Slide#: 1© GPS Financial Services Revised 03/28/2009 Cougar Mountain Software Professional Version cms 2 GL Rep-Reports-Enh tm Price: $100 (generous discounts on multiple purchase)
Slide#: 2© GPS Financial Services Revised 03/28/2009 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 $ 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
Slide#: 3© GPS Financial Services Revised 03/28/ 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 presentation
Slide#: 4© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX
Slide#: 5© GPS Financial Services Revised 03/28/2009 Added Functionality Improved User friendliness Unpost Transactions ing 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 cms 2 GL Rep-ReportsEnh tm Product Info
Slide#: 6© GPS Financial Services Revised 03/28/2009 CMS General Ledger 1 Chart of Account2 Audit Trail3 Trial Balance 4a. Balance Sheet4b Balance Sheet (Comparative) 4c. Balance Sheet (Advanced) 5a. Income Statement5a. Income Statement (Comparative) 6 Cash Flow Statement7 Budget Performance8 Budget Statement 8b Budget Statement (Advanced) 9 Reprint Posting (No Detail) 10 Reprint Posting (Detail)
Slide#: 7© GPS Financial Services Revised 03/28/ 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
Slide#: 8© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 9© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 10© GPS Financial Services Revised 03/28/ 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 4.Important information moved to the header area 5.Totals put in a box and added bolding to draw attention 6.Increased Font size to 10 from 8 point
Slide#: 11© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 12© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 13© GPS Financial Services Revised 03/28/ 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 3.Important information moved to the header area 4.Totals put in a box and added bolding to draw attention 5.Increased Font size to 10 from 8 point
Slide#: 14© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 15© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 16© GPS Financial Services Revised 03/28/ a. 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 5.Increased Font size to 10 from 8 point
Slide#: 17© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 18© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 19© GPS Financial Services Revised 03/28/ b. GL Balance Sheet (Comparative) 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 5.Increased Font size to 10 from 8 point
Slide#: 20© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 21© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 22© GPS Financial Services Revised 03/28/ c. GL Balance Sheet (Advanced 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 5.Increased Font size to 10 from 8 point
Slide#: 23© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 24© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 25© GPS Financial Services Revised 03/28/ a. GL Income Statement (Profit & Loss) 1.Added fields: report revision date, report ID and record count 2.Reduced number of blank lines and used underlining and improved spacing 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 5.Increased Font size to 10 from 8 point
Slide#: 26© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 27© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 28© GPS Financial Services Revised 03/28/ a. GL Income Statement (Comparative) 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 5.Increased Font size to 10 from 8 point
Slide#: 29© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 30© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 31© GPS Financial Services Revised 03/28/ a. GL Income Statement (Advanced P&L) 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 5.Increased Font size to 10 from 8 point
Slide#: 32© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 33© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 34© GPS Financial Services Revised 03/28/ GL Cash Flow 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 5.Increased Font size to 10 from 8 point
Slide#: 35© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 36© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 37© GPS Financial Services Revised 03/28/ GL Budget Performance 1.Added fields: report revision date, report ID and record count 2.Reduced number of detail lines from 2 to 1 3.Increased Font size to 10 from 8 point
Slide#: 38© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 39© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 40© GPS Financial Services Revised 03/28/ a. GL Budget (Variance) 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 5.Increased Font size to 10 from 8 point
Slide#: 41© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 42© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 43© GPS Financial Services Revised 03/28/ b. GL Budget (Profit & Loss) 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 5.Increased Font size to 10 from 8 point
Slide#: 44© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 45© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 46© GPS Financial Services Revised 03/28/ c. GL Budget (Adv P&L) 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 5.Increased Font size to 10 from 8 point
Slide#: 47© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 48© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 49© GPS Financial Services Revised 03/28/ a. GL Reprint Posting (No Detail) 1.Added fields: report revision date, report ID and record count 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.Increased Font size to 10 from 8 point
Slide#: 50© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 51© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 52© GPS Financial Services Revised 03/28/ a. GL Reprint Posting (Detail) 1.Added fields: report revision date, report ID and record count 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 4.Increased Font size to 10 from 8 point
Slide#: 53© GPS Financial Services Revised 03/28/2009 Standard CMS Report
Slide#: 54© GPS Financial Services Revised 03/28/2009 Enhanced Version
Slide#: 55© GPS Financial Services Revised 03/28/2009 Cougar Mountain Software Professional Version Cms 2 X tm Price: Call $$$ (generous discounts on multiple purchase)
Slide#: 56© GPS Financial Services Revised 03/28/2009 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
Slide#: 57© GPS Financial Services Revised 03/28/2009 ___________________ by CMS to the MAX
Slide#: 58© GPS Financial Services Revised 03/28/2009 ___________________ Product Info Added Functionality Improved User friendliness Unpost Transactions ing 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
Slide#: 59© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX
Slide#: 60© GPS Financial Services Revised 03/28/2009 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. cms 2 GL Rep-ReportsEnh tm Installation Instructions
Slide#: 61© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX
Slide#: 62© GPS Financial Services Revised 03/28/2009 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. cms 2 GL Rep-ReportsEnh tm Troubleshooting
Slide#: 63© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX
Slide#: 64© GPS Financial Services Revised 03/28/2009 cms 2 GL 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
Slide#: 65© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX
Slide#: 66© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm Technical Information
Slide#: 67© GPS Financial Services Revised 03/28/2009 The pricing on future enhancements is not known at this time cms 2 GL Rep-ReportsEnh tm by CMS to the MAX
Slide#: 68© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm Future Plans Pending
Slide#: 69© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX
Slide#: 70© GPS Financial Services Revised 03/28/2009 How Can I Get the CMStotheMax tm Products? You can get cms 2 OE_CollectionComments&Notes tm from your local Cougar Mtn Dealer or GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com) South Street #352 Cerritos, CA Phone Fax
Slide#: 71© GPS Financial Services Revised 03/28/2009 CMS to the MAX & Cougar-Magic
Slide#: 72© GPS Financial Services Revised 03/28/2009 CMStotheMax.com & Cougar-Magic.com Products cms 2 PR ADP tm cms 2 PR UDF+ tm cms 2 PR MaxPak ’ s tm cms 2 PR CertifiedPR-Forms tm cms 2 PR History-99Yr tm cms 2 PR ReportsEnh tm cms 2 PR CertifiedPR-Forms tm cms 2 PR QckChg tm cms 2 PR Time&Attendance cms 2 PR TimeclockBridge cms 2 EX Excel tm cms 2 RRW Reports tm cms 2 R&R LearnCD tm cms 2 AutoArchiver tm cms 2 SY ASP tm cms 2 BU Backup+ tm cms 2 SY CriticalFilesBU tm cms 2 SP Speedup tm cms 2 SY Checklists tm cms 2 SY ErrorFixing tm
Slide#: 73© GPS Financial Services Revised 03/28/2009 Product Overview Overview Selling & Shipping/Acknow. Reports Enhanced General Ledger & Taxes Support Services & Training Security & User-friendliness & More Software & Hardware Sales Export to Excel/PDF & /Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections
Slide#: 74© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX
Slide#: 75© GPS Financial Services Revised 03/28/2009 CMStotheMax.com & Cougar-Magic.com Products
Slide#: 76© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm Enhanced Reports Pending
Slide#: 77© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX
Slide#: 78© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm Tips & Tricks Pending
Slide#: 79© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX
Slide#: 80© GPS Financial Services Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm Examples Pending