Ideas for Cougar Mountain

My idea for improving Cougar Mountain is...

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  1. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 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 →
  9. AP Option to ADJUST or REVERSE ORIGINAL Invoice if user inputs the existing invoice number

    Add an AP Option to “Adjust” or “Reverse” existing, posted Invoice if user inputs in the same, existing invoice number. In other words, when user puts in an invoice number that has been used, Denali currently displays "Duplicate Invoice Number" error message of "Please enter a unique invoice number." User could have option, at this point, to reverse original invoice OR enter adjustment (+/-)to that invoice – right from that same screen.

    31 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  10. Bank Reconciliation- Void Check for 0 amount inBR, like you could in Pro

    We should be able to void a check in BR for a ) amount like we could in Pro, instead of now having to enter an amount in BR, post it, and then go back to void a posted entry. I like to run the check register at the end of the year and see all check numbers on the report, including voided ones.

    21 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  11. When working in GL with Budgets, it would be great if the annual amount automatically populated in the period fields, 1/12 the amount for ea

    The way the software is designed today, I would need to enter an annual amount and also put 1/12 of this amount into each period field. I would love a time-saver step that did this for me automatically. Thanks for your consideration~.

    4 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  12. Would like to see reversals in A/R and A/P

    Would like to be able to reverse a payment in the A/R Payment/Adjustment module. When mistakes are made it would be nice to be able to reverse it without all the double entering. So, a reversal to make an applied payment an unapplied one would be great!

    72 votes
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    6 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  13. AP/Pay Multiple bills by date/Check Stub Sort order not by date

    When paying multiple invoices by date check stub sorts by invoice number and not earliest date first unless invoices are in alphanumeric order.

    4 votes
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  14. Daily Units Tip Field

    It would be useful to be able to input tips on the daily units input screen in the Payroll module. By adding a tips field on the daily units input screen, it would save time for full-service restaurants to be able to enter tips at the same time as entering hours.

    1 vote
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  15. We need to be able to post batches in OE when other users are in OE

    We need to be able to post batches in OE when others are creating quotes, work orders, etc. in OE. It slows down our productivity of creating Orders, posting deposits to Work Orders and posting invoices when all users (up to 6 at once) have to exit to post. Our estimators often leave OE screen open after printing an order as they leave for appointments. Because the other users are located in multiple offices in other areas of the building, we have to go to their office and close out the screen.

    1 vote
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  16. It would be nice if we could enter the landed freight on the PO and it be divided up evenly and added automatically once entered.

    It would be nice if when adding landed freight to the PO and it be calculated and split evenly on the PO. Instead I am dividing the freight and adding it in to the amount of the cost every time I order. There is a landed freight spot that you can enter an amount into but it does not add the freight to the total of the PO. Thank you.

    3 votes
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  17. AR code for refunds

    Due to the nature of our business, we overbill customers, but then give them refunds if they aren't able to take the product that they were billed for and pay for. There isn't a code in AR that will integrate with Bank Rec for the refund that they received. We are able to update the customer's account with the refund, but then it doesn't go through to bank rec, so when I reconcile the bank account, I have to turn off integration in bank rec and make the entry which isn't the best way.

    1 vote
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  18. A/R Ability to inactivate Transaction Codes

    It would be great to be able to inactivate "Transaction codes" so it is not available for selection when entering Invoices. It will cut down of the incorrect Code being selected by mistake.

    3 votes
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  19. GL functionality to flag unused/obsolete GL account codes as inactive

    Request functionality to flag obsolete account codes as inactive so they can't be queried or posted to.

    4 votes
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  20. Allow job cost and direct cost invoicing on same invoice in AP...

    Example: Credit card statements include both direct and job cost related items. It would be nice to be able to enter them both on the same invoice.

    6 votes
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Ideas for Cougar Mountain

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