School Business Suite
97 results found
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Invoice Entry Enter through all sections
When going through the data entry in the invoice add screen on web, you can hit "Enter" to go to the next option EXCEPT the "Status" option. Then if you want to continue keying, you have to switch to TAB to the next option. I would just like to continue to "Enter" through all the options for ease of use using the numberpad.
2 votesThank you for submitting this idea. We'd like to see more support from the Skyward User Community for this idea.
Thank you!
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Add "Approve and Re-route" option in invoice approval.
Our A/P Specialist enters invoices, which then come to me for final approval. I would like to be able to route them to someone else for approval after I verify the accounting code.
1 voteThank you for submitting this idea.
We suggest trying this alternative solution:
Add everyone who needs to approve certain accounts as level 3 approvers and then send them an email whenever an account is used that one of them needs to approve so they can go look at the invoice.
We will continue to research the feasibility of adding a more streamlined approve and re-route option to the system. We will keep this Idea open for continued support by the Skyward user community.
Thank you!
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Add a "Select All" option to the Invoice Approval screen.
I sometimes have to approve 50+ invoices, and it's very time consuming to click each and every box.
4 votesThank you for submitting this idea.
We would like to see more support from the Skyward user community. We’d like to see user collaboration prior to considering it for development.
Thank you!
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Re-open Credit Card transaction in batch status
It would be nice if at the district office level, we could re-open/unlock a credit card transaction that someone has hit the "approved" button on. There are many times when someone makes a mistake and would like to fix, but only one of us in the district offices can do it through PAC on the back end. I would like to be able to open it back up for them to fix on the web side.
10 voteshank you for submitting this idea.
We would like to see more support from the Skyward user community. We’d like to see user collaboration prior to considering it for development.
Thank you!
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Invoice Entry Filter Button
In the invoice entry screen when you are in the "Add Accounts" pop-up it would be very helpful to have an account filter button. This would allow you to figure out account numbers that you don't know the full string of numbers. For example you know that it is for the high school (location 400) and that it is for volleyball (162121) but you are not sure about the object then it will let you filter the things you do know and help you narrow down to the account you need. At this time I need to open a separate…
7 votesThank you for submitting this idea.
We’d love to see more support from the Skyward User Community for considering it for development.
This idea will remain open for the Skyward user community to vote and comment on it.
Thank you!
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Check request notifications
In the expense reimbursements, there is an option to send a summary email notification for invoices waiting to be generated. This is a great feature but also be VERY beneficial if we could have the same option for check requests. This would then have both programs working the same way, not really an enhancement here but a system function issue. Thanks for considering.
7 votesThank you for submitting this idea! We’d love to see support from the Skyward user community.
This idea is open for Skyward Users to comment and vote on it!
Thank you!
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Web Invoice Processing retention field
Have the ability to retain an account number in the Web invoice entry. PAC would automatically pop up the last used number so if I am entering 20 food service invoices I don't have to re-type the same account number 20 times.
7 votesThank you for submitting this product idea. We are reviewing it.
We’d like to see more support for this idea prior to considering it for development.
This idea remains open for continued voting and user commentary.
Thank you!
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Add Vendor Address information as Option on Check Reconciliation Report
Check Reconciliation > Reports > Report by Bank has not to sequence by Payee Key. If this option is selection, add additional option to include Payee Address information to the report. This report should drop into Excel with the address information usable on a mail merge. This would allow those who need to follow up on specific checks that have not been cashed to use the file to create mail merge documents to notify the vendors.
6 votes -
Offer Void Process in Middle of A Check Run WF\AP\PP\CR\CR
If you are doing a multiple check check run (20 checks as an example) & the last 3 (or any) jam or print wrong, you should have an option within the process to pick checks that need to be voided & reprinted with new check #'s. Not having to finalize the check run & then going to Quick Void.
11 votes -
WF\AP\CR\RE\SB C=Continuous Void - offer a separate check box for better reporting.
WF\AP\CR\RE\SB C=Continuous Void - can you offer a separate check box for better reporting? This would eliminate the 0.00 continuous checks from ACH populating in your Report for Selected Banks (SB).
3 votes -
Attachments Added to Receiving should follow into AP and show attached to invoice as well
If an invoice is attached in the Receiving Record, then once you update Pending Receiving in Accounts Payable then the attachment should follow. This way you can see the attachment if you are looking at the invoices or the PO. Right now it's just seen as an attachment to the PO. If you attach the invoice into Invoice Entry and not Receiving then you only see the attachment when looking at the invoices and it's not attached to the PO. We need it seen in both places.
16 votes -
Mass Change Bank Code
We would like to have the ability to change the bank code for batch status invoices. Each time we run our payroll, it creates over 20 invoices with specific batch numbers. I have to manually go into each invoice and change the bank code to the correct bank. If we could mass change the bank code based upon both a batch number and the invoice date(s), it would free up a lot of time in our department.
