School Business Suite
1278 results found
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Add ability to search for journal entries and cash receipts by keyword
When I want to search for an old journal entry or cash receipts, to view or clone it, you can only search by date posted. It would be nice if you could search by keyword in the description of journal entry or cash receipt.
16 votes -
Account Number & Account Distributions From Employee Management Available to Employee Letters
We would like to be able to pull Account Numbers and Account Distributions from Employee Management into the employee contracts that we provide to employees through Employee Letters.
Account Numbers/Distribution are currently available in EM, but are not allowable to be pulled into document produced and posted through Employee Letters.
2 votes -
Employee Information Labels
In Student Management there is an option under Data Mining to create Information Lables directly from a Data Mining report. Having this option in HR would allow the creation of labels (i.e., for personnel files) without having to export a file to Excel and then mail merging a document. It would be a huge time saver!
1 vote -
Budgetary Data Mining - LFM Name format for PR
Can the payroll detail records for the Budgetary Data Mining appear with last name first? I was told that the FML format is hard coded into the system. Is that right? That makes it impossible to sort reports.
1 vote -
Request descriptions on budget transfers, budget amendment, journal entry, etc. from master to copy down to detail line automatically with a
Request descriptions on budget transfers, budget amendment, journal entry, etc. from master to copy down to detail line automatically with ability to edit if you wish.
5 votes -
3 votes
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view assignment detail in PaC (again)
We used to be able to go into the profile of an employee, on the position tab and view the assignment detail. It is no longer an option. With payroll being on the PaC side, it would be nice to still have the option to view the assignment information and not have to go into the web side to view. Doing payroll, I am very rarely in the web side.
15 votes -
Mass payrecord inactive
Need a mass utility to inactivate all pay records for a specific pay code.
17 votes -
Ranges in Employee Profile screen on web
would like to see an option to filter by term date in the employee profile screen under WH\EP\TB\AF. would be very helpful at the end of year for 1095 reporting, W-2 reporting and for end of school year for people leaving and people coming. for example, right now I only want to see all staff with a term date of 1/1/2019 or greater. I know I can pull a list, but I need to check each person's ACA report and edit so I would rather do it from the screen itself.
3 votes -
employee reimbursements
Allow financial secetarys to submit employee reimbursments on behalf of employees at their building as they know correct accounts, etc. to charge. The office then is able to obtain the original receipt.
7 votes -
Add Additional Security to Pseudo Approval Area
We need additional security options for the pseudo approval area. We have added the option for employees to electronically submit a direct deposit change request. These requests will need to be approved by our Payroll Department. We also allow employees to request demographic changes which are then approved by our Human Resources department. We need for the pseudo approval area to have the ability to be restricted by different areas. Another option would be to at least have a report available that would allow us to pull requests, approvals, approvers, date and time in order to verify the appropriate department…
2 votes -
cash receipts
It would be nice if on the ash receipts screen you could see the receipt amount and not have to expand it.
3 votes -
Sub Tracking
Our district uses Sub Tracking and recently I was working with staff to view the Substitute Transactions detailed in Employee Access. Right now in Employee Access each transaction has a "Paid Date" and I believe that date is the period ending date that is being used when that transaction was imported into payroll. Can that pull the actual "paid date" or "check date"? Period ending date doesn't seem super helpful when we have the transaction date already reflected.
6 votes -
Incorporate time off calendar with Google calendar
It would be great if the Employee time off calendar could be incorporated into our Google calendars
3 votes -
Please create a report meeting WRS specs for mid year mass terms and enrollments
Please create a report that would meet WRS specs for the massive amounts of mid year terms and enrollments. We can data mine the information needed however, the set up and format they require is something that has to be designed by our software provider to meet the requirements that WRS has.
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Thank you,
Ashley Prinsen
Product Owner -
W4 Lock-out
Need a way to "lock-out" changes to the W4 screen. When the IRS issues a lock-in letter the employee W4 is not allowed to be changed until the letter is released. If the IRS instructions are not followed and the W4 get changed, the employer will be liable for paying the additional amount of tax that should have been withheld.
3 votes -
We need a field added to the employee pay advice that shows the time frame for which they are being paid.
Please add field to employee pay advice that shows the time frame for which they are being paid.
1 vote -
6 votes
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Option to only show active accounts in Account Management
In Account Management, it appears that I have to scroll through all accounts. It would be wonderful if there was a way to set it to only active accounts. If I click on Account at the top and select only active as a filter, it does not save when you exit that screen,.
5 votes -
Purchasing vs Recieving
A purchasing and receiving report so you can easily view what was ordered, received and paid. Very simple column headings:
PO number , description, quantity, received quantity, invoice number, check number8 votes
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