School Business Suite
1238 results found
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Add Matching Custom Forms Tab Option to Employee Access
The Custom Forms tab that was once a mess under Student Management continues to plague the Employee area of the Finance System. We have SO MANY different forms that the Custom Forms tab under Employee Profile is just a long disorganized list of scrolling and truncated names. Because we clone forms on an annual basis, this makes things messier because we then have to hover over them to make sure you're selecting the correct one. The staff dealing with these forms are too busy to find the needle in the haystack so to speak, so the format needs to match…
3 votesThank you for submitting the product idea!
This option does currently exist within the Business Suite.
The option can be located through Web Human Resources > Employee > Setup > Configurations > Employee Configurations.
You can then select Custom Forms and there will be the option "Display Custom Forms in Employee Profile as:" Select the option "A browse" and save.
You will then see the Active/Inactive tabs as you are expecting.
Thank you!
Erik O.
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Use HTML or custom markup to decorate text in Messages and Emails.
It would be great to be able to enter HTML tags to markup text, especially for something as simple as bold text.
1 vote -
Allow more options from the student profile to be added to transcripts.
We should be able to add all of the information that is in a student's profile to a transcript. For example, the student type, Special Ed status, 504 status, program enrollment. I'm using the custom transcript feature to create custom Cohort Tracker report for PA Act 158. Most specifically, I need to only show courses and grades of a certain course type.
1 vote -
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 -
Create a utility to mass change accounts in the chart of accounts. For example, one could mass inactivate accounts that hadn't been used i
Create a utility to mass change accounts in the chart of accounts. For example, one could mass inactivate accounts that hadn't been used in years.
4 votes -
browse, report or data mine the "earned bilingual-bicultural education (1023) supplement" check box
Currently there is no way to see who has the "earned bilingual-bicultural education (1023) supplement" check box marked in the certification tab in employee profile. It would be helpful to be able to see this in either the employee browse screen or be able to pull it in a data mine
1 voteThank you for submitting the product idea!
We currently have PR 3305424 to address this field being added to Data Mining - we will update this product idea as it progresses.
Thank you!
Erik O.
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Add a "Selected Year Original Budget" column option to the Chart of Accounts
It would be helpful during budget monitoring/planning to have a column in the Chart of Accounts for Selected Year Original Budget. Currently there is only an option for Selected Year Revised Budget. Users are able to run a report of the original budget through Budgetary Data Mining, but the Chart of Accounts provides a much quicker view / filter feature.
1 vote -
survey reporting
Could we update the system to recognize employee termination dates so employees not active in the current fiscal year DON'T get pulled for survey reporting? Many employees receive a bonus, sick pay or vacation leave in the fiscal year after they've retired/resigned, etc. Currently, these employees are pulling for survey when they don't need to be reported.
2 votes -
Summer payroll payouts
Can we get access to a test system to run our summer payroll for July and August in June since we have to submit all earnings for teachers to TRS by the end of June instead of having to run these two months payrolls in June and then canceling them out just to run them again the correct months.
2 votesThank you for your input.
It sounds like you are looking for access to a test database with a copy of your data?
This would be a hardware call in this case rather than a product idea. You can submit those requests through the ? button in Web > Customer Access > and then submit the service call to our Customer Success team to help point you in the right direction!
If this is not the case, feel free to respond back.
Thank you!
Erik O.
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Modify screens in SBAA and Purchasing
It would be great if we could modify our screens to better fit our needs. LIke deleting rows that aren't fitting our needs. Currenlty in purchasing you can modify and find your modifications under CLONES but there is no ability in SBAA to do the same. And rather than cloning I just want to remove columns
1 voteThank you for submitting the product idea!
We are looking for more information on this:
1. Are you referring to the ability to modify the view of the browse and what information displays?
2. What information are you looking to adjust, and under which menu paths? (Check Requests, Cash Receipts, Journal Entries, Purchase Orders?)
3. How does this change affect your day to day duties?
This idea will remain open for further input from the Skyward Community.
Thank you!
Erik O.
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When importing, can we import the amount in one column (negative being a credit)?
When importing, can we import the amount in one column (negative being a credit)as opposed to the required two columns for a debit and a credit? Both options would be wonderful, so that files already created would have no issues.
1 vote -
Can we add a Quick Entry Function to Cash Receipts (similar to what is in Journal Entries)?
Quick Entry Key in Cash Receipts Screen Please!
5 votes -
Adding Taxable Wages to Data Mining Filed Selection
Please add taxable wages for federal, state and local taxes as a field selection under checks. Since Taxable wages are used to report for EIT, State and W-2's, it would be helpful to be able to pull a report with these fields if there are discrepancies.
1 vote -
Please create a utility to purge old KIDS export records (Kansas State Reporting). KIDS is Kansas specific, but all states have reporting.
Please create a utility to purge old KIDS export records (Kansas State Reporting). KIDS is Kansas specific, but all states have reporting and could benefit from this utility. Currently the only way to delete the old export records is one by one.
1 vote -
Multiple Remit To's for one Order From
There is currently the option to have multiple Order From's for One Remit To and we would like to also have the option to have multiple Remit To's for one Order From.
1 voteHello! Please tell us more on your use cases for this. What are your processes and policies in place for an option for multiple Remit To's from One Order From Vendor? Could you share some examples where this comes into play? Thank you!
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View PO liquidation status on Invoice Entry screen
In the Invoice Entry - Batch view, it would be nice to see the purchase order liquidation status. The only way I know to see whether Partially Received or Fully Received is selected is by opening each invoice and clicking Edit Master. Or, by running an Invoice Listing Report and reviewing the status of each PO. Both options are time consuming when we could quickly check the Batch screen for any potential liquidation errors.
5 votes -
PDF of PO
I would like to be able to view a PDF of a PO that has been attached to an invoice from the 'view' hyperlink located next to the PO number within the invoice vs. having to manually attach each individual PO PDF to the invoice in the PO filing cabinet.
3 votes -
Please Update the Landing Page for FastTrack apply now button
Please create two buttons on the apply page. One for New Users and One for Existing Applicants. What appears now is small font and hard to read. It should stand out and be clear on what to do based on whether you are new and want to apply now or you have an existing login.
3 votes -
Add Quick Key function to Journal Entry screen.
Self-explanatory. It defeats the purpose of a quick key if you have to go to another screen to access it.
2 votes -
automated emails
Vendors: Have automated emails/letters to request updated W-9s or ACH Information from vendors. I currently have to manually request this information from the vendors individually. If not available functionality in Skyward, at least a way to export vendor data to Google Sheets so I can do a mail merge.
2 votes
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