School Business Suite
1238 results found
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Vendor Payments Report > 1099 by SSN/EIN
Allow us to sort the report in alphabetical order to match the 1099 report for more efficient double checking. Also, bold out the individual total amount lines for easier viewing. I understand we can send it to Excel, but it is harder to print everything we want to see on one page which means we need to format the report and when we do this the individual line item for invoice totals do not show up. Just make the original report user friendly in an efficient manner.
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.
This idea will remain open for continued voting and support gathering by the Skyward user community.
Thank you!
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SBAA Check Reconciliation
We upload our SBAA checks into our banks Positive Pay system. One problem is the vendor name for individuals is not the same as the payee name. We have to manually convert the names as shown on the check.
Could Skyward add an additional column in SBAA check reconciliation to show the "Payee Name"? The Payee Name column is in the check reconciliation for AP and Payroll checks.4 votesThank you for submitting this idea. We’d love to see it get more support from the Skyward user community before we consider it for development.
This idea will remain open for continued voting and support by the Skyward user community.
Thank you!
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Student side talk to the AP Side
We do lots of refunds to parents - especially this year when meals were free. It would be so much easier if you could pull up the parent name and address and add it to AP like do an employee.
4 votesThank you for submitting this idea request. We have two suggestions to help assist with paying parents and guardians via AP.
First option: If you’re looking to pay a few parents or guardians, you can navigate to Financial Management > Vendor > Add a Vendor. When using a name that is already set up on the student side as an emergency contact and guardian, the system will find that person and allow you to add them as a vendor directly from that guardian.
Second option: If you’re looking to pay many parents or guardians, we suggest using the Vendor Import. This can be found by navigating to Financial Management > Vendor > Product Setup > Utilities. The import file has a predefined import format and is tab delimited. It is a traditional import with a preview browse and verification report.
Once the parents or guardians are entered as vendors it…
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Personnel Change Request Approval Process
Personnel Change Request Approval Process:
- Building Administrator submits a change request for a staff member (ex: pay, assignment, stipend, position, grade level, building, etc.)
- Human Resources receives change request
- Human Resources approves request
- Human Resources updates information in Employee Management
- Building Administrator and employee receives email notification regarding the change request with an effective date
4 votesThank you for submitting this idea request.
It looks like you’re looking to set up a new Task workflow. We suggest using Task Manager to accomplish this.
If you need assistance with setting up a new task in Task Manager, please submit a Service Call and one of our Skyward representatives will be able to assist you with the set up.
Thank you!
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Requisition Notification Option for Selected Individiuals
I would like the ability to select certain purchase order/requisition groups to be set-up to receive notifications of when there are approvals waiting for them. This capability would be much better as an individual option instead of a district-wide option.
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.
This idea will remain open for continued voting and comments by the Skyward user community to show their support.
Thank you!
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Add to PO printing config the ability to have "Blanket PO" printed on hard copy
If a PO is flagged as a "blanket po" to have that printed on the purchase order like it shows on the Req.
4 votesThank you for submitting this idea. We suggest that you try this instead:
Navigate to Web Finance > Purchasing > Setup > Configuration > Purchase Order Printing Setup to define your PO Form Definition. There is a checkbox at the bottom of the page under “Additional Parameters” to “Print Notes with POs and Requisitions”. The Print Notes with PO’s and Requisitions will print any attached notes with it. So we recommend putting in an actual note that says Blanket PO.
Next, navigate to Web Finance > Purchasing > Set Up > Configuration > Requisition Entry Setup Options > Requisition Entry Options to define your Requisition Entry Options.
Finally, verify in System Admin > Financial Management > Financial Management Configuration that you have “Use Print Engine Purchase Orders” checked.
This set up will allow you to print “Blanket PO” on a Purchase Order.
Thank you!
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Employee Usernames
Contact Access- Setup- Configuration- Employee Users
Please add a space position as an option for part 2 of the login format, so user names can be first name, space, last name. Currently I have to manually add the space before emailing the account re-set link to new hires.
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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Walmart as an Ecom vendor
Any chance we can get Walmart.com - tax exempt as an ecom vendor?
4 votesEcommerce Vendors need to work directly with Skyward to set up the connection.
Please instruct your contact at Walmart to begin the partner process with Skyward at: www.partners.skyward.com
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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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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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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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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PAYROLL AP - WIRE INVOICES
Instead of payroll producing one invoice for each deduction code, we need an option implemented to combine all payroll invoices for all codes into one invoice if they have the same vendor.
I think this could be done either with an option on the deduction code setup or even in the payroll general settings for Payroll Check options.
this would help reduce the number of wire transactions created since they are normally paid in one group and make reconciliation on the Checks easier for the business manager.
4 votesThank you for submitting this request.
We suggest you try this:
In PaC, go to System Administration, Financial Management, Financial Management Config, Accounts Payable. Make sure the box “Combine Vendor For Wire Transfers” is checked.
Thank you!
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Vendor Account Number Field that can be pulled into Email notice of ACH Payments sent to vendor
Several vendors are requesting that the account number they have assigned to our accounts be included on the Email notification sent when an ACH payment is initiated.
4 votes -
Add Supervisor to Data Mining
We can add a supervisor to an assignment, but it doesn't appear we can run a data mine with that field available. It would be helpful to have all fields of an assignment used in reports.
4 votes -
vendor approval
Can we have the option to have multiple vendor approvals like time offs. When one person approves a vendor, it can then go to another person and does not get approved until it has been approved by all approvers. Currently, if any approvers approve, it is goes through. The reason is because we require our individual vendors to go through a background check. We would like our HR department to approve the vendors so we know they passed the background requirements before the vendor is approved.
4 votes -
W-4 2020
The system should now be updated so the default for new employees should be with the W-4 for 2020 as Single with no adjustments. It shouldn't have the prior year defaults and require us to to click on 2020 or after W-4 for every new person going forward. I thought no changes were going to be allowed in the system for prior to the 2020 W-4 form. It should be switched at this point to default to 2020 info and just leave the prior info as viewing if not changed to 2020.
4 votes -
Option to auto create vendor on employee add - individually not mass
I would like to see an option when creating a new employee to create a vendor at the same time for that employee. However I don't want this to be a system wide/mass add option. We don't want to add every employee as a vendor, just certain ones. A check box during the employee creation would be great. This would trigger the vendor to be created and carryover ACH info to vendor profile automatically.
4 votes
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