and one of our Representatives will be able to assist.
Thank you!
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ACH email to vendor needs to include invoice, description, and amount
When sending ACH emails, currently it is just a generic "you are getting a deposit on this date". This does not help when sending multiple ACHs out with multiple invoices included to the vendor. The vendor does not know where to apply the credit. It would be nice to have the email generate the invoice number, description, and amount that is entered for the check request. The email should show the same information that the check stub shows when you print a regular check.
6 votesThank you for submitting this idea.
This functionality already exists in SMS and is hard coded into the system.
The email that is sent to the vendor when an ACH payment is processed contains a breakdown of the invoice information:
1. Direct Deposit Amount
2. Date
3. Invoice #
4. Description
5. Invoice AmountThe above information is only sent in the email itself. There is no preview information in the email setup.
You can go to Product Setup>System Admin>Email History
From here you can find the email sent to the Vendor, expand it, and see the actual info sent to the vendor.Thank you!
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For Student and Business provide wellness screening fields in Data Mining
For Student and Business provide wellness screening fields in Data Mining
5 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community before considering this idea for development.
Thank you!
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W-4 Step order
Change the screen for entering the 2020 W-4 information so the steps are shown in order. It currently shows step 3, 4a, 4b, nonresident, then step 2. When reviewing W-4 elections, a person looks from the top of the form to the bottom and fields for entering should be in the same order as the W-4 form.
25 votesWe’re looking into this idea with our State and Federal Compliance group.
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Expense Reimbursement Attachments
It would be helpful if you could add/Edit attachments for Expense Reimbursements like you can other areas of finance. It would help with the AP Process.
3 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community prior to considering it for development.
Thank you!
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