School Business Suite
1233 results found
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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.1 voteThank 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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Tie 403B Roth and Pre-Tax Deduction Amounts and Percentages Together
Our District allows staff to make pre-tax and post tax contributions to their 403B account. These are currently separate codes with their own contribution limit. However, in the real world, employees are allowed to contribute X amount/percent to each, but each counts toward ONE contribution limit. Our plan allows staff to make changes to their contributions anytime in the year, so the code-specific limits aren't doing us any good. It's not as simple as splitting the limit evenly between the two codes.
11 votesThanks for submitting this request. We’d like to see more support from the Skyward user community before we consider this for development.
Thank you!
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I would like deductions and benefits set up as ONE code in ONE area, with a deduction and benefit listed separately on the same screen.
I would like deductions and benefits set up as ONE code in ONE area, with a deduction and benefit listed separately on the same screen.
5 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community before we consider this idea for development.
Thank you!
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Update Last Inventoried Date
For districts that inventory their fixed assets annually, add a utility to mass change the Last Inventoried Data based on building and/or class.
4 votesThank you for submitting this idea. We’d love to see more support from our Skyward user community before we consider this idea for development.
Thank you!
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Task Manager on the Finance side
Our district would like to be able to use Task Manager on the Finance side. It is very popular on the Human Resources side.
4 votesThank you for submitting this idea. The ability to use Task Manager on the Finance side is available in Skyward.
We advise submitting a Service Call if assistance is needed in setting up a specific task.
Thank you!
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Check Image and ACH Advice of Deposit Image Attached to AP Transactions
With the goal of going paperless, we would like to see the Check and ACH Advice of Deposit Images attached to each payment as part of AP process. (Similar to the way that employee letters are posted to each employee's record.)
The image of the check and advice of deposit is requested frequently by our auditors and as part of the grant reporting process.
Currently, we print the check image and file it, but with the transition to paperless we are saving the PDF file for each check run. However, this still involves searching through the PDF file to obtain…
10 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community before we consider this idea for development.
Thank you!
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Wire Transfer Reference # Set Up
When setting up Wire Transfer Reference # for new fiscal year - allow the district to edit the first four digits to a larger number. With the start of the 20-21 SY - our ACH & Wire Transfer number both begin in the 20xxxxxxx digits which will make it more difficult to recognize whether a voucher is an ACH payment or a Wire Transfer payment. We use Wire Transfer numbers for all of our p-card payments.
2 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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Accounting for wires
Wondering if this is already posted somewhere else, might not just be wires. The Accounting for Wires doesn't mirror payable activity, particularly important across FY.
When I'm batch updating wire payments with 2019-20 expenses, I need to do so with a 6/30/20 posting date to keep the expense in that FY. The wire has taken place in July. At the time of processing the check register, I would expect the payment to reflect as a July credit to cash, debit to the AP liability.
Since it doesn't I have to now JE my wires in July into the Liability on…
6 votesThank you for submitting this idea. We’d love to see more support for the Skyward user community before considering this idea for development.
Thank you!
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TRUE TIME CONFIGURATION UTILITY
SUGGEST YOU DEVELOP A UTILITY TO ROLL THE FISCAL YEAR FOR ALL TIME KEEPING RULES. TAKES A LOT OF TIME TO DO THIS INDIVIDUALLY.
2 votes -
Calendar Code Mass Change
With Calendar Code Mass Change it would be super helpful, and TIME saving, to either be able to mass change multiple calendars at the same time or, better yet, have it be part of the update from payroll process so that we can do both at the same time.
2 votesWe need more information:
What specifically are you trying to mass change on multiple calendars at the same time?
Thank you!
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It would be great if there were a preview option, then update for building timesheets in True Time!
It would be great if there were a preview option, then update for building timesheets in True Time
1 voteThank you for submitting this idea! We would like to see more support from the Skyward user community before we consider it for development.
Thank you!
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