Ideas for Cougar Mountain

  1. Add PO Number to lookup in OE/POS History

    It would be very efficient to be able to lookup up Sales History with customer's PO Number. It would also help if we could do this in the sales reports such as the Sales History and AR History Reports.

    5 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  2. Global Code Change

    In Denali it would be nice to have the feature that was in Cougar Mountain that we could do a Global code change or amount change without having to go to each employee & make the change.

    12 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. AR statements

    Show paid invoices on the statement as paid.

    1 vote
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  4. Accounts Receivable list

    Have a list that shows on 1 line an invoice, the invoice date, the date it was paid and the check number used to pay it.

    1 vote
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  5. Disable Direct Deposit for Terminated Employees

    We sometimes rehire previous employees. If they do not turn in new Direct Deposit information Cougar defaults to the old information that may not be correct. It shoud be disabled once the employee status is changed.

    2 votes
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  6. Purchase Order Stock Item Cost Change Report for Price Decrease

    Our inventory method is FIFO for Cost and Level Margin for Sales. We have uncovered the following in Denali:
    - Inventory cost is correctly calculated based on FIFO, however, this does NOT apply when Denali calculates the Sales Price for items.

    For example -- If an item is currently in inventory at a cost of $5.00, and more are purchased at a price of $4.00 -- the Sale price is now calculated off the last cost of $4.00. This means when you sell the $5.00 item in inventory you will sell it at a LOSS! Since the system does NOT…

    2 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  7. choosing text color on the touch screen buttons

    I was hoping you could have the option of choosing text color on the touch screen buttons. I know that some of the really dark colors change the color of the text to white but not all of them. I think this would be a handy feature to have that way it gives the user the freedom to pick. It could stay very basic black or white.

    3 votes
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    0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow duplicate Invoice numbers if NOT the same vendor record.

    99% of our payouts do not have invoice numbers so up until we upgraded yesterday, we entered the date and as long as there were not multiple checks to one vendor, it worked just fine. It also allowed us to make sure that a bill wasn't paid twice because it needed a unique invoice number within the vendor record.

    With the new upgrade 6.3 you must have a unique invoice number for EVERY SINGLE VOUCHER we write. Prior to this it was only within a vendor that the invoices numbers needed to be unique.

    We are now having to put…

    18 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  9. GL-Insert line in body of Journal Entry

    Would like the ability to insert journal entry lines in the body of the journal entry. Current functionality only allows for insertion at the bottom of the journal entry and not in the body.

    This would be very helpful with recurring entries and is common functionality with accounting application software.

    6 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  10. sales by item report correction

    When trying to run a sales by item report in the sales module, it does not pull in the O/E sales, only the POS sales. Can this be fixed because when you run the sales history report, it combines the voided items into this report and that is not a correct report. And the report does not show you which items are voided.

    6 votes
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  11. AP Global Date Change

    It would be helpful in Denali AP if you enter the wrong date for GL or Check date & catch it on the edit report, if you could do a Global date change without having to go to each vendor & change the information.

    4 votes
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  12. fund balance sheet

    Would like Balance Sheet for Fund Accounting to be able to pick beginning and ending periods

    4 votes
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  13. Saving Report

    After we upgraded to Windows 10 & the latest Denali version, we are unable to save any reports to our network. Everything has to be saved to our C drive then we manually move it to our network drive so others in the accounting department can view the file. This causes too much time for our department!!!

    1 vote
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  14. Budet Print Account Codes

    In Denali when I go to pull a Budget report it would be helpful if the print account code was automatically checked.

    1 vote
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  15. Allow AR and All other modules address labels to choose start point on paper

    Instead of printing the label at the starting point on First Row First Label, allow the client to choose where to start printing from like word does. This would be an easy way to use the partial sheet of labels.

    3 votes
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  16. Fix "Inventory Component Requirement Report"

    The Inventory Component Requirement Report contains obsolete descriptions. If you change the Description of an IN Stock Number the Inventory Component Requirement Report will show the original description instead of the correct description. IN Understock Report updates correctly, so why doesn't Inventory Component Requirement Report show the current description?

    6 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  17. It would be great to have a biometric approval instead of password for Point of Sale.

    It would be great if there were a biometric scanner for approval in different modules rather than having to key in passwords all the time.

    1 vote
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    1 comment  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  18. Using hand held scanner to add inventory

    I think it would be great to be able to add inventory with using a handheld scanner. My understanding of it is that you need to use a + and - code in the import which will over ride your quantity. I think if you could also just + or - quantity items from the scanner you could post the same items in different batches without wiping each batch out. Example batch 1 has 5 golf balls scanned into it, import. Batch 2 has 10 golf balls in it so by just using the + on batch 2 it would…

    4 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Customer Special Pricing %

    It would be nice to be able to put a % discount instead of a static dollar discount amount in the customer special pricing area. As it stands now I have to manually change special pricing whenever there are price increases on those specific items.

    7 votes
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    1 comment  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add a leave pre-posting report showing leave accrued and used within the current payroll

    Need a leave report added to the pre-posting reports that would show how much leave was accrued and used by leave code for each employee in the active batch. It would also be nice to show beginning balance, summary of activity, and ending balance if possible, but if not at least the accrued and used.

    7 votes
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Ideas for Cougar Mountain

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