CMS Professional 2010

CMS Professional 2010 for Business Accounting, FUND and Point of Sale products include great new features with enhanced filtering, and internal and external reporting abilities that expand your power to retrieve valuable information and present that data in a format so that you can make intelligent decisions that affect your business success.

Our customers have been asking for these features now for some time. So we’ll say it first – It’s about time! This release announces a new product and new features that we feel pack quite a punch in making your life easier to review and find data so that your business will run more efficiently and effectively. Our customers will now be able to:

For a brief overview of which applications are impacted by our new product and features, refer to our Quick Reference Guide.

Cougar Dtails, A Financial Dashboard
Our newest product is an at-a-glance application that provides you with the ability to gain insight into your business’s data and financial health. This financial dashboard offers a business owner, CPA or CFO a quick and easy visual perspective of a company’s financial health so that smart business decisions can be made.

Cougar Dtails, A Financial Dashboard allows a business owner to explore financial anomalies and get behind those numbers because it easily connects to their General Ledger data. Your financial data is presented in a way that will aid day-to-day operations and trending over periods for effective decision-making.

Learn more about the financial dashboard.Users are presented with 3 different financial viewpoints where they can select default preferences in data viewed on a regular basis, or customize what they see each time. Security measures are also in place so that the software administrator can determine which employees have access to this application. You also have the ability to look at all this data against your budgets. The three dashboard views:

  • The Profit & Loss view (Revenue & Expense for nonprofit users) will illustrate income (revenue) and expenses over a period of time, and a look at net profit/loss.
  • The Cash Flow view shows the relationship between cash and liabilities, which can help businesses, make good cash management decisions.
  • The Financial Indicators show at-a-glance how a company is performing compared to the previous year.

 
Export Reports to a CSV File
This feature is a direct result from a custom modification and continual requests from Cougar customers— easily export report data to a CSV file that can be viewed in Microsoft® Excel or any spreadsheet that can open a CSV file. Now a user can more easily analyze certain reports by creating graphs, or import into other systems. This feature is included with the following reports*:
  • Accounts Payable: Aging (single line and condensed), Master Vendor, Cash Requirements (detailed and summary)
  • Accounts Receivable: Aged Analysis (detailed), Customer Master
  • Bank Reconciliation: Bank Register (single line)
  • General Ledger: Audit Trail (single line), Budget Performance (expense or revenue, percentage used), Budget (standard), Chart of Accounts, Trial Balance
  • Inventory: Master Stock, Movement
  • Job Cost: Billing History (detailed and summary), Sales by Salesperson (detailed and summary), Profit Margin (detailed and condensed)
  • Order Entry: Sales History (detailed and summary), Sales by Salesperson (detailed and condensed), Price Variance, Profit Margin (detailed and condensed)
  • Payroll: Employee Earnings, Master Employee, Employee History (condensed)
  • Point of Sale: Sales History (detailed and summary), Sales by Salesperson (detailed and summary), Price Variance, Profit Margin (detailed and condensed)
  • Purchase Order: Open Purchase Order (detailed and summary)

* Additional reports will be available later.

A "Contains" Filter Option in Lookups
Saves you the time and headache when searching for a specific inventory item or a customer, and you don’t remember the specific details, spelling, or number of the item/name you originally entered into the database. Now all you need are a few letters, numbers, or phrases of what it is you’re looking for in order to narrow your search.

Filter look up information using the Contains option. Just check the Contains box so that you can narrow your search to locate items by inputting only certain characters or phrases.

AP Vendor Lookup window showing the new "contains" search field.
What's Next?
  • The ability to export more reports to a CSV file (available in upcoming smart patches.)
  • Upgrade to Denali and easily convert your CMS Professional 2010 data (available in upcoming smart patches.)
  • More dashboards! How about A Sales Dashboard that reviews your sales history data? Or A Financial Dashboard for Denali? (Dashboard ideas that will be available in upcoming upgrade releases.)
  • Want to export report data not included with this release now? Or a dashboard tailored to your company? Ask your sales executive about our Custom Service Department and customize these new features now!