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495 $92 8 $%392 57812 82£12.048 7154 %12.5 8373 New Features Version 10 36.72 $783 924 $5 2¢198 15.17# $302 $783 The newest features available in Cougar.

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Presentation on theme: "495 $92 8 $%392 57812 82£12.048 7154 %12.5 8373 New Features Version 10 36.72 $783 924 $5 2¢198 15.17# $302 $783 The newest features available in Cougar."— Presentation transcript:

1 495 $92 8 $% £ % New Features Version $ $5 2¢ # $302 $783 The newest features available in Cougar Mountain. 924 $5

2 New Features in Cougar Mountain Software UGPDF D4.110/26/05

3 Licensing Agreement and Warranty At Cougar Mountain Software, Inc., we strive to produce high-quality software at reasonable prices. We can only do this, how- ever, if our rights as developers are respected. Even though we provide exceptional software at low prices, we do not consent to unlicensed use of our software. The software is owned by Cougar Mountain Software or its suppliers and is protected by United State copyright laws that pertain to computer software and international treaty provisions. A license is granted for software which is owned by Cougar Mountain Software, while a sublicense is granted for software which is owned by a third party from whom Cougar Mountain Software has acquired a license to market the software. Such third party retains all ownership rights in its software. Third party software may only be used in combination with Cougar Mountain Software with which it is distributed. A licensed user may make as many cop- ies of the diskettes/CDs as needed for his/her use on a single personal computer, or in the case of a multi-user version, a single net- work server but may not make unlimited copies. It is strictly prohibited to give copies to another person, or to duplicate the software by any other means, including electronic trans- mission. The software contains trade secrets and in order to protect them you may not decompile, reverse engineer, disassemble, or otherwise reduce the software to human-perceivable form. You may not modify, adapt, translate, rent, lease, loan, resell for profit, or distribute the software or any part thereof. Cougar Mountain Software warrants the original disks/CDs are free from defects in material and workmanship, assuming normal use, for a period of ninety (90) days from date of purchase. If a defect occurs during this period, you may return your faulty disk/ CD to Cougar Mountain Software. Cougar Mountain Software will replace it free of charge. Except for the express warranty of the original disks/CDs set forth above, Cougar Mountain Software grants no other warranties, express or implied, by statute or otherwise, regarding the disks/CDs and related materials. Their fitness for any purpose, their quality, their merchantability, or otherwise, the liability of Cougar Mountain Software under the warranty set forth above shall be limited to the amount paid by the customer for the product. Cougar Mountain Software includes sample and shell company data. In no way do we claim that this data will match your company structure completely. The shell templates contain sample company account numbers and formats which should be modified to fit your specific business needs. In no event shall Cougar Mountain Software be liable for any special, consequential, or other damages for breach of warranty. The Agreement shall be governed and construed in accordance with the laws of the State of Idaho. Recognized Trademarks. This manual makes reference to the following trademarks: Microsoft, Windows, Windows 95, Windows 98, Windows NT, Windows XP, and Windows 2000 are registered trademarks of Microsoft Corporation. Other brands or products are the trademarks or registered trademarks of their respective holders and should be treated as such. Copyright © Cougar Mountain Software All Rights Reserved Printed in the United States of America

4 T A B L E O F C O N T E N T S New Features For Version New Feature Quick List Cougar Mountain Accounting Cougar Mountain Point of Sale....2 Cougar Mountain Point of Sale Back Office Accounting....2 Cougar Mountain FUND Cougar Mountain FUND Suite Cougar Mountain FUND Revenue Center Cougar Mountain Payroll....4 Cougar Mountain Accounts Receivable Cougar Mountain Job Cost....4 Main Menu Features....5 Copy Company Utility Accounts Payable Features Pay Multiple Invoices Easily with Quick Pay....6 Pay Vendors Via Credit Card Transfer Funds Electronically with New Transfer Option Accounts Receivable Features Apply Unapplied Payments and Credits Easier Accept Credit Card Payments from Customers Apply Customer Payments Electronically with New Transfer Option Keep Credit Card Information More Secure Inventory Features Advanced Understock Report Job Cost Features Keep Credit Card Information More Secure Order Entry Features Enter Customer Orders Quickly with Customer Order Guide Keep Credit Card Information More Secure Point of Sale Features Keep Credit Card Information More Secure Index

5 Table of Contents iiCougar Mountain New Features

6 NEW FEATURES FOR VERSION 10.0 With Version 10.0, Cougar Mountain Software introduces powerful new features, many of which are the result of user suggestions and requests. For example, you can now pay AP Vendors with a credit card and accept credit cards as payment in Accounts Receivable. These and other features are designed to expand your abilities and power in the software and make it easier and faster for you to accomplish your tasks. Refer to the rest of this users guide for an in-depth introduction to the new features that apply to the Cougar Mountain Software product(s) you have purchased.

