Cougar Mountain BlogCougar Mountain BlogThe official blog for Cougar Mountain Software, makers of accounting software for small to medium sized businesses. 
Articles
New Year Resolutions for 2008
2008-01-15 16:30:00 If we had our way, these are the New Year resolutions that every CMS customer would include on their list for 2008: Everyone will consistently make back-ups of their company data. Sure, it is easy to forget to do when everyone is so busy ? but just imagine what would happen if your computer hard-drive was to ... More About: Marketing , Tricks , Resolutions
Part VII ? How Sophisticated is Your Pricing?
2008-01-11 20:17:00 HAPPY NEW YEAR! Well it seems to be time to get back into the “work swing” of things and finish up this 10-part series, “10 Ways Inventory Management Can Make or Break You.” Part VII asks you to think about how sophisticated or complex is your pricing, or maybe your current system cannot handle any degree of complexity ...
Top Three Questions Asked of Customer Support
2008-01-09 17:21:00 With tax season upon us, the CMS Customer Support team is staying very busy. Here are answers to the three most often asked questions from Cougar Mountain customers. Question #1 - How do I “close” the year 2007? Answer: If you choose to close the year in Cougar Mountain, just follow the steps in our handy Year End Checklist. Question ... More About: Questions , Training , Tricks
Getting Rid of Interface Codes
2008-01-04 16:06:00 A customer recently asked Kevin about changing the way their company is set up: Kevin - At the Portland training I spoke to you about our company still using interface codes. You stated interface codes should not be used anymore. I want to change when we begin 2008. I am looking at this tip and wanted ... More About: Tricks , Interface , Codes
Part VI ? Do Changing Costs Go Unnoticed?
2007-12-17 23:33:00 As we continue our 10-part series — 10 Ways Inventory Management Can Make Or Break You — we now look at how changing costs in inventory can impact your bottomline if you are not aware of the new costs soon enough. This is where a purchase order module integrated with your inventory, and POS, would be of ... More About: Changing , Part , Costs
401K Match by Employer
2007-12-11 16:27:00 A customer asks “Where in payroll would the employer enter their 401K match for their employees?” This can be done easily through the Benefits and Deductions Codes. Since the employer is the Benefit to the employee, we start there. The insurance company or mutual fund would be sheltered and will be figured by Percent of gross ... More About: Training , Tricks , Match , Employer
Splitting Expenses for Salaried Employees
2007-12-05 20:16:00 A customer recently asked “how do you split the expenses for salaried employees on the PR Pay Rate screen?” Here is the response from the trainer: Lets say you have an employee that is paid by 2 different departments, each paying different pay rates. Set the first one up as (monthly). Set up an employee by the dollar ... More About: Employees , Training , Tricks , Expenses
Part V ? 10 Ways Inventory Management Can Make or Break You.
2007-12-04 00:33:00 Our next topic, ”Do You Know How Turnover Can change your Profit Margin, Part V” in our series - 10 Ways Inventory Management Can Make or Break You — will show you that product movement can be deceptive if you do not look closely at the profit margins assigned to each product. Continue reading below to find ...
10 Ways Inventory Management Can Make or Break You ? Part IV
2007-11-21 00:33:00 This week Part IV of 10 WAYS YOUR INVENTORY MANAGEMENT CAN MAKE OR BREAK YOU, we’ll take a look at what eye opening facts your profit margin reports can illuminate and to what level of detail. To review previous parts I-III of this white paper click here. Or read this white paper in its entirety. Part IV: What is ... More About: Management , Break , Inventory , Make
10 Ways Inventory Management Can Make or Break You ? Part III
2007-11-12 23:57:00 Many apologies, seems I forgot to post Part III of our white paper — 10 Ways Inventory Management Can Make or Break You — last week. Part II discussed the various costing methods — LIFO, FIFO, Weighted Average and Standard Cost — and the impact they can play on your balance sheet, income statement and cash ...
