Ideas for Cougar Mountain

  1. 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 →
  2. Allow Edit of Employee "Pay Rates" codes to utilize new longer character codes

    Would like “function” or “Edit” option in Employee Maint Screen to update the employee numeric "Pay Rates" codes to utilize longer code with alpha-characters. Here’s why: since employees can now have DEFAULT hours, when changing/entering hours under different Pay Rate Codes in Denali FUND “Prepare Payroll” you can NOT see the Description to know which one you're entering hours/pay under. You can see the “Pay Rate Code” on Entry screen AND it also prints on Paycheck stubs . We were told can change it now in the SQL Management Studio though SQL table, but it doesn’t change on any historical…

    20 votes
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    under review  ·  2 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. Please bring back form 941A report in your Payroll Reports.

    The 941A report gave me all the information I needed to fill our my State & Federal Unemployment reports. Now I have to manually figure them out. Your reports give me a total, but not individual totals for the limits. I MISS that report!!

    32 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. We keep two years history in our accounts for lookback. The Purge History in GL would not go back to 9/30/2011, only 2014 date.

    Need to allow purge history in GL to go back several years to research history in accounts.

    5 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Why can't changes be made in Employees while a payroll batch is entered but not processes.

    Payroll -Please allow an Employee's file to be edited at any time. If a mistake is found after entering all employees' hours, and it is not something that can be edited in the payroll entry window, then the system will NOT let you edit the employee while they are in an active batch. It makes you clear the whole batch and fix your person, then re-enter the payroll. This takes up a lot of extra time. Employee changes were easy in the CM Pro version and they could be done at any time.

    23 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Export Sales Information

    Would love to be able to Export data out of Sales/Order Entry. We like to give the salesman their sheets that has their customers on it and how much they spent for the month. We have export in AR however not in Sales/Order Entry. We can print out reports but it has way to much information on it. Would love to be able to pick and choose what they see. Thanks!

    2 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for your suggestion! We will submit this idea for review and further development.

    In the meantime, you might try using the sales by salesperson or sales history reports and sorting/filtering them accordingly. Also, you can export every report from Denali into an Excel spreadsheet by using the print to text file and file type options drop-down menu in the Print Options window. Some formatting may be required, but these solutions may meet your needs.

  8. Inventory item - if you could double click on commited and see who and when the stock is commit for.

    We book a lot of season merchandise with various ship dates. If we could double click on the committed field. It could give us a quick look up with having to run an picking report.

    15 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

  10. Inventory Module

    Allow inventory items to be coded as Non-Inventory. These items would not be counted in any way. This would be an alternative to SA Non-Inventory Codes.

    21 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Be able to receive more than 1 invoice on a Purchase order So you don't have to post a batch and then make a new one

    Allow more than one invoice on a purchase order so you don't have to post and keep making more batches. sometimes I have 3 batches with 1 item

    34 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make checks customizable without using Crystal - check boxes for Country, ability to move lines yourself

    It would be great if you could check a box if you wanted to print the country on your check. Also in the print settings - being able to move the print on the check up a line or down a line. Let the user do it and not have to go into Crystal Reports. I know that's less revenue for you but it would save a bunch of time for the end user!

    1 vote
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    0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  13. Payroll Detail Leave History report

    Would be useful to be able to print a leave report showing a detailed day by day history of when leave was used/paid for and when it was accrued/awarded. When an employee has a discrepancy with the amount showing on the pay stub, this report would be very beneficial in resolving any differences.

    3 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. Printing a range of past due invoices by customer

    Printing a range of past due invoices by customer. Over 30/60/90/120.

    1 vote
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  17. Invoice is not printed before posting also include any on hold order not printed.

    Warnings that an invoice is not printed before posting also include any on hold order not printed.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Sales customer specific pricing report (Non history)


    1. In OE to sort by description

    2. In a report to print for customer sorted various ways.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. In OE option show gross profit margin

    As an option upon entering an order, or quote as a hold show gross profit % and or dollar amount on the screen before the hold is converted to an order and posted. Have flagged options for an override via supervisor or security settings if margins fall below a preset margin and or customer.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Providing Additional Information in On Order Tab and Backorder Tab

    Within the Quantity/Price info tab there are two lookups(magnifying glasses) for on order and backorder? Can we get the on order magnifying glass to show what individual PO#’s, quantities on order, mill/source, the anticipated delivery date and the cost? In the backorder tab, magnifying glass can we get the individual order #, customer name or number, quantity backordered and promised delivery date listed?

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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