7 New Feature Quick List Refer to the following lists to see what new features in Version 10.0 apply to the Cougar Mountain Software package(s) you have purchased. Cougar Mountain Accounting If you purchased Cougar Mountain Accounting, you will see the following new features. For more information on each new feature, see the corresponding page(s) or the online Help. Create a company copy to easily preserve historical data after closing the year (page 5) Keep credit card information more secure throughout the system (page 19 and page 26) Pay Accounts Payable Vendors via credit card (page 7) Pay multiple invoices easily with new Accounts Payable Quick Pay transaction option (page 6) Transfer funds using new electronic funds transfer option in Accounts Payable (page 9) and Accounts Receivable (page 18) Apply unapplied payment/credit transactions using new option in Accounts Receivable (page 11) Accept credit cards for customer payments in Accounts Receivable (page 13) Analyze inventory with Advanced Understock Report (page 21) Filter your Order Entry stock item Lookup to include only those items that your customer orders with the new Customer Order Guide (page 25) Cougar Mountain Point of Sale If you purchased Cougar Mountain Point of Sale, you will see the following new features. For more information on each new feature, see the corresponding page(s) or the online Help. Create a company copy to easily preserve historical data after closing the year (page 5) Keep credit card information more secure throughout the system (page 28) Analyze inventory with Advanced Understock Report (page 21) Cougar Mountain Point of Sale Back Office Accounting If you purchased Cougar Mountain Point of Sale Back Office Accounting, you will see the following new features. For more information on each new feature, see the corresponding page(s) or the online Help. Create a company copy to easily preserve historical data after closing the year (page 5) Keep credit card information more secure throughout the system (page 28) Pay Accounts Payable Vendors via credit card (page 7) New Features2

8 New Feature Quick List Pay multiple invoices easily with new Accounts Payable Quick Pay transaction option (page 6) Transfer funds using new electronic funds transfer option in Accounts Payable (page 9) and Accounts Receivable (page 18) Apply unapplied payment/credit transactions using new option in Accounts Receivable (page 11) Accept credit cards for customer payments in Accounts Receivable (page 13) Cougar Mountain FUND If you purchased Cougar Mountain FUND, you will see the following new feature. For more information on this new feature, see the corresponding page(s) or the online Help. Create a copy of your organization to easily preserve historical data after closing the year (page 5) Cougar Mountain FUND Suite If you purchased Cougar Mountain FUND Suite, you will see the following new features. For more information on each new feature, see the corresponding page(s) or the online Help. Create a copy of your organization to easily preserve historical data after closing the year (page 5) Pay Accounts Payable Vendors via credit card (page 7) Pay multiple invoices easily with new Accounts Payable Quick Pay transaction option (page 6) Transfer funds using new electronic funds transfer option in Accounts Payable (page 9) Cougar Mountain FUND Revenue Center If you purchased Cougar Mountain FUND Revenue Center, you will see the following new features. For more information on each new feature, see the corresponding page(s) or the online Help. Keep credit card information more secure throughout the system (page 26) Transfer funds using new electronic funds transfer option in Accounts Receivable (page 18) Apply unapplied payment/credit transactions using new option in Accounts Receivable (page 11) Accept credit cards for customer payments in Accounts Receivable (page 13) Analyze inventory with Advanced Understock Report (page 21) Filter your Order Entry stock item Lookup to include only those items that your customer orders with the new Customer Order Guide (page 25) 3Cougar Mountain Software

9 New Feature Quick List Cougar Mountain Payroll Create a company copy to easily preserve historical data after closing the year (page 5) Cougar Mountain Accounts Receivable If you purchased Cougar Mountain Accounts Receivable, you will see the following new features. For more information on each new feature, see the corresponding page(s) or the online Help. Transfer funds using new electronic funds transfer option in Accounts Receivable (page 18) Keep credit card information more secure throughout the system (page 19) Apply unapplied payment/credit transactions using new option in Accounts Receivable (page 11) Accept credit cards for customer payments in Accounts Receivable (page 13) Cougar Mountain Job Cost If you purchased Cougar Mountain Job Cost, you will see the following new feature. For more information on this new feature, see the corresponding page(s) or the online Help. Keep credit card information more secure throughout the system (page 23) New Features4

10 Main Menu Features The Main Menu module has been enhanced by the addition of a utility that allows you to easily create a copy of your company in which to store historical data. This can save you time by allowing you to purge years of history while still retaining the data for reference. Since you dont need to retain years of history in the Company/Organization Code you typically use, your processing time will be shortened with less data for the system to search. Copy Company Utility Use the new Copy Company utility to copy all data files into a separate Company/Organization Code. It is basically a mirror-image of your company or organization. One benefit of this utility is that you can create a copy to test a new process without the risk of damaging data and possibly having to restore from your backup. ote Copying your company or organization does not copy any images of stock items. This is so that your stock item images will not be overwritten without your knowledge. If you need to copy stock item images, you can do so in Windows ® Explorer. You can access this utility by selecting Start > All Programs > Cougar Mountain Software > Copy Company Utility. To learn more about this utility, refer to the Working with Companies or Working with Organizations chapter of your core product users guide. 5Cougar Mountain Software

11 Accounts Payable Features Accounts Payable has been enhanced with several new features, including the ability to easily pay vendors with a credit card and reflect that in Cougar Mountain. You can also pay multiple invoices with one payment using the new Quick Pay feature, and use the new electronic funds transfer option. Pay Multiple Invoices Easily with Quick Pay It is now easier than ever to pay multiple invoices with one payment. Select the invoices you want to pay and they are automatically included in the detail grid for this payment. For this new feature, a Quick Pay button has been added to the AP Adjust/Pay Bills window. When you click the Quick Pay button in a payment transaction, the new AP Quick Pay - Open Item Lookup window opens so you can see the open items for the selected vendor. New Features6

