Add the ability to import data into AR Invoices
We need the ability to import data from EXCEL into AR invoices in the same manner it is possible to populate journal entries from an EXCEL Spreadsheet. Unlike schools we do not receive state funding and therefore operate more like a business which requires monthly bills for services rendered--so an efficient AR process is critical to our success.
Our billing data comes primarily from two separate databases--one is our workshop registration software the other is an internal database built in Drupal. Inputting the data into Skyward is too laborious with too many clicks and is of course a redundant process that invites 'human error.'
Without the above enhancement Skyward is not a viable solution for our AR needs. As a selling point I would think Skyward would be more attractive to other service agencies looking for a new financial solution if this enhancement were made.
While schools don't likely use the AR feature nearly as often or to the degree that service agencies do I would think it would be a time saver for them too..(if it were possible to 'dump' data from a spreadsheet (template) into an AR Invoice for billing purposes.) It takes a lot less time to add data to cells in a spreadsheet than clicking between each field to add the data to Skyward.
Deb Haneke
shared this idea
Thank you for submitting this idea. We’ve spent some time reviewing the request and researching our options. We’ve decided that this request is not considered for development at this time. The scope of the enhancement does not fit within out roadmap.
This idea will remain open for continued voting and commenting by the Skyward user community.
Thank you