Ideas for Cougar Mountain
69 results found
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1 vote
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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.
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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 -
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?
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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.
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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 -
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!
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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.
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Daily Units Tip Field
It would be useful to be able to input tips on the daily units input screen in the Payroll module. By adding a tips field on the daily units input screen, it would save time for full-service restaurants to be able to enter tips at the same time as entering hours.
1 voteThanks for the idea! I have submitted this for design consideration under PBI # 44286.
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AP/Pay Multiple bills by date/Check Stub Sort order not by date
When paying multiple invoices by date check stub sorts by invoice number and not earliest date first unless invoices are in alphanumeric order.
4 votesThanks for the idea!
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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 -
It would be nice if we could enter the landed freight on the PO and it be divided up evenly and added automatically once entered.
It would be nice if when adding landed freight to the PO and it be calculated and split evenly on the PO. Instead I am dividing the freight and adding it in to the amount of the cost every time I order. There is a landed freight spot that you can enter an amount into but it does not add the freight to the total of the PO. Thank you.
3 votesThanks for the idea!
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AR code for refunds
Due to the nature of our business, we overbill customers, but then give them refunds if they aren't able to take the product that they were billed for and pay for. There isn't a code in AR that will integrate with Bank Rec for the refund that they received. We are able to update the customer's account with the refund, but then it doesn't go through to bank rec, so when I reconcile the bank account, I have to turn off integration in bank rec and make the entry which isn't the best way.
1 voteThanks for the idea!
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A/R Ability to inactivate Transaction Codes
It would be great to be able to inactivate "Transaction codes" so it is not available for selection when entering Invoices. It will cut down of the incorrect Code being selected by mistake.
3 votes -
GL functionality to flag unused/obsolete GL account codes as inactive
Request functionality to flag obsolete account codes as inactive so they can't be queried or posted to.
4 votesThank you for your suggestion. We have previously received this suggestion and it is assigned to PBI 5499. We will add your name to the list for this functionality.
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Purchase Order - Enter purchase orders for jobs through purchase
Enter Job Cost purchase orders through Purchase Order Module like you can in Cougar Pro.
1 voteThanks for the idea! We are reviewing this idea for future development.
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