12 Accounts Payable Features Pay multiple invoices by clicking in the Pay column on the left side of the window. This places a check mark by the corresponding open item and that item will then be included in the invoices paid in the detail grid of the AP Adjust/Pay Bills window. For complete information on using this feature to pay Accounts Payable invoices, see the Accounts Payable Pay Bills section of your Accounting, Point of Sale Back Office, or FUND Suite users guide. Pay Vendors Via Credit Card Now you can record a credit card payment and transfer a vendor liability to a credit card in Cougar Mountain. The basics of this feature are outlined here; for more complete information on paying invoices, refer to the Accounts Payable Enter Bills and/or Accounts Payable Pay Bills sections of the Accounting, Point of Sale Back Office, or FUND Suite users guide. To accommodate this feature, the AP Enter Bills window has been modified by the addition of a Credit Card check box that you select if this payment will be made by credit card. To support this new functionality, the AP Module Preferences window has also been updated with a new Credit Card Vendors tab. You will use this tab to identify the credit card vendors you will 7Cougar Mountain Software

13 Accounts Payable Features use to pay other vendors. This tab will show the Vendor Number, the Vendor Name, and the total amount due to the vendor. The Detailed and Condensed formats of the AP Enter Bills Edit Report, the AP Posting Invoice Report, and the AP General Ledger Posting Audit Report have all been modified for this feature as well, by including credit card reference and date information. When adjusting and/or paying bills, you will also see some changes to the AP Adjust/Pay Bills window for this feature. When you select Payment - Credit Card or Pymt Correction - Credit Card from the Transaction Type drop-down list, you will now see that credit card information has been added. In addition to these transaction changes, the AP Aging, AP Total Debt, and AP History (History and Payment to Invoice formats) reports have all been modified for this feature so that you can New Features8

14 Accounts Payable Features filter the report to show only credit card payments. For more information on paying vendors, see the Accounts Payable Pay Bills section of your Accounting, Point of Sale Back Office, or FUND Suite users guide. Transfer Funds Electronically with New Transfer Option While Cougar Mountain has offered electronic payment processing for years, there was only one third-party software that was compatible. Now you can select from two different third-party software providers when generating electronic fund transfer files. Defining Your Transfer Settings To accomodate this new functionality, a new EFT Settings button has been added to the General tab of the AP Module Preferences window. Click this new button to open the Electronic Funds Transfer Settings window, where you will specify the electronic file type and the default EFT Account Code to use for transfers. There are two file types to choose from: EFT Format 1 and EFT Format 2. The output file generated with EFT Format 1 is in the same format that has been available for several years. EFT Format 2 is a generic Automated Clearing House (ACH) output format and is new to Cougar Mountain with Version 10. Contact your Account Representative at (800) for more information about these options. Vendor Information The AP Vendors window has been updated so that if you select the I will be paying this vendor electronically check box on the Remit To tab, the EFT Bank Account number will be required when you save the information in the window. 9Cougar Mountain Software

15 Accounts Payable Features Entering Bills The AP Enter Bills window has been updated so that if you selected EFT Format 2 for the File Type in the Electronic Funds Transfer Settings window, or if you selected EFT Format 1 but Accounts Payable is integrated to Bank Reconciliation, the EFT Account Code box will not appear as it has in the past. This is because EFT Format 2 does not require the specification of an EFT Account Code, regardless of your integration settings from Accounts Payable to Bank Reconciliation; this is only required for EFT Format 1, and only if Accounts Payable is not integrated to Bank Reconciliation. Adjusting and/or Paying Bills The only change to the AP Adjust/Pay Bills window is that if you selected EFT Format 2 for the File Type in the Electronic Funds Transfer Settings window, or if you selected EFT Format 1 but Accounts Payable is integrated to Bank Reconciliation, the EFT Account Code box will not appear as it has in the past. This is because EFT Format 2 does not require the specification of an EFT Account Code, regardless of your integration settings from Accounts Payable to Bank Reconciliation; this is only required for EFT Format 1, and only if Accounts Payable is not integrated to Bank Reconciliation. Generating the Electronic File When you generate electronic Accounts Payable transactions, you will use the same AP Generate Electronic Funds Transfer File window as before Version 10. However, the resulting text file will be created based on the file type you chose in the Electronic Funds Transfer Settings window. This is true whether generating the electronic file from the Enter Bills or Pay Bills menu. If errors are discovered in the generated file, such as a missing bank account number, bank routing number, or vendor name, an Error Report will be generated to indicate the problem(s). This allows you to quickly remedy the problem and successfully regenerate the file. New Features10

16 Accounts Receivable Features Accounts Receivable has been enhanced with several new features. You can apply previously- unapplied customer payments and credits easier than before, and you can now accept credit card payments. Process electronic customer payments with a new electronic funds transfer option, and rest assured that their credit card information is more secure than ever. Apply Unapplied Payments and Credits Easier With the release of Version 10, applying unapplied payments and credits is easier than ever. You can apply the unapplied payment or credit with a separate transaction as you could do in the past, and you can now apply an unapplied payment or credit at the same time that you enter another payment. Basic information on this new feature is provided here; for more complete information, refer to the Accounts Receivable Transactions section of your Accounting, Point of Sale Back Office, Accounts Receivable, or FUND Revenue Center users guide When you enter a payment transaction (one that uses a Transaction Code beginning with 4), you will see two new columns in the detail section of the AR Enter Payments/Adjustments window: Adj to Apply and Adj Amount to Apply. In addition, to more accurately reflect their functions, the Source Doc. column has been renamed to Reference to Pay, and the Amount column is now called Check/Cash Amount. When you enter an item in the Reference to Pay column you can use the Lookup in the Adj. to Apply column to open the new AR Open Item Lookup window. Use this Lookup to see only the unapplied payments and/or credits associated with this customer. 11Cougar Mountain Software

