School Business Suite
1278 results found
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Add a date range selection to the Credit Card Transaction Board Report
The format of the Credit Card Transaction Board Report is a much cleaner report to give to our Board, but I am not able to pull the report for just the transactions that need approval at the monthly board meeting. There needs to be a date range selection, import date range selection, or batch number selection.
2 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community before we consider it for development.
Thank you!
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Add lockout warning to log in page
Add a warning to the login page so employees know they will be locked out after 3 failed attempts. I get multiple requests to unlock accounts each day, because people don't know they will be locked out. They just keep trying over and over again. It would be nice if they were instructed to click the Forgot Password link.
2 votesThank you for submitting this idea. We would love to see more support from the Skyward user community before we consider it for development.
Thank you!
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Rolling Monthly Report
The current "Ranges" option under the field parameters in data mining only allows the ability to give the total of the monthly range and display in one column. It would he helpful to expand this option so we can select a month range, but have the report give us individual monthly totals in separate columns. This would be different than the auto-generate since that is limited by the fiscal year. This enhancement would allow us to easily create a rolling monthly history report without having to add multiple fields because we could now define the monthly range for the report.
5 votesThank you for submitting this idea. We would like to see more support from the Skyward user community. If you like this idea, please vote on it and add your own user story as a comment.
Thank you!
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Default requisition/po group
It would be nice to be able to set a default requisition/po group in the Requisition Entry Options/Data Retention on add. (WF\PU\MR\UP\RE)
3 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community before we consider it for development.
Thank you!
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Data Mining Reports to Print Balances for More Than a 12 Month Span
Currently all data mining reports allow you to ask it to print an unencumbered or unencumbered remaining balance. However, the remaining balance is only for the final year that you are asking the report to print for. So if you have a fund (which most of us do have funds that run more than 12 months) that runs July 1, 2018 and ends December 2019 (or later), your available balance will never be correct since your fund runs beyond the 12 month period. It will give you the available balance based upon January 2019 through December 2019 but won't include…
2 votes -
List detailed instructions on how to use the Texas Department of Public Safety fields
Skyward has the platform under Texas State Reporting to manage the Texas Department of Public Safety. The only thing is, I can not find instructions on how to use this platform.
1 voteThank you for submitting this idea.
I’ve attached the DPS Processing Manual recently created by our State and Federal Reporting Department to this response. It will be published in SkyDoc by the end of the week.
In the future, this type of request should be submitted via a Service Call.
The Product Ideas Portal is a platform to submit ideas to enhance the Software Product rather than documentation.
Thank you!
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Calculate retirement hours based on number of checks remaining
Currently an employee who joins us after the first payroll period applicable to their position the retirement hours on their pay code are populated based on the 20 or 24 checks. ie: employee works 90 days at 6 hpd=540 total hrs. The retirement hours on the pay code populates as 27 (divided by 20 checks) versus 54 based on 10 checks left.
I find that since the information we used to use to see the number of days on the position tab in PAC was removed (grrrr) we now have to go to WEB open that employee, choose assignment and…10 votesThank you for submitting this idea to the Ideas Portal.
This is the platform for Skyward users to show support for ideas they like. It’s also the perfect place to share your thoughts and start a conversation about the idea.
If you like this idea, and you want it considered for development, then we need to see your support!
If you like this idea, please vote and comment. You can track it as it rises to the top of the list.
Thank you,
Ashley Prinsen
Product Owner -
Create way to clone a fund in order to create a new fund.
In order to create a new fund in the system you have to manually add the fund and all the accounts (Equity/Liability/Rev/Exp/Cash) to the new fund. You also have to bounce back and forth between Web and PAC. It would be nice to have a clone option for a fund available that way you choose a fund option that's already created, and clone it in order to create the new fund. All accounts will already be there and you just need to rename/number the accounts.
5 votesThere is a process in Skyward to clone funds in order to create a new fund.
