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Cougar Mountain’s core product line just got
better! Our new V 7.1 offers you increased
flexibility, functionality, and ease of use when
generating reports, tracking inventory, and
managing where dollars are spent. All the same
features you know and trust have been enhanced
to make your job even easier.
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Efficient reversing of accrual and
other postings
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Capture customized information in
vendor and customer records
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Streamline report posting by
specifying ahead of time where
different types of reports should
print
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Enhanced trial balance window with
information for all 36 periods
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New Payroll history reports include
detailed breakdown of benefits and
deductions
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Streamlined report of customer and
vendor net balances for each aging
period
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Include Order Entry and Job Cost
transaction notes in history report
for tracking special information
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Save time with 1099 tracking by
type, for both current year and last
year - no more manual calculations
needed
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Streamline the return of inventory
or direct expense items to vendors,
by returning items directly through
Purchase Order - will post credit to
vendor automatically
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Quantity/Price breaks visible during
Order Entry and POS sales entry
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Default Location setting for POS
Register and Order Entry batch (with
Multi-Location Inventory only)
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Multi-Batch Bank Reconciliation
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Easily provide detailed Payroll
information to employees with their
paychecks
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Streamlined bank statement
reconciliation of direct deposit
transactions
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Report Writer Version 9 is free
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Current printer displayed at
printing time
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User-Defined fields in Accounts
Payable (AP):
users will have 10 user-defined
fields they can use to track vendor information such as demographics, buying
habits, or anything else. User will be able to filter (and sort, in some cases)
most of the reports in AP by one or more of the established UDFs.
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User-Defined fields in Accounts
Receivable (AR):
users will have 10 user-defined
fields they can use to track customer information such as demographics, buying
habits, or anything else. User will be able to filter (and sort, in some cases)
most of the reports in AR by one or more of the established UDFs.
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Show Quantity/Price breaks in OE and
POS sales entry (OE/POS):
This will allow the clerk to see
the quantity and price breaks established for the current inventory item, which
will allow them to offer their customer increased savings based on quantity
purchased.
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Post Employee Name to Bank
Reconciliation instead of Employee Number (BR, PR):
Offers more clarity on Bank
Reconciliation reports.
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Ability to establish default printer
settings per module for posting and other reports (all modules):
allows user to streamline posting
and report printing tasks by establishing default printer settings. User then
doesn't have to specify these settings individually at the time of posting or
report printing.
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1099 Applicable purchases vs.
non-1099 Applicable purchases, including 1099-Type (AP, PO):
Streamlines the 1099 reporting
process by allowing users to specify which purchases from vendors should be
included in form 1099-MISC, and which should not. System will now track the
purchases and only include those that are eligible on the form. User will also
be able to specify which 1099 Type should be applicable to a given purchase,
which controls the box in which the amount should appear on the 1099-MISC form.
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Track 1099 purchases for current
year and last year (AP, PO):
Provides for an actual cut-off date
to use for 1099 tracking. This simplifies the reporting process since the user
now won't have to "Close" ("Reset YTD Vendor Totals") AP on a specific date.
User will now be able to "Close" at their convenience, while maintaining
accurate 1099 amount information for each vendor and each 1099-Type.
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Reversing GL Journal Entries (GL):
Streamlines the GL Journal Entry
process by providing an automated way to create reversals for Journal Entries
that require them. User can check the "Create a Reversing Journal Entry" check
box, and enter the date for the reversing entry. Then, when the transaction is
posted, the reversing entry is posted as well. This is especially useful for
recurring activities such as accruals.
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Changes to Installation for POS for
Windows vs. POS with Back Office for Windows (POS, other modules):
Offers an alternative for users
who don't need/want a complete back-office accounting solution, but only want
POS, Inventory and Data Exchange. This will offer these users the modules they
want, without having to spend the money for the modules they don't want.
