1. Denali Webinar Series October 1, 2014 Cougar Mountain Software1

2. How to interact today Personalized Service By Business and Accounting Experts 2 Type your comments and questions here throughout Raise your virtual hand to ask an audio question at the end

3. Today’s Presenter 12/7/2015Personalized Service By Business and Accounting Experts 3 Kevin Winston Cougar Mountain Software kevinwinston@cougarmtn.com PIC GOES HERE

4. AGENDA Introductions Today’s Topic: Import / Export CMS Opening the Software Finding Your Way Around Q & A Wrap-up 12/7/2015Personalized Service By Business and Accounting Experts 4

5. Denali : Where?

6. Denali :The Tools to be used.

7. Denali : Export / Import

8. Denali : File Definition

9. Denali :The Transfer Method Append Only: Update Only: Update & Append: ONLY Happens When Importing Reports

10. Denali : Choosing the File?

11. Denali : Output File

12. Denali :The Browse is Set Your Title will be written / set for you automatically.

13. Denali :The Browse

14. Denali : Begin Export / Import

15. Denali : Finding Your Report

16. Denali : Finding Your Data

17. Denali : Open it in Excel

18. Denali : When Open In Excel When you open the File you will use the “Excel Wizard” to get in on your Excel correctly.

19. Denali : Excel (Step 1)

20. Denali : Excel (Step 2)

21. Denali : Excel (Step 3)

22. Denali : Excel Opens as your Report

23. Denali : Editing Your Report

24. Denali : Importing Excel

25. Denali : Finding the Import

27. Denali : Open the Report In Excel

28. Denali : Make Sure it is The Same File

29. Denali : Make Sure First Row Is Checked

30. Denali : Please Do a Back Up First !

31. Denali : Importing To CMS

32. Denali : Other Exports

33. Denali : Text File or Excel

34. Questions or Comments? Customer Service Team (Support Care) –800-388-3038 –techsupport@cougarmtn.comtechsupport@cougarmtn.com –Fax: 208-375-4460

35. 12/7/2015Personalized Service By Business and Accounting Experts 35 THANK YOU! Look for the these: Follow-up communication Access to this recorded presentation