School Business Suite
1221 results found
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Invoice adjustment field considered in avail funds
When entering a budget transfer the available funds doesn't reflect any adjustments being made on invoices that may be in a batch status. Say for instance an account has a balance of $1600 and there is a PO entered for $1500 leaving a balance of $100. Then an invoice comes in on that PO for $1510 then really all that is available is $90. However what is reflected in the available funds in budget transfer is $100. If that budget transfer gets done for full $100 then when that invoice that's in batch gets updated now the account is over…
2 votes -
retirement hours not populating
When running a retirement report in data mining the 1/1/-6/30 hours are not populating. The monies come in and the year to date hours and monies come in but not the other hours needed. This causes us to have to run 2 reports for the end of the year retirement reporting to be able to get those hours.
1 voteThank you for submitting this idea to the Ideas Portal.
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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 -
How to change cash account to be an ACH origin
We are in the process of centralizing activity funds and have set up a new bank account to process and pay purchase orders called Activity Funds. I attempted to ACH pay a vendor in AP and received the message The selected cash Account is not set up to be an ACH origin bank. Message attached. How do we change this cash account to be an ACH origin bank?
1 vote -
Cash Receipt Screen
I would like to be able to see the total of my cash receipts on the main cash receipt screen. Right now there is Batch Description Created Fiscal Year Rev Source Status etc. Unless I click into each batch I cannot see the total amount If there could be a column between the description column and the Created column with a total that would be extremely helpful for our district.
6 votes -
Credit Card vendor match
Yesterday when doing the vendor match a few of the vendors looked very familiar but they weren't available when I looked further the vendors were inactive. Could inactive vendors at least show up to let you know that they are in the system? If I wouldn't have been here so long those names wouldn't have been familiar and may have added a new vendor.
2 votes -
Site based accounting in sub tracking
The state of Illinois is requiring Site (School Building) based accounting. Trying to figure out a way to assign substitute Detail Account Distribution to be selected from the building. See attached. I see a select from Subbed for or a Select from Substitute Can you add a Select from Building ? Tie account distribution number to the building code
3 votes -
Option to perform rollback prior to incrementing
Rollback/move of balance overage is based on the years of service at the time of rollback/move. As currently configured employee is allowed to roll/move balances based on a higher experience value because years are incremented for an anniversary which may not occur for 8 months after the year-end process is performed. Employee rollback and move rules should be checked prior to incrementing years of service.
1 vote -
New Column Added to Vendor-Payor Report
The Vendor-Payor Report needs a column for account number. By having this number on the report users will not have to go back to each individual entry to determine the account source. School bookkeepers will save time by not having to open many screens.
2 votes -
New Column Added to SBAA Report
Need a column on Balance Sheet Account Ledger Report for Vendor/Payor from the Cash Receipt screen and Check Request screen. Users will be able to see vendor/payor description or name without opening another screen.
2 votes -
Control Check Number Printing Order
Please add the option to print checks in reverse number order during the payroll process. Some of our printers don't print in the same order that our checks are shipped. During large paper check runs the stack of checks have to be manually re-sorted.
A single option to print in the normal 1-10 order or in the reverse 10-1 order. This is a common feature in most bookkeeping software that I've used including my own personal finance software at home.5 votes -
Require a separate approval for certain vendors
We would like to monitor purchases from a particular vendor Amazon. By having an approval by vendor we can approve prior to the purchase regardless of the dollar amount of the purchase. Without this enhancement we either don't have prior authorization for the purchase or we have to approve all purchase orders (which is not currently a requirement for our district). This would put a significant burden on our Purchasing Department. Staff consistently purchase items from Amazon that are not necessarily appropriate for school use (via pcard). We are adding Amazon as an ECommerce vendor so we can ensure these…
3 votes -
True Time Comp Time Max
We currently have a group who has a 56 hour comp time max clause in their contract. TT is set up to allow 56 hours per year but for our purposes we need to cap at 56 as an overall total. TT allows the employee to continue to request comp in excess of 56 hours.
Is there a way to remove the "Maximum yearly balance starts at the beginning of ___________" piece in the timekeeping rule?44 votes -
Allow Employee to Print Service Record
Allow employees to print unofficial service record from employee access.
4 votes -
Show Account Detail on WIP Report & Grand Total $
We are hoping that the account detail can be included on the WIP report for requisitions and amount total. The end users feel that the report is a quicker way to verify entry of details than expanding a view for each requisition submitted. The expected outcome would be to view the account detail for submitted WIP requisitions and a grand total amount of requisitions in WIP status.
2 votes -
Data Retention on Add
After updating with addendum 3 and 4 the data retention on add is not working when it previously did. On invoice input the fiscal year will not stay what was previously entered. Data retention on add to function again.
1 vote -
Budgeting on the Web and E-Commerce
Our district creates the next year's budget by having the teachers enter budget requests through BOTW. We've also started using e-commerce ordering which has been tremendously helpful. However BOTW and E-commerce don't currently talk to each other so our schools have to re-enter the order information that the teachers have already entered. We would like to be able to spin a Purchase Requisition off a Budget Request in E-Commerce like we can through traditional order entry. We would like to be able to spin a Purchase Requisition off a Budget Request in E-Commerce like we can through traditional order entry.
1 voteThank 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 -
Report of staff on each step of salary matrix
We need a report that counts the number of individuals on each step of a salary matrix.
2 votes -
Allow Asset Code in Import for Credit Cards
When we upload an asset code to the import for our credit card file it will not accept the asset code. After talking to Skyward customer service they stated that I would have to submit a Enhancement request because they system will not allow asset codes in the import. We would be able to upload 01 A 131 00 in our credit card imports. Allow asset liability and equity codes to be uploaded in the credit card import process.
1 voteThank 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 -
Clone Reimbursement Expense Codes
The ability to clone reimbursement expense codes so we do not have to keep updating account codes that were used in the previous years mileage.
3 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 -
DEPENDENT REPORT ENHANCEMENT REQUEST
Elimination of dependent data for employees who are no longer active in insurance tracking. I have employees who have left employment do not have an active insurance tracking record and they and their dependents still appear on the dependent report.
No need for them to continue appearing on the report.2 votes
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