Accounts Receivable Module
Cougar Mountain's Accounts Receivable module is the best tool for tracking customer information-period. Once set up it allows you to retain a history of customer charges and payments, and the function to make notes regarding any specific transaction. The customer can then be looked up by name, customer number, phone number, or company name using the fast lookup functions.Taking these utilities a step further, you can even set restrictions or allowances within the system according to each customer profile. This means you can enact credit limits, or even note if a particular patron receives a private discount on certain products. No other module gives a clearer picture of the buying habits of your customers or where your business' money is coming from.
Cougar Mountain has been providing growing businesses with Accounts Receivable accounting software since 1981.
Ready to see it for yourself? | |
Often a picture is worth a thousand words, so we recommend you see DENALI for yourself in an online demonstration.
As a bonus you will receive our guide "How to Successfully Choose an Accounting System"  | |
Customer Management
• Print any message — upcoming sales, special greetings and promotions on statements.
• Create custom statement formats for preprinted forms or plain paper statements.
• Clear, easy-to-understand AR Customer Statement identifies the details of payments being applied to invoices, even those that have already been purged from the AR Statement.
• The Invoice to Payment and Payment to Invoice Reports compare various payments and invoices to aid customer service and troubleshooting efforts.
• Easily print out customer mailing labels.
• Define a special discount when receiving payments.
• Apply one payment to as many as 250 invoices.
• Use Hot Key lookups by customer name or number, or quickly view detailed customer file information, including credit limit, collection status, finance charges, YTD charges, and YTD payments.
• Enter a virtually unlimited number of customers and transactions.
• Track customers’ open credits.
• Place customers on hold for credit, and warnings will automatically appear in Order Entry.
• Assign credit limits to customers and warnings will automatically appear in Order Entry when limits are exceeded.
• Process finance charge calculations. Specific finance charges can be assigned to individual customers.
• Customer reports include: Customer List Report, Customer Labels, Master Report, Collection Report, Aged Analysis Report, Control Report, History Report, Customer Statements
Business Reporting
One of Cougar Mountain's biggest benefits is its reporting capabilities - get detailed up-to-the-second knowledge of how the business is running.. Hundreds of reports can be generated from the built in reports, and others can be customized yourself. Financial reports, sales reports, vendor or customer reports to name a few are quickly produced. Drill down into the data with a single click. Financial and Sales dashboards that visibly show you the health of your company.The powerful reporting capabilities of Cougar Mountain Accounting allow you to obtain up-to-the-minute reporting to stay on top of sales and inventory with realtime sales reports by item, salesperson, register, cash receipts, and credit.
• Print your edit reports of orders when you’re ready by setting the date and time range you desire. For example, print out this morning’s invoices or a quotation from yesterday.
• Send customer statements via email with just a couple clicks.
• Determine commission payments with the Sales by Salesperson report.
• Invoices will show whether the transaction is a Hold, Quote or Work Order.
• Show non-inventory codes included in the sale with Salesperson Report and Profit Margin Reports.
• Up-to-the-minute tracking on cash/charge receipt, sales tax, salesperson and department reports.
• Maintain detailed sales history information, including gross profit per invoice.
• Print to multiple printers for multi-department organizations.
• Send customer statements via email with just a couple clicks.
• Determine commission payments with the Sales by Salesperson report.
• Invoices will show whether the transaction is a Hold, Quote or Work Order.
• Show non-inventory codes included in the sale with Salesperson Report and Profit Margin Reports.
• Up-to-the-minute tracking on cash/charge receipt, sales tax, salesperson and department reports.
• Maintain detailed sales history information, including gross profit per invoice.
• Print to multiple printers for multi-department organizations.
