Ideas for Cougar Mountain

  1. Moving Payments & Credits from one customer acct to another in A/R

    Creating a task in the A/R module that allows us to move payments and credits easily from one customer account to another without effecting G/L or Bank Rec since its only moving. We have several customers with multiple accounts and they occasionally will want to use a credit from one account to pay an invoice on another account.
    The step we have to take to do this now are completely ridiculous.
    We can transfer money from our banks on our phones a lot easier.

    1 vote
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    Thank you for the suggestion. I’ve set this to be reviewed by our development team.

    In the meantime, if you want to transfer between customers, make sure you are using codes 2 and 5 and not 3 and 4. Using 2s and 5s will ensure it doesn’t hit your BR, and the GL entries will cancel each other out if set up correctly. If you have any questions about this please reach out to our customer service department.

  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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  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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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
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  12. 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
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  13. 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
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  14. 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
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  15. 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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  16. 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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  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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  18. 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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  19. Numerically Sort Inventory Kit Contents

    Many of our kits contain over 100 component numbers. In Denali 6.2xx the “IN Set Up Kits” component numbers are displayed in the order they were entered. It would be much easier to confirm whether or not the latest version of the kit was being used if the component numbers were displayed in numerical order. If they were numerically displayed it would be much easier to compare the CMS component numbers to the bill of materials from our CAD system. After a few revisions the numbers are just impossible to compare.

    3 votes
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  20. 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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