School Business Suite
40 results found
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Account Transaction Ledger
We can run a report to show the transactions on an account but cannot see the other side. We want to be able to track all the transactions against an account - both debits and credits to see both sides of the transactions. For instance we want to see the activity for our discount GL but need to see the other side of that posting. For now we have to drill into each transaction to look for the debit/credit against that transaction - for every transaction.
3 votes -
posting to inactive cash accounts
We switched banks a number of years ago and have some inactive cash accounts. Did you know that when entering cash receipts you can choose the inactive bank account and it will then post to that account when you update. It does show up on the cash receipts update report as inactive on the second page but my feeling is that it should tell you the account is inactive when selecting the bank or at least give you a warning PRIOR to the update report.
6 votes -
Detail Activity
Please take a look at the attached printscreen and tell me if you think that this is detailed activity. Not sure how it can be detailed when it doesn't contain any type of description vendor information payment date etc. Could the detailed information be added to this screen instead of going two screens back to get that information.
3 votes -
Switch post date to Batch date
The goal is to approve efficiency in looking up past posting (history). The Post Date is not something used on a daily basis and that has to be looked up before we can look up the entry. The number is more commonly used. Change Post Date to Batch Number Cash Receipt Number Journal Entry number for lookup at bottom of screen.
2 votes -
Ability to Attach multiple documents at once
Regarding Cash Receipts and Journal Entries (ATTACHMENTS). I would like the ability to attach multiple saved attachments at the same time (by using the control key for example) to my cash receipt batches and journal entries. Currently we need to attach one document at a time and it is very time consuming. I think this request would benefit all Skyward software users not just my District. In a windows environment the control key within Windows Explorer usually allows the user to choose multiple files to upload or attach to emails for example.
7 votes -
Report of staff on each step of salary matrix
We need a report that counts the number of individuals on each step of a salary matrix.
2 votes -
Update as to the new Federal requirement ESSA
It was my understanding that Skyward was working on this programming update to add an additional digit to the current 3 digit building code. This mandatory update is to take effect starting 7/1/18. Appreciate any update as to progress in this federal requirement.
1 vote -
Account Code Attached to Rate Code
Be able to attach account codes to a Rate Code in subtracking rather than having to manually change each account code for a specific rate code. That way the correct account code will post automatically when using a particular rate code with no manual change necessary. This would save our district hours each month in manual changes.
1 vote -
Clone Reimbursement Expense Codes
The ability to clone reimbursement expense codes so we do not have to keep updating account codes that were used in the previous years mileage.
3 votesThank you for submitting this idea to the Ideas Portal.
This is the platform for Skyward users to show support for ideas they like. It’s also the perfect place to share your thoughts and start a conversation about the idea.
If you like this idea, and you want it considered for development, then we need to see your support!
If you like this idea, please vote and comment. You can track it as it rises to the top of the list.
Thank you,
Ashley Prinsen
Product Owner -
Cash Receipt Screen
I would like to be able to see the total of my cash receipts on the main cash receipt screen. Right now there is Batch Description Created Fiscal Year Rev Source Status etc. Unless I click into each batch I cannot see the total amount If there could be a column between the description column and the Created column with a total that would be extremely helpful for our district.
6 votes -
Option for items in bank rec to be unchecked
Currently when working on the bank reconciliation the system opens the reconciliation with all items "checked" as if they are all cleared. It would be nice to have the items come in as "unchecked" so that you could check them off as you clear them. Or at least an option to select them all to "uncheck". It is really easy to miss an item that has not cleared especially when many of the items are the same amount i.e. textbook fees and there can be hundreds of fee management entries in that one months statement.
To have the bank rec…25 votesThank you for submitting this idea. We need your feedback.
Is this request for SBAA Bank Reconciliation?
Thank you!
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Inactivate Payors in Accounts Receivable
We need the ability to inactivate payors in accounts receivable.
To clean up the list of payors.2 votesThank you for submitting this idea to the Ideas Portal.
This is the platform for Skyward users to show support for ideas they like. It’s also the perfect place to share your thoughts and start a conversation about the idea.
If you like this idea, and you want it considered for development, then we need to see your support!
If you like this idea, please vote and comment. You can track it as it rises to the top of the list.
Thank you,
Ashley Prinsen
Product Owner -
Mass Account Add
Need the Mass addition of accounts added to the import process. This function is already available in Budget Entry and would be very beneficial in the revisions. This would allow for addition of accounts for money not included in the original budget adoption. Currently the process is to manually add accounts to the COA which can be in the hundreds and then import the spreadsheet to load money.
4 votes -
AR Statement Pymts Listing
When printing and emailing AR statements it would be nice if the "Payments" section would be listed differently. Payors do not understand how they are listed now.
If the payments could be listed chronologically by full payment only like in tab "4 Payment" in Payor Master it would be much more readable and cut down on a lot of phone calls.51 votesThank you for submitting and voting on this idea. We’ve spent some time researching this idea. We have concluded that that we will not be pursuing this enhancement at this time.
We recommend using the “Number of Days Back” option in SBAA for Accounting control.
Thank you!
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Web Cash Receipt Account Button
In PaC the functionality to click on the Account button takes the user to the Chart of Accounts module so that a user can look up descriptions see history open PO's which helps in cross referencing if the correct code is being used or copy the same description that was utilized before. The web version has three different places to look up the account number but it does not allow the user to go to the chart of accounts or account profile. Why not?
63 votesThank you for submitting this request. We’ve researched implementing the request based on the information supplied. Going forward, we are not considering this request for development.
Please continue to contribute your ideas — they push us to innovate, problem solve, and really understand your needs.
Ashley Prinsen
Product Owner -
Unit Cost and Quantity
The goal is to be able to send accurate and understandable invoices. We need to be able to enter a quantity of >99999 and a unit cost with 7 significant figures (our local tax rate).
I understand the limits are hard coded so I assume changing them is a simple task and would have no impact in other parts of the system.51 votesThank you for submitting and voting on this idea. We’ve done some research and decided that we are not going to pursue this development.
Skyward accounting rounds to the nearest cent. If we consider seven extra digits the rounding will cause issues with data integrity for all inputs in the system (Purchase Orders, Invoices, Payroll, Reports, etc.) and anything else that relies on accounting to process data correctly.
Thank you,
Ashley Prinsen
Product Owner -
Look up transaction
the ability to look up transactions by date range check number range or by amount
51 votesThank you for submitting this idea. At this time we are not considering it for development. The idea will remain open for continued voting and comments.
Thank you!
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Payment Type Totals Independent of Detail Lines
Add option to allow payment type (Cash Check EFT etc.) to be defined on the Batch instead of being built from accumulated totals from the detail line items.
51 votesThank you for submitting this idea. We suggest that you try this instead:
Payment type can be selected as a default and/or retained value on the Data Retention on Add.
Navigate to Data Retention on add for Cash Receipts (WF\AM\GI\CA\CA\CA)
There is a checkbox next to the Field “Payment Type” make sure to check that and select “EFT” from the drop down.Thank you,
Ashley Prinsen
Product Owner -
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…22 votesThank 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
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Allow JE for SBAA to work like regular JE
Allow a Journal Entry for SBAA to post or pre date transactions greater than 90 days.
For Journal entry for SBAA to behave like a regular Journal entry allowing it to be predated more then 90 days.
33 votesThank you for submitting this request to the Ideas Portal. At this time we are not considering the ability to pre or post date transaction greater than 90 days.
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