School Business Suite
1244 results found
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OCR to populate form fields
I'm curious if there is, or can be, integration to utilize OCR functionality from our Canon MFP's to perform functions such as populating Check Requests data fields. The intention would be to scan an invoice and use OCR to populate fields on the CR entry screen rather than users doing so. It would increase efficiency by not requiring users to enter data points that can be pulled off the document. It would also cut down on keying errors as less keystrokes would be required by the user.
1 vote -
Be able to view pcard transaction attachments under the vendor tab
When processing pcard transactions, I take advantage of designating each transaction to the specific vendor. Really easy for referring later on. However, the attachment cannot be viewed from the vendor tab - you see the purchase and accounting info but not the attachment. Would be GREAT to have this. It is easy to remember where you purchased something and go to the vendor tab for an attachment made by check or ACH. Why not for Pcards? If not that, anything under the vendor tab, that you can access these attachments easily
1 vote -
Add gridlines on custom form design
When designing custom forms it would be nice to have a easy way to insure the fields are line up straight.
1 vote -
Having a utility to mass change how staff receive W2 to be cleared out and not hang onto historical selections
Currently skyward hangs onto what an employee has selected for receiving their W2 (electronic vs. paper copy) Staff seem very confused about when they may have selected electronic vs. paper copy. For that reason, I would love the option to run a utility to clear this our so each year staff are required to choose electronic vs. paper and historical selections are not part of this.
1 vote -
Enable importing data for bulk check requests and vendor adds/changes
Enable importing data for bulk check requests and vendor adds/changes to expedite data entry when a large batch of checks for individual vendors (families) needs to be entered. Every year we have transportation contracts that require check requests for hundreds of private school families. They've had to be entered one at a time, along with vendor creation and updating, usually in a rush timeframe. Every year, this feature will create a huge time/labor cost savings and make it more reliable for us and Fiscal Services to meet the end of fiscal year deadline. The business need isn't going away. We…
1 voteThank you for submitting the product idea -
We do have the vendor import which is located through Web Financial Management > Vendor > Product Setup > Utilities > Vendor Import where you can setup a .csv file.
As for the check requests, would it be expected that there are multiple detail lines on a single check request or a check request for each vendor?
Thank you for your additional input!
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Auto fill wufar code for vendors when paying bills
When paying bills it would be nice if previous Wufar codes would automatically load, since so many codes stay the same...at least for smaller schools.
1 vote -
Vendors browse
Vendor browse should include the contract tab for employees to easily see employee contact information & Cooperative to reference all in one location.
1 voteThank you for submitting the product idea!
The Contract Information tab is currently available through the Vendor Browse, it is located under the drop down arrow next to the vendor name. I have included a screenshot below for you to view where this is accessible from.
Please let us know if this isn't the option you are looking for.
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User Backup Options
In other systems (like ASCENDER) when you run "major" processes the system will prompt the user to create and download a backup. If a user made a mistake or the system did not perform a process as intended the user could import the backup through a system utility and it would only revert that specific user's data. The user could then re-attempt the process. Currently, if a backup is needed it reverts all users data back to a specific point and time. Because our organization is so massive and there's lots of daily data entry/processes run, we could not expect…
1 vote -
Employee Access / Address / Request Changes
Could there be an option to select which addresses employees would like to change when an Address Request Change is entered? Possibly check boxes beside all available Addresses for them to select the ones to update upon approval? Thanks!
1 voteThank you for submitting the product idea!
We would like some additional clarification on this
Currently, employees can request to change their primary or their mailing address and they can be requested to be changed independently. It may depend on how your request changes configuration is setup.
Or would you expect 1 request for an address change instead of 2?
Thank you!
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Would love the ability to mass add add-ons by individual names as an option to choosing, for us, generic parameters.
We use the mass add of add-ons utility every year. It's quite cumbersome to get a preview and have to go and delete every record off the preview that should not receive the particular add-on. It would be nice to have the option to choose specific names to receive the add-on.
1 vote -
Add a place on the Standard Report card to add a name instead of all the same "Standard Report Card" with the date they were posted.
Add a place on the Standard Report card to add a name instead of all the same "Standard Report Card" with the date they were posted. Example 2025 1st 6 weeks report card.
1 voteThank you for submitting the product idea! This seems to be aimed at the Student Management Suite and not the Business Suite. I would suggest re-posting the idea to the Student Suite Portal for our product owners to review.
Thank you!
Erik O.
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AP attached to Payroll Check
Currently if you have an employee who is being reimbursed for anything it goes through AP, to post through payroll it would need to do a negative reimbursement. You lose history and there is no place to enter what that reimbursement is. In SMART you are able to attach and AP reimbursement to a paycheck. I know in my past job I had a lot of reimbursement's and they were added to my paycheck as well.
1 vote -
Time Off Requests - No more than 1 day per request
We use calendars on employee profiles and would like the option to turn off the Time Off Date Range so employees could not ask for more than one day per request.
1 voteThank you for submitting the product idea! This is actually already a feature - the option you are looking for is located through Web Product Setup > Employee Access > Configurations > Time Off Setup.
Under the Request options tab there is a checkbox option "Prevent Employees from requesting more than one day off with a single Time Off transaction" which you will just want to make sure is checked.
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Time Off Requests - Sub Needed
When teachers enter a time off request it would be beneficial that the box for Sub Needed be automatically checked (with no option to uncheck it) and once saved would take them to Aesop to enter the sub request.
1 vote -
Enlarge the lookup table available on custom forms to 50 instead of 35
Enlarge the lookup table available on custom forms to 50 instead of 35 as this could be used for more options to force users to make correct selection as opposed to an entry where they can enter what they want. For example to select an assignment so it matches exactly in position control and such
1 vote -
timesheet submission
Timesheet Submission Exception Reasons by Timekeeping Rule.
There should be the ability to assign or to be able to create unique Exception Reasons to specific Timekeeping Rules. Not all reasons make sense for the different work staff.
1 vote -
sales tax
I would like to propose the addition of a "Taxable Sales" button in our system to automatically calculate and post tax to the liability account. Currently, our bookkeepers have that and now that we will be migrating to Q they will have to manually back out tax and post revenues separately, which is time-consuming and prone to errors.
Implementing this feature will streamline operations, ensure accuracy, and reduce the workload on our bookkeepers by eliminating multiple steps in the tax reporting process.
I believe this enhancement will greatly improve our operational efficiency and accuracy. I look forward to your feedback.
1 vote -
Employee Cost by Account Report
Please, please, please add this report to current plans so it is not only available in Salary Negotiations. This is an amazing, incredible report and not being able to pull it from our current plan is so frustrating. I am having to keep up the current plan with new changes of course, but then have to keep my sal neg plan up to date all year so that we can pull that report.
1 vote -
NACHA file format option
We have a vendor, Alliant Energy, that only accepts ACH payments if the format is CCD+ and CTX.
Alliant Energy mentioned that they have a lot of schools that can't sent payments via ACH so we are all limited to sending paper checks.
Could you please develop a CCD+ and CTX format for ACH payments?
As a follow up from the last user group, this is a step we are trying to take to prevent fraud. There have been districts that have had paper checks white washed and cashed with zero recourse.
Thanks!1 vote -
Account Purge for Accounts Never Used
Please consider adding a purge option for accounts that have never been used. The accounts are currently inactive in our system but have never been used and are set up with dimensions that were not set up.
1 vote
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