School Business Suite
10 results found
-
Money order number field-Cash Receipting
Need the ability to add money order number, like check number We are receiving more and more money orders, as individuals no longer have checks. There is an option to select money order, but it does not allow the money order number to be added.
1 vote -
Cash Receipt Look Up
Currently you can only search for a receipt by the post date or sort by the batch number. It would be nice to have a choice to search by the receipt number and not just the batch number.
11 votes -
View Amount for Cash Receipts
When looking at your cash receipts history, there isn't a column for the amount of the receipt. So if you have multiple receipts for the same vendor, you have to open each receipt in the Cash Receipts History screen in order to find out if that is the one you are looking for.
7 votes -
Create A/R invoices from Web
We would like to create A/R invoices from the Web, since not all of the people who create invoices have PaC on their desktop at our district.
5 votes -
Set up the ability to email AR Invoices from Batch Status
I assume AR is not a huge component for most school customers but it matters a lot to service agencies. We are unable to use the AR component for billing efficiently because we can not bill invoices from batch status. If we move them to open status where we can then email them, the accounting is posted but we are required in KS to operate on a Cash Basis following the KS regulatory Basis of Accounting.
5 votes -
Cash Receipts/Accounts Receivable - Name Field
The Name field in the Cash Receipts and Accounts Receivable entry are tied to the Vendor file in Accounts Payable. It is not often that we receive payments from our vendors. There needs to be a separate "Customer" Profile created for these modules so we can track payments received from DPI, other grantors, booster clubs, etc.
5 votes -
Cash Receipts to Print Additional Dates
Currently cash receipts only print the "Receipt" Date on the final receipt. I believe that date pulls from the date on the detail page. We would like the option of entering a "deposit" date (at bank), an "entered" date (into Skyward and a "posting" or batch update date (in Skyward) on the detail page. It would be very helpful when looking at the printed receipt (like our auditors do) to have all of these dates available to anyone that needs to see it.
All of our schools make their bank deposit for TBR, Food Service and Child Care into one…
2 votes -
Cash Receipts Need to Show Bank Code
It would be helpful to have the Bank Code print on the Cash Receipts. Especially when you are reconciling your bank statement, verifying daily deposits, or when the SBOA auditors are reviewing your receipts.
1 vote -
Cash Receipts Import File Error Failure
When importing a file through Cash Receipts import, if an error occurs the other line items within the file go ahead and import into the batch. Then you have to fix the items in your file and add one by one OR delete the batch and start over to re-upload your file. Another similar software I worked with would allow you to choose an option to "Decline File if Failures Occur" meaning, if there are ANY fatal failures then the entire file would need to be fixed and re-uploaded.
4 votes -
Create a sales tax button in the cash receipt screen on the business side to figure sales tax.
Create a sales tax button on the business side of Skyward in the cash receipt screen to be able to figure sales tax, just as the SBAA side does.
1 vote
- Don't see your idea?