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1. Ability to attach multiple account clearance groups to one user.

   I would like to see the option to attach multiple account codes to one user in the Account Clearance Groups. We have users that use more than one group. Currently you can only select one and if they need to use a different account group we have to manually change it every time. For example, the Curriculum department has multiple account groups assigned to them in Product Setup/Account Groups. However, in the credit card configuration/credit card groups/ account clearance group there is only one group to choose from. Most of the time they use the Curriculum group but If they need to use the "Title Grants" for transactions we need to go in and change it in the Account Clearance Group every time.

   I would like to see the option to attach multiple account codes to one user in the Account Clearance Groups. We have users that use more than one group. Currently you can only select one and if they need to use a different account group we have to manually change it every time. For example, the Curriculum department has multiple account groups assigned to them in Product Setup/Account Groups. However, in the credit card configuration/credit card groups/ account clearance group there is only one group to choose from. Most of the time they use the Curriculum group but If they… more

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

   The software does allow an individual to be attached to more than one account clearance group. Based on the rest of the question, we believe you are talking about assigning Account Clearance groups to Credit Card groups, which is a little bit different. What is the reason that an Account Clearance Group needs to be assigned to the Credit Card Groups?

   When talking about the Credit Card Group configuration, I am assuming what is being said is that one or more Credit Card Groups have an Account Clearance Group assigned to them. It is true that an individual Credit Card Group can have only one Account Clearance Group assigned. But, typically, Account Clearance Groups are not assigned to a Credit Card Group. If a user is part of one or more Account Groups, they will still only be able to see their Account Group expense accounts when going into the Credit Card processing. There does not need to be an Account Clearance Group assigned to the Credit Card group for this to happen.

   The only time we want to assign an Account Clearance Group to a Credit Card Group is if we want to limit users to the subset of accounts they have already access to via their normal Account Group assignments and that are allowed in the Credit Card Group Account Clearance Group.

   Thank you!

   The software does allow an individual to be attached to more than one account clearance group. Based on the rest of the question, we believe you are talking about assigning Account Clearance groups to Credit Card groups, which is a little bit different. What is the reason that an Account Clearance Group needs to be assigned to the Credit Card Groups?

   When talking about the Credit Card Group configuration, I am assuming what is being said is that one or more Credit Card Groups have an Account Clearance Group assigned to them. It is true that an individual Credit Card Group can have only one Account Clearance Group assigned. But, typically, Account Clearance Groups are not assigned to a Credit Card Group. If a user is part of one or more Account Groups, they will still only be able to see their Account Group expense accounts when going into the… more

2. Allow Asset Code in Import for Credit Cards

   When we upload an asset code to the import for our credit card file it will not accept the asset code. After talking to Skyward customer service they stated that I would have to submit a Enhancement request because they system will not allow asset codes in the import. We would be able to upload 01 A 131 00 in our credit card imports. Allow asset liability and equity codes to be uploaded in the credit card import process.

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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