Archive for the 'Tips & Tricks' Category
(The articles are listed chronologically...)
March 14 – Spring Forward
This is a reminder to set your clocks forward 1 hour when you go to bed on Saturday night (March 13). Daylight Savings starts at 2am on March 14.
Published by angie on March 11th, 2010 tagged Tips & Tricks | Comment now »
Where Does your Business Stand Financially?
Contact Cougar Mountain Software with any questions about CMS Professional 2010 or Cougar Dtails, A Financial Dashboard at 800.388.3038.
Published by angie on March 9th, 2010 tagged Tips & Tricks | Comment now »
How Do I Create Recurring Entries in the General Ledger Module?
How do I create recurring entries in the General Ledger module?
You can generate recurring transactions by using the Generate Recurring Journal Entries From > Recurring command on the Journal menu. This option is only available if you have the Multi-Batch Processing check box selected in Module Preferences.
This is a useful feature if you have journal [...]
Published by angie on March 2nd, 2010 tagged Tips & Tricks | Comment now »
How to Export Reports to a CSV File in CMS Professional 2010
Included in the release of CMS Professional 2010 was the ability to export reports to a CSV File that can be viewed in Microsoft® Excel or any spreadsheet that can open a CSV file. For this release, we added this option to the Print
Options window for the following reports:
Accounts Payable: Aging (single line and condensed), [...]
Published by angie on February 25th, 2010 tagged Tips & Tricks | Comment now »
CMS User Question: Can I Prevent or Allow Other Users from Accessing Cougar Dtails, A Financial Dashboard?
Cougar Dtails A Financial Dashboard is our newest product and was included with the release of CMS Professional 2010. Here is a little background on Cougar Dtails, A Financial Dashboard, for those of you who may not be familiar with this new product.
Cougar Dtails, A Financial Dashboard connects to the CMS Professional 2010 General Ledger [...]
Published by angie on February 22nd, 2010 tagged Tips & Tricks | Comment now »
CMS User Question: How Do I Set Up Non-Inventory Codes in Point of Sale?
First, we need to identify what exactly a Non-Inventory Code is and the 4 different types of Non-Inventory Codes.
Non-Inventory Code – A Profile Code that defines product categories that are not Inventory items.
The 4 Types of Non-Inventory Codes:
Alternate Tender Codes – Used to identify methods of payment other than cash, check, credit, or credit card. For [...]
Published by angie on February 16th, 2010 tagged Tips & Tricks | Comment now »
Using Batches in Cougar Mountain
We are often asked about using batches, so here is a recap of how batches work in Cougar Mountain Software.
What is a batch?
Think of a batch as a bucket that holds your transactions, and this “bucket” exists up until the time that it is “posted”. Posting is when the transactions in a batch are committed [...]
Published by Joe on February 2nd, 2010 tagged Tips & Tricks, Training | Comment now »
Note to CMS Payroll Users: CMS 2010 Payroll Tax Update 1/22/10
Your CMS 2010 Payroll Tax Update Utility with changes effective as of January 1, 2010 is now available. Before you install this update, you must have CMS Professional 2010 SP1 installed. This 2010 Payroll Tax Update includes all recent withholding table changes for Washington D.C.
You can download this update from the Customer Service Center (CSC) [...]
Published by angie on January 27th, 2010 tagged Tips & Tricks | Comment now »
Save Time AND Money- eFile Your W-2s Today!
Start your New Year right by saving yourself time and money by eFiling your W-2s, state and federal taxes by using our CMS Professional 2010 Payroll software that links directly to Aatrix eFile Center. EFiling has never been easier, and it’s simple and secure.
Our CMS Professional Payroll 2010 can be purchased as a stand-alone module [...]
Published by angie on January 20th, 2010 tagged Tips & Tricks | Comment now »
Note to CMS Payroll Users: CMS 2010 Payroll Tax Update Utility Update
Note to CMS Payroll Users:
Your CMS 2010 Payroll Tax Update Utility with changes effective as of January 1, 2010 is now available. Before you install this update, you must have CMS Professional 2010 SP1 installed. This 2010 Payroll Tax Update includes all recent withholding table changes for the states of Delaware, Kentucky, Missouri, and Oklahoma.
You can [...]