Ideas for Cougar Mountain

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  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. When working in GL with Budgets, it would be great if the annual amount automatically populated in the period fields, 1/12 the amount for ea

    The way the software is designed today, I would need to enter an annual amount and also put 1/12 of this amount into each period field. I would love a time-saver step that did this for me automatically. Thanks for your consideration~.

    4 votes
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  11. 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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  12. When entering new GL account, give a prompt reminding to add new account to Advance Reporting that new Account

    After adding a new GL account number, give the user an informational message Reminding user if they are using Advance Reporting Groups they may have to add this new account for accurate reporting.

    3 votes
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  13. 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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  14. 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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  15. 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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  16. Compensation time in Denali does not currently have the ability to accrue, debit, and track compensation time.

    Compensation time in Denali does not currently have the ability to accrue, debit, and track compensation time. To be useful the system should automatically add salaried hours over the pay period maximum to the accrued column up to a max allowable limit. Time used would enter from the payroll import column, be subtracted from the accrued column and yield a comp time remaining in the "Remaining" column.

    2 votes
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  17. 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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  18. 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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  19. 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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  20. 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.

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