Period End Procedures
2007-11-07 15:53:00 Here are the Year End steps to close out your CMS software for the year. These steps cover six modules; AR, IN, OE, PR, AP, and GL – close the GL module last. Before starting, it is important to do a CMS backup of your data (in the Main Menu, click Options > Back Up Company > Backup, check the ... More About: Tricks , Tech Support , Period
10 Ways Inventory Management Can Make or Break You. ? Part II
2007-11-01 19:37:00 Last week we introduced our 10 part series “10 Ways Inventory Management Can Make or Break You.” Part I asked the question whether you knew what the value of your inventory was, right now, so that you can effectively plan and assess your financial position. If you didn’t see it, here it is again — Part ...
San Fran Training Road Show Really Clicked!
2007-10-29 23:53:00 Maybe there’s something to be said for that San Fran cisco Fog. Or Kevin’s knowledge, experience and wit. But there was something in the air. It seemed that not only did those attending the CMS Road Show in San Francisco in early October learn a lot, but they enjoyed themselves, and I think — one another. This ... More About: Training , TRAI
Inventory Management: 10 Areas that can Make or Break Your Business ? Part
2007-10-26 18:49:00 We thought we’d try something a bit different this time. Instead of asking you to find time out of your very full day and ask you to read a lengthy white paper, we decided to give this white paper to you in pieces. There are 10 parts to this information on Inventory Management . We plan to ... More About: Marketing , Business , Products , Break
CMS FUND Suite awarded 5 of 5 Stars!
2007-10-02 22:17:00 Twenty five years ago Cougar Mountain made its mark by developing one of the first accounting software programs designed specifically for nonprofits. Since then we?ve continued to build on a platform of integrity and excellence, and earlier this year were ecstatic to release Version 12?what we consider to be our most advanced, yet intuitive, FUND ... More About: Marketing , Stars , Products , Company , Fund
Payroll Garnishments
2007-09-19 15:53:00 A customer recently asked Kevin this payroll question: “I have a new employee that I have to take out a garnishment. I?m not sure which liability account I should put in to set up the garnishment code. I called the accountant and he said he uses 112 Employee A/R, that when we pay it to the ... More About: Training , Tricks , Payroll , Nish
CMS V.12 awarded 5 out of 5 stars!
2007-09-11 18:33:00 Cougar Mountain Software has garnered hundreds of favorable reviews over the past 25 years, each one highlighting a different software version and features that help our customers manage their business on a daily basis. But every once and a while a review lands on our desks that is truly a showstopper. In the most recent issue ... More About: Stars , Tricks
Cleaning Up AR Statements
2007-08-28 19:17:00 A customer recently asked: “Hey Kevin! I am wondering if you can help me. I remember when you came to our business to train us, you showed us how to clean up customer statements that looked messy with all of the corrections and credits, but I can?t for the life of me remember how to do that. ... More About: Cleaning , Tricks , Statement , Temen
Announcing Cougar Mountain & DonorPerfect Partner Integration
2007-08-23 19:33:00 For Immediate Release: SofterWare, Inc. Cougar Mountain and DonorPerfect Partner to Integrate Their Leading Accounting and Fundraising Software Programs Nonprofits can now better understand their financials while reducing administration time. Horsham, PA, August 15, 2007 ? Integrating fundraising software with accounting software allows nonprofits to eliminate redundant data entry, while maximizing the unique benefits both programs offer. DonorPerfect, ... More About: Marketing , Products , Integration , Company
Using Inventory Items as Non-Inventory
2007-08-22 21:54:00 A customer recently asked about better ways of using Non-Inventor y codes, so here is a little trick that comes in handy in certain situations - set up your Non-Inventory items as Inventory stock items! Using the Inventory Stock window to make your Non-Inventory items gives the advantage of look up services or all non-inventory items by a ... More About: Tricks , Items , Tory
The Ever- and Oh So Wonderful- Changing World of Technology
2007-08-08 23:10:00 The iPhone is, for total lack of a more appropriate word, revolutionary. What the iPod did for listening to music, the iPhone will do for almost every aspect of our lives using mobile technology. Its clean, intuitive interface is so streamlined and its feature set is so robust you won’t be able to imagine life ... More About: Marketing , Technology , Products , World , Changing
Cougar Mountain officially 25 years old!
