New Features Finance and HR Janet Kundinger

Cash Receipts Tab – Vendor Profile 2483520 - Cash Receipt tab under Vendor Profile (October 2017 Release)

Use the Name field on Cash Receipt detail lines

Custom Tab Order (Cash Receipts) 3212075 - Add tab order option to cash receipts (February 2017 - Add 1)

Drag and Drop to customize the tab order Uncheck the box to remove from the tab order entirely

Choose to retain receipt amounts from one receipt to the next 3212221 - Amount should not retain on receipt entry (February 2017 – Add 1)

Quick Key – General Inputs Reports 3365836 - Add Quick Key to JE and CR Batch Reports (October 2017 – Add 2) Added to Cash Receipts and Journal Entry Batch Reports

Quick Key – General Inputs History Account Quick Key added to the field selection 2497417 - Add Quick Key to Gen Input History Report (June 2017 – Add 4)

Submit Journal Entries Import Detail Lines Generate from Reoccurring

Generate from Reoccurring Use existing Reoccurring templates to build new Journal Entries and submit for approval 3284392 - Add reoccurring option to Submit JE screen. (Feb 2017 – Add 11)

Import Journal Entry Detail from a file Import Detail Lines Import Journal Entry Detail from a file Max of 100 Detail Lines 3284385 - Allow import of JE details from Submit JE (Feb 2017 – Add 11)

Task Manager Assigning Tasks New option when steps are assigned to Groups Assign tasks to the appropriate employees as you move through the Process

Select individuals from the group to complete the next task

Access Notes and Attachments Quick Access to information needed to complete the assigned task Skip the Notes and Attachments steps if they are not used for this task 3345304 - Make Notes/Attachments available immediately (June 2017 – Add 4)

Validations in place to maintain Task Manager History Deleting Processes 3227407 - Prevent deleting of processes with history (Feb 2017 – Add 1) Validations in place to maintain Task Manager History

Widgets Adjust the number of processes that display in the Task Processes Widget 3172949 - Increase widget size for Task Processes (Oct 2016 – Add 4) 3327088 - Remove non Task Manager items from TM widget (Feb 2017 – Add 9) Removed non-Task Manager items from Task Manager Widget

Replace/Clone Task Manager Replace Only User Access Step Maintenance Groups 2626040 - Replace/Clone - Task Manager (Feb 2017 – Add 4)

View the Change History for your custom forms Custom Form History View the Change History for your custom forms 2428690 - Custom Forms Audit Tracking in Employee Profile (Oct 2017 – Add 1)

One-to-Many custom forms will have an All History

Online Forms – Reorder Steps 3156119 - Allow ability to reorder steps on Online Forms (June 2017 – Add 8)

Print A/R Invoice - PaC Print Individual Invoices without having to run the Print Invoices Report Can also print from the Payor Master 1707576 - #8 Option to Print singular invoice (Feb 2017 – Add 3)

Print A/R Invoice - Web 1707576 - #8 Option to Print singular invoice (Feb 2017 – Add 3)

Include previously emailed invoices when emailing statements A/R Statements Include previously emailed invoices when emailing statements 3170608 - Send related invoices with statement w email (Feb 2017 – Add 3)

Include Bank Rec Notes on the Report SBAA Bank Rec - Notes Include Bank Rec Notes on the Report 2019882 - Print notes on SBAA Bank Reconciliation report opt (Feb 2017 – Add 3)

Control the Close Date on your POs SBBA – Close PO 3069119 - Add ability to enter Closed Date (Feb 2017 – Add 9) Control the Close Date on your POs

Identify those responsible for entering budget Budget Entry Users Identify those responsible for entering budget Users will only see the their budgets 2369985 - Give ability to assign users to budget processes (Feb 2017 – Add 3)

Budget Entry Maximum Amount 2538198 - Add Budget Max Amount to Budget processes (Feb 2017 – Add 4)

Prevents budget submission when budgeted amounts exceeds the max

Budget Entry Notes and Attachments 2934507 - Budget Entry capability to add attachments/notes (Feb 2017 – Add 6) Link supporting documents to your budget

Budget Import – Add New Accounts Option to Add New Accounts from the imported file

Accounts that cannot be created are listed in the Errors section New Accounts are identified in the Data Imported section with Account Added Accounts will not be added if: The account is not within the ranges of the budget process or the account ranges of the budget entry users assigned to the process The account has a zero budget on the file being imported

Modify the Import File Layout to include details on the import report

Budget Transfers & Revisions Can now be imported on Web New Import Formats available via Skybuild 2816554 - Budget Transfer (and Revision) import in Web (Feb 2017 – Add 1)

Enable config to make import option available

Import Detail Lines from within the batch

Replace/Clone Fast Track 3326384 - Enhance Employee Replace/Clone for FT Screeners (June 2017 – Add 2) ***Live Data*** Nothing dangerous though Can now process Screener Groups and Screeners

Process the individual positions the screener is assigned to

Mass Assign Status Codes Mass Add/Remove Status Codes to Screener Groups 988290 - Add Mass Assign/Delete option to screener group (Feb 2017 – Add 9)

Select the Screener Groups to be included Choose the action to be completed for the selected Status Code

