School Business Suite
1243 results found
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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.
12 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.
6 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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Inactivate Pay Codes
A way to inactivate old pay codes no longer in use, delete would be great but just inactive so they can't be chosen would be perfect.
10 votesWe suggest using the Pay Record Audit, which can inactivate pay records that do not fall in line with an entered control date. To access the Pay Record Audit, navigate to PaC, Human Resources, Payroll, Utilities, and Pay Record Audit.
Skydoc is available at: https://support.skyward.com/DeptDocs/Corporate/Documentation/Public%20Website/Tutorials/Software/HR_PA_UT_PA_AU_PR_548071_120_220_T.pdf
If additional assistance is needed, please submit a Service Call so that one of our Customer Service Representatives can assist you.
Thank you!
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Option to make note mandatory when adjusting time in Truetime
Option for making a note mandatory when making an adjustment in Truetime.
5 votesThank you for submitting this idea! We’d like to see it gather more support from the Skyward community before we consider it for development.
Thank you!
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Budget line item entry via Quick Key not the entire account number
Add the Quick Key Feature to any area the Account number is listed in order to quickly enter the account number. Whether this is budget entry, revision, or in general financial management. The point of a quick key is efficiency, but it is not available where it could be utilized.
7 votes -
Ability to attach payment backup in AP Payment screen
We currently have ability to attach documentation to an invoice but not to the payment itself. In many instances, particularly in the payment of payroll invoices, MANY invoices makeup one payment and is time-prohibitive to attach to each invoice. It would be helpful to have the attach option to be also available in the AP payment screen.
1 voteThank you for submitting this idea. We need more feedback.
Could you provide a working example, and what you would expect to change? Could you explain with the working example why each update would be helpful for your process? We’d like to better understand this request.
Thank you!
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Rolling Monthly Report
The current "Ranges" option under the field parameters in data mining only allows the ability to give the total of the monthly range and display in one column. It would he helpful to expand this option so we can select a month range, but have the report give us individual monthly totals in separate columns. This would be different than the auto-generate since that is limited by the fiscal year. This enhancement would allow us to easily create a rolling monthly history report without having to add multiple fields because we could now define the monthly range for the report.
5 votesThank you for submitting this idea. We would like to see more support from the Skyward user community. If you like this idea, please vote on it and add your own user story as a comment.
Thank you!
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Ability to mass remove selected employees from org chart
Org Chart
Can you please add a mass process to remove several employees under an employee at one time from the org chart. For example summer school or additional assignments that are short term however, they're setup in True Time to keep track of the pay and hours by clocking in.15 votesPR 5872178 has been created to add additional mass delete functionality to the org chart. Be sure to check for emails for updates to this project!
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Create way to clone a fund in order to create a new fund.
In order to create a new fund in the system you have to manually add the fund and all the accounts (Equity/Liability/Rev/Exp/Cash) to the new fund. You also have to bounce back and forth between Web and PAC. It would be nice to have a clone option for a fund available that way you choose a fund option that's already created, and clone it in order to create the new fund. All accounts will already be there and you just need to rename/number the accounts.
5 votesThere is a process in Skyward to clone funds in order to create a new fund.
On the Web, navigate to Account Management, Product Set Up, Utilities and select “Mass Add Account Transaction” Once you’ve run through that utility and reviewed the data you process it using the “Mass Add Accounts” utility.
Here are links to the SkyDoc:
NOTE: We recommend submitting a Service Call to get assistance with running these utilities.
Thank you!
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Add district defined Position Control apha-numeric 8 digit number
Would like to see a Position Control Number that appends to the beginning of the Assignment Description when displayed. Also should be able to search by this field.
3 votes -
Salary Negotiations - Include _Vacants in Reports
The Employee Management Report under Salary Negotiation Reports does not include Contract dollars amounts for _Vacant positions but should. Other reports in Salary Negotiations such as Pay/Distribution and Detail and Summary reports do. I would like to see this consistent.
7 votesTo include Vacants in report, go to the Selection Parameters in the report template. Add a new parameter set or edit an existing one. Make sure the Include Vacant Assignments is checked. Save the parameter set.
Thank you!
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Separate bank account for each credit card transaction
We use both Finance and Activity Funds on credit card transactions. When I build the invoice I only have the option to choose one bank account. Then I have to run a report to see which transactions that fell within my date range belong to a different bank account and then go into AP/Invoice entry and select that individual invoice and edit to change the bank account. It is very time consuming and if this step is missed then AP gets hung up when trying to print the check register.
1 vote
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