Archive for the 'Training' Category
(The articles are listed chronologically...)
CMS User Guides Online
Did you know that you can access all of the Cougar Mountain User Guides on the Customer Service Center website? They are in PDF format, and can be saved or printed. We get this question asked alot, even though the documentation is also linked from our main company website. In the documentation area, you can get User Guides […]
Published by Joe on May 5th, 2008 tagged Products, Training, Marketing | 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 »
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 »
Road Show Training Schedule
One of the most popular training options here at Cougar Mountain has been our CMS Road Show Training because it allows you to ask specific questions and get answers directly from an expert (Kevin or Ann). For three days, each module is tore apart and explained, best-practices are discussed, new features are shown off, and people get to […]
Published by Joe on February 19th, 2008 tagged Road Show Training, Training | 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 »
Top Three Questions Asked of Customer Support
With tax season upon us, the CMS Customer Support team is staying very busy. Here are answers to the three most often asked questions from Cougar Mountain customers.
Question #1 - How do I “close” the year 2007?
Answer: If you choose to close the year in Cougar Mountain, just follow the steps in our handy Year End Checklist.
Question […]
Published by Kenny on January 9th, 2008 tagged Tech Support, Training, Tips & Tricks | 2 Comments »
401K Match by Employer
A customer asks “Where in payroll would the employer enter their 401K match for their employees?”
This can be done easily through the Benefits and Deductions Codes. Since the employer is the Benefit to the employee, we start there. The insurance company or mutual fund would be sheltered and will be figured by Percent of gross […]
Published by Kevin on December 11th, 2007 tagged Training, Tips & Tricks | Comment now »
Splitting Expenses for Salaried Employees
A customer recently asked “how do you split the expenses for salaried employees on the PR Pay Rate screen?” Here is the response from the trainer:
Lets say you have an employee that is paid by 2 different departments, each paying different pay rates. Set the first one up as (monthly). Set up an employee by the dollar […]
Published by Kevin on December 5th, 2007 tagged Training, Tips & Tricks | Comment now »
Payroll Garnishments
A customer recently asked Kevin this payroll question:
“I have a new employee that I have to take out a garnishment. I’m not sure which liability account I should put in to set up the garnishment code. I called the accountant and he said he uses 112 Employee A/R, that when we pay it to the […]