slide#: 1© gps financial services 2008-2009revised 04/07/2009 cms 2 pr proc-forms-aatrixupd™...

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Slide#: 1 © GPS Financial Services 2008-2009 Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

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Page 1: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 1 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™Price: Call $$$

(generous discounts on multiple purchase)

cms2PR Proc-Forms-AatrixUpd™Price: Call $$$

(generous discounts on multiple purchase)

Cougar Mountain Software

Professional Version

Page 2: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 2 © GPS Financial Services 2008-2009Revised 04/07/2009

Product & Bundle Pricing>> Highest Product full price <<

Product & Bundle Pricing>> Highest Product full price <<

Single Bundled

cms2AR FixCodesChg cms2AR FixMissingInfo $ 111 $ 56

cms2AR AutoCreditHold $ 350 $ 175

cms2AR AreaCodeFix or Add Fax #’s or Add SIC $ 350 $ 175

cms2AR CopyCustomers-Prospects $ 350 $ 175

cms2SH ShippingNotifications $ 155 $ 74

cms2EX Excel $ 199 $ 99

cms2EM Email $ 89 $ 44

cms2AR IntegrityVer $ 350 $ 175

cms2AR PhoneCheck/Fax $ 88 $ 44

cms2AR PwrEntry $ 350 $ 175

cms2UF LookupEnh+ or cms2UF UDF $100 $ 50

cms2EM PDFblaster+ Call $$$

A Little Advertising

Page 3: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 3 © GPS Financial Services 2008-2009Revised 04/07/2009

1. Product Info

2. Installation

3. Troubleshooting

4. Upgrades, Service Packs & Smart Patches

5. Technical Info

6. Future Plans

7. Ordering Info

8. Other Products

9. Enhanced Reports

10.Examples & FAQ’s

11.Tips & Tricks

Sections to this presentationSections to this presentation

Page 4: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 4 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

Page 5: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 5 © GPS Financial Services 2008-2009Revised 04/07/2009

Added Functionality

Improved User friendliness

Quickly fix missing or bad data

Module Integrity Verification

Compatible with CMS Versions 9 through 12 & V2009

cms2PR Proc-Forms-AatrixUpd™ Product Info

cms2PR Proc-Forms-AatrixUpd™ Product Info

Page 6: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 6 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

Page 7: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 7 © GPS Financial Services 2008-2009Revised 04/07/2009

Go to Cougar’s service center and navigate to Aatrix Tax Forms

or just click on

http://updates.aatrix.com/web/Cougar/Setup.exe

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 8: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 8 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 9: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 9 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

You may not get the screen

Page 10: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 10 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 11: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 11 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 12: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 12 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

You may not get the screen

Page 13: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 13 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

You may not get the screen

Page 14: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 14 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 15: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 15 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 16: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 16 © GPS Financial Services 2008-2009Revised 04/07/2009

Now go into Cougar

PR Module

Reports

Payroll forms

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 17: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 17 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Select display

Select Federal 941, Later your state forms

Page 18: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 18 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

You may not get the screen, if you do, select as needed

Page 19: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 19 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 20: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 20 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 21: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 21 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 22: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 22 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 23: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 23 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 24: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 24 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 25: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 25 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 26: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 26 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 27: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 27 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

cms2PR Proc-Forms-AatrixUpd™ Installation Instructions

Page 28: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 28 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

Page 29: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 29 © GPS Financial Services 2008-2009Revised 04/07/2009

This product should require no troubleshooting. Its beautiful in its simplicity.

