Ideas for Cougar Mountain
69 results found
-
1 vote
-
Allow the option to input a line in AP Allocation Codes edit option
Allow the option to input a line in AP Allocation Codes edit option.The option to add a new line in an existing AP Allocation Code would allow GL Expense Accounts to be kept in numerical order without having to retype all lines.
1 vote -
PO Purchase Orders MLI Multi Location Inventory Default Location per buyer
When using MLI in Purchase Orders, it always pulls the first location-based on the location name. The first location is not always the MAIN location you want to receive orders to post for, and it causes issues if the users do not catch it when placing or receiving an order. Also, we need to be able to set a default location for the entire Denali for performance issues.
9 votes -
save it to all our locations
When we Add/Modify any Stock code, we have to save it to all our locations manually.
Please provide us update or patch for Inventory Module, if we make entries in MAIN Location (Warehouse). It should save information to all locations the for Stock codes after clicking Save.
4 votes -
Payroll Paid Leave Time Warning for Imported Daily Units of Time
The current version 10.2 warns the user when an employee does not have enough leave time while inputting pay through the process payroll screen. It does not warn the user if you use Daily Units to input your payroll and therefore allows the employer to overpay vacation and other types of leave.
3 votes -
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.4 votesThank 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.
-
being able to enter credit memo invoices for job cost
There is no easy way to submit a credit memo for the job cost program. At this time you have to do a reversal activity and doing that you cannot get the correct amount due to having to enter it by a unit # and not an amount.It also does not allow you to put in the vendor number that needs to reflect in the accounts payable program- it generates it's own number- We need to be able to enter a negative number like we can in accounts payable-
3 votesThank you for your feedback. I’m forwarding this to our development team for review. As a clarification, the vendor number should be generating the vendor number from the original invoice. Do you need to be able to override that?
-
Be able to take CC payments against a Work Order
Be able to take CC payments against a Work Order and hold a certificate in TSYS for later if need be. Pull up the WO and be able to take additional payments against until it is changed to an invoice
1 vote -
The AP enter bills entry screen needs to be expandable to make it bigger or smaller as needed for better vision.
The AP enter bills entry screen needs to be expandable to make it bigger or smaller as needed for better vision
7 votesThank you for your idea. This is currently under review. I will add your name to the PBI in our system for it. Thanks!
-
AP Vendor Numbers should have a drop down box instead of double clicking in the cell & going to AP Vendor Lookup
When searching for a Vendor, you should be able to type in the first letter or number or two and get a drop down box with the next 5 or so vendors to choose from instead of having to double click and go to the AP Vendor lookup all the time.
1 voteThank you for the idea! I’m passing this on to our development team for review.
-
Set up AP list to sort by alpha last name and issue AP check with first name then last name.
Need to look up AP by last name in entry screen. Does not allow for last name look up if set up by first name - last name. Sorts by first name. If set up by last name, first name. It prints checks with last name, first name. Need to be able to look up by alpha sort and check issued correctly with first name - last name. Setting by ID does not work to sort as numerical values assigned to ID.
1 vote -
AP & IN modules need foreign currencies
purchases made in foreign currencies need to have exchange rate attached so the correct landed cost can be calculated. Need to attach to vendor in AP module, as well as stock items in IN module.
7 votesThank you for the idea! We are reviewing this for future product development.
-
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 -
Allow job cost and direct cost invoicing on same invoice in AP...
Example: Credit card statements include both direct and job cost related items. It would be nice to be able to enter them both on the same invoice.
6 votesThanks for the idea!
This idea has been previously requested (PBI # 31291) and is planned to be in a future release.
-
undo option
It would be useful to have the ability to undo something that may have been accidentally typed into a highlighted cell.
For example: I tabbed into a populated cell that had the number "10.81" and I bumped a button which made the cell say ".0" I don't remember what was there to change it back. This is not good when editing payment information. In Excel and many other programs, if I were to press the "Esc" button before exiting the cell, the cell is repopulated to what used to be there, kind of like an "undo" option. Or just the…
12 votes -
Add PO Number to lookup in OE/POS History
It would be very efficient to be able to lookup up Sales History with customer's PO Number. It would also help if we could do this in the sales reports such as the Sales History and AR History Reports.
5 votesThanks for the suggestion!
I have sent this to programming for further review.
-
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.
4 votesThanks for the idea!
We are reviewing this for future programming.
-
Provide more detail as to what Software Updates are fixing and what's new (Release notes).
Here are two great examples of how a software company provides details as to what is included in their software upgrades. They label what is new with the Release and what was Fixed in the release.
http://wiki.spiinc.com/wiki/ReleaseNotes:Orange_Windows/7.0.67 and https://www.fishbowlinventory.com/wiki/Release_NotesAlso, If the posted upgrade was added too, you should list the date. For example. Denail 6.2 was released 3/31/16 but since then it has been updated to release to 6.2.0.180. That date of the new release should also be listed on the website and WHAT was added/fixed.
10 votesThanks for the idea!
We are reviewing this for future programming. In the meantime, feel free to contact our Customer Service department with questions about specific issues.
-
Employee PayRates - Should be a Table so you can create once
Payrate Codes should be a table so the codes and Descriptions are created once and then you can select from list when entering Payrate Code. Current method is open to data entry error and a lot of extra data entry having to retype the description again and again. And you want to make sure we are consistent with the code names
23 votesThanks for the idea!
This has been submitted to our programming team for possible future development.
-
AP Prepare Bills Automatically - add Product Type Filter
Add "Product Type" as a filter so only specific vendors are selected with the Product Type
7 votesThanks for the idea!
This idea has been submitted to our development team for future development.
- Don't see your idea?