Ideas for Cougar Mountain

  1. In Sales Reports, Post a summary of each account

    In the previous versions of Cougar Mountain, when I posted Order Entry, I got a summary total of amounts posted to each account. Denali posts as line items. Now I have to go thru pages and pages and add up each account for a total. This is very time consuming. I liked the way the old Cougar posted reports.

    4 votes
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  2. Denali Payroll Editing Hours Worked - advance to next 'zero' hours automatically

    When have "yellow" fields for zero-hours employees (because hours vary EVERY payroll), add option to leave the "Edit" window open and automatically advance to the next employee that has 'zero' hours. This would really speed this up for those users with lots of hourly employees. Love the rest of the "new" Payroll features!

    17 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Bank Reconciliation-Denali

    Provide total for all additions, total for all deductions, total outstanding deductions, total outstanding additions, ending balance.

    12 votes
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  4. Add button to print ship to address to label printer from work order or invoice screen.

    This would allow generating an address label for small packages or envelopes to be mailed with one button click, rather than typing a label or cutting the address from work order and taping to package.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Pop Up Message Window for Order Entry

    When an employee selects a customer in order entry, it would be nice to have the ability for a message window to pop up informing the employee of any information they might need to know about that customer (e.g. we need to get a new phone number, address update, customer needs to talk to a manager, etc.) The message would be entered into accounts receivable and pulled from there.

    15 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. OE Entry

    When entering, we should be able to enter the quantity before the item is entered. When the average person orders; one says 1 hamburger not hamburger 1. The way the system is now; by the time a salesperson enters the item by a numerical code, the salesperson has to ask the qty again.

    10 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sales Print Edit Report

    This is for the Denali program. I would like to be able to run this report by inventory code. If this was possible I could see who a part is committed to.

    1 vote
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  9. Fiscal Calendar Rolling for non calander years needs program change

    When you close a GL year the system should move year 2 and year 3 period specific to years 1 and 2 and then calculate year 3. Instead it just jumbles all years and you have to re-key them in.

    4 votes
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  10. Alternate Tender Report

    More specifically within the reporting options I need a detailed alternate tender report. I'm not sure why the system would have created the ability to create reports on all other tenders while leaving this one out.

    7 votes
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  11. Display Budget variance (over/under $$) when entering transactions

    Display Budget variance (over/under $$) when entering transactions to expense/revenue in GL, AP, BR, PO etc. Fund/City customers that have to work from a budget would like this feature to see if approaching budgeted amount or if should run to other GL acct/fund BEFORE they post entry.

    5 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. CMS Inventory Module

    In addition to the Weight field, there should also be fields for Cubes and Unit of Measure (U.O.M). Weight can also be two fields, Gross Weight and Net Weight. A field for UPC would be useful as well. These fields are helpful to companies who ship products using outside carriers.

    2 votes
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    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. CMS Accounts Payable Correction

    When entering an invoice in accounts payable with a zero amount, it presently allows you to save this without a notice. Once the invoice is posted, you are not allowed to use the same invoice number again. The system should notify you that you are about to save and invoice with a zero amount.

    7 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. CMS Order Entry

    To eliminate errors in order entry, if there are items that a customer has returned or no longer wants, there should be a way to flag or block these items. In the event the customer does want an item, the system should allow for an override. The main reason for this is, if a customer bought an item and returned it at a later date, the item is now in the customer history. If an employee uses this history to find an item, they have no way of knowing it was returned or the customer doesn’t want that particular brand…

    7 votes
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  15. CMS to be Mac compatible

    CMS is currently only compatible with Windows operating systems. It would be nice if CMS would have a app that is compatible with iPad's to be able to check AR, AP and BR as well as the dashboards.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. CMS Pro Enhance BR module

    Enhance the BR Reconciliation report so it can be sorted by transaction type, date, etc.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Switch between an invoice and a hold

    Give the option to switch between holds and invoices ready for billing. Currently if an invoice is started as a hold, once you select the done button; the invoice automatically prints, can this setting be turned off?

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Denali FUND Rev/Exp Summary report showing Beg Bal, Rev, Exp, Transfers, Ending Balance like Cougar Pro has (in Rev/Exp report types)

    Want single line for each fund and subtotals by related funds just like Cougar Pro Fund has...

    27 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Inventory Bin Location Field. Print on Orders. Allow sorting on this value within the order to help with picking.

    Add Inventory Bin Location. Allow it to be added to the Sales Order Screen. Allow the Sales order to be sorted by this value to facilitate more efficient order picking.

    5 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Invoicing from Accounts Receivable

    For businesses and non-profits that don't sell from inventory, it would be nice if they could create and post an invoice directly from Accounts Receivable.

    11 votes
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Ideas for Cougar Mountain

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