School Business Suite
1227 results found
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Unit Cost and Quantity
The goal is to be able to send accurate and understandable invoices. We need to be able to enter a quantity of >99999 and a unit cost with 7 significant figures (our local tax rate).
I understand the limits are hard coded so I assume changing them is a simple task and would have no impact in other parts of the system.51 votesThank you for submitting and voting on this idea. We’ve done some research and decided that we are not going to pursue this development.
Skyward accounting rounds to the nearest cent. If we consider seven extra digits the rounding will cause issues with data integrity for all inputs in the system (Purchase Orders, Invoices, Payroll, Reports, etc.) and anything else that relies on accounting to process data correctly.
Thank you,
Ashley Prinsen
Product Owner -
Add a custom browse view for assignments
There are currently on 2 views that we use staff payroll and staff assignments. We would like to create a custom view because there are fields in each one that are unique. We would like to see all the fields in both available for a custom view and we can filter on. Also we need to see more then just 2 accounts. We would dump this report to excel and all the account codes could show then for us.
More options and flexibility on fields and more then just 2 account codes to show. We use this information in our…
39 votesThank you for submitting this idea. We need your feedback!
Could you detail which fields specifically you’d expect to see on the browse?
Would up to 4 accounts be adequate, or would you expect to see more than 4 accounts?
Thank you!
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Need ability to set security on form in Profile
We need an option to set security on an advanced custom form so only specific security groups can see/edit the form in employee profile but still allowing the employees that fall within the selection parameters for that online form to be able to edit the form. Currently when a custom form is secured it becomes read only for employee access users in the online forms workflow. Secure Custom Form in profile but still allow employees in online forms parameters to edit the form.
38 votesThank you for submitting this idea. We need your feedback!
Are you looking at custom forms in online forms only or other places as well like task manager?
Would you expect this update to apply to only custom forms or all forms?
Please elaborate on what you would expect this to look like and function.
Thank you!
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Create additional sections under Attachments
Would like to create additional areas under attachments so we can give security to specific groups to different attachments. EG: Benefits HR Payroll Technology Health Services.
Would like to create additional areas under attachments so we can give security to specific groups to different attachments. EG: Benefits HR Payroll Technology Health Services.37 votesThank you for submitting this idea. We’ve completed research and team analysis and have decided not to pursue this idea in the near future because of the scope.
This idea will remain available for continued voting and commenting.
Thank you!
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add column to View with Application Count
Add a column to the View that shows the number of Applications for each Status Code.
This will allow this area to be must more useful and prevent the user from having to check each code to see who is attached or how many are attached.34 votesThank you for submitting this idea. This functionality already exists in Skyward.
Navigate to Web Human Resources / Employee Administration/ Fast Track/ Position Processing/ Status Workflow
Click on the “Show Applicant Counts” button located on the right hand of the screen.Thank you!
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Look up transaction
the ability to look up transactions by date range check number range or by amount
51 votesThank you for submitting this idea. At this time we are not considering it for development. The idea will remain open for continued voting and comments.
Thank you!
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Notes' option in profile needs reporting options
I use the Notes option in both Web and PaC profile to record any payroll changes that need to occur. There are hree issues with this:
Program does not allow me record the date as of when I need to make the change.
When reporting on these notes it sorts by 'Create Date' rather than the date I need to make the change.
Options need to be added to sort the notes by Occurrence Date or Implementation Date rather than by Create Date.
The option would be more functional if user could define to report in 'Expected Date' or 'Implementation…
52 votesThank you for submitting and voting on this idea. We suggest that you try this instead:
Create a Custom Form for Note by individual. If you make it as a multi form, you could add more as needed for history or you could use a single form and remove after they have updated what they needed. You are able to include an “Implementation Date” (WH\EP\PS\CF\CF\MS)
Next, create a Data Mining Report. You will be able to run the report by “Implementation Date” and see the notes associated.
