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
How to Void a Check in Accounts Payable

Accounts Receivable

Cleaning Up AR Statements 

Bank Reconciliation

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

Due To/Due From feature 

General Ledger

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

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

Year End Procedures

Misc.

Copy Company Utility
Top Three Questions Asked of Customer Support
Using an ODBC Connection to Access Your Data