17 Accounts Receivable Features To apply an unapplied credit or payment while making a payment, use the Lookup in the Adj to Apply field to select the unapplied payment or credit to apply to the invoice in the Reference to Pay field. In this window, select the unapplied payment or credit to apply to the debit in the Reference to Pay column. At that time, the amount in the Check/Cash Amount column will be reduced by the amount of the item you applied. This can be summarized with the following equation: Check/Cash Amount = Reference to Pay amount remaining - Discount Amount - Adj Amount to Apply - or - Check/Cash Amount = Reference to Pay amount remaining - Discount Amount - Remaining Amount (from transaction header) The amount that is calculated in the Check/Cash Amount field is by default only, and you can reduce it at any time by typing a lower number. Due to this new feature and functionality, the amount in the Discount Amount field cannot exceed the amount remaining for the item in the Reference to Pay field. As before, the sum of the amounts in the Check/Cash Amount fields from all detail lines cannot exceed the amount entered in the transaction header. To accommodate this new feature, the AR Transaction Edit Report has been enhanced, including adding the new fields (Detailed format only) and adding a new field, Total Credits Applied with Payment, to the Totals section of the report (in both the Detailed and Summary formats). The AR Transaction Posting Audit Report has also been modified to include the description of the adjustment that was applied, which will appear under the payment. Discounts will appear after any applied adjustments. For more information on entering Accounts Receivable transactions, see the Accounts Receivable Transactions section of your Accounting, Point of Sale Back Office, Accounts Receivable, or FUND Revenue Center users guide. New Features12

18 Accounts Receivable Features Accept Credit Card Payments from Customers With the release of Version 10, you can now accept credit card payments directly in Accounts Receivable from your customers! This will increase your customers satisfaction by enabling more payment options, and make your transactions easier and more accurate by eliminating the errors that can occur when you must enter credit card payments using double entries, which is how this was accomplished before. Basic information about this feature is included here. For complete instructions, refer to your Accounting, Point of Sale Back Office, Accounts Receivable, or FUND Revenue Center users guide. In order to use this feature, you must have credit card authorization software (such as PCCharge Pro) installed and operating on your system. For information on setting up credit card authorization software, refer to the Accounts Receivable Options section of your users guide. To accomodate this new feature, the AR Enter Payments/Adjustments window has been modified by the addition of a new CC Payment check box, which you can use to specify that the current payment will be made by credit card. To enter a credit card payment, select the CC Payment check box. This check box is only available if credit card payments are permitted based on your Module Preferences settings, and then only for payment-type transactions, which begin with a 3 or 4. A clerk will only be able to edit or void a credit card transaction if you have specified that the clerk is permitted to do so, based on their security settings in the new AR Clerk Codes window, which is also explained in this section. If the clerk is not permitted to edit or void the transaction, a message will appear indicating that the clerk does not have the appropriate rights. Once a credit card transaction has been authorized, it will be locked for editing, but may be viewed. If an error is discovered, you must void and re-enter the transaction correctly. To void a transaction that has been authorized but not posted, use the AR Enter Payments/ Adjustments window to retrieve the transaction and click Edit. Once you click Edit, the button changes to read Void. Use this button to void the transaction. 13Cougar Mountain Software

19 Accounts Receivable Features Likewise, you are not permitted to clear a batch that contains one or more authorized credit card transactions. If you have your credit card authorization set to On Line Authorization - Batch in Module Preferences, then after you enter the credit card transactions, authorize them using the new Authorize Credit Cards option on the Accounts Receivable Transaction menu. You can authorize transactions for a single batch or a range of batches. If your credit card authorization is set to On Line Authorization - Immediate, then the credit card authorization window will appear immediately when you save a credit card transaction. The AR Transaction Edit Report has also been modified to include credit card transaction information, although for security purposes, the last four digits of the card number will appear on the report, but the rest of the number will appear as dots. To support this functionality, the AR Module Preferences window has been modified by the addition of several new fields, and the rearranging of some of the existing fields. This includes moving the integration information to a new Integration tab, however, the functionality of the integration options has not changed. New Features14

20 Accounts Receivable Features The following new fields have been added to the General tab of the AR Module Preferences window: Allow Credit Card Payments Default AR Clerk Default Credit Card Reader CC Verification Software Path CC Verification Software Credit Card Authorization Auto-fill CC Card # from AR master file Use CC Address Verification Allow Blank Address A new AR Clerk Codes window has also been added, so you can specify credit card security options for the clerks who will be entering Accounts Receivable transactions. For each AR Clerk, you can specify whether that clerk is permitted to edit and/or void a saved credit card transaction. This lets you be in control of the security of your system, by ensuring that you can allow only your most trusted clerks to view and manipulate sensitive information. As with other codes in Cougar Mountain, you can print a report of all or a range of your AR Clerks by selecting the Print button in the AR Clerk Codes window. This report will show you each clerks code and description, and whether they are permitted to edit and/or void an Accounts Receivable credit card transaction. 15Cougar Mountain Software

