Payroll Worksheet Quick Add Data Retention PaC configuration setup
Payroll Worksheet Quick Add Data Retention Web configuration setup
Payroll Worksheet Quick Add Data Retention Go to the worksheet and click Enter
Payroll Worksheet Quick Add Data Retention Click Quick Add, select the retain options, and enter an employee. Select Add & Again or OK.
Payroll Worksheet Quick Add Data Retention Information was retained
Payroll Worksheet Quick Add Data Retention Select a different worksheet, the information will not retain because you are in a different worksheet. Retention is also by user.
Create Payroll exception for inactive accounts A new system option has been added. When checked, if the payroll calcs encounters an inactive account on a payroll it will stop the calcs from continuing.
Create Payroll exception for inactive accounts Same option in the Web. Click the inactivate accounts cause a payroll error.
Create Payroll exception for inactive accounts An inactive account is selected on a pay record
Create Payroll exception for inactive accounts Once you run the calc process with an employee with an inactive account it will give you an error that will not allow you to continue.
Create Payroll exception for inactive accounts Unchecking the option will allow your payroll to continue with the inactive account.
Cash Receipt tab under Vendor Profile The Batch column contains a link to the cash receipt detail lines.
Cash Receipts - Option to Copy Amount on Clone is now Available
Cash Receipts - Option to Copy Amount on Clone is now Available Click Clone & Increment Click Clone & No Increment
Tab order option added to cash receipts Add a cash receipt and select Set Tab Order
Allow import of JE details from Submit JE Setup is still needed in SkyBuild Imports
Allow import of JE details from Submit JE Select Import Format and then the detail lines will import in
Reoccurring option added to Submit JE screen You can also select a filter to show all of your Reoccurring entries Select Generate from Reoccurring and select Journal Entry
Reoccurring option added to Submit JE screen. Journal entry is created in WIP status
"Favorites added to Budgetary Data Mining reporting
"Favorites added to Budgetary Data Mining reporting Checking the Display data mining favorites in general favorites menu, will allow you to see them under the favorites and in our favorite widget
"Favorites added to Budgetary Data Mining reporting You can also print your report from both of the favorite areas.
Added option for Export/Import in Budgetary DM Reports Once exported it will be available for download. This is what you would send to another school.
Added option for Export/Import in Budgetary DM Reports Layout will not import if: The account structures are not the same The report name already exists The user does not have security to the report type being imported.
Quick Key added to Gen Input History Report Add or edit the report and Select Fields
Quick Key added to Gen Input History Report Quick Key has been added
Allow entry of vendor by key and description You can type the vendor in the key area or the description.
Ability to drill down to AP Invoice from other areas Where ever there is an invoice number, you have the ability to drill down to the AP invoice.
Ability to drill down to AP Inv from other areas Expand and drill into the data
Ability to drill down to AP Inv from other areas Drill down to the PO
Ability to Assign Fixed Assets to Employees Add/ Edit the Detail Location
Assigned to has been added to the Fixed Assets Browse
Assigned to has been added to the Input Form
Fixed Assets - Assigned Asset Report Add / Edit Report Select Employees
Fixed Assets tab added to Employee Profile The asset key is linked to open the Detail Location Information tab in Fixed Assets.
Ability to assign users to budget processes Go into Budget Entry and you have three new options If no users are selected when the allow user is marked, the budget will be available to any user. Users will only see budgets that they have access to.
Budget Entry you can now add attachments/notes
Budget Max Amount Added to Budget processes If you go over your max, you will receive a warning.
Budget Max Amount Added to Budget processes The max budget will display on the browse.
Budget Import - Creates new accounts from import file Configuration option must be turned on.
Budget Import - Creates new accounts from import file The system will go through a validation process before adding the accounts
Budget Revisions / Transfer Imports Available
Budget Revisions / Transfer Imports Available To allow others to access this import, click edit and check the box.
Budget Revisions / Transfer Imports Available Select Budget Revisions or Transfers and select Import Detail Lines
Mobile App and Time Off: Added "Sub Need" function To order a Sub through the Mobile App, select Enable Sub Needed Option under Time off setup. Frontline (Aesop) is a direct link into their app. All other 3 rd party vendors will receive a warning message to log in.
Mobile App and Time Off: Added "Sub Need" function Once you save it will kick off the Frontline app. When you close Frontline, it will bring you back to Skyward
Ability to drill down to PO from other areas Throughout the finance system, if an Invoice detail displays the PO Number, the PO Number is now a link to the Purchasing Activity, showing detail notes/attachments. Purchasing Activity will link to the Purchase Order master.
Ability to drill down to PO from other areas Vendor Browse On Purchase Order and Requisition browses, opening Calendar YTD Activity you can view the PO Numbers as links to the PO Master screen.
Set up for e-commerce partner, GovConnection, Inc, Challenge Office Products, School Health Corp, and Martin s Office Supply
Permit inactivation for current Req/PO year Purchasing, Setup, Utilities, inactivate req/po Groups Select a current year group to inactivate. Click Run. Click View Report.
Permit inactivation for current Req/PO year Report has been updated to display the WIP and awaiting approval requisitions. If a Req/PO group has WIP or awaiting approval requisitions the group will still be inactivated.
ACH tab information has been added to Vendor Data Mining
Added missing fields from 1099/General tab to Data Mining The fields Default Check Type and Print A/P Contact on A/P Check and Voucher have been added to Vendor Data Mining.
Contracts tab info added to Vendor Data Mining
Approval History available on AP Invoices tab
The ability to reorder steps on Online Forms Online forms can reorder steps on inactive forms that have not started to be processed. This is a new form that is not active. Edit the form.
Allow ability to reorder steps on Online Forms The Online Forms Steps has a new button, Reorder Steps. Reorganize the steps.
Option to print singular Invoice in Account Receivable Select the invoice you want to print and select Print.
Accounts Receivable - Send related invoices with statement when emailing Three invoiced were already printed Select Print/Email Statements
Accounts Receivable - Send related invoices with statement when emailing