Slide#: 1© GPS Financial Services 2008-2009Revised 03/28/2009 Cougar Mountain Software Professional...

Slide#: 1 © GPS Financial Services 2008-2009Revised 03/28/2009

Cougar Mountain Software

Professional Version

cms2GL Rep-Reports-Enh tm

Price: $100(generous discounts on multiple purchase)

cms2GL Rep-Reports-Enh tm

Price: $100(generous discounts on multiple purchase)


Product & Bundle Pricing>> Highest Product full price <<

Product & Bundle Pricing>> Highest Product full price <<

Single Bundled

cms2AR FixCodesChg cms2AR FixMissingInfo $ 111 $ 56

cms2AR AutoCreditHold $ 350 $ 175

cms2AR AreaCodeFix or Add Fax #’s or Add SIC $ 350 $ 175

cms2AR CopyCustomers-Prospects $ 350 $ 175

cms2SH ShippingNotifications $ 155 $ 74

cms2EX Excel $ 199 $ 99

cms2EM Email $ 89 $ 44

cms2AR IntegrityVer $ 350 $ 175

cms2AR PhoneCheck/Fax $ 88 $ 44

cms2AR PwrEntry $ 350 $ 175

cms2UF LookupEnh+ or cms2UF UDF $100 $ 50

cms2EM PDFblaster+ Call $$$

A Little Advertising


1. Product Info

2. Installation

3. Troubleshooting

4. Upgrades, Service Packs & Smart Patches

5. Technical Info

6. Future Plans

7. Ordering Info

8. Other Products

9. Enhanced Reports

10.Examples & FAQ’s

11.Tips & Tricks

Sections to this presentationSections to this presentation


cms2GL Rep-ReportsEnh tm by CMS to the MAX



Added Functionality

Improved User friendliness

Unpost Transactions

Emailing Ability

Export to Excel

Quickly fix missing or bad data

Credit and collection tools

Module Integrity Verification

Compatible with CMS Versions 4 through 12 & V2009

Automatically updates itself for version and service pack changes

cms2GL Rep-ReportsEnh tm Product Info

cms2GL Rep-ReportsEnh tm Product Info


CMS General LedgerCMS General Ledger

1 Chart of Account 2 Audit Trail 3 Trial Balance

4a. Balance Sheet 4b Balance Sheet (Comparative)

4c. Balance Sheet (Advanced)

5a. Income Statement 5a. Income Statement (Comparative)

5a. Income Statement (Comparative)

6 Cash Flow Statement 7 Budget Performance 8 Budget Statement

8b Budget Statement (Advanced)

9 Reprint Posting

(No Detail)

10 Reprint Posting (Detail)


01. GL Chart of Accounts01. GL Chart of Accounts

1. Added fields: Group 1 / 2, Budget/Updated Flags, report revision date, report ID and record count

2. Important information moved to the header area

3. Totals put in a box and added bolding to draw attention

4. Increased Font size to 10 from 8 point


Standard CMS ReportStandard CMS Report


Enhanced VersionEnhanced Version


02. GL Audit Trail02. GL Audit Trail

1. Added fields: report ID, report revision date and record count

2. Running total subtotaling activity by module

3. Reduced number of detailed lines from 2 to 1





03. GL Trial Balance03. GL Trial Balance

1. Added fields: Account class, group 1 / 2, Budget/Updated Flags, report revision date, report ID and record count

2. Running total by account class





04a. GL Balance Sheet(Classified)

04a. GL Balance Sheet(Classified)

1. Added fields: report revision date, report ID and record count

2. Reduced number of blank lines and used underlining

3. Enclosed entire page in a box to increase the professional appearance

4. Moved the run date to the bottom page and eliminated page number



04b. GL Balance Sheet (Comparative)

04b. GL Balance Sheet (Comparative)







04c. GL Balance Sheet (Advanced Classified)

04c. GL Balance Sheet (Advanced Classified)







05a. GL Income Statement(Profit & Loss)

05a. GL Income Statement(Profit & Loss)


2. Reduced number of blank lines and used underlining and improved spacing





05a. GL Income Statement (Comparative)

05a. GL Income Statement (Comparative)







05a. GL Income Statement (Advanced P&L)

05a. GL Income Statement (Advanced P&L)







06. GL Cash Flow 06. GL Cash Flow







07. GL Budget Performance07. GL Budget Performance


2. Reduced number of detail lines from 2 to 1



08a. GL Budget (Variance)

08a. GL Budget (Variance)







08b. GL Budget(Profit & Loss) 08b. GL Budget(Profit & Loss)







08c. GL Budget (Adv P&L)

08c. GL Budget (Adv P&L)







09a. GL Reprint Posting(No Detail)

09a. GL Reprint Posting(No Detail)


2. When a posting is out of balance, added information on the amount out of balance and the cumulative out of balance for the report



