Ideas for Cougar Mountain
246 results found
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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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While enhancing reports, make all fields eligible so we can customize our own reports.
Make all fields available to customize reports. Example: Sales History--add PO#; Inventory Back Order--add Committed; Sales by Item--Add Qty Ordered; Inventory On Hand--Calculate Available = OnHand--Committed; Calculate Future Available = On Hand--Committed + On Order.
4 votesWe are currently evaluating which fields we can “open”, and still maintain system security. Some fields are calculated through database statements, so those ones will be more difficult and require more programming.
We have more and more becoming available with each release.
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Add OE Entry layout setting for form and copies printed for HOLDS
Would like to have the system capable of printing multiple copies for HOLDS, WORK ORDERS, same as for INVOICES currently.
4 votesThanks for the idea! We are currently planning more capability for reporting in Denali, and will let you know as we proceed.
In the meantime, some customization may be available through our custom report services in Crystal. Let us know if you will need something more specific.
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bank reconcilation Form - allow to MAXIMIZE
Our users need to work with Med/Large font on the computer. When Bank Rec form opens the horizontal scroll is always over to the far right - not showing "Item Number". If the form could be Max if would solve the issue. We do not want to change the font settings, our users will not be able to see the screen
4 votesThanks for the idea!
We will be working on updating the programming code to allow more display flexibility in the coming year, which will help with this.
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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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EFW2 (CMS Electronic W-2) is not available in Denali
There is no selection for the CMS Electronic W-2 (generation of the EFW2 file) which was available in CMS Pro, but is not in Denali. The only option for e-filing the W-2s is through Aatrix which costs an additional amount. The file generation for upload to SSA should be part of Denali, as it was in CMS Pro.
4 votes -
payroll
I run the "process periodic leave" monthly to update our sick time because we accrue sick time hours monthly. So I did the processing and when I printed the "PR Processed Periodic Leave Report" EVERYBODY, even terminated people accrued time. This should not accrue for people who is clearly marked that they are terminated and are no longer with the company. What should have been a 2 page report was an 6 page report. And now I have to go through and find current employees to check and make sure it accrued correctly.
4 votesThanks for using Customer Voice!
You are correct, that leave should not accrue for employees that are terminated.
The results of the report depend on the parameters selected. If you suspect this is an issue in the software, please contact our Technical Support department at 800-390-7053, and they can work with you to research and resolve the issue.
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Export of Data in AR
In AR, you can export data however if you try and export the Master report it looks like a jumbled mess. There is no way you can even try and fix it. Even the smaller reports exporting there are all kinds of blank cells and the data isnt' even lined up. I am trying to export my AR for credit reporting and it's been a nightmare. It simply doesn't work efficiently. I would like to be able to pick cells that I wish to see in my export data excel worksheet. This is really broken.
4 votesThank you for the suggestion!
There are many ways to export information in Denali. If there is a specific format that is needed, our Customer Service representatives may be able to help. Many of the reports in the system will export directly into a columnar Excel format. We will also be adding more expanded export capabilities in the future.
Feel free to contact customerservice@cougarmtn.com to find out if more suitable options are available.
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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 -
Promotional pricing by item
I would like to be able to set the promotional pricing by item.
3 votes -
1099 vendor reporting, not the 1099-MISC form printout
Add a specific report that displays All Vendors with "1099 Applicate" = TRUE and print the 1099 details. Even the Master Vendor list does not print this information. We had to create a "User defined field so we could generate a list but it is not a required field and forgotten about . . . It is crazy that the only report to get this information is to actually generate the 1099-MISC and we had to create a "User define" filed just to generate a list. We want to get a report that displays all the 1099 fields so we…
3 votes
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