Karen Brooks-Hodges

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  1. 2 votes
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    1 comment  ·  Ideas for Cougar Mountain  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges commented  · 

    Thanks!

    Karen Brooks-Hodges shared this idea  · 
  2. 11 votes
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    1 comment  ·  Ideas for Cougar Mountain » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges supported this idea  · 
    Karen Brooks-Hodges commented  · 

    This has been almost a year now with at least 6 updates. It's very sad that one has to copy and paste notes to a Word Document in order to print them. When you push "Print Customer" you should get everything on that customer not just the oldest 3 lines of notes. We put all our collection notes in this field and it's ridiculous that they don't all print. Not important to some but
    to our company it's very important documentation. It has always printed until we moved to Denali. I have been watching your monthly updates and it's now almost been a year.

  3. 8 votes
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    1 comment  ·  Ideas for Cougar Mountain » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges commented  · 

    Would love to see this included in the Collection Report still. I wont' use the report without it. Thanks!! Also would love to see Average Day Pay within the customer account. So many other programs include this.

    Karen Brooks-Hodges shared this idea  · 
  4. 10 votes
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    under review  ·  2 comments  ·  Ideas for Cougar Mountain  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges supported this idea  · 
  5. 18 votes
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    0 comments  ·  Ideas for Cougar Mountain » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges supported this idea  · 
  6. 36 votes
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    0 comments  ·  Ideas for Cougar Mountain  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges supported this idea  · 
  7. 32 votes
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    1 comment  ·  Ideas for Cougar Mountain  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges supported this idea  · 
  8. 46 votes
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    3 comments  ·  Ideas for Cougar Mountain  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges supported this idea  · 
  9. 4 votes
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    1 comment  ·  Ideas for Cougar Mountain » Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for the suggestion!

    There are many ways to export information in Denali. If there is a specific format that is needed, our Customer Service representatives may be able to help. Many of the reports in the system will export directly into a columnar Excel format. We will also be adding more expanded export capabilities in the future.

    Feel free to contact customerservice@cougarmtn.com to find out if more suitable options are available.

    Karen Brooks-Hodges shared this idea  · 
  10. 34 votes
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    under review  ·  1 comment  ·  Ideas for Cougar Mountain  ·  Flag idea as inappropriate…  ·  Admin →
  11. 5 votes
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    0 comments  ·  Ideas for Cougar Mountain » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges shared this idea  · 
  12. 75 votes
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    Karen Brooks-Hodges supported this idea  · 
    Karen Brooks-Hodges commented  · 

    I would for sure like for this to reverse it in GL but this is a great idea. We had a returned check and we just leave the pmt on the account and pray another comes before month end before closing out. This is a great idea.

  13. 15 votes
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    4 comments  ·  Ideas for Cougar Mountain  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges commented  · 

    You bill a customer on Jan. 1st. You receive their payment on Feb. 15th. That would be considered Average Day pay of 45 days. You bill another invoice on Jan. 15 and get receive that payment also on Feb. 15. That invoice would be considered Average Day Pay of 30 days. The computer would combine all activity and this above would give you an Average Day Pay of 37 days. It will calculate all transactions. So important when you are figuring out pricing structure or credit inquiry of how a company pays. We have to manually go into the system to figure it out through history. This would be so helpful! Thanks for your interest.

    Karen Brooks-Hodges shared this idea  · 
  14. 16 votes
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    2 comments  ·  Ideas for Cougar Mountain  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges commented  · 

    This may come in handy within our organization also. We have a trailer and fill it with materials. These are on a hand written ticket so not taken out of inventory. They use what they need on location which could be a month and we pick up the trailer and only then invoice what they used.
    Meanwhile if there was a Hold Invoice as stated, it possibly could keep our inventory correct and then we could credit the parts that had been returned before invoicing. I don't know if this would be the same type of thing because ours would be in Work Order and not a "true" invoice yet?

  15. 2 votes
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    2 comments  ·  Ideas for Cougar Mountain  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for your suggestion! We will submit this idea for review and further development.

    In the meantime, you might try using the sales by salesperson or sales history reports and sorting/filtering them accordingly. Also, you can export every report from Denali into an Excel spreadsheet by using the print to text file and file type options drop-down menu in the Print Options window. Some formatting may be required, but these solutions may meet your needs.

    Karen Brooks-Hodges commented  · 

    I have forwarded this to our Sales assistant to have her look into this method of getting what she needs. Thanks!

    Karen Brooks-Hodges shared this idea  · 
  16. 49 votes
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    6 comments  ·  Ideas for Cougar Mountain » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    Karen Brooks-Hodges commented  · 

    Absolutely and this includes postings. My Bank Rec use to be 9 pages and now is 39 pages. This is only Bank Rec and not the others. What a waste. We are working on a way to save it instead of printing it.

    Karen Brooks-Hodges supported this idea  · 
  17. 97 votes
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    4 comments  ·  Ideas for Cougar Mountain » Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    We are currently reviewing development for this capability. Our first concern is to ensure your bookkeeping stands up to any audit or review. Because our software may use a different database protocol than other systems, it requires Crystal Reports in order to retrieve information. Crystal provides a way of reporting data without compromising the integrity of the database.

    Rest assured, we will keep striving to make our software more usable while keeping the data secure, and the system as configurable as possible.

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