School Business Suite
1274 results found
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remove the notification in task manager that says the record will not be displayed because of the filter settings
When you open the entire task manager, not just from our widget screen and you have a filter on, when you close it a pop up come up about 3 seconds later that says "the record you are working on cannot be displayed due to the filters you are working with". Could you please set up the option to not view those after each one. Once should be enough. When you are trying to close out 100 or so tasks at a time it is very time consuming to wait for the notification to click ok. Another beautiful option would…
3 votes -
Customer Access Support Tickets Marked as "Critical"
When we are putting in a customer support ticket to Skyward, there is a "critical" checkbox that can be selected. Through research, we have discovered that these "critical" tickets go to a dispatcher. That dispatcher then identifies whether the need is actually "critical" or not. I understand the need to process tickets like this because, let's be honest, everybody things that all of their own issues are critical OR they have put things off to the last minute to handle. However, if this dispatcher does NOT read the entire message or fully understand what is happening then they might miss…
3 votes -
Enhance Invoice Approvals
If an invoice has been approved but the amount is later changed, the invoice reverts from Batch to Approval Pending. However, if the vendor is changed the invoice stays in Batch. Changes to invoice amounts, vendor and possibly account coding should all require re-approval.
3 votes -
True Time Totals Report Pay Pay Codes
We have multiple employees who work multiple jobs, each under a different pay code. I would like to be able to pull a report in True Time for total hours worked BY PAY CODE. Right now, when pulling the True Time Report-Employee Summary Report, the report displays all hours worked. In order to pull hours just for para educator work, I have to go in week by week and manually add up the para hours as the report I mentioned above only displays total hours. There is no way to differentiate hours worked by job/pay code. This is a HUGE…
3 votes -
TRS Base Gross totals tie out to Check Register
When working on the per pay period Gemini report to submit to TRS (Illinois)
I click the Summary Report and checked it against the check register's Base Gross under the Retirement deductions.I'm usually off by the non-contributory earnings and the retiree earnings. These two types of pay are included in the earnings totals in the TRS Gemini Summary Report.
I think the non-contributory earnings and retiree earnings should be listed separately!
This would be helpful because we can then tie it back to the check register Base Gross!!!Currently there no way I can modify the TRS Gemini Summary…
3 votes -
Import Account Numbers
Import feature to upload a CSV file of new account numbers. This is allowed in the original/preliminary budget upload (to automatically add new accounts), but when we get new codes throughout the year, especially grants, we have to manually add each new account number.
3 votes -
Add PO to Invoice Import
The requisition/purchase order function is an important cost/classification control process that is used extensively by many customers. The ability to import invoices, with ties to PO’s seems a natural extension of this process and could save customers many hours of manual input. Most other accounting software systems do this, so we believe this is a reasonable enhancement to request.
3 votes -
subtracking
When our Substitutes cover for an Open Position and the Subbed For is left blank, can we have it also be blank in their Employee Access so when they view their Sub Transactions it does not say *INVALID KEY*? It looks so messy and has a negative tone by using the word INVALID. If that could be removed it would look so much cleaner and accurate. Thank you!
3 votes -
Add Matching Custom Forms Tab Option to Employee Access
The Custom Forms tab that was once a mess under Student Management continues to plague the Employee area of the Finance System. We have SO MANY different forms that the Custom Forms tab under Employee Profile is just a long disorganized list of scrolling and truncated names. Because we clone forms on an annual basis, this makes things messier because we then have to hover over them to make sure you're selecting the correct one. The staff dealing with these forms are too busy to find the needle in the haystack so to speak, so the format needs to match…
3 votesThank you for submitting the product idea!
This option does currently exist within the Business Suite.
The option can be located through Web Human Resources > Employee > Setup > Configurations > Employee Configurations.
You can then select Custom Forms and there will be the option "Display Custom Forms in Employee Profile as:" Select the option "A browse" and save.
You will then see the Active/Inactive tabs as you are expecting.
Thank you!
Erik O.
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PDF of PO
I would like to be able to view a PDF of a PO that has been attached to an invoice from the 'view' hyperlink located next to the PO number within the invoice vs. having to manually attach each individual PO PDF to the invoice in the PO filing cabinet.
3 votes -
Please Update the Landing Page for FastTrack apply now button
Please create two buttons on the apply page. One for New Users and One for Existing Applicants. What appears now is small font and hard to read. It should stand out and be clear on what to do based on whether you are new and want to apply now or you have an existing login.
3 votes -
Add Vendor Phone # to Vendor Info on Profile
Add Vendor Phone # to Vendor Info on Profile - this will eliminate the need to open a new window or get out of Invoices and going to General Tab to get the phone number while working with vendor on AP Invoice issues
3 votesThank you for submitting the product idea!
We have reviewed it and would like to offer a suggestion on how to get the information you are looking for.
In Vendor Browse (Web Financial Management > Vendor > Vendor Browse), you do also have the ability to create a custom filter which would allow you to see the phone number easily and re-arrange the fields to fit your needs.
Thank you!
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Finance Data Mining-Free Form Comment Field Needed
When formatting data mining reports to the correct layout for uploading to a third party, it is necessary to have a "Free Form Comment" field as a placeholder for data. This field is available on the Student side.
3 votes -
increase sud# characters to 9
I am requesting the Sud# characters in the vendor profile be increased to 9 characters. I attempted to add 370-1273 in the SUD# box.
3 votes -
certification expiring soon automated email
I would like an automated email to be sent to the employee when their certifications are 6 months, 3 months, & 30 days from expiring.
3 votes -
Time Off Attendance Report for Date Range Defined.
Add an "Attendance" Report to Time Off. In this report it would have a designated date range, and the district must choose the Time Off codes to be included with calculating the attendance.
The goal would be to find all employees how had NO USED DAYS for the codes selected during the date range. If they have not used a day then they were in attendance.
3 votes -
Online Forms - setting option for Skyward notification to form author that due date is coming up
We would like to have the option within the Online Forms Master to display a reminder to the author/creator of the form, that the 'Form Must Be Completed By' date is upcoming. Ideally this reminder would show when the author/creator logs into Skyward and the current days date is either 48 or 72 hours out from the Form completion date.
3 votes -
Org Chart Supervisors by Pay Code
Org Chart Supervisors by Pay Code:
We have employees who have different hourly pay codes in different types of work. It would be nice to assign their approver by pay code.3 votes -
Longer Org Chart list of supervisors
Our employees have multiple paycodes which are approved by multiple supervisors. We'd love to be able to see more than just a list of 3 supervisors when we look at an employees org chart tab, to ensure we have them set up properly
3 votesThank you for submitting the product idea!
For clarification, are you referring to the org chart itself or within Employee Profile tabs?
Thank you for your additional input!
Erik O.
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Double entry for Direct Deposit account number. If it doesn't match, it will error out
Double entry for Direct Deposit account number. If it doesn't match, it will error out
3 votes
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