School Business Suite
1233 results found
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Develop full-service HR module
Develop option to upload documents to an employee HR File (regular & confidential). Allow for user to set up sections to categories in which to file paperwork (certificates, training, evaluations, benefits, etc). Include ability to allow supervisor to access specific sections (evaluations, trainings). Would also like to have employee be able to access specific portions of file (evaluations, training).
Also incorporate on-boarding section to move from Fast Track into benefits enrollment.
14 votes -
Add Account Balance Info/Graphic to Credit Card Approval
Could Skyward please consider adding the account balance info and/or pie graph that displays when approved Requisitions on the Credit Card approval screen as well? It is really difficult to approve or deny a purchase when I have no way to see how much is in the account/s.
Screen shot of the two screens attached; one of the Requisition Approval Screen with the account details and chart and one of the CC Approval Screen without the account details.8 votes -
Scan employee file into profile but make it confidential
Our district is thinking of going paperless. We know that there is an "attach" option in profile, where we can scan in paperwork, but the employee can see what we scan in. Would it be possible to add a feature where we can scan in the employee's entire file but make it confidential to where only HR or Admin could access it?
27 votes -
The option to print Employee Confidential Information in Vendor Data Mining should be optional
If you have an employee that is also a vendor, their confidential information is marked when looking at Vendor Profile/Browse. However, if you print the information in Data Mining then it is not marked confidential. Vendor Data Mining needs the check box like Employee Data Mining.
3 votes -
Attachments Added to Receiving should follow into AP and show attached to invoice as well
If an invoice is attached in the Receiving Record, then once you update Pending Receiving in Accounts Payable then the attachment should follow. This way you can see the attachment if you are looking at the invoices or the PO. Right now it's just seen as an attachment to the PO. If you attach the invoice into Invoice Entry and not Receiving then you only see the attachment when looking at the invoices and it's not attached to the PO. We need it seen in both places.
16 votes -
Mass Change Bank Code
We would like to have the ability to change the bank code for batch status invoices. Each time we run our payroll, it creates over 20 invoices with specific batch numbers. I have to manually go into each invoice and change the bank code to the correct bank. If we could mass change the bank code based upon both a batch number and the invoice date(s), it would free up a lot of time in our department.
4 votes -
Ability to Look Up PO's y Vendor Name
Currently the only way to search for a PO is by the PO#. There are many times we don't know the PO# and only the vendor name. So it would be helpful to be able to search for a PO by the vendor name in each PO group.
11 votes -
Bank Code Printing on Checks
It would be helpful to have the Bank Code print on the check and when looking at the Check History. If someone has made an error, you don't see the bank code on the check so you have to look it up in the check history and open each check to view which bank code was used. This would help in bank reconciling and check look up/sort/search.
4 votes -
Cash Receipt Look Up
Currently you can only search for a receipt by the post date or sort by the batch number. It would be nice to have a choice to search by the receipt number and not just the batch number.
11 votes -
View Amount for Cash Receipts
When looking at your cash receipts history, there isn't a column for the amount of the receipt. So if you have multiple receipts for the same vendor, you have to open each receipt in the Cash Receipts History screen in order to find out if that is the one you are looking for.
7 votes -
wellness screening fields
It would be helpful to have the "employee type" field appear on the wellness screening reports. This way when there is a failed or incomplete response, we can filter by employee type and inform the correct supervisor that their employees did not complete/failed the responses.
2 votesThank you for submitting the product idea!
Is the idea that the browse would have a column which displays the employee type, like the building field as an example, and then you can click on that column to sort appropriately?
Thank you!
Erik O.
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52 votes
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Add Ability to Schedule Direct Deposit Email Processing
Currently there is no option to schedule the Direct Deposit Email that goes out on pay day. The ability to schedule this a few days before would be beneficial so staff who are on vacation and or out sick do not have to log in to send the email the morning of payroll.
16 votesHello! Scheduling Direct Deposit emails is current functionality. You can set this up two different ways. If you just sent your Direct Deposit emails recently, you can go into “My Print Queue” (upper right hand corner of your screen). You will see a Report Description with “Send Direct Deposit Emails”. Highlight the row by clicking on it and then click on Tasks on the right hand side. You will then click on Schedule This, which will prompt you to choose which days of the week, months of the year, etc. to run the scheduled task. Once you are finished click Save. If you do not have any recent Direct Deposit Emails sent, once you run your next Payroll and you send the notification you will have the same record in your Print Queue which will allow you to setup your scheduled task with the same steps above. Thank you and…
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Add a 'Data Retention on Add' button to Check Requests
Add a 'Data Retention on Add' button to Check Requests. Like we have available in Journal Entry and Cash Receipts
1 vote -
Make sure there is a phone number listed in Family Access when family edits or changes info.
Is there a way to prompt families when they remove their landline in Family Access? When a family edits or removed the number, they are not getting called for negative balances of Food Lunch Account because we pull from there. Many families do not have landlines so they take that number out but are not replacing it with anything else. A prompt to put their cell # there would be great. Thank you
2 votes -
Create A/R invoices from Web
We would like to create A/R invoices from the Web, since not all of the people who create invoices have PaC on their desktop at our district.
5 votes -
Substitute Tracking pulling into payroll by account number and corresponding payroll runs
Our payroll system is setup with separate payroll run's for restricted fund accounting purposes. However, substitute tracking is not setup that way. It would be extremely helpful if there was a way for substitute tracking to be pulled into a specific payroll run or by account numbers. Currently the district is having to pull all of the substitute transactions into the largest payroll run, then manually delete that do not belong in that payroll run out of the system, process the payroll. Once that payroll run is complete, then the district has to manually re enter the deleted substitute transactions…
2 votes -
Reports staying out in Queue longer than two days.
It would be great if reports could stay out in print queue for more than just 2 days. A week would really be great. If out of office when an autogenerated report prints - it is gone if not saved prior to those two days.
3 votes -
Option to add attachments during new vendor set up process
Within new vendor set up, we would like the last screen of the set up to give the option (not required) of adding attachments (either 1 or multiple), that would then be attached/available under the ‘Attachments’ tab for that vendor. This will help during vendor entry so employees do not have to re-search the newly created vendor to add appropriate attachments, as most vendors have attachments at the initial set up.
3 votes -
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
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