School Business Suite
1227 results found
-
Quick Add option to invoice entry
In the Invoice Detail Lines/Accounting a Quick Edit/Add option would save time for invoices with many codes.
This would be similar to the JE option to have a quick add/edit76 votesWe’d like to thank everyone who voted on this idea and took the time to either respond to requests for feedback or took the time for conversations over the phone.
We’ve been researching this request and after many conversations decided not to pursue this enhancement. We would love to deliver a quick add option to AP Invoice and fully understand the benefits from the user’s perspective. However, the complexities involved with the various account allocation options significantly complicates our ability to provide a one-size-fits-all approach.
Please continue to review the Ideas Portal, cast your votes, and add comments to ideas you support. We will continue to review and research them.
-
email PO orgin for items marked as pending receipt
To generate an email when the AP department puts an invoice in "pending receipt status". This would save them from having to send an email out separately to remind them or verify that they have received the items in question.
Add a notification similar to those that are under "user preference" for requisitions. Or also it could be possible added under the FM Config where we can set up to have an email sent to the originator when a PO exceeds to the PO amount by a certain %.43 votesThank you for submitting this idea. We are not considering it for development at this time. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
-
TX: TASB Filter Mass Processing Preview
When using the TASB Filter Mass Processing add 2 new fields to the Preview. 1. TASB Midpoint Amount - since this is different for each person this would pull based on their Job Type on the Assignment plus the TASB Groups setup for the year. 2. Calculated Increase - because each increase will be different again because of the TASB Group Midpoint and the percent or amount defined on the Filter add a new column before New Code that will show the calculated increase. This will allow the district to look at a single screen to determine if the calculated…
1 vote -
Increase PA UC decimal places from 4 to 6 digits
Our district does the finances for a charter school that resides within our district. This charter school's PA Unemployment Compensation rate as directed by the PA Dept. of Labor is 0.036785.
Skyward currently only allows 4 decimal places so I'm only able to enter 0.0367 or 0.0368.If this isn't something that can be fixed in the current Skyward software please make sure to include it in Qmlativ.
52 votesThanks for submitting this idea.
It appears this already exists in SMS 2.0.
Under HR\PA\RE\PA\SF\UCThe UC Employer Tax Rate allows for 6 decimal places.
Thank you,
Ashley Prinsen
Product Owner -
True Time Overseer
We could really use the ability true time overseer.
We would like another person to have the ability to approve timesheets in the event the supervisor is absent. We would like the ability to give them permissions to a specific group (like bus drivers) much like with can do with time off overseers...76 votesThank you for submitting and voting on this idea. Upon further technical review, it has been decided we will not be moving forward with this request at this time due to the differences in expected functionality and the complexity of solving for all possible scenarios.
Please continue to contribute your ideas — they push us to innovate, problem solve, and really understand your needs.
Thank you,
Ashley Prinsen
Product Owner -
Multiple building fields on Personnel tab
It would be very helpful to show all buildings if an employee actually works at more than one location on the Personnel tab. If we had a primary building and alternate buildings showing it would be great to have these new fields available in Data Mining. Users now run building reports in DM but the employee may not be on their list since it does not appear in Personnel as the "main" building so the report is not accurate. We want them to be able to see all their buildings at a glance on the main screen. his could even…
105 votesThank you for submitting and voting on this Idea. We’ve spent some time here at Skyward doing research for this request and have determined after a thorough analysis that we will not be pursing this development.
We discovered, that if we add multiple buildings to the employee profile, this change would create large ramifications. Building is found in many places throughout the system and the effort, impact and risk to update is not something we will be able to address at this time.
We recommend using Employee Management Data Mining to report on Employees and all their Assigned Buildings.
In Data Mining use Assignment as the Driver Table, In Field Areas select Position, and under Position select Position Building Code, Position Building state, and Position Building Desc. To report on all buildings associated with an Employee.
Thank you!
-
Background Check Section set to Confidential
We are adding the required Pre-Employment Affidavit to the Background Check Questions portion of our Fast Track Applications. In order for our district to be in compliance with Senate Bill 7 we would like to request for Skyward to add functionality for the Background Check Questions portion of the application to be confidential.
1 vote -
Bank Rec - Details on Cash Receipts
I am requesting an option to print cash receipts details when printing the reconciliation report. Right now we just have a "Total Cash" entry as the description under the Cash Receipts section on the reconciliation report. I want to be able to justify the total cash amounts by utilizing the descriptions for each CR entry that was entered without having to go back to each Cash Receipts posted.
73 votesThank you for submitting this idea.
Best Practice recommendation is to enter one cash receipt per batch number when you do cash receipt entry. In addition, go to PaC, System Admin, Fin Mgmt, Install Info, System Options, and make sure the flag for “Budgetary Accounting Update Summarize By Batch” is set to Yes. This will ensure each cash receipt is listed separately in the Cash Receipts area of the bank rec, which will make reconciling much easier.If you do not want to enter one cash receipt per batch number, you can use the Receipt Number field on the cash receipt entry screen instead. If you have the software assign a Receipt Number to each deposit, you can create a Cash Receipts report (Financial Management, Account Management, Account Mgmt Reporting, General Inputs History), sorted and totaled by Receipt Number. This report should make reconciling cash receipts easy. (We still recommend…
-
Expand New Hire Request Org Chart Functionality
New Hire request need to have conditional routing at different levels. Currently we are limited and do not have conditional routing and are requiring the use of filters and end users having to approve one below as opposed to the requests routing directing to their queue. The expected outcome is for anyone creating/approving a New Hire Requisition to have the ability to choose from a drop-down who to route the form to. Currently this functionality exists in the time-off module where an end user can select more than one person to have their leave approved. Similarly we would like for…
1 vote -
Add an information line to CCd Time Off requests
Employees requesting time off can choose to notify other employees of that request and the result is that the selected employees are CCd on the full email chain of that request often with subject lines like New Time Off Request for Your Approval. When they read the body they can see that they are not actually an approver but employees get confused about why they are receiving these notifications. I would like to help eliminate some of this confusing by adding a one line information sentence to the start of these emails when employees are CCd. For employees receiving carbon…
1 vote -
Custom Audit Better Unemploy Comp Program Report
Attached is a copy of the report form that is needed to submit to PSBA. We currently are running this report in Microsoft Access and this process requires many steps to accomplish. Please note that a software competitor CSIU has created this report for their clients. This is displayed at the bottom of this form.
