With this Denali release, we added new features that, based on customer feedback, should be very useful to you. We introduced several features with Denali 5 . See the online help, web help, or PDFs for more information about these features.
Track Employee Time and Attendance with TSheets
TSheets is a time and attendance tracking program that integrates with Payroll. Your employees clock in and out through TSheets and when you want to run payroll, you import the hours into Denali. You can integrate Denali and TSheets by selecting the Enable TSheets Integration check box in the PR Module Preferences window.
If you have employees set up in TSheets, you can import the employee records into Denali, or, if you have employees set up in Denali and not TSheets, you can export employee records to TSheets. When you save employee records in Denali, the corresponding fields will automatically update in TSheets.
Update Tax Codes
You can use the PR Update Tax Codes window to ensure you’re using the latest tax code tables when you run payroll. You can access this window from the PR Tax Codes window by selecting the Tax Update button, or from the left navigation pane by selecting Resources and Tools > Update Tax Codes. You can update your Tax Codes from a file on your local machine, or you can choose to update them from the Cougar Mountain website. You can select the Add button in the Update Tax Codes window to add new Tax Codes to your organization.
Attach Files to Employee Records
You can use the Attachments tab in the PR Employee Management window to attach files directly to an employee record and, if you choose, publish the file to the server. For example, you might attach an employment contract or other signed document. You can add, change, or remove files as needed.
Enter Weight for Stock Items in Inventory
You can now use the Weight field on the Sales Info tab in the IN Stock window to enter a weight for your stock items.
Make Adjustments to Payroll Benefits, Deductions, and Taxes
You can use the PR Enter Adjustments window to make tax or benefit/deduction adjustments to payroll data. After you post the batch, the transactions will be reflected on the YTD Summary tab in the Employee Management window and on the Employee History report. This feature does not recalculate taxes.
Post Multiple Registers in Sales
You can use the Sales Post Register Transactions window to post transactions for one or multiple balanced registers. If registers appear in the Unbalanced Registers list box, you can double-click the register to open the Sales Balance Point of Sale Register window to balance the register. You can choose to post all registers at once or select certain registers to post.
Preview Quarterly Taxes
You can now use the Quarterly Tax Preview report to print a quarterly history of social security, Medicare, federal unemployment, and state unemployment information for one employee, a range of employees, or all employees for the quarter you select.
Process Direct Deposits for all Batches and View Totals on the Disbursement Report
You can now generate a direct deposit file for all open batches by selecting the Generate for all batches check box in the PR Generate Direct Deposit File window. When you view the PR Direct Deposit Disbursement Report, you will now see totals for each employee and a report total.
Sort and Filter by Lot Number on the Sales History and Profit Margin Reports
You can now sort and filter by Lot Number on the Sales History and Profit Margin reports.
Update Minimum and Maximum Stock Quantities
You can now update the minimum and maximum quantities you want to keep on hand for several stock items at once in the IN Update Min/Max Quantities window.
Update Salesperson on Detail Lines When it’s Changed in the Header
In Sales, if you want the salesperson on the order entry or register detail lines to change when you update the salesperson in the header section, you can select the Update Salesperson in Detail When it is Changed in Header check box in Point of Sale or Order Entry Preferences.
View Available Quantity on the Understock Report in Inventory
You can now view the available quantity for stock items on the Inventory Understock Report.
View the Below Minimum Quantity Report in Inventory
You can now view the Below Minimum Quantity Report to see all stock items in the range you select that currently have an on-hand quantity lower than the minimum you defined in the IN Stock window.
View the Sales Pure Product Report
You can view the Pure Product Sales Report to review totals for product sales, sales tax, freight charges, vendor returns and credits, and purchase discounts.
Warning Message Appears if you Exceed Leave Units in Payroll
If you enter an amount of leave units in the PR Enter Units window that exceeds the remaining number of leave units for an employee, you will receive an error message.You can view employee leave on the Leave tab in the Employee Management window.
Enter Bills Line Type Retains Previous Selection in Accounts Payable
When you enter bills in Accounts Payable, the detail line type you select in the Detail grid is retained when you move to the next line.
Correct Problems with Committed and On Order Quantities
You can now recalculate committed and on order quantities in the IN Recalculate Inventory Tables window to correct inconsistencies between inventory tables because of corrupt or missing data.