School Business Suite
1244 results found
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Auto email with approved PO to link back to the PO.
When a requisition is approved, and the requestor receives the automatic email notifications, is it possible for Skyward to include a link back to the PO in those auto emails? This would make uploading attachments to the PO (receipts, invoices, etc.) a lot more efficient, so if there is a setting that can up changed that will do that, I'd like assistance with that option.
2 votes -
True Time Access Code
Could you please add the ability to run a report for the True Time Access Codes for the employees?
2 votes -
Create Pre-note File
Create a setting to allow Direct Deposit to Pre-note in the payroll even if the person is NOT getting paid. A way to have the payroll process pre-note everyone, like the AP side.
2 votes -
Import Check Request
The ability to import Check Reuests from an excel or csv
2 votes -
Vendor- New Vendor Report
I would like a Vendor Report that you can choose a range of dates to
create a list of New Vendors for the month or Year. (like a New Hire report)2 votes -
Indicate previously denied CC transactions and decline multiple with same comments
This is a two part/related question related to credit card transaction approvals.
1)We're wondering if there's a way to indicate that a credit card transaction had been previously denied when it comes back for approval. The goal would be that when the approval comes back through, it would somehow show that it had previously been submitted and denied. I don't know if that would mean creating a new option besides app or deny (maybe review or something similar) or maybe some time if asterisk indicator?
2) Is there a way to deny several transactions at the same time with the…2 votes -
In Fast Track: Once application and reference checks are complete there is no email/notification prompting applicants to log in and submit
In Fast Track: Once application and reference checks are complete there is no email/notification prompting applicants to log in and submit their application.
2 votes -
Data Mine for Detail Item in an invoice
It would be nice to be able to Data Mine for a Detail Line Item on an invoice rather just an account code. Example Carpet.
Or be able to data mine for like a catalog item.2 votes -
Account Groups
Would be great if we could delete account groups that we do not/ have NEVER/ will NEVER use. Right now they all have a Z in front of their name - but I'd like to eliminate them altogether.
2 votes -
Automatically print attachments when printing requisitions
When printing a requisition, is there any way that the attachment could print with it? Or at least a pop up window asking if you wanted to print it?
2 votes -
Vendor Report, $25,000+ in payments for Federal Grant tracking
Could Skyward create a canned Vendor Report that would show all payments made to a vendor within a specific date range? All payments meaning, all checks, all ACH, all p-card payments. Federal fund guidance requires districts to keep additional documentation for vendors who receive $25,000 or more in federal funds annually, so being able to pull this report monthly, or quarterly would be helpful.
2 votes -
Add Web-Style Employee Selection Parameters to Mass Change Pay Record Account Numbers Utility
Even though the Mass Change Pay Record Account Numbers utility has been migrated to Web, the employee selection parameters mirror PaC-style selection, and do not offer any of the newer selection options (primary pay account code, assignment, etc.), nor can we utilize selection by Processing List.
These newer selection methods are invaluable when trying to reconfigure the accounts within existing pay codes to mirror current primary pay account structure. We cannot mass delete/recreate pay codes due to potential loss of historical data, so the accounts need to be updated periodically, but as employees move around, so do the dimensions of…
2 votes -
Batch Reports
Include Combined B/S and O/S Detail and Combined B/S and O/S Summary in Batch Reports
2 votes -
Mass Inactivate Employees Utility (WH\EP\PS\UT\MI)
We move our inactive staff to a building location named "Inactive Employees". It would be helpful to have a feature that would mass change the building locations and check locations.
2 votes -
Quick Void - Not show Regular Check in Skyward Web
If we do a quick void on a payroll check, it would be nice that the "regular" check that was voided would not show in Skyward Web for employees to see. I understand showing the Voids, but I think that is more confusing for employees.
2 votes -
Add 1095C to Employee Access
"Crandall ISD has the opportunity to have our 1095-C Forms loaded into our Payroll Portal in Skyward.
We need to know:
Is that an option?
If so is there a charge to load the forms?
What is the correct nomenclature/form type for loading?Our ACA vendor has agreed to either provide the Forms in individual PDF format to be loaded into each employee's portal (or whatever it is called Angela) OR can provide a CSV with all EE data for loading into Skyward to generate the 1095-C Forms.
2 votes -
Add a Filter and/or Quick Filter option to the Pseudo Approval area
Please add the option to create Filters and/or Quick Filters on the Employee Pseudo Approval screen. We sometimes need to search for information among the "completed" records and the only viable option is to drop it to Excel and then search. It would save time and improve efficiencies to have a typical Filter option available. The current Filter Option button just toggles between hiding the completed or waiting for approval records. It doesn't help locate groups of records on this table view.
2 votes -
Merge Duplicate Vendors
It would be helpful if there was a way to merge vendors that are duplicate entries. Over the years we have had duplicate vendors added, i.e., Region 10, Region X, and ESC 10. These separate vendors will always be in the system because they were all used at some point. If we could merge vendor profiles we could greatly reduce our database and make finding the correct vendors a lot easier.
2 votes -
Popup box and lock including the name - showing someone is in the file you are accessing.
Have a popup display when another user is in someone's application or employee profile including who they are locking the file until the person has exited the file. This would be beneficial for both FastTrack and EM.
2 votes -
Years of Experience
We would like to make the years of service automatically update when a person hits their anniversary date. Example: Katie's first day is 7/1/22 we want the system to automatically update me to 1 year on 7/1/23. Or if my first day is 12/15/22 on 12/15/23 we want the system to automatically roll me to 1 year of service. This way we do not have to do the years of service roll every year.
2 votes
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