Ideas for Cougar Mountain
56 results found
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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 -
make gl account available on purchase order
The gl account in the detail area of the layout screen is not pushed out to the printed purchase order format, please make it available to the report so it can be added to the printed page.
1 voteThanks for the idea!
We are reviewing this idea for future development!
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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 voteThanks for the idea!
This field may be available to add to your invoices through a custom report. Please contact your account representative for more information on a custom report modification at 1-800-388-3038
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AR Aging As Of Specific Date
Make the AR Aged Analysis Report capable of matching the Financials for a specified date. The AR Aged Analysis report does not allow generation of a report as of a given date. For example, at the end of a year, it can take a few months to get everything cleaned up in AR before you are ready to close the books. So, when you are finally ready to print the year end reports, you cannot print an AR Aging report that proves that the Aging and the GL match. When the bank want to see your Aging as of the…
18 votesThanks for the idea!
We have had several requests for this functionality, and are reviewing when it will be possible to add this feature. This will require significant changes in the programming code, so it could take a substantial amount of time to implement.
We will let you know when this becomes available.
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AR>Customer>Tran History--Zero Dollar Invoices
The Customer Transaction History does not list invoices that were entered with Zero Dollars. Typically this happens when shipments go out for defective replacements at no cost. When researching a customer, you cannot easily determine if you already issued a replacement nor can you see how often you have issued no cost replacements for this customer.
20 votesThanks again for your suggestions. I’ll send this over to development for review.
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GL posting appearing in order by Transaction instead of account
Fund accounting, GL posting from AP on paid invoices,would post in numeric order now posts by transaction. This makes it very difficult to calculate the total each fund used on that particular posting, when funds would be required to reimburse a clearing account.
21 votesWe are working on this idea for a future release.
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Reports in AR - Number of Sales
I would love to see number of sales within the collection and master accounts. This is very important for collections. If you had 100 sales that year then you have other experience within that account. If it's your only sale then you probably need to see what the problem in a lot quicker. It's never been included and yet so important to give you an idea of how steady this customer is. Thanks!
5 votes -
Have a general ledger report that shows the starting balance for a fund, all activity and ending fund balance.
There is no report that will give me the fund balance of a fund as well as show the activity. I have different people managing their funds and they need a complete report, not just activity. Right now I have to go back to the balance sheet and hand write in the fund balance on the audit trail report.
7 votes -
Accounts Receivable Collection Report
I would love to see in the Collection Report the "Customer Open Date" or "Creation Date". This is such a huge piece of information when making collection calls. If you opened them 6 months ago and are 90 days you have problems. If you have had the account for 20 years it's probably a missing invoice or PO number. This is a must in any Collection Report. I feel it was just overlooked.
8 votesThanks for the idea!
This has been submitted to our development team for future development. Watch for this feature in a future release!
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department report benefit
I would like the Cougar Mountain reports to include benefits paid in the gross pay field when printing reports.
1 voteThank you for your suggestion!
This idea has been submitted for development review.
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Add OE Entry layout setting for form and copies printed for HOLDS
Would like to have the system capable of printing multiple copies for HOLDS, WORK ORDERS, same as for INVOICES currently.
4 votesThanks for the idea! We are currently planning more capability for reporting in Denali, and will let you know as we proceed.
In the meantime, some customization may be available through our custom report services in Crystal. Let us know if you will need something more specific.
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Include option to not print all invoices for AP checks (no remittance)
When printing an A/P check form "Pay Bills" if the vendor has more than 11 invoices, then the remittance advice will continue to print on the next check and VOID the check number. We would like to have the option to turn this feature off so as to not destroy check stock needlessly.
12 votesWe are currently reviewing the design of this function for future development.
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Transaction Order Date
Have transorder date in SAInvoices lock in the creation date. so it can be used in reporting.
4 votesThanks for the idea!
We are reviewing this for development. Please watch for future updates!
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Payroll date change
When we change the check date in payroll, we would also like the reports to print out with the same date as the checks. We run checks on Wed. using a Friday date but all reports use the Wed. date.
10 votes -
If an order is backordered could the comments listed with the order stay with the backorder items.
Could comment entered in Order Entry stay with the invoice even if the item is backorders. Make comments dependent upon the line item as opposed to the order as a whole. If a comment is posted below the line item it will stay with the line item even if backordered.
6 votes -
EFW2 (CMS Electronic W-2) is not available in Denali
There is no selection for the CMS Electronic W-2 (generation of the EFW2 file) which was available in CMS Pro, but is not in Denali. The only option for e-filing the W-2s is through Aatrix which costs an additional amount. The file generation for upload to SSA should be part of Denali, as it was in CMS Pro.
4 votes
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