Thank you,
Ashley Prinsen
Product Owner -
Payment Type Totals Independent of Detail Lines
Add option to allow payment type (Cash Check EFT etc.) to be defined on the Batch instead of being built from accumulated totals from the detail line items.
51 votesThank you for submitting this idea. We suggest that you try this instead:
Payment type can be selected as a default and/or retained value on the Data Retention on Add.
Navigate to Data Retention on add for Cash Receipts (WF\AM\GI\CA\CA\CA)
There is a checkbox next to the Field “Payment Type” make sure to check that and select “EFT” from the drop down.Thank you,
Ashley Prinsen
Product Owner -
email PO orgin for items marked as pending receipt
To generate an email when the AP department puts an invoice in "pending receipt status". This would save them from having to send an email out separately to remind them or verify that they have received the items in question.
Add a notification similar to those that are under "user preference" for requisitions. Or also it could be possible added under the FM Config where we can set up to have an email sent to the originator when a PO exceeds to the PO amount by a certain %.43 votesThank you for submitting this idea. We are not considering it for development at this time. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
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Calendar Codes need to include 1/2 days
When setting up calendars for employees we need to be able to enter a 1/2 work day for employees. Currently the system only recognizes full days. We use Employee Management and if I put in all the 1/2 days as full days Employee Management does not calculate the salary correctly (because the day count is over stated). The True Time schedule is able to recognize a half day so when an employee puts in a 1/2 sick day on a true 1/2 day it should show the sick hours correctly but it does not because it is showing a full…
84 votesThank you for submitting this request. We’ve researched implementing the request based on the information supplied. Going forward, we are not considering this request for development.
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Delete by Employee with Online Forms
You cannot currently delete an online form process for a given employee. There are instances where an employee may not need to complete the online form such as resignation or the employee letter that's posted is incorrect etc. In that case you cannot delete anyone who was assigned the online form unless you log into their profile and complete the form for them. It will always show as incomplete or outstanding. Either we need an option to delete an online form for a specific employee or it needs to be setup like the Student side's Online Form which includes a…
45 votesTo remove an individual from an Online Form, the Online Form will need to be deactivated temporarily. Once you deactivate you can click the Activate button again and then the Selection Parameters screen will come up where you will be able to make changes to remove the individual from the Online Form. You can do this even if the employee has already completed the Online Form.
Note: This will only work if you make your employee selection by individual employee.
Thank you!
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Would like 'Time Left' field to be available in DM
Our district sends out letters monthly to employees who have 6 or less sick days left. We are trying to come up with a more streamlined solution than sending out a paper letter. The time left field is currently not available in data mining. If we were able to pull this field for Sick Leave then we could set a range of 0 to 6 days left. This would generate a report with the exact employees that need letters.
I am trying to help alleviate some of the manual tasks that HR has to do as their work load keeps…67 votesTry this instead:
Access this same information through Employee Time Off Tracker. With the tracker, you can select employees and the time off codes you want to see. Then on the browse, you can use the filter to see employees with specific amounts. You are able to get the data you need through this method and still use task manager to notify employees.
Thank you!
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Increase PA UC decimal places from 4 to 6 digits
Our district does the finances for a charter school that resides within our district. This charter school's PA Unemployment Compensation rate as directed by the PA Dept. of Labor is 0.036785.
Skyward currently only allows 4 decimal places so I'm only able to enter 0.0367 or 0.0368.If this isn't something that can be fixed in the current Skyward software please make sure to include it in Qmlativ.
52 votesThanks for submitting this idea.
It appears this already exists in SMS 2.0.
Under HR\PA\RE\PA\SF\UCThe UC Employer Tax Rate allows for 6 decimal places.
Thank you,
Ashley Prinsen
Product Owner -
Quick Add option to invoice entry
In the Invoice Detail Lines/Accounting a Quick Edit/Add option would save time for invoices with many codes.
This would be similar to the JE option to have a quick add/edit76 votesWe’d like to thank everyone who voted on this idea and took the time to either respond to requests for feedback or took the time for conversations over the phone.
