 Accounts Receivable
Productivity Tools
For CMS Software Support's
Professional Version (V7, V8, V9, V10, V11, V12 & V2009)
(714) 228-5444
george@cmstothemax.com fax> 800 531-2944
|
|
Product Name
|
|
Product Description
|
Price
*1
|
|
cms2AR PwrEntry
tm
|
|
-
Added lookups by invoice number or amount mostly
eliminates the need to lookup customer numbers
-
Automatically apply invoice amounts until the
check amount is exhausted (with ability to override)
-
Displays selected customer's full name and address
so masterfile errors can be easily identified
-
Hides fully paid transactions by default with an
option to display all if needed
-
Makes it easy to write-off small short or over
pays (including early pay discounts)
-
Warning on double pays, short pays or over pays
and automatically generates an unapplied entry as needed
-
Warnings on duplicate entries based on check
number or dollar amount
-
Makes it easier to apply open credit memos
-
Option to notify customer and/or staff of skipped
invoice(s)
-
Option to notify credit function/salesperson of payment
problems
-
Option to notify by a mailable/faxable document
advising the customer of short pays (sales tax, shipping & etc.)
-
Option to notify salesperson of
payment
-
Handles one check paying multiple customers on the
same check
-
Option to request a resale certificate on
customers who short paid sales tax
-
Option to request a new or updated credit
application
-
Option to request request info on next payment on
past due customers.
-
Easily put a customer on or release a credit hold
-
Easily add collection code/comments to the customer
masterfile
-
Easily change a customer's credit limit
-
Make a deposit slip
|
$350
|
| |
|
|
|
|
cms2AR AutoCreditHold
tm
|
|
-
Automatically puts customers on credit hold when
their invoices are xx days past due
-
Input a default setting for all customers and then
exceptions for specific customers
-
Options to automatically tighten policies when a
customer nears or exceeds high credit or credit limit
|
$350
|
| |
|
|
|
|
cms2CM_Products
tm
|
|
-
eMail or USPS mail past due invoices on a schedule
you specify
-
Track contact names and best time to call
-
Send alerts when time to call/follow up (time zone
adjusted)
-
Automatically remove follow up when invoice(s) are
paid
-
Build your own credit/collection
strategies/procedures/steps and let this tool assist you
-
Unlimited number of collection steps, letters,
warning notices, demand letters, etc.
|
$350
|
|
cms2AR PastDueStmts
tm
|
|
This enhanced version of the statements lets you print only
statements that have a past due balance in excess of an amount you
specify at run time.
$55
|
$ 55
|
|
cms2AR PastDueInvoices
tm
|
|
This enhanced version of the reprint
invoices from history, lets you print only unpaid invoices that have
become past due on a date range that you specify. Example:
10 days past due, 25 days past due, etc.
$110
|
$110
|
|
cms2AR AreaCodeFix
tm
|
|
This productivity tool fixes telephone area
codes based on a zip code masterfile with ability to update as new area
codes are assigned and has the ability to exempt specific customers as
needed.
$350
|
$350
|
|
cms2AR UDF+
tm
|
|
This productivity tool lets you update your
user-defined fields in all modules in a spreadsheet style format.
Using UDF's takes your software to the next level of power and
flexibility
|
$ 99
|
|
cms2AR Agings+
tm
|
|
This enhanced version of the AR Agings lets you
select to sort in descending dollar amount so the largest customers are
on the top. Also, adds telephone, fax, contact name, high
credit, credit limit and last payment to the report.
$80 for both regular and single line; $100 for
all AR reports; $288 for modules
|
$100
|
|
cms2AR DepositSlips
tm
|
|
Print your deposit slips out of CMS.
Cost $55 w/o Microdot -- $155 w/Microdot
|
$155
|
|
cms2AR EnhEditRpt
tm
|
|
This enhanced edit report highlights input errors
and other problems before posting. $55
|
|
|
cms2AR EnhLookup
tm
|
|
Add, change, remove fields from your Cougar
Lookups. Any info in the same file (eg. department,
last ck date, etc.) to your F5 lookups. $100 (for the do-it-yourself tool, or $50-90 per lookup screen changed
if we do it for you -- this handles all modules)
|
$100
|
|
cms2EX_Productstm
|
|
Convert your CMS data/reports
into Excel.
|
See
More
Info
|
|
cms2AR CopyCustomers
tm
|
|
|
|
|
cms2AR eCheck
tm
|
|
Accept checks by phone, fax or internet. This is product
allows you to print a “bank draft” on your printer and submit with your
daily bank deposit. Of course you must have your customer’s
permission. The bank charges you no additional fees over anything that
they charge for a “normal” check.
