Archive for the 'Tips & Tricks' Category
(The articles are listed chronologically...)
Voiding a Check in Accounts Payable
First remember that you only want to void a transaction in a module if it was created in the module. This is because Cougar Mountain will ensure the transaction is reversed in all other modules it is integrated with.
Here are detailed steps on voiding the check:
Go to AP (this is where the check was originally written […]
Published by Joe on May 9th, 2008 tagged Tips & Tricks | Comment now »
Cougar Mountain Integration
Wonderful news - Cougar Mountain Software stores its data in an ODBC compliant files!
So what, you might ask? What this means is that you can connect other programs to your Cougar Mountain data files and get the information directly from the source. Actually, this is not a new development, the software has always been ODBC […]
Published by Joe on May 6th, 2008 tagged Tips & Tricks | Comment now »
Bank Transfers When Using Different Funds
Kevin was recently asked this FUND question, “How can I transfer money between Bank Accounts that have different FUND’s listed in the Bank Reconciliation module, so that the transaction will show up in GL correctly?”. Here is how you set up for this situation:
Usually our nonprofit customers will have only one main FUND that is a General or Administration […]
Published by Kevin on May 1st, 2008 tagged Training, Tips & Tricks | Comment now »
How to Enter Recurring Transactions
A great time saver in Cougar Mountain is the ability to create Recurring transactions in most of the modules. A recurring transaction is one that can be used over and over, without having to reenter the information each time. Each of the modules are a little different in how they are set up, but basically […]
Published by Joe on April 29th, 2008 tagged Tips & Tricks | Comment now »
Making a Deposit with a Credit Card
Kevin was asked how to make a Credit Card deposit on an Order Entry Work Order - here is how you do it:
First, you should know that whenever you are trying out something new - like in this case, setting up work orders and learning how to take a deposit - you have available to […]
Published by Kevin on April 8th, 2008 tagged Training, Tips & Tricks | Comment now »
Copy Company Utility
The Copy Company Utility, also referred to as the End of Year Company Converter, is a great little tool available with Cougar Mountain Software. It allows you to create an exact duplicate of your company in just moments, allowing you to open this newly copied company seperately from the original (the only thing it does not copy […]
Published by Joe on April 2nd, 2008 tagged Products, Training, Tips & Tricks | Comment now »
Stay Informed
Have you ever wished you could be kept informed about the latest updates for Cougar Mountain Software? If so, then you should sign up for the CMS Newsletter. Not only will you be informed of updates, but you will also receive specific product information, helpful tips and links, and other resources. And for those who worry […]
Published by Joe on February 29th, 2008 tagged Tips & Tricks | Comment now »
Backing Up Your Company Data
Backing up your company data is very important - everyone knows that. Problem is, everyone is too busy to do it often enough. With that in mind, here are some tips on how to protect your company data:
Cougar Mountain has the ability to back up your company data each night while you are sleeping - so […]
Published by Joe on February 7th, 2008 tagged Tech Support, Tips & Tricks | Comment now »
Payroll Report for a Job
A customer recently asked if there was a way to pull a report in Payroll broken down by who worked a specific job, what rate they were paid, and how long they worked, etc. Kevin replied with the following:
You can do exactly that by using Payroll Project Codes. The Employee Project Report displays that information, which […]
Published by Kevin on January 31st, 2008 tagged Training, Tips & Tricks | Comment now »
New Year Resolutions for 2008
If we had our way, these are the New Year resolutions that every CMS customer would include on their list for 2008:
Everyone will consistently make back-ups of their company data.
Sure, it is easy to forget to do when everyone is so busy – but just imagine what would happen if your computer hard-drive was to […]