CMS Professional 2010
Now with Cougar Dtails - A Financial Dashboard
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.
Additionally we are in the process towards PA-DSS validation, which in turn means that this software remains in PCI compliancy. This release of the CMS Professional software has already passed the audit, the application for validation submitted, and now we’re simply awaiting final approval and to be added to the approved list put together by the PCI Security Standards Council. Once approved for validation, this will mean that our latest CMS Professional software release meets the latest standards, ensuring that your customers’ credit/debit card data is secure throughout the entire payment process.
Once we’ve received our certification, we will be listed on the PCI Security Standards Council website as a validated payment application https://www.pcisecuritystandards.org/security_standards/vpa/.
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:
- Review at-a-glance data on your business financial health and drill-down into that data to understand the bottom line
- Export reports more easily to Excel (CSV)
- Effectively narrow your lookups when searching for a stock item or customer
- A direct link to order your forms & supplies online
For a brief overview of which applications are impacted by our new product and features, refer to our Quick Reference Guide, or you can download the CMS Professional 2010 New Features PDF.
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.
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 & condensed), Master Vendor, Cash Requirements (detailed & summary)
- Accounts Receivable: Customer Master, Aged Analysis (detailed)
- Bank Reconciliation: Bank Register (single line)
- General Ledger: Audit Trail (single line), Budget Performance, Chart of Accounts, Trial Balance
- Inventory: Master Stock
- Job Cost: Billing History (detailed & summary), Sales by Salesperson (detailed), Profit Margin (detailed)
- Order Entry: Sales History (detailed & summary), Sales by Salesperson (detailed), Price Variance, Profit Margin (detailed)
- Payroll: Master Employee, Employment History (condensed)
- Point of Sale: Sales History (detailed and summary), Sales by Salesperson (detailed), Price Variance, Profit Margin (detailed)
- Purchase Order: Open Purchase Order (detailed & 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.
Improved Payroll Integration to Denali
Now post payroll transactions in CMS Professional, export the payroll data using the Universal Bridge, and then import the Accounts Payable, Bank Reconciliation, and/or General Ledger data into Denali.
What's Next?
- 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!
Request a New Feature
You can request a new feature by filling out our Suggestions Survey.
