Ideas for Cougar Mountain
151 results found
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GL Audit Trial Report with Advanced Filter
At "GL Audit Trial Report", the option for "Advance Filter" is only limited to one selection. It would be helpful if we can select multiple Advance Filters instead of just one filter.
6 votesThanks for the idea! We are reviewing this idea for future development.
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Allow zero quantity for inventory/non-inventory items in Work Orders in Order Entry
Allow zero quantity to be entered for inventory / non-inventory items for work orders, which can be taken into the field, and quantity used can be entered by the field technician, and payment can then be received at the time of services. This was possible in Pro, but is disallowed in Denali.
6 votesThanks for the idea!
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Add functionality that would support a reminder/notification based upon date and time, like a
Add functionality that would support a reminder/notification based upon date and time, like an event calendar. Something that would automatically remind you of an upcoming event such as paying quarterly taxes, or banking activity, etc.
6 votesThanks for the suggestion!
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Inventory Module - History Tab Can we get Customer name or Number listed for each DOC# displayed
In the inventory module under the History Tab can we get the customer # or customer name associated with each Source DOC # displayed ?
6 votesThanks for the idea!
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Inventory Bin Location Field. Print on Orders. Allow sorting on this value within the order to help with picking.
Add Inventory Bin Location. Allow it to be added to the Sales Order Screen. Allow the Sales order to be sorted by this value to facilitate more efficient order picking.
5 votes -
Display Budget variance (over/under $$) when entering transactions
Display Budget variance (over/under $$) when entering transactions to expense/revenue in GL, AP, BR, PO etc. Fund/City customers that have to work from a budget would like this feature to see if approaching budgeted amount or if should run to other GL acct/fund BEFORE they post entry.
5 votes -
Date for stock value report
I think it would be great to be able to filter stock value by date. We just completed out inventory and correcting errors in it but the current report is 6 days old and we would like to be able to go back to reprint it. Thanks
5 votesThanks For the idea!
We have submitted this to our development team for future planning.
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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.
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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.
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Fiscal Calendar Rolling for non calander years needs program change
When you close a GL year the system should move year 2 and year 3 period specific to years 1 and 2 and then calculate year 3. Instead it just jumbles all years and you have to re-key them in.
4 votesThank you for your feedback! I have submitted your idea to the Denali product development team, and they are prioritizing it for future development.
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When working in GL with Budgets, it would be great if the annual amount automatically populated in the period fields, 1/12 the amount for ea
The way the software is designed today, I would need to enter an annual amount and also put 1/12 of this amount into each period field. I would love a time-saver step that did this for me automatically. Thanks for your consideration~.
4 votesThanks for the idea!
We are currently reviewing the entire budgeting portion of our system and will use this suggestion as guidance to make improvements. Watch for these in future releases!
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Transaction Order Date
Have transorder date in SAInvoices lock in the creation date. so it can be used in reporting.
4 votesThanks for the idea!
We are reviewing this for development. Please watch for future updates!
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oe lookup customer by address
It would be convenient to be able to lookup customers in AR or OE Customer lookup by address as well as number or name.
4 votesThanks for the idea!
Our Development team is reviewing this idea for future programming.
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Using hand held scanner to add inventory
I think it would be great to be able to add inventory with using a handheld scanner. My understanding of it is that you need to use a + and - code in the import which will over ride your quantity. I think if you could also just + or - quantity items from the scanner you could post the same items in different batches without wiping each batch out. Example batch 1 has 5 golf balls scanned into it, import. Batch 2 has 10 golf balls in it so by just using the + on batch 2 it would…
4 votesThanks for the idea!
We are aware of the need for this functionality, and are reviewing options for future programming. Watch for this function in a future release.
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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.
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fund balance sheet
Would like Balance Sheet for Fund Accounting to be able to pick beginning and ending periods
4 votesThanks for the idea!
Our programmers are reviewing this idea for future development.
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AP Global Date Change
It would be helpful in Denali AP if you enter the wrong date for GL or Check date & catch it on the edit report, if you could do a Global date change without having to go to each vendor & change the information.
4 votesThanks for the idea!
I have created a design request and it has been submitted for future development.
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4 votes
Thanks 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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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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