Ideas for Cougar Mountain

  1. Allow GL Budget codes to be used to pull Budget reports

    Allow to pull budget report given the budget codes we have set up. We have spent plenty of time to create the codes only to find we can't use them in any way to report on these budgets.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →

    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.

  3. how about a DBMS for Denali so we can generate custom reports?

    If we had the option to export ALL data (by module) in CSV format then at least we could use Excel to create custom reports instead of paying-up for custom Crystal reports. Apologizes if this has already been answered as I am a Denali newbie.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Additional Shipping Addresses

    Add a way to print "Additional Shipping Addresses" in AR for each customer. One report with all the additional shipping addresses that each AR customer has.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  6. reporting

    It takes anywhere from 1 - 2 minutes to generate an audit trail report for something as simple as a report for one account for one period and longer if you are running reports for multiple accounts or for multiple periods.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the feedback!

    Processing time varies with network environment factors, equipment speeds, and memory capacity. We are planning programming changes that will increase the speed of processing, especially for customers with extensive historical files. Watch for these changes in future updates.

  7. General ledger Income statements

    Different Locations ( Departments ) can be coded to show separate cost of goods sold . Income lines can be formatted, however the cost of goods all show as one line.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. department report benefit

    I would like the Cougar Mountain reports to include benefits paid in the gross pay field when printing reports.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Budet Print Account Codes

    In Denali when I go to pull a Budget report it would be helpful if the print account code was automatically checked.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Accounts Receivable list

    Have a list that shows on 1 line an invoice, the invoice date, the date it was paid and the check number used to pay it.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  12. AR statements

    Show paid invoices on the statement as paid.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  13. POS Gift Receipt

    In CMS for DOS, when reprinting a receipt there was a provision for selecting the receipt format - the default was the regular receipt, but by selecting a format that didn't include pricing, we were able to offer gift receipts for people purchasing clothes as gifts that might need to be exchanged.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  15. Entering Invoice data on received PO's should have a GL date to dictate what period the invoice belongs in.

    We accrue for open po's at our month end. Some vendors do not invoice us for a number of days, but we are not able to use the vendor invoice date as it would post back into a closed period.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Create a link between sales and inventory using UDF for Country of Origin

    We would like to be able to have the country of origin pull from the stock maintenance screen and automatically be put on the sales order for each item. When we have to ship to Canadian customers they require it.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  17. AR resale number MADE AVAILABLE ON INVOICES

    I would like to see the resale number that is entered in the customer information screen, brought forward on to the work order and invoices.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  18. AR Print Labels Reports

    Give a filter to print only Customers with Balances

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  20. OE Credit Card infomatoon available for invoices

    Would it be possible to include as available fields to print either encrypted CC Number or just the last 4 digits as well as authorization numbers for Invoices paid by Credit Card/Debit Card on the default OE formats for printing Invoices?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Ideas for Cougar Mountain

Categories

Feedback and Knowledge Base