Ideas for Cougar Mountain

  1. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  3. Inventory Module - History Tab Can we get Customer name or Number listed for each DOC# displayed

    In the inventory module under the History Tab can we get the customer # or customer name associated with each Source DOC # displayed ?

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add functionality that would support a reminder/notification based upon date and time, like a

    Add functionality that would support a reminder/notification based upon date and time, like an event calendar. Something that would automatically remind you of an upcoming event such as paying quarterly taxes, or banking activity, etc.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. AP & BR - GL Account Name/Description Column

    We would like there to be a column in the AP and BR entry screen that sits next to the GL#. It should pull the name/description of the GL # used once it's been typed. That way we can check to see if we used the correct GL number at a glance to quickly catch data entry errors.
    Additionally, we would also like the GL Name/Description to print on the Edit Reports.

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow zero quantity for inventory/non-inventory items in Work Orders in Order Entry

    Allow zero quantity to be entered for inventory / non-inventory items for work orders, which can be taken into the field, and quantity used can be entered by the field technician, and payment can then be received at the time of services. This was possible in Pro, but is disallowed in Denali.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to transfer Cost Activity in Job Cost from code to code within the same job.

    We can transfer from one job to another, but only within the same code. So being able to go from one job to another and changing codes too, PLUS within the same job from code to code would be beneficial too.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. GL Journal Entry -- Display Account Description

    GL Journal Entry to Display Account Description
    During reviewing process of the entering the JE, would click on the Account Number, to see if the right account has been select or not. But the Account Description is no where to be found, unless double click on the account to view it. Can the Description to be display somewhere on the input screen. So that during the reviewing process, can quickly to see if the right Account number has been selected or not.
    Thank you.

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  10. GL Audit Trial Report with Advanced Filter

    At "GL Audit Trial Report", the option for "Advance Filter" is only limited to one selection. It would be helpful if we can select multiple Advance Filters instead of just one filter.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  11. GL Audit Trial Report with Advance Report Groups Option

    It would be greatly helpful if "Advance Report Groups" Option is available as part of the GL Audit Trial Report Selection.
    The User Account Filter and Use Advanced Filter is not advance enough to handle the specific grouping that I have created in Advance Report Groups.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  12. Purchase Order - Enter purchase orders for jobs through purchase

    Enter Job Cost purchase orders through Purchase Order Module like you can in Cougar Pro.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  13. check number

    I would like to have the option to be able to find the check number in the sales reports.

    Thanks

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  16. AP>Enter Bills>Trans#/Line#/Desc Box> Display box longer

    AP>Enter Bills>Trans#/Line#/Desc Box> Display box longer
    The box that display the GL Description is not longer enough to display the whole description.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  17. Need ability to enter Termination date

    In payroll you currently can not enter in a termination date on the main screen for the employee data unless you have chosen "Terminated" as their status. This results in not being able to pay the employee their last check because their status is Terminated. In order to pay the final check you have to change to active, pay the employee and then go back and change status to terminated so they don't show up on reports, etc. For instance, if someone is terminated today I want to be able to set their term date today when I receive the…

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Blocking users on opening retreive transactions.

    I would like to have the option to block certain users on looking through past transactions. This is causing a huge issue at the register and in the drawer. I did discover that you have the option to look at them but not edit them. I was hoping to block them off completely.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. option to allow one transaction window to be opened at a time.

    I would love it if you could have an option to allow only one transaction view window open at a time in the POS. I have been finding out that some our users are pulling up multiple windows at a time. It has been causing us a few issues and confusion.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. AR Customer Maintenance Screen, Cursor to Number not name when click on new

    When in the Customer Maintenance screen, clicking new takes the cursor to the name field. Since we cannot enter customer names as a look up it would be more convenient to have the cursor show up in the Account Number field instead.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Ideas for Cougar Mountain

Categories

Feedback and Knowledge Base