Ideas for Cougar Mountain
151 results found
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Account Impact Summary checkbox
For the module Print Options, make available the option to always print the Account Impact Summary in the Edit Reports. Currently I have to remember to check the box every time and I'm terrible at remembering to do that.
1 voteAn issue has been reported to development. With their schedule, there is no way to tell you when or if it will be implemented.
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Entering Invoice data on received PO's should have a GL date to dictate what period the invoice belongs in.
We accrue for open po's at our month end. Some vendors do not invoice us for a number of days, but we are not able to use the vendor invoice date as it would post back into a closed period.
1 voteOur development team will review adding a GL date. In the meantime, our support team may be able to help you find a workaround. You can call us at 1-800-390-7053. Thank you.
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Put Budget Info back onto the Account Maintenance lookup screen
Allow the Budget Information to be back onto the GL Account Maintenance lookup screen like it was in CMS Pro. When I'm wanting the YTD balance info and budget info for a single Chart of Acct number, it was much easier to go to the Account Maintenance tab and look up an individual chart of account number than running a report for the information. Sometimes we just need to see the info without running a report, especially for individual accounts.
1 voteThank you for this suggestion. We will review it with our team.
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Payroll check printing should work like all other reports and allow you to display it to the screen.
It would be very handy to review payroll checks on screen before being forced to print them. All other reports in the Denali allow you to go to the screen.
3 votesThank you for this idea. I passed this on to our development team for review.
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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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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
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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.
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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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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!
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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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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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Make checks customizable without using Crystal - check boxes for Country, ability to move lines yourself
It would be great if you could check a box if you wanted to print the country on your check. Also in the print settings - being able to move the print on the check up a line or down a line. Let the user do it and not have to go into Crystal Reports. I know that's less revenue for you but it would save a bunch of time for the end user!
1 voteThank you for the idea! I’ll pass this along to the development team.
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Payroll Detail Leave History report
Would be useful to be able to print a leave report showing a detailed day by day history of when leave was used/paid for and when it was accrued/awarded. When an employee has a discrepancy with the amount showing on the pay stub, this report would be very beneficial in resolving any differences.
3 votesThank you for your request. I have submitted this for review with our development team. Currently, one of our Crystal Reports Specialists can help you create a leave report to your specifications. To speak with them, call 1-800-375-4455.
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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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Printing a range of past due invoices by customer
Printing a range of past due invoices by customer. Over 30/60/90/120.
1 voteThanks for the idea!
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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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Invoice is not printed before posting also include any on hold order not printed.
Warnings that an invoice is not printed before posting also include any on hold order not printed.
1 voteThanks for the idea!
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Sales customer specific pricing report (Non history)
- In OE to sort by description
- In a report to print for customer sorted various ways.
3 votes -
In OE option show gross profit margin
As an option upon entering an order, or quote as a hold show gross profit % and or dollar amount on the screen before the hold is converted to an order and posted. Have flagged options for an override via supervisor or security settings if margins fall below a preset margin and or customer.
3 votesThanks for the idea!
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