On the Web, navigate to Account Management, Product Set Up, Utilities and select “Mass Add Account Transaction” Once you’ve run through that utility and reviewed the data you process it using the “Mass Add Accounts” utility.
Here are links to the SkyDoc:
NOTE: We recommend submitting a Service Call to get assistance with running these utilities.
Thank you!
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See adjusted duration on time-off request
Sometimes an employee may submit their time off request but it's for the wrong duration. Example, a Para submitted 3 hours of sick time off for a dr. appointment but came back earlier than expected. The time off was already fully approved so I adjusted the duration on their profile. When the employee goes into Employee Access, they can see the adjusted duration when they select Time Off and then "My Status". However, if they go into Time Off and then "My Requests", it will show the originally submitted duration. Can we make both sections of Time off reflect the…
6 votes -
Export to Excel
Every Report (system wide) should be able to export to Excel. It would save an unbelievable amount of time!
18 votes -
Vendor Req, PO's, Inv, Checks button screen selection
I regularly use the Req, PO's, Inv, Check button in Vendor Browse. Please allow us to clone and organize the columns as to what is most pertinent to the user. I would also like o see the po number used if the invoice was entered this way.
2 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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A/P Check Request Activity
We in A/P do not usually see check request numbers. When searching for things under check request. Please add additional "find" options like invoice number or vendor.
1 voteThank 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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Print W2's for anyone that does not reply to Electronic
Print W2's for everyone again that does not choose electronic in the current year. Do not override the system and go back and look at previous years and not print their W2 if they ever chose the electronic option. It was a great idea, BUT if I have a retired teacher who is now subbing, they do not have access to Employee Access. Therefore they can not change their election from a previous year from electronic to paper. And the Electronic holds, even though the sub no longer has employee access.
10 votes -
Calendar Code Mass Change
With Calendar Code Mass Change it would be super helpful, and TIME saving, to either be able to mass change multiple calendars at the same time or, better yet, have it be part of the update from payroll process so that we can do both at the same time.
2 votesWe need more information:
What specifically are you trying to mass change on multiple calendars at the same time?
Thank you!
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Track Changes option within Timekeeping Rules
It would be wonderful if we can have an option to Track Changes made on Timekeeping Rules.
7 votes -
Import and Export of HR data
It would be nice to have the Skybuild feature in Employee/HR and payroll portion like the Student side has.
8 votesThank you for submitting the product idea.
Sorry I am unfamiliar with the student side of the mentioned process, would you be able to expand how this data is imported/exported?
Thank you!
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student groups
We have set up groups for students in TA. We need the function to be able to run the reports that are in the system and filter them by the groups we have added. Example purple group, yellow group and virtual group to be able to run grade sheet reports.
1 vote -
Search for checks by check # or vendor
Without printing a report - we need a quick way to search for checks that we have processed. The ability to look up a check by check number or vendor name would be very helpful.
13 votes -
PAYROLL AP - WIRE INVOICES
Instead of payroll producing one invoice for each deduction code, we need an option implemented to combine all payroll invoices for all codes into one invoice if they have the same vendor.
I think this could be done either with an option on the deduction code setup or even in the payroll general settings for Payroll Check options.
this would help reduce the number of wire transactions created since they are normally paid in one group and make reconciliation on the Checks easier for the business manager.
4 votesThank you for submitting this request.
We suggest you try this:
In PaC, go to System Administration, Financial Management, Financial Management Config, Accounts Payable. Make sure the box “Combine Vendor For Wire Transfers” is checked.
Thank you!
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Import Insurance Deduction/Benefit Changes
I would like the ability to import employee insurance deduction/benefit changes in Skyward. Mass processes in PaC are inefficient.
Note: We don't use Insurnance Tracking.2 votesThank you for submitting this idea.
We have the Payroll Import/Export and Generic Imports/Exports that should allow for you to import employee insurance deduction/benefit changes in Skyward. You do not need to be using Insurance Tracking in order to access this functionality. We suggest submitting a Service Call for assistance in getting started. Please have the format you are using available so the rep is get started with you right away.
Thank you!
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