Ideas for Cougar Mountain

  1. CMS to be Mac compatible

    CMS is currently only compatible with Windows operating systems. It would be nice if CMS would have a app that is compatible with iPad's to be able to check AR, AP and BR as well as the dashboards.

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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Sales customer specific pricing report (Non history)

    1. In OE to sort by description
    2. In a report to print for customer sorted various ways.

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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. Printing in Payroll

    Please configure printing of reports in Payroll the same as GL and AR etc.

    1 vote
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your comment. If you are referring to the fact that payroll opens reports in our Crystal viewer, while other modules open reports as a pdf, this is something we are currently looking at and working out some details.

    If you are referring to something else about those reports, please contact our support to see if our Crystal Reports writer can help you.

  6. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Make checks customizable without using Crystal - check boxes for Country, ability to move lines yourself

    It would be great if you could check a box if you wanted to print the country on your check. Also in the print settings - being able to move the print on the check up a line or down a line. Let the user do it and not have to go into Crystal Reports. I know that's less revenue for you but it would save a bunch of time for the end user!

    1 vote
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    0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    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.

  9. 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.

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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. department report benefit

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

    1 vote
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. It would be great to have a biometric approval instead of password for Point of Sale.

    It would be great if there were a biometric scanner for approval in different modules rather than having to key in passwords all the time.

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    1 comment  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  15. AR statements

    Show paid invoices on the statement as paid.

    1 vote
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
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    0 comments  ·  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.

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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  18. AR Print Labels Reports

    Give a filter to print only Customers with Balances

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    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.

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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  20. Invoice is not printed before posting also include any on hold order not printed.

    Warnings that an invoice is not printed before posting also include any on hold order not printed.

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Ideas for Cougar Mountain

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