21 Accounts Receivable Features Because of the security settings involved, the window used to assign rights to users in Cougar Mountain has also been modified for this feature. When you assign rights for the users that will be entering information in Cougar Mountain, you can now specify which user(s) will be permitted to access the AR Clerk Codes, AR Credit Card Codes, and AR Device Codes - Credit Card Readers Only windows. If you are converting from a previous Cougar Mountain version, users will not be permitted to access these areas unless you update their rights allowing them to do so. Since you can generate Accounts Receivable transactions from Recurring templates, the AR Recurring Codes window has also been modified for this feature. A new CC Payment check box, which will only be visible for payment-type Recurring Codes, has been added to this window. This allows you to specify that this Recurring Code will be paid by credit card. The Recurring Code Report has also been updated to include this information. New Features16

22 Accounts Receivable Features To support the acceptance of credit cards in Accounts Receivable, a new AR Credit Card Codes window has been added. As with other codes in Cougar Mountain, you can print a report of the AR Credit Card Codes by selecting the Print button in this window. A new AR Device Codes - Credit Card Readers Only window has also been added to Accounts Receivable for this feature. You will use this window to create devices for any credit card readers that you use for Accounts Receivable. For complete instructions on accepting credit card payments from customers, refer to the Accounts Receivable Customers section of your Accounting, Point of Sale Back Office, Accounts Receivable, or FUND Revenue Center users guide. 17Cougar Mountain Software

23 Accounts Receivable Features Apply Customer Payments Electronically with New Transfer Option To accomodate this new functionality, a new EFT Settings button has been added to the Integration tab of the AR Module Preferences window (which was added to accomodate the new credit card features). Click this new button to open the Electronic Funds Transfer Settings window, where you will specify the electronic file type and the default EFT Account Code to use for transfers. You need to specify this information before you can accept customer payments electronically. There are two file types to choose from: EFT Format 1 and EFT Format 2. Choose EFT Format 1 to use the format that was available prior to Version 10, and select EFT Format 2 to use the new service. Customer Information The AR Customers window has been updated so that the EFT Bank Account number on the EFT Info tab will be required when you save the information in the window. Also, if you selected EFT Format 2 in the Electronic Funds Transfer Settings window, neither the EFT Account Code nor the Bank Account Description are required in this window; these are only required if you selected EFT Format 1. Entering Customer Transactions The AR Enter Payments/Adjustments window has been updated so that if you selected EFT Format 2 for the File Type in the Electronic Funds Transfer Settings window, the EFT Account Code box will not appear as it has in the past. This is because EFT Format 2 does not require the specification of an EFT Account Code, regardless of your integration settings from Accounts Receivable to Bank Reconciliation; this is only required for EFT Format 1. New Features18

24 Accounts Receivable Features Generating the Electronic File When you generate electronic Accounts Receivable transactions, you will use the same AR Generate Electronic Funds Transfer File window as before Version 10. However, the resulting text file will be created based on the file type you chose in the Electronic Funds Transfer Settings window. If errors are discovered in the generated file, such as a missing bank account number, bank routing number, or customer name, an error report will be generated to indicate the problem(s). This way you can quickly remedy the problem and successfully regenerate the file. Keep Credit Card Information More Secure To afford you the highest level of system security, Cougar Mountain based new security updates on the USA Cardholder Information Security Program (CISP) guidelines for credit card security developed in a collaboration between Visa® and MasterCard. To comply with the CISP, merchants and service providers must adhere to the Payment Card Industry (PCI) Data Security Standard, which offers a single approach to safeguarding sensitive data for all card brands. This standard is the result of collaboration between Visa and MasterCard, and has also been endorsed by other card companies operating in the United States. The Federal Trade Commission reports that experts estimate that the annual cost of credit card fraudto card companies and consumersexceeds $2 billion. We at Cougar Mountain strive to protect sensitive cardholder information from security fraud in an attempt to save you money and safeguard your and your customers sensitive information. This section includes a brief outline of these Best Practices requirements for software payment applications, and how Cougar Mountain has addressed them for this new version. This information has been incorporated into your Accounting, Point of Sale Back Office, Accounts Receivable, or FUND Revenue Center users guide. Does Not Retain Full Magnetic Stripe or CVV2 Data Cougar Mountain retains the magnetic stripe information from the back of the credit card for authorization and this information is protected by 256-bit encryption. This information is required for card authorization and allows you to receive a better rate when credit cards are swiped. Subsequent to authorization this information must be deleted and this will not affect your rate. The account number, expiration date, and name may be extracted and retained. Cougar Mountain does not retain the credit card validation information (the three-digit or four- digit card validation code printed on the signature panel). Cougar Mountain does not store the PIN Verification Value (PVV data). Protect Stored Data Encryption is the ultimate protection mechanism, because even if someone were to break through all other protection methods and gain access to encrypted data, they would not be able to read the data without further breaking the encryption code. 19Cougar Mountain Software

