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Slide#: 1© GPS Financial Services 2008-2009Revised 03/28/2009 Cougar Mountain Software Professional Version cms 2 GL Rep-Reports-Enh tm Price: $100 (generous.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 03/28/2009 Cougar Mountain Software Professional Version cms 2 GL Rep-Reports-Enh tm Price: $100 (generous."— Presentation transcript:

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2 Slide#: 1© GPS Financial Services 2008-2009Revised 03/28/2009 Cougar Mountain Software Professional Version cms 2 GL Rep-Reports-Enh tm Price: $100 (generous discounts on multiple purchase)

3 Slide#: 2© GPS Financial Services 2008-2009Revised 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 Email$ 89$ 44  cms2AR IntegrityVer$ 350$ 175  cms2AR PhoneCheck/Fax$ 88$ 44  cms2AR PwrEntry$ 350$ 175  cms2UF LookupEnh+ or cms2UF UDF $100$ 50  cms2EM PDFblaster+Call $$$ A Little Advertising

4 Slide#: 3© GPS Financial Services 2008-2009Revised 03/28/2009 1.Product Info 2.Installation 3.Troubleshooting 4.Upgrades, Service Packs & Smart Patches 5.Technical Info 6.Future Plans 7.Ordering Info 8.Other Products 9.Enhanced Reports 10.Examples & FAQ’s 11.Tips & Tricks Sections to this presentation

5 Slide#: 4© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX

6 Slide#: 5© GPS Financial Services 2008-2009Revised 03/28/2009  Added Functionality  Improved User friendliness  Unpost Transactions  Emailing Ability  Export to Excel  Quickly fix missing or bad data  Credit and collection tools  Module Integrity Verification  Compatible with CMS Versions 4 through 12 & V2009  Automatically updates itself for version and service pack changes cms 2 GL Rep-ReportsEnh tm Product Info

7 Slide#: 6© GPS Financial Services 2008-2009Revised 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)

8 Slide#: 7© GPS Financial Services 2008-2009Revised 03/28/2009 01. 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

9 Slide#: 8© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

10 Slide#: 9© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

11 Slide#: 10© GPS Financial Services 2008-2009Revised 03/28/2009 02. 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

12 Slide#: 11© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

13 Slide#: 12© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

14 Slide#: 13© GPS Financial Services 2008-2009Revised 03/28/2009 03. 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

15 Slide#: 14© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

16 Slide#: 15© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

17 Slide#: 16© GPS Financial Services 2008-2009Revised 03/28/2009 04a. GL Balance Sheet (Classified) 1.Added fields: report revision date, report ID and record count 2.Reduced number of blank lines and used underlining 3.Enclosed entire page in a box to increase the professional appearance 4.Moved the run date to the bottom page and eliminated page number 5.Increased Font size to 10 from 8 point

18 Slide#: 17© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

19 Slide#: 18© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

20 Slide#: 19© GPS Financial Services 2008-2009Revised 03/28/2009 04b. 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

21 Slide#: 20© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

22 Slide#: 21© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

23 Slide#: 22© GPS Financial Services 2008-2009Revised 03/28/2009 04c. 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

24 Slide#: 23© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

25 Slide#: 24© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

26 Slide#: 25© GPS Financial Services 2008-2009Revised 03/28/2009 05a. 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

27 Slide#: 26© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

28 Slide#: 27© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

29 Slide#: 28© GPS Financial Services 2008-2009Revised 03/28/2009 05a. 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

30 Slide#: 29© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

31 Slide#: 30© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

32 Slide#: 31© GPS Financial Services 2008-2009Revised 03/28/2009 05a. 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

33 Slide#: 32© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

34 Slide#: 33© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

35 Slide#: 34© GPS Financial Services 2008-2009Revised 03/28/2009 06. 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

36 Slide#: 35© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

37 Slide#: 36© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

38 Slide#: 37© GPS Financial Services 2008-2009Revised 03/28/2009 07. 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

39 Slide#: 38© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

40 Slide#: 39© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

41 Slide#: 40© GPS Financial Services 2008-2009Revised 03/28/2009 08a. 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

42 Slide#: 41© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

43 Slide#: 42© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

44 Slide#: 43© GPS Financial Services 2008-2009Revised 03/28/2009 08b. 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

45 Slide#: 44© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

46 Slide#: 45© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

47 Slide#: 46© GPS Financial Services 2008-2009Revised 03/28/2009 08c. 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

48 Slide#: 47© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

49 Slide#: 48© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

50 Slide#: 49© GPS Financial Services 2008-2009Revised 03/28/2009 09a. 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

51 Slide#: 50© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

52 Slide#: 51© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

53 Slide#: 52© GPS Financial Services 2008-2009Revised 03/28/2009 09a. 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

54 Slide#: 53© GPS Financial Services 2008-2009Revised 03/28/2009 Standard CMS Report

55 Slide#: 54© GPS Financial Services 2008-2009Revised 03/28/2009 Enhanced Version

56 Slide#: 55© GPS Financial Services 2008-2009Revised 03/28/2009 Cougar Mountain Software Professional Version Cms 2 X tm Price: Call $$$ (generous discounts on multiple purchase)

57 Slide#: 56© GPS Financial Services 2008-2009Revised 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

58 Slide#: 57© GPS Financial Services 2008-2009Revised 03/28/2009 ___________________ by CMS to the MAX

59 Slide#: 58© GPS Financial Services 2008-2009Revised 03/28/2009 ___________________ Product Info  Added Functionality  Improved User friendliness  Unpost Transactions  Emailing Ability  Export to Excel  Quickly fix missing or bad data  Credit and collection tools  Module Integrity Verification  Compatible with CMS Versions 4 through 12 & V2009  Automatically updates itself for version and service pack changes

60 Slide#: 59© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX

61 Slide#: 60© GPS Financial Services 2008-2009Revised 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

62 Slide#: 61© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX

63 Slide#: 62© GPS Financial Services 2008-2009Revised 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

64 Slide#: 63© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX

65 Slide#: 64© GPS Financial Services 2008-2009Revised 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

66 Slide#: 65© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX

67 Slide#: 66© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm Technical Information

68 Slide#: 67© GPS Financial Services 2008-2009Revised 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

69 Slide#: 68© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm Future Plans  Pending

70 Slide#: 69© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX

71 Slide#: 70© GPS Financial Services 2008-2009Revised 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) 13337 South Street #352 Cerritos, CA 90703 714 228-5444 Phone 800 531-2944 Fax sales@CMStotheMAX.com

72 Slide#: 71© GPS Financial Services 2008-2009Revised 03/28/2009 CMS to the MAX & Cougar-Magic

73 Slide#: 72© GPS Financial Services 2008-2009Revised 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

74 Slide#: 73© GPS Financial Services 2008-2009Revised 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 & eMail/Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections

75 Slide#: 74© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX

76 Slide#: 75© GPS Financial Services 2008-2009Revised 03/28/2009 CMStotheMax.com & Cougar-Magic.com Products

77 Slide#: 76© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm Enhanced Reports  Pending

78 Slide#: 77© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX

79 Slide#: 78© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm Tips & Tricks  Pending

80 Slide#: 79© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm by CMS to the MAX

81 Slide#: 80© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 GL Rep-ReportsEnh tm Examples  Pending


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