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Slide#: 1 © GPS Financial Services 2008-2009 Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

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Page 1: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 1 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™Fixing FICA/SS/Other % Taxes

Price: Call $$$(generous discounts on multiple purchase)

cms2PR Proc-TaxesFix-PROPN ™Fixing FICA/SS/Other % Taxes

Price: Call $$$(generous discounts on multiple purchase)

Cougar Mountain Software

Professional Version

Page 2: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 2 © GPS Financial Services 2008-2009Revised 04/20/2009

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 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 3 © GPS Financial Services 2008-2009Revised 04/20/2009

To empower the user’s of the Cougar Mountain’s Professional Version:

– To improve the ease of use

– To assist in spot changes in trends

– To maximize cash follow by:

• reducing inventory under-stock’s/over-stock’s

• Maximizing collections on accounts receivable

– To minimize or eliminate any additional costs when a new version, service pack or smart patch is released by CMS

Statement of GoalsStatement of Goals

Page 4: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 4 © GPS Financial Services 2008-2009Revised 04/20/2009

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 5: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 5 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

Page 6: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 6 © GPS Financial Services 2008-2009Revised 04/20/2009

Added Functionality

Improved User friendliness

Quickly fix missing or bad data

Module Integrity Verification

Compatible with CMS Versions 4 through 12 & V2009

cms2PR Proc-TaxesFix-PROPN ™Product Info

cms2PR Proc-TaxesFix-PROPN ™Product Info

Page 7: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 7 © GPS Financial Services 2008-2009Revised 04/20/2009

PR taxes normally get off when PR Taxes are not recalculated after making changes to gross earnings

Another reasons if the tax rates or tax limits were in error or problems with shelter codes

Try to make your adjustments in a way that adjustments stay within the same governmental agency to minimize interest and penalties. So FICA/SS should be offset by a change to Federal income tax, and state adjustments should be offset by changes to State income tax.

Remember to correct both the employee and the employer sides

cms2PR Proc-TaxesFix-PROPN ™Product Info

cms2PR Proc-TaxesFix-PROPN ™Product Info

Page 8: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 8 © GPS Financial Services 2008-2009Revised 04/20/2009

Certain fixes can be done by very carefully modifying the xxxPROPN file and then recalculating the Employee Open File.

The downside of this, is that there is no audit trail and no cross checking

Backup your files first. Never do a restore of data without help from a tech support person.

The procedure is to open the xxxPROPN.dbf file with UTICMS or copy it to another file name then open with (see http://cmstothemax.com/pdf/cms2EX_Ztree2Excel-2009.pdf )

Make the needed changes, if Excel is used, use DX to import back into Cougar

Then recalculate the open file

cms2PR Proc-TaxesFix-PROPN ™Product Info

cms2PR Proc-TaxesFix-PROPN ™Product Info

Page 9: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 9 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™Product Info

cms2PR Proc-TaxesFix-PROPN ™Product Info

Page 10: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 10 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™

Product Info

cms2PR Proc-TaxesFix-PROPN ™

Product Info x

Page 11: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 11 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

Page 12: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 12 © GPS Financial Services 2008-2009Revised 04/20/2009

Installation happens automatically when you install V10 or better

To activate this feature, you need to go to Order Entry> Options> Codes> Order Guide> Run Utility

To keep the file updated, rerun the file daily/weekly/monthly as needed

To optimize this feature, staff should be trained to manually add items that a customer inquires about and any item that the staff feels that the customer might be interested in.

cms2PR Proc-TaxesFix-PROPN ™Installation Instructions

cms2PR Proc-TaxesFix-PROPN ™Installation Instructions

Page 13: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 13 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

Page 14: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 14 © GPS Financial Services 2008-2009Revised 04/20/2009

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-TaxesFix-PROPN ™Troubleshooting

cms2PR Proc-TaxesFix-PROPN ™Troubleshooting

Page 15: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 15 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

Page 16: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 16 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™Upgrades, Service Packs & Smart Patches

cms2PR Proc-TaxesFix-PROPN ™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 17: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 17 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

Page 18: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 18 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™Technical Information

cms2PR Proc-TaxesFix-PROPN ™Technical Information

Page 19: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 19 © GPS Financial Services 2008-2009Revised 04/20/2009

The pricing on future enhancements is not known at this time

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

Page 20: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

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

cms2PR Proc-TaxesFix-PROPN ™Future Plans

cms2PR Proc-TaxesFix-PROPN ™Future Plans

Pending

Page 21: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 21 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

Page 22: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 22 © GPS Financial Services 2008-2009Revised 04/20/2009

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 23: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 23 © GPS Financial Services 2008-2009Revised 04/20/2009

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

Page 24: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 24 © GPS Financial Services 2008-2009Revised 04/20/2009

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 25: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 25 © GPS Financial Services 2008-2009Revised 04/20/2009

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 26: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 26 © GPS Financial Services 2008-2009Revised 04/20/2009

Page 27: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 27 © GPS Financial Services 2008-2009Revised 04/20/2009

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 28: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 28 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

Page 29: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 29 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™Examples

cms2PR Proc-TaxesFix-PROPN ™Examples

Pending

Page 30: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 30 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

cms2PR Proc-TaxesFix-PROPN ™by CMS to the MAX

Page 31: Slide#: 1© GPS Financial Services 2008-2009Revised 04/20/2009 cms 2 PR Proc-TaxesFix-PROPN ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts

Slide#: 31 © GPS Financial Services 2008-2009Revised 04/20/2009

cms2PR Proc-TaxesFix-PROPN ™Tips & Tricks

cms2PR Proc-TaxesFix-PROPN ™Tips & Tricks

Pending