School Business Suite
5 results found
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prior period adjustments
Prior Period Adjustment Import WF\AM\GI\PY\PY--There is no ability to import prior period adjustments, just as there is in current year journal entries and cash receipts. This area of the software should have an import feature. I'm having to hand-enter a PPA that is several hundred lines, and the ability to import would have alleviated that.
2 votesGreat news, this product idea is set to release with the 4/25 addendum for all SMS business users.
Thank you for submitting the product idea!
Erik O.
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Mass Change Quick Keys and Account level descriptions
there needs to be a utility for mass changing quick Keys and Account level descriptions to the sofeware. Currently we did a mass change/merge and the quick keys and Account level descriptions did not merge.
2 votesThank you for submitting the product idea!
We recently released PR 5548236 which added a utility which can update setup information, such as quick key, level, category, etc. for accounts.
This utility is located under Web Financial Management > Account Management > Account Master > Setup > Utilities > Import Account Setup.
You can use a .csv spreadsheet to import the information you need to update with this utility.
Thank you!
Erik O.
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SKIP DESCRIPTION IN ATTACHMENT OF INVOICES
I would like to submit a RFE to skip the descripton line when attaching invoices to save time.
8 votesGreat News! You’ll see this enhancement in the 05.20.02.00.04 release.
The attach button in any Finance/HR area that uses attachments will no longer require an attachment description. The Description Field will automatically populate with the related file or URL name.
Thank you,
Ashley Prinsen
Product Owner -
Cash Receipts Approval Process
For large districts where there is segregation of the receipting process there needs to be an approval process in the system just as there is for journal entries to reduce the risk of incorrect information being posted into the system. Currently the work around is have one person enter the receipt and another person review it and actually doing the batch update. The batch update is the pseudo approval process.
For audit purposes you should be able to provide information to the auditor as to who entered it and who approved it. Just as the "Created by" name is listed…
33 votesIn 2018 we completed a series of 16 projects to Enhanced Check Request Approvals.
The Check Request approval process was enhanced to use the new approval process and records of previously updated approval processes in Purchase order Requisitions and Expense Reimbursements. We also released Account Group Approvals in the first wave of released enhancements (05.18.06.00.00 6/14/18)
We added the ability to approve and reroute Cash Receipts. (05.18.06.00.09 8/30/18)
We added Auto Approvals. (05.18.06.00.10 9/13/18)
We added cash receipt approvals to mobile. (05.19.02.00.01 2/14/19)
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FEDERAL GRANTS YEAR JULY 1 - JUNE 30
Federal grants run from July - June each. I would like to be able to keep the Appropriation/Budget amount when we cross over to the next year. As it is now I must pull the December Appropriation Report RE/EX.Summary report into an excel and then run a detail report and manually insert data into the excel in order to request reimbursement from our State of Indiana for the federal grant expenses. This is very time consuming and on occasion I make errors which then creates errors reported to the state.
I would like to be able to identify those Funds…56 votesA new IN Budget Balance Report will be available with the 05.19.02.00.08 release.
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