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1. Expense Reimbursement - Verify Available Funds

   GOAL:
   The Verify Funds options should be made available in the Expense Reimbursement module. Without this function, reimbursement requests can be made without available funds. The enhancement would eliminate the possibility of processing payments without available funds and provide necessary controls in the software. Like any other process related to budget...purchase orders, check requests, etc....this option should be applied to Expense Reimbursements.

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   2 comments  ·  Budgeting  ·  Delete…  ·  Admin →
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   Tell us More  ·  AdminAshley Prinsen (Product Owner - Business Suite, Skyward SMS 2.0) responded

   Thank 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.

   In the meantime, if you haven’t tried this already, it could be the solution you’re looking for:

   The AP available funds setup in PaC > SA > FM Config > AP will govern Expense Reimbursements. It does so at the AP Processing level, so you won’t necessarily see the verification at the Expense Reimbursement phase. Neither will it verify at the Exp Reimbursement approval phase. Instead, you will noticed an * indicating that the account is over-budget.

   The system will, however, check available funds during the Generate Invoice phase. You can set the system to show a warning with the Available Funds or to stop the AP process from continuing because there are not available funds.

   Thank you,
   Ashley Prinsen
   Product Owner

   Thank 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.

   In the meantime, if you haven’t tried this already, it could be the solution you’re looking for:

   The AP available funds setup in PaC > SA > FM Config > AP will govern Expense Reimbursements. It does so at the AP Processing level, so you won’t necessarily see the verification at the Expense Reimbursement phase. Neither will it verify at the Exp Reimbursement approval phase. Instead, you will noticed an * indicating that the account is over-budget.

   The system will, however, check… more

2. Budgeting on the Web and E-Commerce

   Our district creates the next year's budget by having the teachers enter budget requests through BOTW. We've also started using e-commerce ordering which has been tremendously helpful. However BOTW and E-commerce don't currently talk to each other so our schools have to re-enter the order information that the teachers have already entered. We would like to be able to spin a Purchase Requisition off a Budget Request in E-Commerce like we can through traditional order entry. We would like to be able to spin a Purchase Requisition off a Budget Request in E-Commerce like we can through traditional order entry.

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   0 comments  ·  Budgeting  ·  Delete…  ·  Admin →
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   Tell us More  ·  AdminAshley Prinsen (Product Owner - Business Suite, Skyward SMS 2.0) responded

   Thank 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