Ideas for Cougar Mountain
181 results found
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Payroll Pay "Addition" codes need improved function/flexibility
Payroll needs better handling of additional/other pay for employees, possibly ability to setup multiple “pay codes.” To replace addition codes but in the pay/wages part so % deductions AND % benefits will work based off these “pay codes” (we have to reverse pay currently). Also make “pay code” options of unit/salary based (user-defined?) so doesn’t look like “hours” for the pay that is NOT hours and option for monetary or non-monetary. Could have “pay code” options of what pay periods to include like in additions. Some examples we have ran into that this would work better for include: monthly office…
7 votesWe have included most of this capability in the Denali Benefit/Deduction codes and will continue to revise this processing going forward.
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Change Denali default backup path
Denali 4.0 saves all backups to a directory on the Denali server. We need our manual backups going to our backup server, not the Denali server. Having our employees manually navigate to our backup server is prone to mistakes. Please allow us to permanently change the default destination of our manual backups.
7 votesThe backup path and filename can always be changed from the backup screen. The default backup path was specifically chosen so that the backup may be accessible by Technical support, should there be an issue.
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More Payroll Leave codes for Funeral Pay, Comp Time, etc.
Vacation, Sick, Other are not enough - many other leave pay types need allowed in Payroll
7 votesIn Denali payroll, there is no limit on how many different leave pay types are attached to an employee. Users can create as many leave codes as they need for their business.
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Please make A/R Payments not apply to oldest invoice.
When entering a payment in A/R if the full payment is not applied the system applies it to the oldest invoice. It does this without ever showing up on any reports prior to posting. Please, please, please MAKE IT STOP!
7 votesDenali was designed to apply unapplied amounts to the oldest invoices by default. this can sometimes cause an issue with overpayments.
If you have a payment that is more than the amount due on a particular invoice, and do not want to apply the overage to the oldest invoices first, Process the entire payment as unapplied first, post the payment, then apply the payment to the invoice desired. This way the overage will show as unapplied until it is specifically applied to an invoice.
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show ar balance on invoices
Benefits the customer(s) in seeing exactly what they owe for total account balance, rather than waiting on statements
6 votesThis field is now available to be added to a custom report format, as of Denali 6.2 Update 1. If assistance is needed, we offer custom Invoice format modifications as a service by our Crystal Reporting staff expert. Contact your Sales Representative for additional information.
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add option to print invoice and packing slip at the same time
when printing the invoice from order entry I would like to have the option to print packing slips at the same time. This could be a option set in the order entry preferences.
6 votesGreat News!!! This option is now available as a custom report option through our customer report design service! Contact your account representative for pricing and details!
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Add button to print AR Statements on customer window
Add a button onto the AR Customers window that will print the customers statement directly - without having to go thru the Reports menu.
6 votes -
User friendly buttons
Instead of having "yes" "no" buttons on certain windows - the buttons should say what they will do. So when a window asks "Are you sure you want to exit?" the button should say "Exit" and "Save" or whatever is appropriate - not yes or no. Makes it more user friendly.
6 votes -
A/R customer lookup needs to be overhauled
You type first few characters of customer act # and touch F5 it takes forever to open the search window. Then you click on the correct customer and the history will not come up and usually will jump down to the next customer instead. If you can get one to display, if you click on the right arrow to go to the next customer, the pointer in the file has not been set correctly and it's hard to tell which customer will come up next.
6 votesWe have redesigned the master lookups in all modules and included a “contains” search field to look for part of a word or phrase. This is now available in Denali 4.2!
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Payroll direct deposit stub - Add organization name, address to it
Add organization name, address to PRINT on Payroll direct deposit stub - since not on "pre-printed" check, it does not show anywhere "who" the payroll deposit is from. This was an issue when used as "proof" of income for an employee since it didn't have "employer's name"
6 votesOur custom report design service can quickly and easily make this change to your check and Direct Deposit Stub formats for a nominal design fee. Please contact your account representative for more information at: 800-338-3038
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Allow for 3 character name suffix
Name suffix only allows for 2 characters Jr, Sr, but I have an employee who is III.
5 votesThis was changed to allow up to 4 characters for a suffix on 12/04/2014 and was released in the next release after that.
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History Button for AP
In the AP enter bills area and the pay bills area a history button for the vendor would be useful to see prior payments/invoices without having to leave the enter bills screen. (similar to the history button in purchase order)
5 votesThis function can be accessed by the Vendor Lookup, and “view” button, then click on the vendor page History tab.
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Payroll department report needs to include all benefit codes
payroll department code report needs to include all pay received by employee. . .additions to gross are presently not included.
5 votes -
Integrate the Print Options window
When printing a report I have to click thru 2 windows, the report window and then a print options window. Reduce the number of clicks required for the report - get rid of the second window.
5 votesWe are reviewing this function to make the process more streamlined. There are many variables in the printing scenario, so we are working to balance capability with efficiency, and will continue to do so going forward.
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We keep two years history in our accounts for lookback. The Purge History in GL would not go back to 9/30/2011, only 2014 date.
Need to allow purge history in GL to go back several years to research history in accounts.
5 votesThis was completed on 6/24/2015 and released shortly after that. You can now purge GL History any date before the start of the fiscal calendar.
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Inventory scroll feature
The right arrow should go to the next inventory item in numerical order. According to Candice in CMS Support this is a programming issue? Our system goes to the next part # in numerical order that we previously viewed not the part # you are viewing. Pretty simple stuff.....
5 votesThis was completed on 8/3/2015 and released shortly after that.
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Payroll - Save 3 years history within current company
When we need to close out payroll for the year, we have to create another company to save the payroll history for the employees. It would be great if we could save the history for a few years under the employee profile and be able to print it as needed. (Similar to the general ledger audit trail and the AP history.)
4 votesWith the release of payroll in Denali, users now have five years of employee history in their current company. There is no longer a need for the history company every year.
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Sales History
Sales History:
Add NonInventory Code to the Selection criteria.
Revise the Summary format so that it summarizes on the lowest sort level specified.4 votesNoninventory is a line selection type in the criteria box in Denali. We may be able to customize the sort options for this report based on your specific criteria. Please contact your Cougar Mountain Representative form more details.
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Automatic posting of audit reports to subsidiary ledgers
I have worked w/many different Accounting software from Peachtree, AS400, MAS90, Profitfab, Blackbaud's Financial Edge and Quickbooks and have never had to manually tell the audit reports to post to each of the subsidiary ledgers.
4 votesIf the module integration is turned on in Denali, they will post to the general ledger and other affected modules automatically when a batch is posted.
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Switch between an invoice and a hold
Give the option to switch between holds and invoices ready for billing. Currently if an invoice is started as a hold, once you select the done button; the invoice automatically prints, can this setting be turned off?
4 votesThis is accomplished by saving without printing. Depending on how you have OE setup, this can be easy or a little difficult to accomplish.
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