25 Accounts Receivable Features Cougar Mountain has implemented a more advanced encryption feature with Version 10. This new encryption method incorporates many features to ensure its security. In the AR Transaction Edit Report, only the last four characters of a credit card number will be displayed. The rest of the number will be shown as asterisks (*). In the files that store Accounts Receivable credit card information, the credit card numbers are encrypted. In Point of Sale, an option on the General tab of the PS Module Preferences window has been changed. You no longer have the option to print the entire credit card number or print the first four characters. The only option is to print the last four characters. Provide Secure Password Features Cougar Mountain has maintained strong, encrypted password security for years. To increase the security of the password features, all passwords are now encrypted using the new 256-bit encryption methods recommended by the CISP standards. Also, passwords are now protected so they cannot be deleted from the database. This means that if you should forget your password, an authorized user can now use the new Reset Password option to reset it; you no longer need a Cougar Mountain Customer Support Specialist to delete it for you. We recommend you set a unique password for each user, and that you instruct all users to change their passwords during their first use of the software. A good password should: include both upper- and lower-case letters include both numbers and letters include a symbol be at least 7 characters long The minimum length for a Cougar Mountain password is now seven characters. If you are converting from a prior version and your previous password was less than seven characters, it will be imported as is, but when you change the password, the new password must be at least seven characters long. You now have the option to prompt users to change their passwords every 90 days. When a user changes their password, they will not be permitted to submit a new password that is the same as any of their last four passwords. You are now limited to six attempts to access Cougar Mountain Software. After six unsuccessful attempts, that User ID will be locked out, and a message will appear indicating that they have made too many failed attempts to access the software. They are then directed to contact their system administrator for assistance. This lock-out will last for 30 minutes or until the system administrator enables the affected User ID. New Features20

26 Inventory Features It is now easier than ever to accurately track the movement of your inventory, thanks to the Advanced Understock Report. Advanced Understock Report When you select the Inventory Understock Report, you can now run an advanced report that will show you not only which items are stocked at quantities below your desired minimums, but you can also see how many have recently sold. Select the Advanced Understock report type to monitor what stock items you need to replenish, along with the total sold of each item over the last 15-, 30-, and 60-day increments. This report also provides information on the last three purchase orders including their average lead time to delivery. 21Cougar Mountain Software

27 Inventory Features When you select Advanced Understock from the Report Type drop-down list, the report will look something like this: To learn more about this report, refer to the Inventory Reports chapter of your Accounting, Point of Sale, or FUND Revenue Center users guide. New Features22

28 Job Cost Features Job Cost has been enhanced by increasing credit card security, which helps protect you and your customers against credit card fraud. Keep Credit Card Information More Secure To afford you the highest level of system security, Cougar Mountain based new security updates on the USA Cardholder Information Security Program (CISP) guidelines for credit card security developed in a collaboration between Visa® and MasterCard. To comply with the CISP, merchants and service providers must adhere to the Payment Card Industry (PCI) Data Security Standard, which offers a single approach to safeguarding sensitive data for all card brands. This standard is the result of collaboration between Visa and MasterCard, and has also been endorsed by other card companies operating in the United States. The Federal Trade Commission reports that experts estimate that the annual cost of credit card fraudto card companies and consumersexceeds $2 billion. We at Cougar Mountain strive to protect sensitive cardholder information from security fraud in an attempt to save you money and safeguard your and your customers sensitive information. This section includes a brief outline of these Best Practices requirements for software payment applications, and how Cougar Mountain has addressed them for this new version. This information has been incorporated into your Accounting, Point of Sale Back Office, Accounts Receivable, or FUND Revenue Center users guide. Does Not Retain Full Magnetic Stripe or CVV2 Data Cougar Mountain retains the magnetic stripe information from the back of the credit card for authorization and this information is protected by 256-bit encryption. This information is required for card authorization and allows you to receive a better rate when credit cards are swiped. Subsequent to authorization this information must be deleted and this will not affect your rate. The account number, expiration date, and name may be extracted and retained. Cougar Mountain does not retain the credit card validation information (the three-digit or four- digit card validation code printed on the signature panel). Cougar Mountain does not store the PIN Verification Value (PVV data). Protect Stored Data Encryption is the ultimate protection mechanism, because even if someone were to break through all other protection methods and gain access to encrypted data, they would not be able to read the data without further breaking the encryption code. Cougar Mountain has implemented a more advanced encryption feature with Version 10. This new encryption method incorporates many features to ensure its security. In the AR Transaction Edit Report, only the last four characters of a credit card number will be displayed. The rest of the number will be shown as asterisks (*). In the files that store Accounts Receivable credit card information, the credit card numbers are encrypted. 23Cougar Mountain Software

29 Job Cost Features In Point of Sale, an option on the General tab of the PS Module Preferences window has been changed. You no longer have the option to print the entire credit card number or print the first four characters. The only option is to print the last four characters. Provide Secure Password Features Cougar Mountain has maintained strong, encrypted password security for years. To increase the security of the password features, all passwords are now encrypted using the new 256-bit encryption methods recommended by the CISP standards. Also, passwords are now protected so they cannot be deleted from the database. This means that if you should forget your password, an authorized user can now use the new Reset Password option to reset it; you no longer need a Cougar Mountain Customer Support Specialist to delete it for you. We recommend you set a unique password for each user, and that you instruct all users to change their passwords during their first use of the software. A good password should: include both upper- and lower-case letters include both numbers and letters include a symbol be at least 7 characters long The minimum length for a Cougar Mountain password is now seven characters. If you are converting from a prior version and your previous password was less than seven characters, zeros are added to the front of the password until it reaches seven characters. You now have the option to prompt users to change their passwords every 90 days. When a user changes their password, they will not be permitted to submit a new password that is the same as any of their last four passwords. You are now limited to six attempts to access Cougar Mountain Software. After six unsuccessful attempts, that User ID will be locked out, and a message will appear indicating that they have made too many failed attempts to access the software. They are then directed to contact their system administrator for assistance. This lock-out will last for 30 minutes or until the system administrator enables the affected User ID. New Features24