We’ve been researching this request and after many conversations decided not to pursue this enhancement. We would love to deliver a quick add option to AP Invoice and fully understand the benefits from the user’s perspective. However, the complexities involved with the various account allocation options significantly complicates our ability to provide a one-size-fits-all approach.
Please continue to review the Ideas Portal, cast your votes, and add comments to ideas you support. We will continue to review and research them.
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Pending Field to be added on Credit Card and Check
Pending Field to be added on Credit Card and Check Request screens
This feature is already available on the Approve Requisitions screen at WF\PU\MR\AR\AR
WF\AP\CC\AT Credit Card Approvals
AndWF\AP\CH\AQ Check Requests Approvals
47 votesThank you for submitting this idea. We are not considering this idea for development. The scope of this update does not align with our development roadmap. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
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Add "ATTN TO:" field to print in Check Address
An AP Check prints the following fields of information for a vendor in the address information:
Line 1: Vendor 1st Name and Vendor 2nd Name
Line 2: Address 1
Line 3: Address 2
Line 4: City State ZipWe would like to add an optional new field in the Vendor FM (Address tab) for "ATTN TO:" that prints below the Vendor Name and above Address 1.
Line 1: Vendor 1st Name and Vendor 2nd Name
Line 2: ATTN TO: xxxxx
Line 3: Address 1
Line 4: Address 2
Line 5: City State ZipWe need this to print on the…
40 votesThank you for submitting this idea. Nelco is the authorized partner of compatible paper forms for the Skyward software. All W-2 and 1099 forms, checks, and school forms are guaranteed 100% compatible. Any issues with the check layout will need to be handled by Nelco as Skyward is unable to alter the format in anyway.
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True Time Overseer
We could really use the ability true time overseer.
We would like another person to have the ability to approve timesheets in the event the supervisor is absent. We would like the ability to give them permissions to a specific group (like bus drivers) much like with can do with time off overseers...76 votesThank you for submitting and voting on this idea. Upon further technical review, it has been decided we will not be moving forward with this request at this time due to the differences in expected functionality and the complexity of solving for all possible scenarios.
Please continue to contribute your ideas — they push us to innovate, problem solve, and really understand your needs.
Thank you,
Ashley Prinsen
Product Owner -
Bank Rec - Details on Cash Receipts
I am requesting an option to print cash receipts details when printing the reconciliation report. Right now we just have a "Total Cash" entry as the description under the Cash Receipts section on the reconciliation report. I want to be able to justify the total cash amounts by utilizing the descriptions for each CR entry that was entered without having to go back to each Cash Receipts posted.
73 votesThank you for submitting this idea.
Best Practice recommendation is to enter one cash receipt per batch number when you do cash receipt entry. In addition, go to PaC, System Admin, Fin Mgmt, Install Info, System Options, and make sure the flag for “Budgetary Accounting Update Summarize By Batch” is set to Yes. This will ensure each cash receipt is listed separately in the Cash Receipts area of the bank rec, which will make reconciling much easier.If you do not want to enter one cash receipt per batch number, you can use the Receipt Number field on the cash receipt entry screen instead. If you have the software assign a Receipt Number to each deposit, you can create a Cash Receipts report (Financial Management, Account Management, Account Mgmt Reporting, General Inputs History), sorted and totaled by Receipt Number. This report should make reconciling cash receipts easy. (We still recommend…
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Email Notification: Allow Advanced Custom Forms
A previous release included the use of Advanced Custom Forms within the Task but we now realized that the same form cannot be used on the same task for the Email Notification.
We use email notifications heavily. Without the ability to pull data from the adv custom form (name etc.) the emails are quite generic & meaningless.24 votes -
EXPORT TO EXCEL DATE NEEDED
It would be nice if there was a date you could enter when looking at history to only export from that date forward. This is available on a lot of the screens in PAC where the export to excel option is.
This would save time waiting on years of data exporting.40 votesThank you for submitting this idea. We are not considering this request for development. We’ve conducted research on this request and the scope of this update does not align with our roadmap. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
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