2 results found

1. SBAA - activity account report - prior years

   The month range for the activity account report should go back more than one year. The account ledger report and receipt/disbursement summary report both allow you to select previous years, but the activity account report does not. I'm frequently asked to run multiple years to compare the activity from year to year.

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   2 comments  ·  SBAA  ·  Delete…  ·  Admin →
   Completed  ·  AdminAshley Prinsen (Product Owner - Business Suite, Skyward SMS 2.0) responded

   With the 05.21.10.00.02 – October Addendum 2 -available on 10/14/2021, the SBAA Account Activity report now includes capability to report on multiple years.

   Thank you!

2. attachments

   Shannon Venable
   May 20, 2021, 14:53 CDT
   My question is how can the view only security privileges to see attachments in SBAA? The view only privileges do not show an attachment button, on the receipts for example.

   The attachments screen in SBAA does not have its own security menu and is tied into the menu paths in SBAA. Because the attachments have to be added that is why they are programmed to only see the attachments button with level 3 access.

   Give notes and attachments in SBAA their own security menu path.

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   0 comments  ·  SBAA  ·  Delete…  ·  Admin →
   Completed  ·  AdminAshley Prinsen (Product Owner - Business Suite, Skyward SMS 2.0) responded

   With the release of June Addendum 5, available on 8/5/21, the notes and attachment options for all SBAA menu items can now be accessed by users in a level one security group.