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Default Location setting for POS
Register and OE batch (MLI Only) (POS, OE):
This will streamline the sales
entry process in OE and POS by allowing the user to specify the default Location
from which to pull inventory items. Then, when entering orders or sales, the
process will be quicker since the default has been set already.
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Multi-Batch Bank Reconciliation
(BR):
This will make reconciling bank
accounts more user-friendly, since users can reconcile more than one bank
account at a time. They can begin the reconciliation of an account, and then, if
necessary, work on a different account before finishing the first one. Multiple
batches in the Reconciliation process make this possible.
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Single line AR and AP Aging Reports
(AR, AP):
This gives users an additional
option of a concise Aging Report that gives bottom-line information without
using excess amounts of paper. Customer (AR) and Vendor (AP) net balances are
shown for each aging period on one line.
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Detailed Payroll Check Report (PR):
Gives user more concise report
that shows, for each check issued, the units, Benefits and Deductions applied.
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Customer Name on OE/POS/JC History
reports (OE, POS, JC):
Gives users an additional option
(Customer Number has always been available) to running these reports. Increases
user-friendliness of reports.
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GL Period Totals tab shows 36
periods (GL):
On the Period Totals tab of the GL
Master Account form, the totals for all 36 periods will appear instead of only
the 12 for the current fiscal year. This will give the user more complete and
detailed information without having to run a Trial Balance report.
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Ability to include OE and JC
Transaction notes on OE/POS Sales History report and JC Billing History report
(OE/JC/POS):
Gives user more complete information by being able to include
transaction notes in the report. Transaction Notes can only be entered and
included from OE and JC, but the POS History report can include sales and notes
from OE and JC, so that's why POS is affected as well.
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Ability to have a page break between
transactions on the PR Edit report (PR):
Allows user to distribute detailed
edit report to employees, which allows for easy information distribution, as
well as compliance with new regulations in some states regarding payroll unit
and pay reporting. Page break between edit report transactions allows for
maintained confidentiality of pay information between employees.
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Ability to post PR Direct Deposit
transactions to Bank Reconciliation in summary (BR):
Streamlines reconciliation of bank
statement for users who offer direct deposit, since a summarized Direct Deposit
entry can be easily reconciled with the bank statement. Offers Detailed posting
of non-Direct Deposit transactions so that Cougar Mountain's bank information
will more closely match that of the statement the user receives from the bank.
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Ability to return items through
Purchase Order (PO, AP):
Users will no longer have to
process returns to vendors through Accounts Payable. By using a negative
quantity on a purchase order, they can return Inventory or Direct Expense items
through Purchase Order. When posted, this will create a credit to the Vendor in
Accounts Payable, which can then be applied to any invoice.
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Add Check Date for Immediate checks
to AP Enter Bills Edit Report (AP):
Offers more complete information
to users regarding Immediate (including Paid Out) transactions entered through
Accounts Payable.
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Add Purchase Order field to header
of POS Sales Entry screen (POS):
Allows user to include their customer's PO number on a POS Sale,
so that when their customer refers to the receipt, it will include the PO Number
used for the sale.
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Show current printer on Global
Report Print Options form (all modules):
Streamlines report printing
process by displaying the current printer being used. This allows user to know
which printer is selected without having to select the Setup Printer button.
Because of the new feature which allows user to establish printer defaults for
each module, this form will only appear if the user has selected that it should
appear when printing reports for that module.
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AP Aging and Total Debt Reports
sorting by Fund (FUND - AP):
The aging report and total debt
report will now be able to be sorted by fund. This will allow a user to
reconcile outstanding aging amounts with the amounts they find in the General
Ledger without adding several reports together.
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Report Writer Version 9 is free:
Included in version 7.0 is Report
Writer (RW) version 9.0. This powerful tool is a good reason to upgrade to the
latest version of Cougar Mountain Software including Point of Sale
and Non-profit Versions. LiveWare Publishing has taken great strides in making
RW 9.0 more intuitive for the end user, as well as adding many new and powerful
features.
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