Re-indexing is almost always a first step

If a record locking error occurs, use UTICMS to delete any blank records

If problems still exist, use dbFix & FileFix to rebuild the file

If the problem remains, it might be desirable to use UTICMS to zap the file and recreate.

cms2PR Proc-Forms-AatrixUpd™ Troubleshooting

cms2PR Proc-Forms-AatrixUpd™ Troubleshooting

Page 30: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 30 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

Page 31: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 31 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Upgrades, Service Packs & Smart Patches

cms2PR Proc-Forms-AatrixUpd™ Upgrades, Service Packs & Smart Patches

This product will automatically be updated when a version change, service pack or smart pack is installed by the Win2Win utility

If a custom report was installed, it will need to be reloaded

Page 32: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 32 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

Page 33: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 33 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Technical Information

cms2PR Proc-Forms-AatrixUpd™ Technical Information

Page 34: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 34 © GPS Financial Services 2008-2009Revised 04/07/2009

The pricing on future enhancements is not known at this time

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

Page 35: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 35 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Future Plans

cms2PR Proc-Forms-AatrixUpd™ Future Plans

Pending

Page 36: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 36 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

Page 37: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 37 © GPS Financial Services 2008-2009Revised 04/07/2009

How Can I Get the CMStotheMax ™ Products?

How Can I Get the CMStotheMax ™ Products?

You can get this product from your favorite Cougar Mtn Dealer

or

GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com)

13337 South Street #352

Cerritos, CA 90703

714 228-5444 Phone

800 531-2944 Fax

email us at: [email protected]

Page 38: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 38 © GPS Financial Services 2008-2009Revised 04/07/2009

CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic

Page 39: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 39 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2EM Email ™

cms2EX Excel ™

cms2EM PDFblaster ™

cms2AR PowerEntry+ ™

cms2AR AutoCreditHold ™

cms2SY Lookup-Enh ™

cms2OE Collection-Notes ™

cms2AR PastDueNoticestm

cms2CM Collections ™

cms2RRW Reportstm

cms2R&R LearnCDtm

cms2RAR AreaCodeFix ™

cms2OE Unpost ™

cms2R&R LearnCDtm

cms2SH UPS/Fedex/more ™

cms2SH ShippingAcknow ™

cms2CT ContactMgt ™

Cougar-Magic ™ cms2SY UDF ™

Top Sellers & New ProductsTop Sellers & New Products

Page 40: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 40 © GPS Financial Services 2008-2009Revised 04/07/2009

Product OverviewProduct Overview

Accounts Receivable& Collections

Inventory& Purchasing

Payroll &Human Relations

Export toExcel/PDF

& eMail/Fax Software &Hardware

Sales

Security &User-friendliness

& More

Support Services& Training

General Ledger& Taxes

ReportsEnhanced

Selling &Shipping/Acknow.

Overview

Page 41: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 41 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

Page 42: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 42 © GPS Financial Services 2008-2009Revised 04/07/2009

Page 43: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 43 © GPS Financial Services 2008-2009Revised 04/07/2009

Enhanced & Custom Reports PricingEnhanced & Custom Reports Pricing

Normal Enhanced Report

Single Normal Enhanced Report $ 55

All normal enhanced reports in a module$100

All normal enhanced reports, report tab only all modules $188

All normal enhanced reports for all modules $288

Premium Enhanced Reports

Comparative Sales & Profits (2 period or 3 periods)$110

Customers with no purchases in a date range $ 55

Past Due Invoices in a date range$110

Page 44: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 44 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Enhanced Reports

cms2PR Proc-Forms-AatrixUpd™ Enhanced Reports

Pending

Page 45: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 45 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

Page 46: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 46 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Examples

cms2PR Proc-Forms-AatrixUpd™ Examples

Pending

Page 47: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 47 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

cms2PR Proc-Forms-AatrixUpd™ by CMS to the MAX

Page 48: Slide#: 1© GPS Financial Services 2008-2009Revised 04/07/2009 cms 2 PR Proc-Forms-AatrixUpd™ Price: Call $$$ (generous discounts on multiple purchase)

Slide#: 48 © GPS Financial Services 2008-2009Revised 04/07/2009

cms2PR Proc-Forms-AatrixUpd™ Tips & Tricks

cms2PR Proc-Forms-AatrixUpd™ Tips & Tricks

Pending