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Press Release

September 28, 2004

Reporting to the MAX including Point of Sale and Non-profit Versions Provides Added Security, Ease of Use in Latest Version of Its Accounting Software

September 28, 2004 / BOISE, IDAHO – Reporting to the MAX including Point of Sale and Non-profit Versions is now shipping Version 9 of its general accounting, FUND accounting and point of sale software products with new features developed as a result of customer suggestions.

Version 9’s more than twenty new features expand the power and flexibility of the product and make it easier and faster to use. The ability to quickly drill down to transaction details, enhanced look-up and reporting features, and added security features make Reporting to the MAX including Point of Sale and Non-profit Versions the ideal accounting solution for small to medium-sized businesses that have outgrown their initial accounting software.

Some of Version 9’s new features that help businesses manage their finances are:

  • Jump to Detail (Drill-down): Customers will save time and paper with this new ability to double-click on a transaction and view a history report with detailed information on the selected item. The feature was added to the AP Vendor, AR Customer, Order Entry/Point of Sale General Ledger and Payroll Employee modules.
  • Enhanced Lookup: By adding customer and vendor phone numbers to lookup, users can search and sort by phone number and view that information whenever vendor and customer data is accessed.
  • Additional Salesperson Security: This new security feature helps growing businesses maintain secure control of their finances. The feature adds the option of prohibiting a sales clerk from editing a saved invoice or receipt, while maintaining their ability to retrieve and view those transactions.
  • Enhanced Reporting: Several enhancements to Reporting to the MAX’s reporting capabilities make it easier for customers to select, filter and display information.

“Reporting to the MAX's product offering has grown from a single accounting program to an extensive list of software solutions for the customer,” said Jim Stone, Director of Marketing for Reporting to the MAX. “We’ve accomplished that growth by listening to our customers and business partners.” Today, Reporting to the MAX provides a variety of software solutions with its general accounting, FUND accounting and point of sale core modules and companion products.

For additional information fill our our contact form and a sales representative will contact you or call us at 800.388.3038.

About Reporting to the MAX including Point of Sale and Non-profit Versions
Founded in 1982, Boise-based Reporting to the MAX including Point of Sale and Non-profit Versions publishes accounting software, FUND accounting® software, and point of sale software and hardware. Reporting to the MAX represents more than 20,000 national clients in key vertical markets. Reporting to the MAX is ranked among the industry's top PC software developers in the nation.





Reporting to the MAX including Point of Sale and Non-profit Versions
7180 Potomac Dr.
Boise, ID 83704
(714) 228-5444
sales@cmstothemax.com
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Reporting to the MAX provides software solutions for mid-size businesses and non-profit organizations in need of accounting software, fund software, or point of sale software and hardware across a broad range of industries in need of customizable solutions. Reporting to the MAX represents more than 19,000 national clients in key vertical markets and continues to be recognized as an industry leader for the solutions it provides.

Our core product lines include:

Accounting Software Reporting to the MAX including Point of Sale and Non-profit Versions offers the best value in mid-range accounting solutions. Our version 8.0 Reporting to the MAX offers depth, power, and flexibility in an affordable package that grows along with your company's needs. The software includes modules for General Ledger, Accounts Payable and Receivable, Data Exchange, Inventory, Order Entry/Invoicing, and Liveware's R&R Report Writer® version 9.0. Add-on modules also available with Reporting to the MAX's Accounting software include Multi-location Inventory, Bank Reconciliation, Payroll, Purchase Order, Point of Sale, E-commerce, Report Generator, Job Cost and Barcode Generator.

FUND Software Reporting to the MAX FUND provides non-profit organizations with a fundamental solution to their fund accounting needs. Instant access to accounting reports, an accurate and secure audit trail, and scalable products that grow with an organization are essential to the success of our non-profit customers. Reporting to the MAX FUND includes :FUND General Ledger and Bank Reconciliation.

