Ideas for Cougar Mountain

  1. 97 votes
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    4 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    We are currently reviewing development for this capability. Our first concern is to ensure your bookkeeping stands up to any audit or review. Because our software may use a different database protocol than other systems, it requires Crystal Reports in order to retrieve information. Crystal provides a way of reporting data without compromising the integrity of the database.

    Rest assured, we will keep striving to make our software more usable while keeping the data secure, and the system as configurable as possible.

  2. Reports-Enhancements, more landscape, less lines per record, more info

    Many reports take 2 or 3 lines per record, making them longer than they need to be and reduce the readibility

    49 votes
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    6 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  3. GL posting appearing in order by Transaction instead of account

    Fund accounting, GL posting from AP on paid invoices,would post in numeric order now posts by transaction. This makes it very difficult to calculate the total each fund used on that particular posting, when funds would be required to reimburse a clearing account.

    21 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  4. AR>Customer>Tran History--Zero Dollar Invoices

    The Customer Transaction History does not list invoices that were entered with Zero Dollars. Typically this happens when shipments go out for defective replacements at no cost. When researching a customer, you cannot easily determine if you already issued a replacement nor can you see how often you have issued no cost replacements for this customer.

    20 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  5. AR Aging As Of Specific Date

    Make the AR Aged Analysis Report capable of matching the Financials for a specified date. The AR Aged Analysis report does not allow generation of a report as of a given date. For example, at the end of a year, it can take a few months to get everything cleaned up in AR before you are ready to close the books. So, when you are finally ready to print the year end reports, you cannot print an AR Aging report that proves that the Aging and the GL match. When the bank want to see your Aging as of the…

    18 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow to save "Default" settings for all report criteria

    In many systems (not just cougar or accounting systems) We use we are given an option to SAVE their "Default settings" for reporting. There is just too many reports we have to change the Type and allow check mark certain fields.. This is a nightmare training. VERY simple programs I work with have this ability.

    15 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  7. Slow Items movement report

    Use the current movement report parameters with a change. Rather than items that have sold, include ONLY items that have NOTsold or have sold less than a specified quantity in the time period selected. For example, include all items of a specified inventory code that have sold 5 or less in the past 6 months. Those items can then be reviewed to determine if they should be discontinued, moved for better visability, or any other appropriate disposition.

    14 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  8. Include option to not print all invoices for AP checks (no remittance)

    When printing an A/P check form "Pay Bills" if the vendor has more than 11 invoices, then the remittance advice will continue to print on the next check and VOID the check number. We would like to have the option to turn this feature off so as to not destroy check stock needlessly.

    12 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  9. Print all of Customer notes when print

    When print customer notes, it is not printing all of the notes. Please increase the notes print field to allow for VERY long notes.

    11 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  10. Payroll date change

    When we change the check date in payroll, we would also like the reports to print out with the same date as the checks. We run checks on Wed. using a Friday date but all reports use the Wed. date.

    10 votes
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    under review  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add a sales total on sales tax report

    The report gives sales totals for tax codes and a separate sales total for sales with no tax codes. Please add a field that adds these two together.

    10 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  12. Sorting on more options

    In many reports, there are only 2 things you can sort on. The sort option needs to be available on everything in the report.

    10 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  13. AP INVOICE DESCRIPTION ON CHECKS

    Enable or make available, the descriptions from invoice in AP to be printed on the check stubs.

    10 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  14. Payroll Add the option to printmore than 10 benefits/deductions on a pay stub for custom checks

    WOULD like to see more than 10 lines on stub. have customized our payroll ck to print more lines per stub but program only has setup for 10 lines

    9 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the idea!

    We are continually trying to make our forms more usable for the widest range of customers.

    We are reviewing this capability, as the space on these forms is extremely limited.

    In the future more formats may become available.

    If this is a critical issue, our custom report design service could be an option for modification.

    Contact your sales representative for a quote.

  15. images of invoice on statements

    Add a statement format that includes pictures(images) of individual invoices, 4 per page available when monthly statement is produced.

    9 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  16. Have a general ledger report that shows the starting balance for a fund, all activity and ending fund balance.

    There is no report that will give me the fund balance of a fund as well as show the activity. I have different people managing their funds and they need a complete report, not just activity. Right now I have to go back to the balance sheet and hand write in the fund balance on the audit trail report.

    7 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  17. Accounts Receivable Collection Report

    I would love to see in the Collection Report the "Customer Open Date" or "Creation Date". This is such a huge piece of information when making collection calls. If you opened them 6 months ago and are 90 days you have problems. If you have had the account for 20 years it's probably a missing invoice or PO number. This is a must in any Collection Report. I feel it was just overlooked.

    8 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  18. CMS Denali needs a skip zero balance parameter for the A/R Collection Report

    CMS Denali omitted the skip zero balance print parameter for the A/R Collection Report. This needs to be fixed. A goal for Denali is to insure that a user can never say CMS Professional was better because it had a feature that Denali does not have.

    7 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  19. A/R Control Report Should have a Net Total for Debits and Credits

    A/R control report is a tool to check the sub ledger to the GL. Why would you ever write a report that forces the user to use a calculator each time to net Debit and Credit balances. All reports should have a net total bottom line. Never design a report that requires the repetitive use of a calculator.

    7 votes
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    2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  20. sales by item report correction

    When trying to run a sales by item report in the sales module, it does not pull in the O/E sales, only the POS sales. Can this be fixed because when you run the sales history report, it combines the voided items into this report and that is not a correct report. And the report does not show you which items are voided.

    6 votes
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