School Business Suite
1221 results found
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Encumber Funds When P-Card Transaction Is Submitted for Approval
A district's budget management would benefit if Skyward encumbered budgetary funds when an employee submits a transaction for approval. I understand that a purchase order would encumber the funds, but I do not want to ask employees to complete an additional form in Skyward. That said, if p-card transactions are not invoiced, the expenditures are not reflected in the budget. Our department leaders use their budget reports to make decisions, but the reports don't do much for them when they have numerous p-card transactions that are not encumbered. I upload p-card transactions daily, and if there were a way we…
1 vote -
Develop Data import/update against DocuSign API
Hi, suggestion to develop employee import/update against the DocuSign API for onboarding new personnel. I think a lot of school districts use both Skyward HR for employees/payroll and DocuSign for document/envelope/packet management in digital form rather than paper copies.
Might be a good opportunity to streamline some data movement in regards to onboarding processes.
thanks1 vote -
Inactive PO Contracts to not display on PO/Req screen
With the addition of Vendor Contracts with Start/Stop dates, the Stop date should stop the contract from viewing when creating the Req/PO; i.e only Active Contracts display.
1 vote -
Is there any way an option can be included on the account sequence report to print it by posting date as opposed to invoice date? Is there a
Is there any way an option can be included on the account sequence report to print it by posting date as opposed to invoice date? Is there any other report that gives as much detail as the account sequence report but has the option of printing by fiscal year? Is there any option anywhere to print GL detail as opposed to batch postings in the GL? Auditors are looking for detail of what posted in specific accounts.
1 vote -
W-3
Can printing the actual W-3 be part of the W-2 process?
It would be nice to have the full report for our records and not just the totals or verification page.1 vote -
Expand options within Pay Code Maintenance in True Time
It'd be great if you could have the option within True Time Pay Code Maintenance to say "Yes" to the option of "Must leave a Note" (similar to choosing "Yes" to the option "Include in True Time"). There are some paycodes that we REALLY wish people would remember to leave a note to help explain why they used that particular paycode.
1 vote -
Mass Delete Sub Tracking Transactions in Third Party Workfile
Add a Mass Delete Sub Tracking transactions under > Third Party Imports > Maintain Sub Tracking Workfile based on selected errors generated by the system.
There are times when a district has uploaded the ST detail transactions then decides additional records for the same date range need to be added. If using the same date range all the previously added records create a fatal error.
Create a utility to mass delete the errors, by specific error message from a drop down list, in Maintain ST. Suggest this be hidden behind a # sign or be added under Product Setup> Contact…
1 vote -
True Time Reports
On the True Time Report on the web, it would be nice to have an option to export to excel in order to help calculate paid time for payrolls. Right now we can only print the report. Can there be an option to export to excel? Thanks
1 vote -
"Participates in Sick Bank" Field
We have a sick bank and many employees participate. We would like the "particpates in sick bank" field under the Time Off category to be veiweable by employees in their employee portal. So when they log into Employee Accesss and Time Off, they should see if they are a member or not. This would save us a lot of time and provide info to employees so they don't have to ask us to look up their status and wait for us to reply.
1 vote -
Add a report for denied invoice approval
We want to be able to run a report for denied invoices that also includes the reason for the denial. We use the Name/Note field that is under Action History under the Approval History of an invoice. Can this option be added?
1 vote -
Option to translate the text.
A button for staff to translate the text to their primary language would be helpful. At least in the True Time modul. Our workplace is diverse and having this feature would be beneficial to all of our staff.
1 vote -
Vendor Mailing Address option
Would it be possible to give the SBAA vendors the option for a mailing and remit to address like the finance management?
1 vote -
Multiple PO's/Invoices on Check
We really need to be able to pull in several PO's/Invoices on a check. If not, we are printing a check for each invoice! That gets expensive.
1 vote -
Catalog Feature
Would like to have the catalog feature like what is in Financial Management in SBAA.
1 vote -
Time Off Import
It would be beneficial if there was a way to delete errors/warnings and run what will import. I am trying to capture any days that was missed in the initial import from a Third Party.
1 vote -
Insurance Tracking: a mass utility process to merge sub plan history from one plan to another.
We'd like to request a mass utility process to merge sub plan history from one plan to another. (Premiums collected to date on the old plan to the new plan history). You can only do it person by person.
1 vote -
Insurance Tracking: Ability to clone dependents into new plan (can clone existing members, but not dependents now)
We recently built a new plan for our dental coverage based on changes that will be coming down the pike. I cloned all existing members from the old plan set up to the new plan set up. That was easy. What doesn't happen, however, is the dependents that were on the prior plan don't also move to the new plan with the cloned employees. Therefore, I had to go into each employee's insurance tracking record and re-clone their dependents into the new plan. It took a lot of time.
1 vote -
Ability to make the Time Sheet Approve/Deny notes field required
When a supervisor is approving Time Sheets, we would like the ability to make the Notes field for approval or denial reasons required. This would be a toggle for the district to choose if they require the supervisor to enter some sort of note or not.
1 vote -
Add E-Commerce to SBAA
Our district would LOVE to see E-Commerce added to SBAA.
1 vote -
REPORT COMMODITY CODE SORTED BY CONTRACT OR CONTRACT SORTED BY COMMODITY CODE.
We need a report that shows Commodity Codes sorted by Contract or vise-versa. When you print a Commodity Code report, you have to individually subtract the ones used on Contract that need deleted from the total in order to see where you are at on your usage.
1 vote
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