Our hope is that this report can be processed within Skyward and any user with payroll permissions can run.1 voteCould you please attach a copy of the report form that is needed to submit to PSBA? It’s not currently attached to this Product Idea.
Thank you!
-
Pending Field to be added on Credit Card and Check
Pending Field to be added on Credit Card and Check Request screens
This feature is already available on the Approve Requisitions screen at WF\PU\MR\AR\AR
WF\AP\CC\AT Credit Card Approvals
AndWF\AP\CH\AQ Check Requests Approvals
47 votesThank you for submitting this idea. We are not considering this idea for development. The scope of this update does not align with our development roadmap. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
-
Add "ATTN TO:" field to print in Check Address
An AP Check prints the following fields of information for a vendor in the address information:
Line 1: Vendor 1st Name and Vendor 2nd Name
Line 2: Address 1
Line 3: Address 2
Line 4: City State ZipWe would like to add an optional new field in the Vendor FM (Address tab) for "ATTN TO:" that prints below the Vendor Name and above Address 1.
Line 1: Vendor 1st Name and Vendor 2nd Name
Line 2: ATTN TO: xxxxx
Line 3: Address 1
Line 4: Address 2
Line 5: City State ZipWe need this to print on the…
40 votesThank you for submitting this idea. Nelco is the authorized partner of compatible paper forms for the Skyward software. All W-2 and 1099 forms, checks, and school forms are guaranteed 100% compatible. Any issues with the check layout will need to be handled by Nelco as Skyward is unable to alter the format in anyway.
-
PO/req group assigns in security
It would be very helpful to see the total set up areas that a user has in the Secured screen for a user. Purchase order requisition groups and the inventory req group assignments listed in this area would make a huge difference. It would help keep things updated as users change positions and also let you know if you are cloning security to a PO/Inv req group not needed. Many times I have removed the security in the Secured screen for a user without remembering that they could also be a member of a PO/Inv req group. When printing a…
57 votes -
Selecting Multiple Codes, Names, Numbers, etc.
When selecting multiple codes names numbers checks etc. in PaC you can hold the shift key and select a range. You cannot do this on the Web. It is time consuming when you're selecting more than a few.
49 votesThank you for submitting and voting on this idea. After review we have decided not to pursue development at this time. This framework function would require significant time for development.
Thank you.
-
EXPORT TO EXCEL DATE NEEDED
It would be nice if there was a date you could enter when looking at history to only export from that date forward. This is available on a lot of the screens in PAC where the export to excel option is.
This would save time waiting on years of data exporting.40 votesThank you for submitting this idea. We are not considering this request for development. We’ve conducted research on this request and the scope of this update does not align with our roadmap. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
-
Add description field to payroll worksheet screen
This would allow users who are entering a limited access worksheet the ability to put in a description of why an employee is getting the pay. This would help the Payroll department to audit what is being entered and would be retained for historical tracking.
This has been a road block to using the limited access worksheets in our district.69 votesWe currently have the Transaction Pay Code in Payroll Worksheet which can be used to add a description why an employee is getting paid. Currently, what happens is when you select the Worksheet Detail record into Payroll, it pulls all the deductions/benefits from the Pay Record Pay Code, then renames the Pay Code to the Transaction Pay Code. When it comes through on the check, it’s the Transaction Pay Code, but everything is pulled from the Pay Record with the Pay Record Pay Code. Our suggestion is to create Transaction Pay Codes, but you won’t need to create pay records with them. By doing it this way, you’ll also create consistency between the different records vs a free form description box. This way will also handle any concerns about combining worksheet detail records into payroll transactions.
-
Enhancements to Pay Distribution Report
Make the following enhancements to the Pay Distribution Report:
1) Add an option to print either the SSN Employee ID or neither
2) Add the Calc FTE to the report. Since this is sorted by the Account Number we will have to prorate the FTE and add an asterisk to the line if someone has a split distribution.
3) Add the YTD payments and contract balance
58 votesThank you for submitting and voting on this idea.
We’ve requested feedback while researching this request. Going forward, we are not considering this request for development.
Please continue to contribute your ideas — they push us to innovate, problem solve, and really understand your needs.
Thank you,
Ashley Prinsen
Product Owner -
Email Notification: Allow Advanced Custom Forms
A previous release included the use of Advanced Custom Forms within the Task but we now realized that the same form cannot be used on the same task for the Email Notification.
We use email notifications heavily. Without the ability to pull data from the adv custom form (name etc.) the emails are quite generic & meaningless.24 votes -
Allow approvers to get notificaton of PO Overage
Allowing an approver instead of the submitter of a purchase order to get notification that the PO went over. The negative impact would be that the person doing the budget has to go into each PO to see which ones are over.
35 votesThank you for submitting this idea. We need your feedback.
Would you expect to receive a notification if a certain account goes over budget, or if the PO goes over budget? Would you expect to receive a notification if both went over budget?
Thank you!
- Don't see your idea?