School Business Suite
1222 results found
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Check request notifications
In the expense reimbursements, there is an option to send a summary email notification for invoices waiting to be generated. This is a great feature but also be VERY beneficial if we could have the same option for check requests. This would then have both programs working the same way, not really an enhancement here but a system function issue. Thanks for considering.
8 votesThank you for submitting this idea! We’d love to see support from the Skyward user community.
This idea is open for Skyward Users to comment and vote on it!
Thank you!
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Reports
Would it be possible to change the notification of a denied requisition? I attached a copy of a denied requisition. It seems the denied part of the message does not stand out from the rest of the message. Could it be in italics, different color, bolded just something that makes the reason a requisition was denied stand out better?
8 votesThank you for submitting this idea.
We’d love to see more support from the Skyward user community prior to considering this update for development.
This idea will remain open for continued voting and commenting from the Skyward user community.
Thank you!
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Employee Access
When employees leave it would be great to have one place to update their personal email and check a box that all communication goes to that personal email. Instead right now, I have to update the first email in employee profile AND go and update the email in employee access and then send them another account reset link just for them to keep access. In addition, it would be awesome to have a box for departing staff that says "grant employee access until......" we could then fill in a date and forget it. Instead right now, I have to somehow…
8 votesThank you for submitting this product idea. We are reviewing it.
We’d like to see more support for this idea prior to considering it for development.
This idea remains open for continued voting and user commentary.
Thank you!
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Update Retirement Hour Totals Automatically
If you make changes in the Retirement "Details Hours" for an employee it should automatically update the "Monthly Info" and the "Annual Info". If you update at a higher level, for example the monthly tab, then it should automatically update the Annual and then give you a warning reminding you to fix it in the "Detailed Hours" section. This would really help with keeping the data consistent and stop redundancies in entering corrections.
8 votes -
Create a utility to mass add/change building loc, check location and other building & add a supervisor field.
In the Human Resources =>Employee tab=> Employee=> Personnel, create a utility to mass add/change the building location, check location and other building. Also to add a supervisor field in the employee profile with mass add/change utilities.
8 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 -
Enhancing the "I" View of an Employee's Profile
Currently the "I" view of an employee's profile does not match what the employee sees through Employee Access. This makes it difficult for our staff to assist employees in locating add-ons attached to their assignment.
The only other way to see exactly what the employee sees is by Super Using in as the employee in Web Product Setup area.
We would like the Add-On area to be added in the "I" view of employee profile. We would like it to match, word for word.
8 votes -
Add Account Number as a field on Vendor Profile
Add "Account number" as a field on Vendor Profile. Ideally this field would print on the checks so that vendors could use this information to identify which account to apply the payment to.
8 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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Account Adjustment by Specific Dollar Amounts
Payroll account adjustments are currently only able to use percentages. It would be extremely helpful if we were able to also do the accounting adjustments by specific dollar amounts. This would help for situations where you are trying to move part to a grant. Some grants need it down to the exact penny and that can be hard to achieve using percentages.
8 votesThank you for submitting this idea. It’s great to see other Skyward users participating and voting on it!
We’d like to see additional support for this idea from the Skyward user community before considering it for development.
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 -
Ability to view Account Number from Entry and Approval Screen
In the invoices entry, requisition entry, purchase order entry, invoice approval, and requisition approval screens you should be able to see the expense accounts as part of the grid. This would allow you to check the account distribution without having to go into each individual invoice or requisition. Would speed up checking and make entry more consistent.
8 votesThank you for submitting and voting on this idea. We need your feedback!
If an Invoice Entry or Requisition Entry has multiple accounts, how would you expect to see the multiple accounts listed?
Thank you!
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Visual for Check Request approval
Please allow for a visual in the check request approval that views the same as the visual for the PO/req approval. This would greatly increase the speed of approving check requests as currently you have to click into each check request to see the account number. It would be much more efficient to have a visual displayed like the PO/req system approval.
8 votes -
HR, Utilities, Mass Add Transactions
It would be extremely helpful to be able to Mass Add Transactions by a date range not just one day at a time for groups of employees. If you would please add this it would save us a lot of time entering time off allocations and used time off.
8 votes -
Change a Order From/Remit to Vendor to Order From only - KS
It would be nice if you could change an "Order From/Remit To" vendor to Order From only and attach a different Remit To vendor. Many times when we are setting up vendors - you don't always know that there will be a different remit to address and there is not way to go back an change the original address and link to the new remit to address.
8 votesHello! This functionality is currently available. Within Web Financial Management > Vendor > Vendor Browse, select and Order From/Remit To Vendor and click “Change Remit To”. Then click on the Select a Different Remit To Vendor and proceed by clicking Save. If this does not solve the idea you have, please respond back with more detail. Thank you and have a great day!
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Time off in Mobile App KS
We require our paras to tag the school secretary in all time off requests - so the school secretary knows they are going to be gone for the day. (They do this by selecting employees to notify when this request is submitted and approved/denied) - however, in the mobile app this is not an option. Is there a way of adding this to the mobile app so secretaries can be notified in addition to the paras direct supervisor.
8 votes -
Employee Access, Time Off, My Requests
If an employee is entering a block of time off, as a Date Range they are not able to enter hours and minutes, only when entering individual days.
I have an employee that needs to leave early from work, so take one hour of sick leave, every day for the next month and they cannot enter it as a date range. Would be nice to have the option of date range and still be able to enter the number of hours/minutes off each of those dates in the range.
Yes, I know they can clone the previous entry but that…8 votes -
Delay making W2 available electronicially if staff chooses to receive paper copy
For the staff who choose to receive a printed copy, we'd like the ability to delay making the electronic version of the W-2 available in Employee Access. Basically, we are hoping to give an incentive to those who choose to receive it only electronically - the incentive is to have it available earlier. Ideally, we'd like to enter a date or run a separate process to activate the electronic version at a later date (for those who received a printed copy).
8 votes -
Purchasing vs Recieving
A purchasing and receiving report so you can easily view what was ordered, received and paid. Very simple column headings:
PO number , description, quantity, received quantity, invoice number, check number8 votes -
Please create a report meeting WRS specs for mid year mass terms and enrollments
Please create a report that would meet WRS specs for the massive amounts of mid year terms and enrollments. We can data mine the information needed however, the set up and format they require is something that has to be designed by our software provider to meet the requirements that WRS has.
8 votesThank you for submitting this idea to the Ideas Portal.
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Thank you,
Ashley Prinsen
Product Owner
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