Partial Feature List
• Advanced, multi-tiered security system that allows system rights to be established for users by application and function, reduces opportunity for employee theft and errors
• Integrated modules so that posting in one automatically updates all; saves you time and decreases errors
• Drill down and quick lookups. Find customer information, including buying history, instantly, increasing customer satisfaction and saving time
• Set-up Wizard walks you through company set-up, asks all the right questions, explains the process and helps you complete steps in the right order; saving time and reducing errors
• Enhanced Chart of Accounts set-up allows users to choose from five company types and more than 60 different types of businesses. Save valuable set-up time, because module preferences, a chart of accounts and hundreds of codes are loaded automatically
• Process customer payments and make payments to vendors via electronic funds transfer. Reduces paperwork; speeds up your accounts payable and accounts receivable
• One step backup can be sent to hard drive, floppy discs or other removable media. Safeguards irreplaceable data
• Unlimited history storage. Saves customer history for the timeframes you establish
• Assign specific tasks to specific printers; and designate default printers within modules. You choose who (one or many) gets reports
• True networking capability with the option to run single or multiple-batch processing. Saves time, reduces errors, allows inter-departmental and company cooperation and efficiencies
• Universal Bridge imports transactions from external files into General Ledger, Accounts Payable, Accounts Receivable, Inventory and other modules. You don’t have to enter data more than once; simplifies the move up from another accounting package
• System-wide notepads to enter special instructions, notes on customers, products and sales staff
• Customizable, user defined reports that you can print to file, dot-matrix, laser or your fax/modem software, even to email. Create your own or choose from a list of customizable reports, including statements, invoices and receipts
• Integrated modules so that posting in one automatically updates all; saves you time and decreases errors
• Drill down and quick lookups. Find customer information, including buying history, instantly, increasing customer satisfaction and saving time
• Set-up Wizard walks you through company set-up, asks all the right questions, explains the process and helps you complete steps in the right order; saving time and reducing errors
• Enhanced Chart of Accounts set-up allows users to choose from five company types and more than 60 different types of businesses. Save valuable set-up time, because module preferences, a chart of accounts and hundreds of codes are loaded automatically
• Process customer payments and make payments to vendors via electronic funds transfer. Reduces paperwork; speeds up your accounts payable and accounts receivable
• One step backup can be sent to hard drive, floppy discs or other removable media. Safeguards irreplaceable data
• Unlimited history storage. Saves customer history for the timeframes you establish
• Assign specific tasks to specific printers; and designate default printers within modules. You choose who (one or many) gets reports
• True networking capability with the option to run single or multiple-batch processing. Saves time, reduces errors, allows inter-departmental and company cooperation and efficiencies
• Universal Bridge imports transactions from external files into General Ledger, Accounts Payable, Accounts Receivable, Inventory and other modules. You don’t have to enter data more than once; simplifies the move up from another accounting package
• System-wide notepads to enter special instructions, notes on customers, products and sales staff
• Customizable, user defined reports that you can print to file, dot-matrix, laser or your fax/modem software, even to email. Create your own or choose from a list of customizable reports, including statements, invoices and receipts
Support & Training
Annual Technical Support Contract
The annual technical support plan provides 2, 4, 8 or 20 hours of toll-free technical support by phone. Dedicated technical experts at our Boise, Idaho, headquarters answer your questions. Renew your technical support contract before the 30-day warranty on your Cougar Mountain product expires, or before your existing technical support contract expires, to qualify for reduced renewal rates and ensure uninterrupted service.
Training
Cougar Mountain Software offers a variety of training options to fit your needs. These include classroom training at our headquarters, on-site training at your place of business, online training by telephone, and online e-learning. Classes are offered on a regular basis in Boise, Idaho. These classes provide instruction, training and tips to get the most from your software. Online telephone training allows hands-on participation and instruction via an Internet connection. Flexible hours and customized training are an advantage to this training method.
Cougar Mountain Software offers a variety of training options to fit your needs. These include classroom training at our headquarters, on-site training at your place of business, online training by telephone, and online e-learning. Classes are offered on a regular basis in Boise, Idaho. These classes provide instruction, training and tips to get the most from your software. Online telephone training allows hands-on participation and instruction via an Internet connection. Flexible hours and customized training are an advantage to this training method.
Software Assurance from Cougar Mountain
Cougar Mountain’s Software Assurance provides a range of services to ensure you always have the latest version of our software products. Not only will you be eligible to receive our regular Service Packs, you will also receive any new versions of Cougar Mountain software that are released during the term of your agreement. Take advantage of new functionality as it becomes available.
Cougar Mountain’s Customer Service Center
At Cougar Mountain we are committed to your success, and not only with our software. Your purchase of our products and of Software Assurance gives you complete access to our online Customer Service Center. There you’ll find FAQs about our products, e-learning about common accounting tasks as well as extensive premium content on running your Cougar Mountain installation. In addition, we will provide you articles and links to other websites that will be useful in managing your organization.