30 Order Entry Features With several new enhancements, entering orders and reporting on sales in Order Entry is going to be easier and faster than ever before. The following new features apply to the Order Entry module. The new features in Version 10 allow you to help customers know which products they purchased before by using the new Order Guide, and keep customers credit card information more secure. This saves you time and money, and helps you provide the superior services your customers expect and deserve. Enter Customer Orders Quickly with Customer Order Guide Use the Customer Order Guide to set up specific items associated with specific customers, and to allow these customers to reorder the same items time after time if they choose. This makes entering orders for this customer especially easy, because rather than looking through all the items in your inventory, you need only look through the items in this customers Order Guide. You can even print a list for the customer for their reference, or to use as an order form they can use again and again. The system can use the customers purchasing history to automatically create this list when you select the Run Utility button. You can also enter the items yourself; this method is particularly helpful if the customer has not ordered the items yet, but has notified you of a list of items for recurring purchases. First, set up the customers Order Guide by including the items this customer might purchase in the OE Customer Order Guide window. 25Cougar Mountain Software

31 Order Entry Features Then when the customer places an order, use the special Order Guide Lookup button in the item Lookup to show only those items that are in this customers Order Guide. This button will appear for all customers, but the Lookup will only contain items for customers that have Order Guides set up. For complete steps on entering orders, refer to Enter Orders chapter of your Accounting or FUND Revenue Center users guide. Keep Credit Card Information More Secure To afford you the highest level of system security, Cougar Mountain based new security features on the USA Cardholder Information Security Program (CISP) guidelines for credit card security developed in a collaboration between Visa® and MasterCard. To comply with the CISP, merchants and service providers must adhere to the Payment Card Industry (PCI) Data Security Standard, which offers a single approach to safeguarding sensitive data for all card brands. This standard is the result of collaboration between Visa and MasterCard, and has also been endorsed by other card companies operating in the United States. The Federal Trade Commission reports that experts estimate that the annual cost of credit card fraud to card companies and consumersexceeds $2 billion. We at Cougar Mountain strive to protect sensitive cardholder information from security fraud in an attempt to save you money and safeguard you and your customers sensitive information. This section includes a brief outline of these Best Practice requirements for software payment applications, and how Cougar Mountain has addressed them for this new version. For complete instructions on processing credit card transactions, refer to your Accounting, Point of Sale Back Office, Accounts Receivable, or FUND Revenue Center users guide. Does Not Retain Full Magnetic Stripe or CVV2 Data Cougar Mountain retains the magnetic stripe information from the back of the credit card for authorization and this information is protected by 256-bit encryption. This information is required for card authorization and allows you to receive a better rate when credit cards are swiped. Subsequent to authorization this information must be deleted and this will not affect your rate. The account number, expiration date, and name may be extracted and retained. New Features26

32 Order Entry Features Cougar Mountain does not retain the credit card validation information (the three-digit or four- digit card validation code printed on the signature panel). Cougar Mountain does not store the PIN Verification Value (PVV data). Protect Stored Data Encryption is the ultimate protection mechanism, because even if someone were to break through all other protection methods and gain access to encrypted data, they would not be able to read the data without further breaking the encryption code. Cougar Mountain has implemented a more advanced encryption feature with Version 10. This new encryption method incorporates many features to ensure its security. In the AR Transaction Edit Report, only the last four characters of a credit card number will be displayed. The rest of the number will be shown as asterisks (*). In the files that store Accounts Receivable credit card information, the credit card numbers are encrypted. In Point of Sale, an option on the General tab of the PS Module Preferences window has been changed. You no longer have the option to print the entire credit card number or print the first four characters. The only option is to print the last four characters. Provide Secure Password Features Cougar Mountain has maintained strong, encrypted password security for years. To increase the security of the password features, all passwords are now encrypted using the new 256-bit encryption methods recommended by the CISP standards. Also, passwords are now protected so they cannot be deleted from the database. This means that if you should forget your password, an authorized user can now use the new Reset Password option to reset it; you no longer need a Cougar Mountain Customer Support Specialist to delete it for you. We recommend you set a unique password for each user, and that you instruct all users to change their passwords during their first use of the software. A good password should: include both upper- and lower-case letters include both numbers and letters include a symbol be at least 7 characters long The minimum length for a Cougar Mountain password is now seven characters. If you are converting from a prior version and your previous password was less than seven characters, zeros are added to the front of the password until it reaches seven characters. You now have the option to prompt users to change their passwords every 90 days. When a user changes their password, they will not be permitted to submit a new password that is the same as any of their last four passwords. You are now limited to six attempts to access Cougar Mountain Software. After six unsuccessful attempts, that User ID will be locked out, and a message will appear indicating that they have made too many failed attempts to access the software. They are then directed to contact their system administrator for assistance. This lock-out will last for 30 minutes or until the system administrator enables the affected User ID. 27Cougar Mountain Software