Application Attachments Removed limitation on number of attachments allowed on applications 3352655 - Add more than ten attachments to an application (June 2017 – Add 3)

Use to restrict the screener information displaying in Employee Access Screener Access 3422043 - Create Screener Access to limit Emp Access display (Oct 2017 – Add 2) Use to restrict the screener information displaying in Employee Access

Inactivate Screeners to hide Fast Track Screener options in Employee Access When setting up a new screener you will have to check this box before the screener options show up in EA. Existing screeners will default to the box checked. Nothing the customer has to do when loading October Release

Control the Job Listings that display for a screener Restricted Job Listings

Budgetary Data Mining Favorites Set favorite reports with a single click 2629679 - Add "Favorites" to Budgetary Data Mining reporting (Feb 2017 Release)

Favorites Filter - quickly locate your favorite reports

Import/Export Budgetary Data Mining Reports Share reports with other Skyward users 2999132 - Add option for Export/Import Budgetary DM Reports (June 2017)

Purchasing Vendor Cross Reference 2324620 - Purchasing Vendor cross reference during import (Oct 2016) Link credit card transactions to the specific vendor where the card was used

Missing Cross References are listed in the browse Assign a Skyward Vendor or Skip it

Cross References can be accessed/modified anytime

Credit Card Review/Submit 3298937 - Submitting credit card transactions (June 2017 – Add 8) 3304913 - Add Purchasing Vendor to Review/Submit browse (June 2017 – Add 8) Quickly verify info and submit transactions

Invoice Vendor Selection By Name or ID Numbers 3212254 - Update AP Invoice Entry Vendor EEL (Feb 2017 – Add 1) 2932256 - Allow entry of vendor by key and description (Feb 2017 – Add 4) By Name Key

Drill Down to AP Invoice 3209498 - Ability to drill down to AP Inv from other areas (Feb 2017 – Add 2)

Opens the actual AP Invoice

Change History Familiar Detail Node Access Ability to open in a browse and drop to excel 3018906 - Add "Change History" node to invoices (Feb 2017 – Add 2)

Generate your bank file from the Web Positive Pay - Web Generate your bank file from the Web 2247222 - Move Export Checks to Bank File to Web (June 2017)

Inactive Accounts in Payroll Will prevent payroll from continuing 3308135 - Create Payroll exception for inactive accounts (June 2017 – Add 4)

Status added to the Add screen SSN not required for References Add Reference Status added to the Add screen SSN not required for References 2397656 - Add the Status field to first screen when adding (Oct 2017)

Mobile Time Off Sub Needed 2460932 - Mobile App and Time Off: Add "Sub Need" function (June 2017 – Add 9) Available for Frontline users

New Field Areas: - ACH - SBAA Usage - Contracts Vendor Data Mining New Field Areas: - ACH - SBAA Usage - Contracts 2701234 - Add ACH tab information to Vendor Data Mining (June 2017 – Add 9) 2701235 - Add SBAA Usage tab to Vendor Data Mining fields (June 2017 – Add 10) 3429501 - Add missing fields from 1099/General tab to DM (June 2017 – Add 8) 3429505 - Add Contracts tab info to Vendor Data Mining (June 2017 – Add 9)

New Ecommerce Vendors 3192359 - Set up for e-commerce partner, GovConnection, Inc (Feb 2017 – Add 5) 3249217 - New e-commerce vendor Challenge Office Products (Feb 2017 – Add 6) 3387187 - School Health Corp added as new eCommerce vendor (Oct 2017) 3405506 - eCommerce - Martins office supply (Oct 2017)

Drill Down to PO 3209523 - Ability to drill down to PO from other areas (Feb 2017 – Add 2)

Opens the actual Purchase Order

Inactivate Req/PO Groups Current Year now available for processing 2043308 - Permit inactivation for current Req/PO year (Feb 2017 – Add 5)

Link Assets to Employees New Assigned To field on the Detail Location Track the assets assigned to your employees 2850445 - Ability to assign Fixed Assets to employees (June 2017)

New tab in Employee Profile lists all assets assigned to the employee

Import New and Update Existing Assets Fixed Assets Import Import New and Update Existing Assets New fields available for import

Placement Tracker Import Export file of current placement tracker data (optional) Import new placement tracker data 3028951 - Placement Tracker import (June 2017 – Add 1)

Preview records and exceptions before importing Exceptions are not imported Run Audit when done

Separate tab on Positions/Assignments Additional Pay Codes 3042430 - Additional Pay Codes (Oct 2016) Separate tab on Positions/Assignments

Create Additional Pay Records using Daily, Hourly, and/or Entered Amounts

Account Distribution on Additional Pay Codes Account from Assignment Will stay in sync with account distribution on the assignment Default setting 3042442 - Add account masking to additional pay records (Oct 2017)

Overlay Assignment Allows for masking select dimensions from the assignment’s account distribution Will update when the assignment account distribution changes

Entered Account Allows for separate account distribution to be assigned to the additional pay code Updates to the assignment account distribution will not have any impact Assignment Export/Payroll Import reports have been updated to show the account distribution for each additional pay record

Mass Assign Additional Pay Codes 3154497 - Create utility to mass add additional pay codes (Oct 2016 – Add 9)

THANK YOU!