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Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts."— Presentation transcript:

1 Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts on multiple purchase) cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

2 Slide#: 2© GPS Financial Services 2008-2009Revised 04/20/2009 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

3 Slide#: 3© GPS Financial Services 2008-2009Revised 04/20/2009  To empower the user’s of the Cougar Mountain’s Professional Version: –To improve the ease of use –To assist in spot changes in trends –To maximize cash follow by: reducing inventory under-stock’s/over-stock’s Maximizing collections on accounts receivable –To minimize or eliminate any additional costs when a new version, service pack or smart patch is released by CMS Statement of Goals

4 Slide#: 4© GPS Financial Services 2008-2009Revised 04/20/2009 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#: 5© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ by CMS to the MAX

6 Slide#: 6© GPS Financial Services 2008-2009Revised 04/20/2009  Added Functionality  Improved User friendliness  Quickly fix missing or bad data  Module Integrity Verification  Compatible with CMS Versions 4 through 12 & V2009 cms 2 PR Proc-TaxesFix-PROPN ™ Product Info

7 Slide#: 7© GPS Financial Services 2008-2009Revised 04/20/2009  PR taxes normally get off when PR Taxes are not recalculated after making changes to gross earnings  Another reasons if the tax rates or tax limits were in error or problems with shelter codes  Try to make your adjustments in a way that adjustments stay within the same governmental agency to minimize interest and penalties. So FICA/SS should be offset by a change to Federal income tax, and state adjustments should be offset by changes to State income tax.  Remember to correct both the employee and the employer sides cms 2 PR Proc-TaxesFix-PROPN ™ Product Info

8 Slide#: 8© GPS Financial Services 2008-2009Revised 04/20/2009 Certain fixes can be done by very carefully modifying the xxxPROPN file and then recalculating the Employee Open File.  The downside of this, is that there is no audit trail and no cross checking  Backup your files first. Never do a restore of data without help from a tech support person.  The procedure is to open the xxxPROPN.dbf file with UTICMS or copy it to another file name then open with (see http://cmstothemax.com/pdf/cms2EX_Ztree2Excel-2009.pdf )http://cmstothemax.com/pdf/cms2EX_Ztree2Excel-2009.pdf  Make the needed changes, if Excel is used, use DX to import back into Cougar  Then recalculate the open file cms 2 PR Proc-TaxesFix-PROPN ™ Product Info

9 Slide#: 9© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Product Info

10 Slide#: 10© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Product Info x

11 Slide#: 11© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ by CMS to the MAX

12 Slide#: 12© GPS Financial Services 2008-2009Revised 04/20/2009  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 PR Proc-TaxesFix-PROPN ™ Installation Instructions

13 Slide#: 13© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ by CMS to the MAX

14 Slide#: 14© GPS Financial Services 2008-2009Revised 04/20/2009  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 PR Proc-TaxesFix-PROPN ™ Troubleshooting

15 Slide#: 15© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ by CMS to the MAX

16 Slide#: 16© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ 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

17 Slide#: 17© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ by CMS to the MAX

18 Slide#: 18© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Technical Information

19 Slide#: 19© GPS Financial Services 2008-2009Revised 04/20/2009 The pricing on future enhancements is not known at this time cms 2 PR Proc-TaxesFix-PROPN ™ by CMS to the MAX

20 Slide#: 20© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Future Plans  Pending

21 Slide#: 21© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ by CMS to the MAX

22 Slide#: 22© GPS Financial Services 2008-2009Revised 04/20/2009 How Can I Get the CMStotheMax ™ Products? You can get this product from your favorite 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 email us at: sales@CMStotheMAX.com

23 Slide#: 23© GPS Financial Services 2008-2009Revised 04/20/2009 CMS to the MAX & Cougar-Magic

24 Slide#: 24© GPS Financial Services 2008-2009Revised 04/20/2009  cms 2 EM Email ™  cms 2 EX Excel ™  cms 2 EM PDFblaster ™  cms 2 AR PowerEntry+ ™  cms 2 AR AutoCreditHold ™  cms 2 SY Lookup-Enh ™  cms 2 OE Collection-Notes ™  cms 2 AR PastDueNotices tm  cms 2 CM Collections ™  cms 2 RRW Reports tm  cms 2 R&R LearnCD tm  cms 2 RAR AreaCodeFix ™  cms 2 OE Unpost ™  cms 2 R&R LearnCD tm  cms 2 SH UPS/Fedex/more ™  cms 2 SH ShippingAcknow ™  cms 2 CT ContactMgt ™  Cougar-Magic ™  cms 2 SY UDF ™ Top Sellers & New Products

25 Slide#: 25© GPS Financial Services 2008-2009Revised 04/20/2009 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

26 Slide#: 26© GPS Financial Services 2008-2009Revised 04/20/2009

27 Slide#: 27© GPS Financial Services 2008-2009Revised 04/20/2009 Enhanced & Custom Reports Pricing Normal Enhanced Report  Single Normal Enhanced Report$ 55  All normal enhanced reports in a module$100  All normal enhanced reports, report tab only all modules$188  All normal enhanced reports for all modules$288 Premium Enhanced Reports  Comparative Sales & Profits (2 period or 3 periods)$110  Customers with no purchases in a date range$ 55  Past Due Invoices in a date range$110

28 Slide#: 28© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ by CMS to the MAX

29 Slide#: 29© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Examples  Pending

30 Slide#: 30© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ by CMS to the MAX

31 Slide#: 31© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Tips & Tricks  Pending


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