33 Point of Sale Features With several new enhancements, entering and retrieving information in Point of Sale is going to be easier and faster than ever before, and with added security. The new features in Version 10 allow you to keep your customers credit card information more secure, saving time and money. Keep Credit Card Information More Secure To afford you the highest level of system security, Cougar Mountain based new security updates on the USA Cardholder Information Security Program (CISP) for credit card security developed in a collaboration between Visa® and MasterCard. To comply with the CISP, merchants and service providers must adhere to the Payment Card Industry (PCI) Data Security Standard, which offers a single approach to safeguarding sensitive data for all card brands. This standard is the result of collaboration between Visa and MasterCard, and has also been endorsed by other card companies operating in the United States. The Federal Trade Commission reports that experts estimate that the annual cost of credit card fraud to card companies and consumersexceeds $2 billion. We at Cougar Mountain strive to protect sensitive cardholder information from security fraud in an attempt to save you money and safeguard your and your customers sensitive information. This section includes a brief outline of these Best Practice requirements for software payment applications, and how Cougar Mountain has addressed them for this new version. For complete instructions on processing credit card transactions, refer to your Point of Sale users guide. Does Not Retain Full Magnetic Stripe or CVV2 Data Cougar Mountain retains the magnetic stripe information from the back of the credit card for authorization and this information is protected by 256-bit encryption. This information is required for card authorization and allows you to receive a better rate when credit cards are swiped. Subsequent to authorization this information must be deleted and this will not affect your rate. The account number, expiration date, and name may be extracted and retained. Cougar Mountain does not retain the credit card validation information (the three-digit or four-digit card validation code printed on the signature panel). Cougar Mountain does not store the PIN Verification Value (PVV data). Protect Stored Data Encryption is the ultimate protection mechanism, because even if someone were to break through all other protection methods and gain access to encrypted data, they would not be able to read the data without further breaking the encryption code. Cougar Mountain has implemented a more advanced encryption feature with Version 10. This new encryption method incorporates many features to ensure its security. In the AR Transaction Edit Report, only the last four characters of a credit card number will be displayed. The rest of the number will be shown as asterisks (*). In the files that store Accounts Receivable credit card information, the credit card numbers are encrypted. New Features28

34 Point of Sale Features In Point of Sale, an option on the General tab of the PS Module Preferences window has been changed. You no longer have the option to print the entire credit card number or print the first four characters. The only option is to print the last four characters. Provide Secure Password Features Cougar Mountain has maintained strong, encrypted password security for years. To increase the security of the password features, all passwords are now encrypted using the new 256-bit encryption methods recommended by the CISP standards. Also, passwords are now protected so they cannot be deleted from the database. This means that if you should forget your password, an authorized user can now use the new Reset Password option to reset it; you no longer need a Cougar Mountain Customer Support Specialist to delete it for you. We recommend you set a unique password for each user, and that you instruct all users to change their passwords during their first use of the software. A good password should: include both upper- and lower-case letters include both numbers and letters include a symbol be at least 7 characters long ote The minimum length for a Cougar Mountain password is now seven characters. If you are converting from a prior version and your previous password was less than seven characters, zeros are added to the front of the password until it reaches seven characters. You now have the option to prompt users to change their passwords every 90 days. When a user changes their password, they will not be permitted to submit a new password that is the same as any of their last four passwords. You are now limited to six attempts to access Cougar Mountain Software. After six unsuccessful attempts, that User ID will be locked out, and a message will appear indicating that they have made too many failed attempts to access the software. They are then directed to contact their system administrator for assistance. This lock-out will last for 30 minutes or until the system administrator enables the affected User ID. 29Cougar Mountain Software

35 Point of Sale Features New Features30

36 INDEX INDEX AO accept credit card payments 13 order entry accounts payable keep credit card information more secure 26 pay vendors with credit card 7 order guide quick pay 6 using in order entry 25 accounts receivable accept credit card payments 13 P apply unapplied payments and credits 11 pay vendors with credit card 7 keep credit card information more secure 19, 23 payments and credits new eft option 18 apply unapplied 11 apply unapplied payments and credits 11 point of sale keep credit card information more secure 28 C company Q copy 5 quick pay 6 copy company utility 5 customer order guide U using in order entry 25 utilities copy company 5 E enhanced credit card security accounts receivable 19, 23 K keep credit card information more secure accounts receivable 19, 23 order entry 26, 28 N new eft option accounts receivable 18 new feature quick list 2 accounting 2 accounts receivable 4 payroll 4 point of sale 2 point of sale back office accounting 2 new features accounts payable 6 accounts receivable 11 inventory 21 order entry 25 point of sale 28

37 Index 32Cougar Mountain Software

38 % 4$57 ¢198 5¢5. $ % 6$ $% ¢115 Cougar Mountain Software 7180 Potomac Drive Boise, ID Sales: (800) Customer Support: (800) Forms & Supplies: (800) $928 $%392


Download ppt "495 $92 8 $%392 57812 82£12.048 7154 %12.5 8373 New Features Version 10 36.72 $783 924 $5 2¢198 15.17# $302 $783 The newest features available in Cougar."

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