Ideas for Cougar Mountain

My idea for improving Cougar Mountain is...

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  1. Be able to take CC payments against a Work Order

    Be able to take CC payments against a Work Order and hold a certificate in TSYS for later if need be. Pull up the WO and be able to take additional payments against until it is changed to an invoice

    1 vote
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  5. Set up AP list to sort by alpha last name and issue AP check with first name then last name.

    Need to look up AP by last name in entry screen. Does not allow for last name look up if set up by first name - last name. Sorts by first name. If set up by last name, first name. It prints checks with last name, first name. Need to be able to look up by alpha sort and check issued correctly with first name - last name. Setting by ID does not work to sort as numerical values assigned to ID.

    1 vote
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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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  7. 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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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  9. 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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  10. We need to be able to post batches in OE when other users are in OE

    We need to be able to post batches in OE when others are creating quotes, work orders, etc. in OE. It slows down our productivity of creating Orders, posting deposits to Work Orders and posting invoices when all users (up to 6 at once) have to exit to post. Our estimators often leave OE screen open after printing an order as they leave for appointments. Because the other users are located in multiple offices in other areas of the building, we have to go to their office and close out the screen.

    1 vote
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  13. A/R Ability to inactivate Transaction Codes

    It would be great to be able to inactivate "Transaction codes" so it is not available for selection when entering Invoices. It will cut down of the incorrect Code being selected by mistake.

    3 votes
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  14. GL functionality to flag unused/obsolete GL account codes as inactive

    Request functionality to flag obsolete account codes as inactive so they can't be queried or posted to.

    4 votes
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  15. 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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  16. In JC/Sales Entry, I would like to be able to enter a job invoice even if the job has NO WIP available to clear. I can do this in PRO.

    JC/Sales Order Entry, need to be able to enter a job invoice to a customer even if Available WIP is ZERO. Currently can do this in PRO, as I just showed your trainer Jeremy online today.

    ALSO, there are legal reasons as to why if you are doing contract sales (the laws have to do with sales and use taxes) and not collecting sales tax, you legally can NOT breakdown time and material on your invoices. They must be billed as a contract amount...this is also currently available in PRO but not in Denali. I need to be able to…

    4 votes
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  17. Allow job cost and direct cost invoicing on same invoice in AP...

    Example: Credit card statements include both direct and job cost related items. It would be nice to be able to enter them both on the same invoice.

    6 votes
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    1 comment  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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  19. 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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  20. undo option

    It would be useful to have the ability to undo something that may have been accidentally typed into a highlighted cell.

    For example: I tabbed into a populated cell that had the number "10.81" and I bumped a button which made the cell say ".0" I don't remember what was there to change it back. This is not good when editing payment information. In Excel and many other programs, if I were to press the "Esc" button before exiting the cell, the cell is repopulated to what used to be there, kind of like an "undo" option. Or just the…

    12 votes
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Ideas for Cougar Mountain

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