tips & tricks
Know a shortcut that helps you cut corners by a few clicks? Have a customized report you think other users might benefit from? This is the place to trade, swap, and copy the tips and tricks other Cougar Mountain users do to help them get through the workday.
From time to time we’ll post our own shortcuts and include step-by-step photos to walk you through the steps, and we welcome any thoughts on how much the tips helped you out.
Feel free to send us your shortcuts and tips, and if we find they’re something other users can benefit from, we’ll expand it into a topic.
Accounts Payable
Processing EFT
Purge Open Items in AP
How to Void a Check in Accounts Payable
Printing 1099s
Accounts Receivable
Bank Reconciliation
How to Void a Check in BR
Bank Transfers When Using Different Funds
Company Set-up
Inventory in Multiple Companies
Getting Rid of Interface Codes
How to Enter Recurring Transactions
FUND Accounting
General Ledger
Using Filters to Produce Detailed GL Reports
Setting Up the Chart of Accounts
Getting Rid of Interface Codes
Inventory
Mark Up Percentages
User Defined Fields
Having Different Prices on Same Item
Using Inventory Items as Non-Inventory
Main Menu
CMS Backup Scheduler
User Rights: Restricting Overrides on Sales
Fiscal Calendar Periods – setting up a 4-4-5 calendar
Backing Up Your Company Data
Payroll
Multi-State W2 Forms
How to Pay a Salary Bonus
Paying Commissions in Payroll
401K Match by Employer
Payroll Garnishments
Payroll Report for a Job
Splitting Expenses for Salaried Employees
Sales
Cheat sheet for Invoice Comments
Making a Deposit with a Credit Card
Year End
Misc.
Using Batches in Cougar Mountain
Computer Performance and Stability Tips
Exporting to Excel
Copy Company Utility
New Features Available in CMS Professional 2009
Top Three Questions Asked of Customer Support
Using an ODBC Connection to Access Your Data
Adding a Calculator to Cougar Mountain Software