School Business Suite
1243 results found
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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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vendor account number information efficiency
Most businesses use account numbers and invoice numbers 99% of the time when working with their clients. If we are taking the time to enter an account number for our vendors into the 1099 Form Section the checkmark should auto populate on the Print Account Number on A/P Check Stub and PO. This should be the same for A/P Contact information.
5 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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Ability to see account numbers when entering invoices
I am trying to clean up vendor records with more data at our fingertips. When we have the invoice in front us for entering for payment is when we can see account number the vendor uses for us , their address, remit to address, terms etc. Please show the account number for that vendor on our invoice entry screen. Please see example.
4 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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recurring entries
In recurring entries when multiple accounts are listed with dollar amounts, but only a couple of the account number dollars changed, not all, then the computer uses the new dollar amount and divides it according to percentages. Please leave the numbers as saved in the entry alone and allow us to select and choose the one or two accounts that need the dollars edited to make the difference up instead of having to edit all the dollar amounts for all the accounts. Also, do not auto bring up the Select Account Number box when selecting update accounts. The numbers are…
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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Have the ability to print my check stubs in Alphabetical order.
I would like to have the ability to print my direct deposit pay check stubs in alphabetical order. At this time, they will only print in order of check location. I am surprised that this is not an option. Thank you for your consideration.
10 votesThank you for submitting this idea. We would love to see more support from the Skyward user community prior to considering this idea for development.
Thank you!
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Processing Lists
We would like to be able to Clone co-workers Processing Lists. Also it would be nice to be able to delete old lists of employees that have not been here for years.
4 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community prior to considering it for development.
Thank you!
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ACH email to vendor needs to include invoice, description, and amount
When sending ACH emails, currently it is just a generic "you are getting a deposit on this date". This does not help when sending multiple ACHs out with multiple invoices included to the vendor. The vendor does not know where to apply the credit. It would be nice to have the email generate the invoice number, description, and amount that is entered for the check request. The email should show the same information that the check stub shows when you print a regular check.
6 votesThank you for submitting this idea.
This functionality already exists in SMS and is hard coded into the system.
The email that is sent to the vendor when an ACH payment is processed contains a breakdown of the invoice information:
1. Direct Deposit Amount
2. Date
3. Invoice #
4. Description
5. Invoice AmountThe above information is only sent in the email itself. There is no preview information in the email setup.
You can go to Product Setup>System Admin>Email History
From here you can find the email sent to the Vendor, expand it, and see the actual info sent to the vendor.Thank you!
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6 votes
Thank you for submitting this idea. We’d love to see more support from the Skyward user community before considering this idea for development.
We’d also like to better understand this request. Could you tell us more about who would be using an employee type filter and why it will be useful.
Thank you!
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Do not drop the attachment when applying a PO to a pcard transaction.
Do not drop the attachment when applying a PO to a pcard transaction. It would be nice if the attachments included in the PO would stick when applying that PO to a pcard transaction. Then we don't have to reattach the invoice when that transaction finally comes through a few weeks after the order was placed.
7 votesThank you for submitting this idea. We would love to see more support from the Skyward user community before considering this idea for development.
Thank you!
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Would it be possible to have a Purchase Order filter option based on "Received" purchase orders?
Would it be possible to create a Purchase Order viewing filter based on "Received" Purchase Orders? Otherwise a lot of time is wasted going through each and every open P.O. to see if it has been "Received" in Skyward. Thanks!
3 votesThank you for submitting this idea. We would love to see more support from the Skyward user community prior to considering it for development.
Thank you!
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Employee ID available as Cross Reference in Custom Forms Import Data from Excel
In Employee Tab > Setup > Config > Custom Forms Setup > Import Data > Extract Data From Sheet. The options for cross referencing out of the excel doc into Skyward are only: Name ID, NalphaKey, SS#, (and others - student related #s - we don't use). I want there to be the option of Employee ID too! Is that possible?
5 votesThank you for submitting this idea! We’d love to see more support from the Skyward user community before considering it for development.
Thank you!
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Employee Access: Staff to View One Page Calendar (PDF)
We have over 70 employee assignment calendars in our district. Staff can activate their assignment calendar from the Calendar area and view it month by month but what we would find extremely helpful is the ability for staff to view the one page PDF view of their calendar. Perhaps it could be added as a link on the Set Calendar Display Options screen. Or, I could see this as an option under the Personnel tab or as a drill down feature when looking at their Assignment. After expanding the assignment, I can see the calendar name listed under Term Information.…
4 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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Re-print damaged checks without having to update accounting
After printing paper checks but prior to Accounting update, include a question if all checks printed correctly. If the answer is yes, the accounting update proceeds as normal. If the answer is no, populate the list of checks that were printed with a checkbox next to each one. Checks that did not print properly would have the box(es) marked, along with a new print range for blank checks. This process repeats itself until all checks print properly.
4 votesThank you for submitting this idea. At this time, we will not consider it for development.
Skyward does allow the reprint of checks prior to the Update option.
It is our recommended best practice for all districts to review the checks to confirm they have printed correctly prior to running the update.
During the update process Skyward provides a “triple confirmation”. When updating: you have to click Update, which brings you to the Update screen, then you have to click Update again, and then you receive a final window prompt to confirm you want to update.
The ability to choose to print only certain pages exist through standard printer options.
This idea will remain open for continued voting and commenting by the Skyward user community.
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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Add Credit Card as a Check Type
When entering invoices, I would think choosing to pay the invoice via Credit Card would be similar to Wire, ACH, or Regular check.
Not sure how complex it would be to link the payment type to the Credit Card section for review/submit/approve options. With paperless options increasing, I feel like this is the time to link the two together.
15 votesThank you for submitting this idea. We see the value in this idea and would love to see more support from the Skyward user community prior to considering it for development.
In the meantime, while this idea gathers support, we recommend using the “wire” option for credit card payments.
Thank you!
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Add an additional associated pay record to the contract maintenance screen due to covid
Due to tracking of COVID pay, we need and additional associated pay record added to the contract tab. If we use the only one that is there for COVID pay, there is no place to also associate retro pay. Please create this ASAP! Urgent request
1 voteSkyward recommends following these Best Practices published in March and April for dealing with COVID related items including pay:
Thank you!
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Attachment to emailed PO's
When attaching documents to a requisition, there is an option to check a box that says "send attachment with PO". It would be helpful if the default to this was "yes" - with the box checked. Staff do not realize they should check that box in order to include the attachment. 95% of the time we would include the attachment with the emailed PO. This would avoid us having to go into each requisition that has an attachment. menu path WF/PU/MR/RE/AT - when you click add file or link.
8 votesThank you for submitting this idea. We suggest using Skycoder to make the “Send Attachment with PO” default to “Yes”.
If you don’t have someone at the district to create JavaScript, we can provide this code to use in Skycoder:
// On add of a file, initialize Email with purchase orders to checked
if (document.getElementById(‘vMaintOption’).value == ‘add’) {
$(‘#cEmailPO’).prop(‘checked’, true);
}Thank you!
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Epayable payment type
There needs to be a check type for EPayables that processes like a check without printing the check. Currently in SMS our only options are to use the check type "wire" or "manual" which causes the cash to hit on the date that the invoice is posted instead of when the payment is made. This creates the need for journal entries to post the cash in the month it was actually spent. With the increasing need to be paperless, this is essential to properly process payment without having to print a check.
8 votes -
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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