4 votes -
Bank Code Printing on Checks
It would be helpful to have the Bank Code print on the check and when looking at the Check History. If someone has made an error, you don't see the bank code on the check so you have to look it up in the check history and open each check to view which bank code was used. This would help in bank reconciling and check look up/sort/search.
4 votes -
Add a 'Data Retention on Add' button to Check Requests
Add a 'Data Retention on Add' button to Check Requests. Like we have available in Journal Entry and Cash Receipts
1 vote -
Student side talk to the AP Side
We do lots of refunds to parents - especially this year when meals were free. It would be so much easier if you could pull up the parent name and address and add it to AP like do an employee.
4 votesThank you for submitting this idea request. We have two suggestions to help assist with paying parents and guardians via AP.
First option: If you’re looking to pay a few parents or guardians, you can navigate to Financial Management > Vendor > Add a Vendor. When using a name that is already set up on the student side as an emergency contact and guardian, the system will find that person and allow you to add them as a vendor directly from that guardian.
Second option: If you’re looking to pay many parents or guardians, we suggest using the Vendor Import. This can be found by navigating to Financial Management > Vendor > Product Setup > Utilities. The import file has a predefined import format and is tab delimited. It is a traditional import with a preview browse and verification report.
Once the parents or guardians are entered as vendors it…
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Fix Tab Order
It would be helpful to have the tabs hit both the account Amount and the Account Percentage field while in the AP invoice entry screen. Currently it will tab correctly on the first line and then it will skip to the Account Percent for following lines, which the Account Amount is the more used filed. See attached
3 votesThank you for submitting this idea with the attached visual. We’d love to see more support from the Skyward user community prior to considering it for development.
Thank you!
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ACH email to vendor needs to include invoice, description, and amount
When sending ACH emails, currently it is just a generic "you are getting a deposit on this date". This does not help when sending multiple ACHs out with multiple invoices included to the vendor. The vendor does not know where to apply the credit. It would be nice to have the email generate the invoice number, description, and amount that is entered for the check request. The email should show the same information that the check stub shows when you print a regular check.
6 votesThank you for submitting this idea.
This functionality already exists in SMS and is hard coded into the system.
The email that is sent to the vendor when an ACH payment is processed contains a breakdown of the invoice information:
1. Direct Deposit Amount
2. Date
3. Invoice #
4. Description
5. Invoice AmountThe above information is only sent in the email itself. There is no preview information in the email setup.
You can go to Product Setup>System Admin>Email History
From here you can find the email sent to the Vendor, expand it, and see the actual info sent to the vendor.Thank you!
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Re-print damaged checks without having to update accounting
After printing paper checks but prior to Accounting update, include a question if all checks printed correctly. If the answer is yes, the accounting update proceeds as normal. If the answer is no, populate the list of checks that were printed with a checkbox next to each one. Checks that did not print properly would have the box(es) marked, along with a new print range for blank checks. This process repeats itself until all checks print properly.
4 votesThank you for submitting this idea. At this time, we will not consider it for development.
Skyward does allow the reprint of checks prior to the Update option.
It is our recommended best practice for all districts to review the checks to confirm they have printed correctly prior to running the update.
During the update process Skyward provides a “triple confirmation”. When updating: you have to click Update, which brings you to the Update screen, then you have to click Update again, and then you receive a final window prompt to confirm you want to update.
The ability to choose to print only certain pages exist through standard printer options.
This idea will remain open for continued voting and commenting by the Skyward user community.
Thank you!
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Add Credit Card as a Check Type
When entering invoices, I would think choosing to pay the invoice via Credit Card would be similar to Wire, ACH, or Regular check.
Not sure how complex it would be to link the payment type to the Credit Card section for review/submit/approve options. With paperless options increasing, I feel like this is the time to link the two together.
14 votesThank you for submitting this idea. We see the value in this idea and would love to see more support from the Skyward user community prior to considering it for development.
In the meantime, while this idea gathers support, we recommend using the “wire” option for credit card payments.
Thank you!
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Attachment to emailed PO's
When attaching documents to a requisition, there is an option to check a box that says "send attachment with PO". It would be helpful if the default to this was "yes" - with the box checked. Staff do not realize they should check that box in order to include the attachment. 95% of the time we would include the attachment with the emailed PO. This would avoid us having to go into each requisition that has an attachment. menu path WF/PU/MR/RE/AT - when you click add file or link.
8 votesThank you for submitting this idea. We suggest using Skycoder to make the “Send Attachment with PO” default to “Yes”.
If you don’t have someone at the district to create JavaScript, we can provide this code to use in Skycoder:
// On add of a file, initialize Email with purchase orders to checked
if (document.getElementById(‘vMaintOption’).value == ‘add’) {
$(‘#cEmailPO’).prop(‘checked’, true);
}Thank you!
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