School Business Suite
17 results found
-
SBAA adding attachments to PO requestions
When you add a PO requisition in SBAA you have to back out to requisition list to add an attachment. They would like the ability to add an attachment while entering the requisition. When you back out to add the attachment, you then have edit the requisition to submit it. Too many steps
1 vote -
Narrative in SBAA
Add Narrative option to SBAA Requisition/PO groups
2 votes -
Vendor Mailing Address option
Would it be possible to give the SBAA vendors the option for a mailing and remit to address like the finance management?
1 vote -
Multiple PO's/Invoices on Check
We really need to be able to pull in several PO's/Invoices on a check. If not, we are printing a check for each invoice! That gets expensive.
1 vote -
Catalog Feature
Would like to have the catalog feature like what is in Financial Management in SBAA.
1 vote -
Add E-Commerce to SBAA
Our district would love to see E-Commerce added to SBAA.
2 votes -
Allow Change of Font in Check Printing in SBAA
Our bank has recommended a change in font on our checks in order to avoid exceptions (due to the check being misread) when the check clears the bank. Would Skyward ever consider giving District's the ability to change font size and type?
1 vote -
Under SBAA it would be nice to be able to print a group of check detail reports individually
Currently I can print a report under check request report. But it prints all of the checks in the range on one sheet. It would be SO HELPFUL if it gave us the option to print each check report separately rather than as a group
1 voteThank you for submitting this Product Idea. We have reviewed it and would like to see more support and use cases submitted from the Skyward user community prior to considering it for development.
This Idea will remain open for the Skyward user community to show support by voting and commenting on it with additional use cases.
Additionally, you now have the ability to indicate the level of importance when submitting or voting on an idea. Please take into consideration all the possible enhancements Skyward could complete for you and rank this idea with the global picture in mind.
Thank you!
-
SBAA Report for Today
Be able use the Today report at the entity level in Reports for Account Ledger and Account Activity using the Today (current day) in the Date Selection box to pull reports for any Cash Receipts or Journal Entries.
Or can a report template be created for that information?1 voteThank you for submitting this idea. We are looking into it.
This idea will remain open for further voting and commenting by the Skyward User Community.
We'd like to see more support from the Skyward User Community prior to considering it for development.
Thank you!
-
ACH Check Request Option
Please allow the option for ACH Check Request for SBAA. We currently have several online payments that have to be entered as journal entries, which means the information is not being included in the vendor 1099 information.
3 votesThank you for submitting this idea request.
This functionality exists in Qmlativ, where Activity Accounting (aka SBAA in SMS 2.0) mirrors most everything in Core Finance including eCommerce, Credit Cards, and ACH.
Some alternative solutions to try in SMS 2.0 include:
1. Run ACH payments through Accounts Payable.
2. Physically run a check in lieu of the ACH payment.
3. Continue to post the journal entries (not recommended by Skyward) and alter the 1099 reporting at the end of the year.Thank you.
-
SBAA - Display "Payee Name as it Appeared" on the Check Reconciliation Screen
Add the "Display Payee Name as it Appeared on Check" field to the SBAA Check Reconciliation screen. This will allow a more efficient workaround for creating a Positive Pay file for SBAA accounts, until SBAA functionality starts catching up with regular accounting. The user can use the Excel export to get the correct name for a full-match on their Positive Pay file.
3 votes -
SBAA Outstanding Check List
Create the same reports in SBAA for Account and Check Reconciliation as are available for the District level (Accounts Payable). Currently in SBAA the check reconciliation report will not pull in the correct data if you are trying to generate an Outstanding Check list either for a month in the past or if ANY checks have been cleared in the current month prior to running the Bank Reconciliation. This functionality is available in Accounts Payable.
4 votes -
SBAA Check Reconciliation
We upload our SBAA checks into our banks Positive Pay system. One problem is the vendor name for individuals is not the same as the payee name. We have to manually convert the names as shown on the check.
Could Skyward add an additional column in SBAA check reconciliation to show the "Payee Name"? The Payee Name column is in the check reconciliation for AP and Payroll checks.4 votesThank you for submitting this idea. We’d love to see it get more support from the Skyward user community before we consider it for development.
This idea will remain open for continued voting and support by the Skyward user community.
Thank you!
-
Check request
Please allow for a check request system in SBAA.
3 votes -
Show visual of account number and balance in PO approval, like the Account Management side.
There is a visual showing the Account and a pie chart in the Account Management side for PO approvals. In SBAA for the PO approval, there is no such visual available, making it take considerable more time to see the account that is used as well as a balance available. Please consider adding a similar visual to the SBAA PO approval system.
2 votes -
Mass Inactivate Vendors in SBAA (Same utility as Order From vendor)
Mass Inactivate Vendors in SBAA (Same utility as Order From vendor). We need a way to mass inactivate old SBAA vendors instead of one by one by entity. Larger Districts have tens of thousands of vendors that would require each vendor to be made inactive, a mass utility that would inactive all vendors in SBAA across all entities would be a large time savings process.
2 votes -
Ability to close each month in SBAA
In Indiana we need to be able to close each month after balancing in SBAA. Our SBOA auditors were recently here and that is something that they required us to do as part of our internal controls. Without being able to close a month the corporation office (and each SBAA school) is unable to verify that they are indeed balancing their bank statements each month.
By adding the ability to close each month in SBAA corporate office and each principal could verify that the bank balancing had been done. Internal controls is a huge part of the SBOA audit.60 votesThank you for submitting and voting on this idea. We’ve reviewed this request and at this time we are not considering it for development.
We suggest using the Max Days to backdate as a way to limit what might get posted to a month.
Thank you,
Ashley Prinsen
Product Owner
- Don't see your idea?