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
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    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
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  3. Committed Column should have a magnifying glass/lookup showing customer name, order or hold #, quantity, and expected delivery or due date

    Under the committed column could a tab/magnifying glass be created to show customer name or number, order or hold#, quantity and expected delivery/due date ?

    13 votes
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  4. Providing Additional Information in On Order Tab and Backorder Tab

    Within the Quantity/Price info tab there are two lookups(magnifying glasses) for on order and backorder? Can we get the on order magnifying glass to show what individual PO#’s, quantities on order, mill/source, the anticipated delivery date and the cost? In the backorder tab, magnifying glass can we get the individual order #, customer name or number, quantity backordered and promised delivery date listed?

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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  6. 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
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  8. screen size

    My staff is getting a little older (sorry but true) and our eye sites aren't what they used to be. The size of column header text and the various screens & fields in general are too small. We have very large monitors and we can adjust resolution to some extent. However, if we adjust too much it just makes all the other programs on the computer look strange. Also, if we adjust too large, many fields in Denali simply move off the "working" box and can not be viewed/scrolled to.

    16 votes
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    0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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  10. 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
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  11. 4 votes
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  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
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    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
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  14. allow GL budget edits in Denali

    It would very helpful for those of us that don't need a complex budget if we could (like it used to be in Cougar Mountain Pro) to edit the budget for an account directly in the account maintenance window.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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  16. 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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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
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    1 comment  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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
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    under review  ·  0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
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Ideas for Cougar Mountain

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