Ideas for Cougar Mountain

  1. Be able to receive more than one invoice on a Purchase Order

    Be able to receive more than one invoice on a Purchase Order, so the batch doesn't have to be posted and enter a new batch.

    7 votes
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    2 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  2. Provide more detail as to what Software Updates are fixing and what's new (Release notes).

    Here are two great examples of how a software company provides details as to what is included in their software upgrades. They label what is new with the Release and what was Fixed in the release.

    http://wiki.spiinc.com/wiki/ReleaseNotes:OrangeWindows/7.0.67 and https://www.fishbowlinventory.com/wiki/ReleaseNotes

    Also, If the posted upgrade was added too, you should list the date. For example. Denail 6.2 was released 3/31/16 but since then it has been updated to release to 6.2.0.180. That date of the new release should also be listed on the website and WHAT was added/fixed.

    7 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  3. Copy Employee Record Payrates, Benefit/Deduct, Leave

    Give the ability to Copy an existing Employee setup into a NEW Employee record. On the Copy CLEAR out 1. General Info, YTD Summary, Direct Deposit, Notes and Attachments.
    KEEP the following: 1. Pay Rates/Taxes, Benefits/Deduct and Leave

    6 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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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  5. Payroll Employee lookup limited to active

    It would be more efficient if the lookup could be set to where it only brings up the active employees.

    7 votes
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    1 comment  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  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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  8. We should be able to copy and paste into Purchase Orders.

    Many other modules allow for copy and paste but Purchase Order does not. We should be able to do so in the Purchase Order when we have large part numbers to order.

    7 votes
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  9. 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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  10. 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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  11. OE Invoicing

    I really need to be able to have computer generated invoice number batches and non-computer generated invoice number batches. Any chance of that happening?

    6 votes
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  12. 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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  13. 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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  14. 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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  15. AP Prepare Bills Automatically - add Product Type Filter

    Add "Product Type" as a filter so only specific vendors are selected with the Product Type

    6 votes
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  16. 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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  17. 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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  18. oe lookup customer by address

    It would be convenient to be able to lookup customers in AR or OE Customer lookup by address as well as number or name.

    4 votes
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  19. Sales Price Calc from Cost In Inventory (like COGS) NOT Just Last Cost

    Currently Sales price, if calculated by the system, is based off the Last Cost. This works, EXCEPT when the Last Cost is LESS than the cost of the items sitting in inventory, in which case you would be selling those old items at a loss! The current work around is a manual report to identify the items being purchased that are less than the previous cost and we then have to manually update the Last Cost. To allow the system to be totally mechanical when pricing, why can't the Selling Price be calculated off of the Cost in inventory? In…

    4 votes
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  20. 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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