09a. GL Reprint Posting(Detail)

09a. GL Reprint Posting(Detail)


2. When a posting is out of balance, added information on the amount out of balance and the cumulative out of balance for the report

3. Reduce number of detail lines from 2 to 1



Cougar Mountain Software

Professional Version

Cms2 X tm

Price: Call $$$(generous discounts on multiple purchase)

Cms2 X tm

Price: Call $$$(generous discounts on multiple purchase)


cms2EM PDF Blaster tm Sections to this presentation

cms2EM PDF Blaster tm Sections to this presentation

1. Product Info

2. Installation

3. Troubleshooting

4. Upgrades, Service Packs & Smart Patches

5. Technical Info

6. Future Plans

7. Ordering Info

8. Other Products

9. Enhanced Reports

10.Examples

11.Tips & Tricks


___________________by CMS to the MAX

___________________by CMS to the MAX


___________________Product Info

___________________Product Info

Added Functionality

Improved User friendliness

Unpost Transactions

Emailing Ability

Export to Excel

Quickly fix missing or bad data

Credit and collection tools

Module Integrity Verification

Compatible with CMS Versions 4 through 12 & V2009

Automatically updates itself for version and service pack changes


Installation happens automatically when you install V10 or better

To activate this feature, you need to go to Order Entry> Options> Codes> Order Guide> Run Utility

To keep the file updated, rerun the file daily/weekly/monthly as needed

To optimize this feature, staff should be trained to manually add items that a customer inquires about and any item that the staff feels that the customer might be interested in.

cms2GL Rep-ReportsEnh tm Installation Instructions

cms2GL Rep-ReportsEnh tm Installation Instructions


This product should require no troubleshooting. Its beautiful in its simplicity.

Re-indexing is almost always a first step

If a record locking error occurs, use UTICMS to delete any blank records

If problems still exist, use dbFix & FileFix to rebuild the file

If the problem remains, it might be desirable to use UTICMS to zap the file and recreate.

cms2GL Rep-ReportsEnh tm Troubleshooting

cms2GL Rep-ReportsEnh tm Troubleshooting


cms2GL Rep-ReportsEnh tm Upgrades, Service Packs & Smart Patches

cms2GL Rep-ReportsEnh tm Upgrades, Service Packs & Smart Patches

This product will automatically be updated when a version change, service pack or smart pack is installed by the Win2Win utility

If a custom report was installed, it will need to be reloaded


cms2GL Rep-ReportsEnh tm Technical Information

cms2GL Rep-ReportsEnh tm Technical Information


The pricing on future enhancements is not known at this time




cms2GL Rep-ReportsEnh tm Future Plans

cms2GL Rep-ReportsEnh tm Future Plans

Pending


How Can I Get the CMStotheMax tm Products?

How Can I Get the CMStotheMax tm Products?

You can get cms2OE_CollectionComments&Notes tm from your local Cougar Mtn Dealeror

GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com)

13337 South Street #352

Cerritos, CA 90703

714 228-5444 Phone

800 531-2944 Fax

[email protected]


CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic


CMStotheMax.com & Cougar-Magic.com Products


cms2PR ADP tm

cms2PR UDF+ tm

cms2PR MaxPak’s tm

cms2PR CertifiedPR-Forms tm

cms2PR History-99Yr tm

cms2PR ReportsEnh tm

cms2PR CertifiedPR-Forms tm

cms2PR QckChg tm

cms2PR Time&Attendance

cms2PR TimeclockBridge

cms2EX Excel tm

cms2RRW Reports tm

cms2R&R LearnCD tm

cms2AutoArchiver tm

cms2SY ASP tm

cms2BU Backup+ tm

cms2SY CriticalFilesBU tm

cms2SP Speedup tm

cms2SY Checklists tm

cms2SY ErrorFixing tm


Product OverviewProduct Overview

Accounts Receivable& Collections

Inventory& Purchasing

Payroll &Human Relations

Export toExcel/PDF

& eMail/Fax Software &Hardware

Sales

Security &User-friendliness

& More

Support Services& Training

General Ledger& Taxes

ReportsEnhanced

Selling &Shipping/Acknow.

Overview


cms2GL Rep-ReportsEnh tm Enhanced Reports

cms2GL Rep-ReportsEnh tm Enhanced Reports

Pending


cms2GL Rep-ReportsEnh tm Tips & Tricks

cms2GL Rep-ReportsEnh tm Tips & Tricks

Pending


cms2GL Rep-ReportsEnh tm Examples

cms2GL Rep-ReportsEnh tm Examples

Pending

Slide#: 1© GPS Financial Services 2008-2009Revised 03/28/2009 Cougar Mountain Software Professional...

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Transcript of Slide#: 1© GPS Financial Services 2008-2009Revised 03/28/2009 Cougar Mountain Software Professional...