FUND Suite Software Reporting to the MAX FUND Suite is a fully-integrated, affordably-priced accounting and financial management software package designed exclusively for non-profit organizations and government agencies. Reporting to the MAX FUND handles multiple funds or grant tracking with comprehensive budget comparisons. Each fund can have its own fiscal calendar, separate from the organization's fiscal calendar. Reports can be run for one fund or a range of funds as well as for specific departments within a fund. Reporting to the MAX FUND handles all the complex transactions demanded of a non-profit accounting system including inter-fund transfers and fund balancing. Reporting to the MAX FUND Suite fully conforms to GAAP (Generally Accepted Accounting Principles) as well as provides reporting for FASB standards 116 and 117.Reporting to the MAX FUND Suite includes: FUND General Ledger, Bank Reconciliation, Accounts Payable, Purchase Order, Payroll; Data Exchange and Report Writer.

FUND Revenue Center Software (Reporting to the MAX FUND Suite required)
Also available with the Reporting to the MAX FUND Suite is the FUND Revenue Center. This companion product is specially bundled for our non-profit customers who have specialized accounting needs of sales, order entry or revenue tracking. The Revenue Center controls inventory, tracks customers, prints receipts and billing statements, and analyzes sales. You have all the tools you need for your income-producing enterprises, and it's designed to fully integrate with the FUND Suite.

Point of Sale Software Reporting to the MAX including Point of Sale and Non-profit Versions offers powerful point of sale software that combines an easy-to-use storefront interface with a tracking system that provides more cash control and inventory management. This package will help retail businesses tighten inventory control, and set promotional pricing. Reporting to the MAX Point of Sale includes: Point of Sale, Inventory and Data Exchange.

Point of Sale with Back Office Accounting Reporting to the MAX offers a comprehensive point of sale package that includes a powerful back-office accounting solution. This point of sale solution provides quick and accurate information on sales, inventory and customers. It ties the storefront with the back office; eliminating multiple entries in the books. It identifies items that need to be reordered; eliminating the need to check and recheck inventory. And it allows you to customize reports; producing the information you need. Point of sale provides a secure audit trail for your accountant, as well as several levels of security so the sales clerk, manager and accountant will only have access to the information you authorize. Additionally, the ease of one-step backup guarantees your files will always be there. Reporting to the MAX Point of Sale with Backoffice Accounting includes: Point of Sale, General Ledger, Inventory, Accounts Payable, Accounts Receivable, Data Exchange, Report Writer.

Reporting to the MAX Companion Products
Payroll®
Job Cost®
e-Commerce®
Report Writer®
Report Generator®
BarTender®
Multi-Location®
Point of Sale®
PC CHarge®
Age Verification®

Training
Cougar U training is a comprehensive software training program designed to educate accounting and business professionals on the skills needed to optimize Reporting to the MAX including Point of Sale and Non-profit Versions productivity and maximize their software solution investment. Cougar U training consists of three days of hands-on training at Reporting to the MAX's training facility in Boise, Idaho.

Technical Support
Reporting to the MAX including Point of Sale and Non-profit Versions provides technical support services through its well-trained technical support team to answer any questions that may arise while using Reporting to the MAX including Point of Sale and Non-profit Versions. Reporting to the MAX's technical support specialists are available for assistance from 8 a.m. to 5 p.m. Mountain Standard Time (MST).Customers may secure technical support on a per-incident basis or have the option to purchase an Annual Technical Support Agreement, based on the level of service needed.

Since 1982, Reporting to the MAX including Point of Sale and Non-profit Versions has pioneered the development of financial software and offers the best value in mid-range accounting software, fund accounting software, and point-of-sale software and hardware solutions. Cougar product lines provide growing businesses with software solutions to track and manage finances more efficiently while maintaining financial security.

Reporting to the MAX continues to provide a complete business management tool at a price that growing companies can afford. These competitive features set us apart from industry competition and we continue to receive award winning reviews from industry experts.