1. New Features Finance and HR
Janet Kundinger

2. Cash Receipts Tab – Vendor Profile
Cash Receipt tab under Vendor Profile (October 2017 Release)

3. Use the Name field on Cash Receipt detail lines

4. Custom Tab Order (Cash Receipts)
Add tab order option to cash receipts (February Add 1)

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

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

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

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

9. Submit Journal Entries
Import Detail Lines
Generate from Reoccurring

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

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

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

13. Select individuals from the group to complete the next task

14. 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
Make Notes/Attachments available immediately (June 2017 – Add 4)

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

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

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

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

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

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

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

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

23. Include previously emailed invoices when emailing statements
A/R Statements
Include previously ed invoices when ing statements
Send related invoices with statement w (Feb 2017 – Add 3)

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

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

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

27. Budget Entry Maximum Amount
Add Budget Max Amount to Budget processes (Feb 2017 – Add 4)

28. Prevents budget submission when budgeted amounts exceeds the max

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

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

31. 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

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

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

34. Enable config to make import option available

35. Import Detail Lines from within the batch

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

37. Process the individual positions the screener is assigned to

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

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

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

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

42. 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

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

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

45. Favorites Filter - quickly locate your favorite reports

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

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

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

49. Cross References can be accessed/modified anytime

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

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

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

53. Opens the actual AP Invoice

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

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

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

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

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

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

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

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

62. Opens the actual Purchase Order

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

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

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

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

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

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

69. Separate tab on Positions/Assignments
Additional Pay Codes
Additional Pay Codes (Oct 2016)
Separate tab on Positions/Assignments

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

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

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

73. 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

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

75. THANK YOU!