School Business Suite
27 results found
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Vendor- New Vendor Report
I would like a Vendor Report that you can choose a range of dates to
create a list of New Vendors for the month or Year. (like a New Hire report)2 votes -
Vendor Report, $25,000+ in payments for Federal Grant tracking
Could Skyward create a canned Vendor Report that would show all payments made to a vendor within a specific date range? All payments meaning, all checks, all ACH, all p-card payments. Federal fund guidance requires districts to keep additional documentation for vendors who receive $25,000 or more in federal funds annually, so being able to pull this report monthly, or quarterly would be helpful.
2 votes -
Vendor Application System
It would be a HUGE enhancement to have a vendor "application" system that worked the same way as FastTrack. A separate login page for vendors to enter their own information to register/apply with the district as a vendor that allow them to enter information into the fields from the Vendor Profile screens that we prescribe. That application could then be rolled to Vendor Profile, just as employment applications are rolled to Employee Profile. Vendors could have the ability to upload attachments (W-9s, contracts, red light/green light letters, etc.) and district staff could screen and approve the vendors' applications. If follow…
1 vote -
Merge Duplicate Vendors
It would be helpful if there was a way to merge vendors that are duplicate entries. Over the years we have had duplicate vendors added, i.e., Region 10, Region X, and ESC 10. These separate vendors will always be in the system because they were all used at some point. If we could merge vendor profiles we could greatly reduce our database and make finding the correct vendors a lot easier.
2 votes -
Add more filters to Mass Delete Utility
It would be nice to have more filters for the Mass Delete Utility
1 voteThank you for submitting the product idea!
Could you please tell us more about how this impacts your day to day and how the filters currently do/do not work with your district regarding the Mass Delete Utility?
Thank you!
Erik O.
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In vendor information the 2nd Name needs more characters. Some vendors need 2 names listed for the 1099s and the 2nd name field is to small
Need more characters in the 2nd Name field. Some vendors need 2 names listed for the 1099 reporting and the 2nd Name field is too small to fit most vendor names.
2 votes -
It would be nice to have the option of lockbox under the address tab in vendor profile.
It would be nice to have the option of lockbox under the address tab in vendor profile.
2 votesThank you for submitting this idea.
Could you explain more why having the lockbox option under the address tab in vendor profile will be beneficial? How will this help with your day-to-day processes?
Thank you!
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Vendor Contract - auto add to Requisition
If a vendor only has 1 contract under their profile, we would like to see that contract auto-added to the requisition.
1 voteThank 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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Street Names
Please add a way to clean up the "Street Name" list for addresses. It would be ideal to be able to merge the existing street name when someone has entered many varieties and spellings of the same street name.
12 votes -
Purchase Order Printing in the Vendor Profile Section
It would be nice if you could print a Purchase Order right in the Vendor Profile Section instead of having to go to the Purchase Order Section.
7 votes -
Option to add attachments during new vendor set up process
Within new vendor set up, we would like the last screen of the set up to give the option (not required) of adding attachments (either 1 or multiple), that would then be attached/available under the ‘Attachments’ tab for that vendor. This will help during vendor entry so employees do not have to re-search the newly created vendor to add appropriate attachments, as most vendors have attachments at the initial set up.
3 votes -
Vendor Browse - Last Used Date
On the vendor browse it would be helpful to have a last used date that shows the last invoice or payment date for each vendor. This would help with the 1099 Info so we can look at only those that were used during the year to see if they have 1099 information filled out correctly. It would also be helpful in the general vendor browse so you can quickly see which vendors have not been used in a few year and be able to do a cleanup on your vendor list.
6 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community prior to considering it for development.
This idea will remain open for continued voting and comments by the Skyward user community to show their support.
Thank you!
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Add Account Number as a field on Vendor Profile
Add "Account number" as a field on Vendor Profile. Ideally this field would print on the checks so that vendors could use this information to identify which account to apply the payment to.
8 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community prior to considering it for development.
Thank you!
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vendor browse
When you select a vendor to view in PAC that is inactive, It automatically takes you to the web. Apparently it is because you cannot inactivate a vendor in PAC, so if you are wanting to make any changes to the vendor profile (like reactivating) it has be be done in web. If I am trying to view it, I should be able to see it in PAC. I can understand if I hit the edit button that it would go to the web, but I am only selecting the vendor in the display screen. This is very time consuming.…
3 votesThank you for submitting this idea. We’d like to see more support from the Skyward user community before considering it for development.
Thank you!
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Import/Create Vendors into SBAA & Order From Vendors.
We would like to have the ability import and create vendors from a CVS/excel file within SBAA and Order From (VENDOR) side.
1 vote -
vendor approval
Can we have the option to have multiple vendor approvals like time offs. When one person approves a vendor, it can then go to another person and does not get approved until it has been approved by all approvers. Currently, if any approvers approve, it is goes through. The reason is because we require our individual vendors to go through a background check. We would like our HR department to approve the vendors so we know they passed the background requirements before the vendor is approved.
4 votes -
Change a Order From/Remit to Vendor to Order From only - KS
It would be nice if you could change an "Order From/Remit To" vendor to Order From only and attach a different Remit To vendor. Many times when we are setting up vendors - you don't always know that there will be a different remit to address and there is not way to go back an change the original address and link to the new remit to address.
8 votesHello! This functionality is currently available. Within Web Financial Management > Vendor > Vendor Browse, select and Order From/Remit To Vendor and click “Change Remit To”. Then click on the Select a Different Remit To Vendor and proceed by clicking Save. If this does not solve the idea you have, please respond back with more detail. Thank you and have a great day!
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Vendor Sort by Category
Would like to be able to add a category to vendors so we can sort by plumber or t-shirts or office supplies or etc. This can be a District created field. We just need a category drop down in Vendor Browse.
6 votes -
add the cytd to the 1099 report
Would be nice if the calendar year to date column in the 100 vendor filter report
3 votes -
Allow Journal Entries to link to vendor profiles
Create a tab under the vendor profile that will allow journal entries to be linked to specific vendors. This would greatly simplify being able to look at edits that were made after posting and help communication
5 votes
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