School Business Suite
1221 results found
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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 -
Certification details
Currently can enter the issue/expiration dates for the certification master section. Need the ability to enter issue/expiration dates on the certification detail section in order to determine infield/outfield status. Example is a teacher who gets an additional certification area 3 years into the certificate but should not be reported as infield for that area before the addition area was received.
4 votes -
Employee Time Off Request in EA-
Employee Time Off Request in EA- need to log history to track if they change or DELETE a request. If a request is deleted an email to HR and Supervisor sent as well. Employees can delete request prior to approval and we need a way to track this.
4 votes -
“Note” & “Attach” buttons: Credit card, check request, JE, CR input entry screens are not consistent in existence or placement. (attachmnt
“Note” & “Attach” buttons: For credit card, check request, journal entry, and cash receipt input entry screens are not consistent in existence or placement of the buttons. (See attachment for more detail)
4 votes -
Change positive/negative sign for Revenue/Expense.
It would be nice to give users the option to "flip the signs" so Revenues would show as a positive and Expenses would show as a negative. This would make the Data Mining reports easier for "non-accountants" to understand. We recently moved from a different software program to Skyward, and some of our users (building secretaries) are confused by the way revenues and expenses are reflected.
4 votes -
Print Commodity Codes on Purchase Orders (EDGAR "Like-Type" Items)
The TEA letter from November 2018 regarding micro purchase thresholds under EDGAR have made it more important than ever to accurately measure our purchasing levels in like-type categories. Because of this, more districts will begin utilizing the Commodity Code feature in Skyward. Having the ability to print commodity codes on POs will greatly assist our end users with determining which commodity code to use on new requisitions.
4 votes
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