Ideas for Cougar Mountain

  1. 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 →
  2. 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.

  3. 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 →
  4. 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

  5. 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.

  6. 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 →
  7. 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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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  17. screen size

    My staff is getting a little older (sorry but true) and our eye sites aren't what they used to be. The size of column header text and the various screens & fields in general are too small. We have very large monitors and we can adjust resolution to some extent. However, if we adjust too much it just makes all the other programs on the computer look strange. Also, if we adjust too large, many fields in Denali simply move off the "working" box and can not be viewed/scrolled to.

    16 votes
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    0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  18. allow GL budget edits in Denali

    It would very helpful for those of us that don't need a complex budget if we could (like it used to be in Cougar Mountain Pro) to edit the budget for an account directly in the account maintenance window.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. undo option

    It would be useful to have the ability to undo something that may have been accidentally typed into a highlighted cell.

    For example: I tabbed into a populated cell that had the number "10.81" and I bumped a button which made the cell say ".0" I don't remember what was there to change it back. This is not good when editing payment information. In Excel and many other programs, if I were to press the "Esc" button before exiting the cell, the cell is repopulated to what used to be there, kind of like an "undo" option. Or just the…

    12 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  20. larger font with larger on screen boxes

    Need larger font in your software. Also the program boxes are so small on screen. I have changed resolution, text size, and done custom percent scaling and can not get adequate size for my screen. Almost is like you need to stretch those program boxes larger, which in turn would make everything larger without cutting the info off. Which is what happens now when you change the resolution scaling.

    20 votes
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    2 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
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