$56 plus check stock
|
$ 56
|
|
cms2AR AddFaxNo
tm
|
|
|
|
|
cms2AR ShipAddressMountain+
tm
|
|
Easily Change/Add Ship to Addresses also use them to track multiple
contact names at a company.
|
|
|
cms2AR DatedInvPayment+
tm
|
|
|
|
|
cms2AR ChgCodes
|
|
|
|
|
cms2AR IntegrityVer
|
|
|
|
| |
|
|
|
|
cms2AR Macros-KB
tm
|
|
Automate input, skip over unused fields, wait for
input and much more. Its easy to use and $249 of the software including 90 days of support -- additional WS
licenses $60 each
|
$249
|
|
cms2EX_Products tm
|
|
Convert your CMS reports
into Excel. The basic product is comprised of 2 programs to get CMS reports into Excel. This is comprised of a program that converts
Cougar's output to a PDF file. A second program, converts the PDF output to an
Excel file including a parsing routine that empowers the user with the
ability to adjust columns precisely. Included in this package is CMS specific documentation and 90 days of technical support.
|
$199
|
|
cms2AR Forms
tm
|
|
Order your statement stock, w-2 envelopes, business
windows envelopes, invoices and other printed items from a CMS
user in Calif.
Len at
General Printing Impressions 714 730-9061
|
Call $$$
|
|
cms2Emailtm
|
|
Email your P.O. directly out of Cougar to your vendor,
$89-site license
|
$89
|
|
cms2AR ErrorFixingtm
|
|
Fix input and system error procedures.
Both a step by step approach and an overview of how the system works.
|
$155
|
|
cms2AR Closing+tm
|
|
This a procedure covering preparation & the actual
closing procedures for monthly/quarterly/yearend closing for this
module. Includes step by step and an overall schedule.
This covers both software and generally accepted accounting procedures.
Never miss a step again.
|
$110
|
|
cms2SY ReprintPostings
|
|
Store and be able to reprint the entire set of posting reports for any
module
|
Call $$$
|
|
|
cms2AR SICCodes+ tm
|
|
|
Call $$$
|
|
cms2AR Troubleshooting+ tm
|
|
|
Call $$$
|
|
cms2AR Unpost+ tm
|
|
|
Call $$$
|
|
cms2AR Upload+ tm
|
|
|
Call $$$
|
|
cms2Email
|
|
eMail Invoices, Purchase Orders, Shipping Notices,
other reports, straight out of CMS using your eMail client
(This tool sends one output to one or more eMail addresses out of
your eMail addressbook)
2> Store your reports on your hard drive and reduce the
number of hard copies you need to file and store. Included in
cms2eMail
tm
3> Automatically send your posting reports to be stored on
the hard disk where they can be retrieved when needed.
Included in cms2eMail
tm
Bundle
Purchased: $89 discounts on multiple products
|
$ 89
|
|
cms2CM AutoCreditHold
tm |
|
-
Automatically puts customers on credit hold when
their invoices are xx days past due
-
Input a default setting for all customers and then
exceptions for specific customers
-
Options to automatically tighten policies when a
customer nears or exceeds high credit or credit limit
|
$350
|
| cms2OE CollectionComments
tm
|
|
When a customer has a
value has anything in the collection status field in his masterfile record and
an invoice is entered, a pop-up is generate by the software stating that this
customer is in collection. This enhancement adds to that pop-up the
contents of the Collection Comments and also displays the customer notes to
supercharge the value of this function. Since this is a modification to
the software, it will need to be changed with subsequent version. The cost of
this is generally 50% of the original software. |
$400 |
| |
|
|
|
- pps/cms2AR_AddFax#'s-2009.pps
- pps/cms2AR_AddSIC's-2009.pps
- pps/cms2AR_Agings-2009.pps
- pps/cms2AR_AreaCodeFix-2009.pps
- pps/cms2AR_AutoCreditHold-2009.pps
- pps/cms2AR_Checklists-2009.pps
- pps/cms2AR_ChgCodes-2009.pps
- pps/cms2AR_Closing-2009.pps
- pps/cms2AR_CopyCustomers-2009.pps
- pps/cms2AR_Credit&Collection-2009.pps
- pps/cms2AR_DepositSlips-2009.pps
- pps/cms2AR_eMail-2009.pps
- pps/cms2AR_EnhReports-V12-2008.pps
- pps/cms2AR_Excel-2009.pps
- pps/cms2AR_ForceChg-2009.pps
- pps/cms2AR_Forms-2009.pps
- pps/cms2AR_Integrity.pps
- pps/cms2AR_LookupEnh-2009.pps
- pps/cms2AR_MacrosKB-2009.pps
- pps/cms2AR_MaxPak-2009.pps
- pps/cms2AR_MtnShippingAddr-2008.pps
- pps/cms2AR_PastDueInvoices-2009.pps
- pps/cms2AR_PastDueStatements-2009.pps
- pps/cms2AR_PaymentDiscrepancy-2009.pps
- pps/cms2AR_PhoneCheck-2009.pps
- pps/cms2AR_ProblemSolving-2009.pps
- pps/cms2AR_Procedures-2009.pps
- pps/cms2AR_PwrEntry-2009.pps
- pps/cms2AR_QckEntry-2009.pps
- pps/cms2AR_ReportsEnh-2008.pps
- pps/cms2AR_ShipToMtn-2009.pps
- pps/cms2AR_UDF+-2009.pps
- pps/cms2AR_Unpost-2009.pps
- pps/cms2AR_Upload-2009.pps
|
|
|
|
|
|
(We are not CMS Software Support in Boise,
we take their excellent product and make it better. We offer software
products, enhanced reports, services, training and hardware that
maximize the value out of this powerful accounting program. We have
been customizing solutions for CMS since 1990. We are
located in California.
|
