School Business Suite
9 results found
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Tab function work across all accounts(same with Jornal Entries)
when user is entering cash receipts...enters account strips and pressing tabs will select account and tab to details when using account strips with A however tab function doesn't work when using account strips with Type R or Type E.
Think it may be a programmatic function of the tab function error message that says account doesn't exist but it does and you can see it in the drop down box ...just not selected when tab key is pressed.
1 voteThank you for submitting this idea.
We need your help understanding this request. Could you explain what you are currently doing exactly in the system and what you would expect?
Some screenshots would also be helpful to visualize what you are explaining.
Thank you!
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Allow Description to copy over automatically when entering line by line Journal entries
When entering Detail Line by Line journal entries, it would be nice for the description to automatically copy over when you Save & Again.
5 votes -
1099 Type in SBAA
Why is there only one option for 1099 type in SBAA: 1099NEC
The drop down, as you can see from the attached, is only a blank space.
We have several vendors that are not NEC types that our schools use.
See attached.2 votesThank you for bringing this oversight to our attention. Our State and Federal Compliance Department has been notified and we will begin updating SBAA to include 1099M soon.
Thank you!
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Positive Pay for SBAA
Avoid Check Fraud Positive pay would be most helpful in preventing check fraud. Fraudsters are targeting school districts. Our distract has prevented check fraud on the Accounts Payable side but we have no way of preventing on the SBAA side.
3 votes -
New Column Added to Vendor-Payor Report
The Vendor-Payor Report needs a column for account number. By having this number on the report users will not have to go back to each individual entry to determine the account source. School bookkeepers will save time by not having to open many screens.
2 votes -
New Column Added to SBAA Report
Need a column on Balance Sheet Account Ledger Report for Vendor/Payor from the Cash Receipt screen and Check Request screen. Users will be able to see vendor/payor description or name without opening another screen.
2 votes -
SBAA - PCARD system
We have SBAA and would like to push out PCARDS to staff. This option is NOT currently available. To allow advisers to have pcards for student based activity accounting.
1 vote -
Inability to Post-Date transactions to SBAA
There is not a way to Post-Date transactions in SBAA more than 90 days. So you CAN NOT post prior-Year adjustments in SBAA. Which means if you do not close out SBAA before approx. November 28 for a August 31 year-end you can not close out the year properly. You need to let Administrators either post date further back than 90 days or be able to post Previous Year adjustments.
2 votes -
Combine checks for individual vendors
It would be great if checks to the same vendor could be combined like they can on the Financial Management side. It is the same concept of having several purchase orders and sending one check to the vendor. The negative impact is that we are wasting paper checks by not combining.
One check to each vendor from several purchase orders75 votesWe hear and understand the value of this request. We appreciate everyone voting and commenting on this request. We did not take this request lightly; we’ve reviewed it and conducted a thorough analysis of the project with our development team. Currently, it’s not something on the roadmap for development.
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