Cougar Mountain BlogCougar Mountain BlogThe official blog for Cougar Mountain Software, makers of accounting software for small to medium sized businesses. Articles
May is our Time to Celebrate - 26 Years & Still Going Strong!
2008-05-23 20:26:00 HAPPY BIRTHDAY to us! Earlier in May we celebrated our 26 years in business with a barbecue. We’ve had an exciting year by expanding our Training Road Show programs to monthly visits in locations throughout the US. Offering the customization services of our product to fit your accounting needs along with providing the training, support and maintenance if you ... More About: Company , Time , Celebrate , Years , Strong
Voiding a Check in Accounts Payable
2008-05-09 17:29:00 First remember that you only want to void a transaction in a module if it was created in the module. This is because Cougar Mountain will ensure the transaction is reversed in all other modules it is integrated with. Here are detailed steps on voiding the check: Go to AP (this is where the check was originally written ... More About: Tricks , Check
Cougar Mountain Integration
2008-05-06 21:43:00 Wonderful news - Cougar Mountain Software stores its data in an ODBC compliant files! So what, you might ask? What this means is that you can connect other programs to your Cougar Mountain data files and get the information directly from the source. Actually, this is not a new development, the software has always been ODBC ... More About: Integration , Tricks
CMS User Guides Online
2008-05-05 21:27:00 Did you know that you can access all of the Cougar Mountain User Guides on the Customer Service Center website? They are in PDF format, and can be saved or printed. We get this question asked alot, even though the documentation is also linked from our main company website. In the documentation area, you can get User Guides ... More About: Marketing , Products , Training , Online
Bank Transfers When Using Different Funds
2008-05-01 15:31:00 Kevin was recently asked this FUND question, “How can I transfer money between Bank Accounts that have different FUND?s listed in the Bank Reconciliation module, so that the transaction will show up in GL correctly?”. Here is how you set up for this situation: Usually our nonprofit customers will have only one main FUND that is a General or Administration ... More About: Training , Tricks , Transfers , Funds
How to Enter Recurring Transactions
2008-04-29 16:46:00 A great time saver in Cougar Mountain is the ability to create Recurring transactions in most of the modules. A recurring transaction is one that can be used over and over, without having to reenter the information each time. Each of the modules are a little different in how they are set up, but basically it is a two step process - you first create the Recurring Template, and then you generate the actual transaction from the template. For instance; In General Ledger, you save the recurring transaction into a Recurring Batch. In Purchase Order, you can either create the Recurring PO directly as a template in the Options menu, or it can be created while entering a real transaction by clicking the “Recurring” checkbox. You can check the Help files in each module you are using to find out how to specifically create and use Recurring transactions. Also there are Frequency Codes used with the recurring transaction, which allows you to run only the transactions y... More About: Transactions , Enter
We?re Loud & We?re Proud!
2008-04-18 17:20:00 Sometimes we feel we just need to boast about ourselves. And this is just one of those occasions. Our local paper - THE IDAHO STATESMAN - came in this past week to do an article on us. Not only did they come in and speak with Cary Welsh, our Chief Operating Officer, and Brian Jennings, ... More About: Marketing , Loud , Proud
Making a Deposit with a Credit Card
2008-04-08 16:08:00 Kevin was asked how to make a Credit Card deposit on an Order Entry Work Order - here is how you do it: First, you should know that whenever you are trying out something new - like in this case, setting up work orders and learning how to take a deposit - you have available to ... More About: Training , Tricks , Credit Card
Copy Company Utility
2008-04-02 17:26:00 The Copy Company Utility , also referred to as the End of Year Company Converter, is a great little tool available with Cougar Mountain Software. It allows you to create an exact duplicate of your company in just moments, allowing you to open this newly copied company seperately from the original (the only thing it does not copy ... More About: Products , Training , Tricks
Part X ? Do You Know Where Your Vendors Are?
2008-03-07 00:23:00 And finally concluding our 10-part series of “10 Ways Inventory Management Can Make or Break You” we’d like to close with: #10: Do You Know Where Your Vendors Are? Who are your vendors? How many vendors have you purchased your inventory items from? Are they late delivering orders? If so how often? Do quoted prices differ from prices ... More About: Part
Atlantic City Road Show
2008-03-06 16:13:00 The details for the CMS Training Road show stop in Atlantic City have been released. This stop will be for June 23 - 26 at the Hilton Casino Resort, located right on the boardwalk. We hope to see you there! Joe CMS Marketing More About: Show
Daylight Savings Time
2008-03-04 18:49:00 Daylight Savings Time will occur this weekend, Sunday, March 9. Remember to set your clocks forward 1 hour. Joe CMS Marketing More About: Daylight Savings , Daylight
Stay Informed
2008-02-29 17:52:00 Have you ever wished you could be kept informed about the latest updates for Cougar Mountain Software? If so, then you should sign up for the CMS Newsletter. Not only will you be informed of updates, but you will also receive specific product information, helpful tips and links, and other resources. And for those who worry ... More About: Tricks , Stay
Road Show Training Schedule
2008-02-19 15:56:00 One of the most popular training options here at Cougar Mountain has been our CMS Road Show Training because it allows you to ask specific questions and get answers directly from an expert (Kevin or Ann). For three days, each module is tore apart and explained, best-practices are discussed, new features are shown off, and people get to ... More About: Schedule
Part IX of a series ? Can You Automate Ordering?
2008-02-14 00:04:00 At last we’re beginning to wind down on this 10-part series — 10 WAYS INVENTORY MANAGEMENT CAN MAKE OR BREAK YOU. In Part IX we’d like to pose the question, “Can you automate ordering?” Part IX: Can You Automate Ordering? If your business has a lot of inventory, then regularly ordering and purchasing those items is something ... More About: Series
Backing Up Your Company Data
2008-02-07 16:51:00 Backing up your company data is very important - everyone knows that. Problem is, everyone is too busy to do it often enough. With that in mind, here are some tips on how to protect your company data: Cougar Mountain has the ability to back up your company data each night while you are sleeping - so ... More About: Company , Tricks , Data , Tech Support , Backing
Payroll Report for a Job
2008-01-31 16:46:00 A customer recently asked if there was a way to pull a report in Payroll broken down by who worked a specific job, what rate they were paid, and how long they worked, etc. Kevin replied with the following: You can do exactly that by using Payroll Project Codes. The Employee Project Report displays that information, which ... More About: Training , Tricks
Part VIII ? Can You Identify Trends?
2008-01-29 23:45:00 Continuing with our 10-part series — 10 Ways Inventory Management Can Make or Break You — is Part VIII: Can You Identify Trends ? Do you have a software that can track in detail the movement of your inventory from the time you order/input the information into purchase order, receive and record the item in inventory ...
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
More articles from this author: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 ... 1, 2, 3 |
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