Ideas for Cougar Mountain

  1. Payroll Paid Leave Time Warning for Imported Daily Units of Time

    The current version 10.2 warns the user when an employee does not have enough leave time while inputting pay through the process payroll screen. It does not warn the user if you use Daily Units to input your payroll and therefore allows the employer to overpay vacation and other types of leave.

    3 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  2. Entering Invoice data on received PO's should have a GL date to dictate what period the invoice belongs in.

    We accrue for open po's at our month end. Some vendors do not invoice us for a number of days, but we are not able to use the vendor invoice date as it would post back into a closed period.

    1 vote
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  3. Put Budget Info back onto the Account Maintenance lookup screen

    Allow the Budget Information to be back onto the GL Account Maintenance lookup screen like it was in CMS Pro. When I'm wanting the YTD balance info and budget info for a single Chart of Acct number, it was much easier to go to the Account Maintenance tab and look up an individual chart of account number than running a report for the information. Sometimes we just need to see the info without running a report, especially for individual accounts.

    1 vote
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  4. Payroll check printing should work like all other reports and allow you to display it to the screen.

    It would be very handy to review payroll checks on screen before being forced to print them. All other reports in the Denali allow you to go to the screen.

    3 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  5. Moving Payments & Credits from one customer acct to another in A/R

    Creating a task in the A/R module that allows us to move payments and credits easily from one customer account to another without effecting G/L or Bank Rec since its only moving. We have several customers with multiple accounts and they occasionally will want to use a credit from one account to pay an invoice on another account.
    The step we have to take to do this now are completely ridiculous.
    We can transfer money from our banks on our phones a lot easier.

    1 vote
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for the suggestion. I’ve set this to be reviewed by our development team.

    In the meantime, if you want to transfer between customers, make sure you are using codes 2 and 5 and not 3 and 4. Using 2s and 5s will ensure it doesn’t hit your BR, and the GL entries will cancel each other out if set up correctly. If you have any questions about this please reach out to our customer service department.

  6. Additional Shipping Addresses

    Add a way to print "Additional Shipping Addresses" in AR for each customer. One report with all the additional shipping addresses that each AR customer has.

    1 vote
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    The Aged Analysis report in AR should only show customers with a zero balance if they still have open invoices and credits that are not applied to each other. They may net to a balance of zero, but because they aren’t applied to each other, they’ll still appear on that report. If that does not explain what is happening to you, please call our support at 1-800-390-7053

  8. Printing in Payroll

    Please configure printing of reports in Payroll the same as GL and AR etc.

    1 vote
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your comment. If you are referring to the fact that payroll opens reports in our Crystal viewer, while other modules open reports as a pdf, this is something we are currently looking at and working out some details.

    If you are referring to something else about those reports, please contact our support to see if our Crystal Reports writer can help you.

  9. Be able to take CC payments against a Work Order

    Be able to take CC payments against a Work Order and hold a certificate in TSYS for later if need be. Pull up the WO and be able to take additional payments against until it is changed to an invoice

    1 vote
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  10. how about a DBMS for Denali so we can generate custom reports?

    If we had the option to export ALL data (by module) in CSV format then at least we could use Excel to create custom reports instead of paying-up for custom Crystal reports. Apologizes if this has already been answered as I am a Denali newbie.

    1 vote
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  11. being able to enter credit memo invoices for job cost

    There is no easy way to submit a credit memo for the job cost program. At this time you have to do a reversal activity and doing that you cannot get the correct amount due to having to enter it by a unit # and not an amount.It also does not allow you to put in the vendor number that needs to reflect in the accounts payable program- it generates it's own number- We need to be able to enter a negative number like we can in accounts payable-

    3 votes
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  12. When are you going to change the sales comments to memo fields or NTEXT for unlimited comments per line with have separate lines.

    When are you going to change the sales comments on details to memo fields or NTEXT for unlimited comments without having to break them up into separate lines?

    3 votes
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  13. 1 vote
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  14. The AP enter bills entry screen needs to be expandable to make it bigger or smaller as needed for better vision.

    The AP enter bills entry screen needs to be expandable to make it bigger or smaller as needed for better vision

    4 votes
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  15. 1 vote
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  16. AP Vendor Numbers should have a drop down box instead of double clicking in the cell & going to AP Vendor Lookup

    When searching for a Vendor, you should be able to type in the first letter or number or two and get a drop down box with the next 5 or so vendors to choose from instead of having to double click and go to the AP Vendor lookup all the time.

    1 vote
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  17. Need ability to mark jobs complete that have existing WIP

    Not being able to mark a job complete with existing WIP is pointless. Not having a way to modify or clear WIP is also cumbersome. This all make the process to purge old jobs very time consuming and near impossible.

    1 vote
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  18. Set up AP list to sort by alpha last name and issue AP check with first name then last name.

    Need to look up AP by last name in entry screen. Does not allow for last name look up if set up by first name - last name. Sorts by first name. If set up by last name, first name. It prints checks with last name, first name. Need to be able to look up by alpha sort and check issued correctly with first name - last name. Setting by ID does not work to sort as numerical values assigned to ID.

    1 vote
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  19. AP & IN modules need foreign currencies

    purchases made in foreign currencies need to have exchange rate attached so the correct landed cost can be calculated. Need to attach to vendor in AP module, as well as stock items in IN module.

    7 votes
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  20. Committed Column should have a magnifying glass/lookup showing customer name, order or hold #, quantity, and expected delivery or due date

    Under the committed column could a tab/magnifying glass be created to show customer name or number, order or hold#, quantity and expected delivery/due date ?

    13 votes
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