Ideas for Cougar Mountain
69 results found
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In JC/Sales Entry, I would like to be able to enter a job invoice even if the job has NO WIP available to clear. I can do this in PRO.
JC/Sales Order Entry, need to be able to enter a job invoice to a customer even if Available WIP is ZERO. Currently can do this in PRO, as I just showed your trainer Jeremy online today.
ALSO, there are legal reasons as to why if you are doing contract sales (the laws have to do with sales and use taxes) and not collecting sales tax, you legally can NOT breakdown time and material on your invoices. They must be billed as a contract amount...this is also currently available in PRO but not in Denali. I need to be able to…
4 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 -
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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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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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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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 -
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 -
Posting Batch - should display the Batch about to Post
Should not have to depend on looking in the right bottom corner - when you click Post - the Batch number about to post should display on the form that open where you click OK. Once you click OK it shows the batch number being processed - it should appear before you click OK to double check you are posting the correct batch (We are in a multi-batch environment. Plus, if the computer is using "Med/Large" font the batch name is cutoff in the bottom right hand corner
3 votes -
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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Payroll Module: Fix Copy Employee
This is available for selection under Payroll-->Employees --> Copy Employees but it does not work
3 votes -
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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Numerically Sort Inventory Kit Contents
Many of our kits contain over 100 component numbers. In Denali 6.2xx the “IN Set Up Kits” component numbers are displayed in the order they were entered. It would be much easier to confirm whether or not the latest version of the kit was being used if the component numbers were displayed in numerical order. If they were numerically displayed it would be much easier to compare the CMS component numbers to the bill of materials from our CAD system. After a few revisions the numbers are just impossible to compare.
3 votesThanks for the idea!
We are reviewing this for future programming! Be sure to watch for this in future releases!
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When entering new GL account, give a prompt reminding to add new account to Advance Reporting that new Account
After adding a new GL account number, give the user an informational message Reminding user if they are using Advance Reporting Groups they may have to add this new account for accurate reporting.
3 votesThanks for the idea!
We are reviewing this for future programming.
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Compensation time in Denali does not currently have the ability to accrue, debit, and track compensation time.
Compensation time in Denali does not currently have the ability to accrue, debit, and track compensation time. To be useful the system should automatically add salaried hours over the pay period maximum to the accrued column up to a max allowable limit. Time used would enter from the payroll import column, be subtracted from the accrued column and yield a comp time remaining in the "Remaining" column.
2 votesThanks for the idea!
This idea has been submitted to our development team for review.
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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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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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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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Create a link between sales and inventory using UDF for Country of Origin
We would like to be able to have the country of origin pull from the stock maintenance screen and automatically be put on the sales order for each item. When we have to ship to Canadian customers they require it.
1 vote -
1 vote
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AR Print Labels Reports
Give a filter to print only Customers with Balances
1 voteThanks for the idea!
This idea has been submitted to our product team for review for future development.
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