2007-07-31 23:22:00 We?ve been so busy these last few weeks with all of our new product releases for our CMS Professional Version 12 product lineup and our Denali Premium 2.6, Bank Reconciliation that we completely forgot to share the news of our official 25th Anniversary. On July 13 we celebrated our Anniversary with a Picnic Barbeque of pulled ... More About: Company , Years , Mountain , Year , Ears
Cougar Mountain Releases V.12
2007-07-30 23:39:00 Cougar Mountain Software announces the Version 12 release of its http://www.cougarmtn.com/accounting-softw are/, FUND and Point-of-Sale lineup. This update includes a host of new features and specialized tools designed to give users more in-depth reports, tighter security, and better control over daily, time-consuming operations. An example of how we?re making life easier for our customers is the creation ... More About: Marketing , Products , Company , Tricks
Setting Up the Chart of Accounts
2007-07-26 22:47:00 A common question from people setting up a new company is; How are you supposed to set up your General Ledger chart of accounts for the new company? Giving some thought to how you set up your accounts can save you lots of time later. Your accountant will thank you, anyone running reports will thank you - ... More About: Training , Tricks , Chart , Char
Cougar Mountain releases Denali 2.6!
2007-07-12 16:43:00 Cougar Mountain Software announces the release of Denali Version 2.6 which introduces the Bank Reconciliation module. This latest addition will help Denali users instantly cross-reference business transactions with bank statements to make sure records are clean and accurate. The Denali Premium product lineup can now track everything from expenses in Accounts Payable, to ... More About: Marketing , Products , Company , Lease
Fulfilling the Needs of CPAs
2007-07-09 23:20:00 The following is the intro from Fulfilling the Needs of CPAs?a brief article written by Cougar Mountain Software for a well-known accounting journal. To read the complete text, please click on the link after the third paragraph. Cougar Mountain Software is always integrating new tools to help CPAs fulfill their client?s needs efficiently and effectively. Two ... More About: Marketing , Products , Tricks
Cheat-sheet for invoice comments
2007-07-06 22:34:00 Kevin offers up his ‘cheat-sheet’ for entering comments on invoices: Shift+F5 = Non-Inventory Lookup Control+C = opens the Comment Editor Control+F5 = opens the Job Cost Number Lookup if installed, otherwise works just like F5 alone. Alt+F5 = opens the Comment Code Lookup Kevin System Trainer More About: Cheat , Tricks , Comments , Sheet , Cheat Sheet
Starts and Ends with Security
2007-06-27 18:43:00 The following is the intro from Starts and Ends with Security –a brief article written by Cougar Mountain Software for a well-known accounting journal. To read the complete text, please click on the link after the third paragraph. Whether you are a small business, large corporation, or an up-starting nonprofit, the success of your endeavors begins and ... More About: Marketing , Products
?Due To/Due From? in FUND Accounting
2007-06-20 16:31:00 A customer recently asked Kevin to explain how to set up the Due To / Due From feature in FUND accounting - here is Kevin’s response: A user has three options when setting up multiple funds in a nonprofit organization: Restricted - does not allow posting across multiple funds Unrestricted - allows posting across multiple funds without worrying about balancing them Due To/Due ... More About: Tricks , Accounting , Fund , Count , Counting
Having different prices for same item
More articles from this author:2007-06-12 16:08:00 A customer asked: Can I have one inventory stock item and different sales units, or units of measurement? Kevin says: Yes, this is what price levels are for - there are 5 different price levels that can be set up for each stock item. Price levels are set up along with that stock item’s Pricing Type on the IN ... More About: Tricks , Item , Rent , Same , Ving 1, 2, 3 |
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