Ideas for Cougar Mountain
246 results found
-
Additional Shipping Addresses
Add a way to print "Additional Shipping Addresses" in AR for each customer. One report with all the additional shipping addresses that each AR customer has.
1 vote -
1 vote
The Aged Analysis report in AR should only show customers with a zero balance if they still have open invoices and credits that are not applied to each other. They may net to a balance of zero, but because they aren’t applied to each other, they’ll still appear on that report. If that does not explain what is happening to you, please call our support at 1-800-390-7053
-
Printing in Payroll
Please configure printing of reports in Payroll the same as GL and AR etc.
1 voteThank 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.
-
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!
-
1 vote
-
1 vote
Thank you for the suggestion. We have added this for review. In the meantime, our Crystal experts may be able to help you with a solution. Call us at 1-800-390-7053. Thank you for the feedback!
-
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.
-
Need ability to mark jobs complete that have existing WIP
Not being able to mark a job complete with existing WIP is pointless. Not having a way to modify or clear WIP is also cumbersome. This all make the process to purge old jobs very time consuming and near impossible.
1 vote -
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.
-
Committed Column should have a magnifying glass/lookup showing customer name, order or hold #, quantity, and expected delivery or due date
Under the committed column could a tab/magnifying glass be created to show customer name or number, order or hold#, quantity and expected delivery/due date ?
16 votesThanks for the idea!
-
Providing Additional Information in On Order Tab and Backorder Tab
Within the Quantity/Price info tab there are two lookups(magnifying glasses) for on order and backorder? Can we get the on order magnifying glass to show what individual PO#’s, quantities on order, mill/source, the anticipated delivery date and the cost? In the backorder tab, magnifying glass can we get the individual order #, customer name or number, quantity backordered and promised delivery date listed?
13 votesThanks for the idea!
-
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 -
screen size
My staff is getting a little older (sorry but true) and our eye sites aren't what they used to be. The size of column header text and the various screens & fields in general are too small. We have very large monitors and we can adjust resolution to some extent. However, if we adjust too much it just makes all the other programs on the computer look strange. Also, if we adjust too large, many fields in Denali simply move off the "working" box and can not be viewed/scrolled to.
24 votesThanks for the idea!
-
A/R HISTORY REPORT
Instead of listing invoice number under BOTH source doc and description, use the description column to list PURCHASE ORDER #. Customers don't necessarily know what their invoice number was, but they ALWAYS know what their PO # was for look-up
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.
-
allow GL budget edits in Denali
It would very helpful for those of us that don't need a complex budget if we could (like it used to be in Cougar Mountain Pro) to edit the budget for an account directly in the account maintenance window.
5 votesThanks for the idea!
We are reviewing this idea for future development.
-
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
- Don't see your idea?