From the Nov. 2009 Review of Not-for-Profit Accounting Programs.
CMS Professional 2010 FUND for Nonprofits from Cougar Mountain Software provides nonprofit and accounting functionality to small to mid-sized nonprofit organizations and government entities.
EASE OF USE/FLEXIBILITY-
Cougar Mountain Software has maintained an easy-to-navigate interface throughout the years, and CMS 2010 FUND is no exception. A toolbar at the top of the screen provides users with quick access to program functions. Changing modules refreshes screen options to reflect the features and functions found within that module.
CMS 2010 FUND offers a flexible account structure, allowing users to utilize up to 45 alphanumeric characters and up to six segments. CMS 2010 FUND also contains excellent customization capability, with all modules offering user-defined fields that can be utilized as needed. Data-entry screens contain lookup options throughout. Setup wizards can be used to enter system and module information, and the batch system simplifies the entering of multiple transactions.
CMS 2010 FUND’s base system is designed for smaller nonprofit organizations and includes the FUND GL, which contains fund, grant tracking and budgeting capability, along with a Bank Reconciliation module. Larger nonprofits may want to consider CMS 2010 FUND Suite, which includes GL, Purchase Order, AP, Payroll and Bank Reconciliation modules. The CMS 2010 FUND Revenue Center offers Inventory, Order Entry and AR modules and is an excellent option for nonprofits that also operate a mail order facility, own a thrift store or just want to track donations.
Also available is the CMS 2010 FUND POS system, which offers both Inventory and Point of Sale modules, a must for those running a small gift shop. Add on modules include Federal and State Tax Forms, BarTender Label Generator, Federal Express and UPS Tracking, Credit Card Authorization, CRM Bridge to ACT!, Fixed Asset Management for FUND, Gift Cards, Merchant Transaction Services, PDF Blaster, GL Report Generator, R & R Report Works, and Tax Updates.
Scalable in scope, CMS 2010 FUND provides an excellent entry-level product with an extensive selection of modules to add onto the original purchased product, allowing the software to easily grow alongside the organization.
CMS 2010 FUND can handle an unlimited number of grants, departments and funds. A solid audit trail ensures that transactions cannot be edited or deleted after posting. CMS 2010 FUND operates on a three-year fiscal calendar, and can administer a variety of fund types including restricted, unrestricted and operating funds.
All of the available FUND packages fully integrate with CMS 2010 FUND modules, and all add-on modules. Consolidation capability allows users to enter data for numerous organizations or departmental locations and consolidate information for easier review. Allocations can be posted to unlimited accounts and can be made using a fixed cash or fixed percentage method.
New in CMS 2010 FUND is Cougar Dtails, A Financial Dashboard. Cougar Dtails offers a quick view of vital financial data with three dashboard views: The Revenue & Expense view, The Cash Flow view and The Financial Indicators view. The ‘Contains’ feature allows searching for items by entering specific words in a search field. You can also now export select reports to a CSV file, with more reports expected to have this capability in the future.
CMS 2010 FUND produces all FASB required reports including Statement of Activities, Statement of Financial Position, and Statement of Cash Flows. Audit trail reports provide detail on all system transactions.
Numerous report add-ons are available and will increase the number and customization of reports that can be processed. The GL Report Generator provides users with the ability to customize all standard system reports or create custom reports from scratch. The Snapshot reports provide access to management information, and the R & R Report Writer provides complete report customization.
Cougar Mountain offers a variety of support options including the Software Assurance plan, which is available in both Standard and Premier levels, providing access to the customer service center and product knowledgebase, along with product maintenance and service packs. A discount is available to Software Assurance subscribers on support, along with classroom and telephone training. Twenty hours of online support is also included in the Premier version of the plan.
Other services offered from Cougar Mountain are installation plans and a variety of training options to suit a company’s budget, schedule and needs. CPA consulting services are even offered to help advise an organization on the best accounting practices. CMS 2010 FUND also offers an excellent Help function, and the e-learning option provides more than 100 online tutorials.
CMS 2010 FUND is currently available for $1,208 for a single-user system. FUND Suite will run $3,870 for a single user, and the FUND Revenue Center costs $1,450 for a single-user system. Add-on modules vary in price. CMS 2010 FUND is an excellent choice for small and growing nonprofits that need the flexibility, scalability and affordability that the vendor continues to offer.
2009 OVERALL RATING: