CDM+ Accounting is built upon the Chart of Accounts. Without a sensible accounting structure, reports are difficult to understand and offer little-to-no value. Producing valuable and accurate reports begins with data entry, specifically with choosing the right accounts for your invoices, checks, payroll setup, etc.
CDM+ tracks people as members through Address and Individual records. It can also track people who are customers, vendors, employees, etc. When an individual has multiple relationships to the church, CDM+ can link these records together and save you time when entering and updating data.
One of the core features in CDM+ is the record frame window, such as Address Records, Individual Records and Employee Information. Many times these windows will have all the information about a particular record—an individual, for example—split across multiple tabs. You can click each tab to see the information it contains, such as Photos or Groups, but did you know CDM+ lets you see multiple tabs at once?
CDM+ offers several ways to access the windows and reports in the program. One of these is the toolbars that appear, by default, at the top of your screen. Have you ever wondered exactly what each icon on a toolbar does? CDM+ gives you two ways to clarify each toolbar icon.
Record Frame windows—the workhorses of CDM+—can easily create reports based on the results list at the top of the window. But did you know you could further customize what prints on the report by selecting only certain results to print?
One of the most frequently used portions of CDM+ is the Contributions program. While churches and nonprofits enter gifts throughout the year, many only run statements once—in January. Here’s a printing tip that will help make this process smoother.
Switching between a mouse and keyboard is time-consuming, so CDM+ offers keyboard equivalents for many commands. Let’s say you have a list of changes to make in address records. Here’s how to make them without using your mouse.
Begin by clicking Show All in Address Records. Click the Last Name column header to sort this list by last name and set your mouse to the side. Time to put those fingers to work.
If you frequently enter financial data into CDM+, you probably use the numeric keypad on the right side of your keyboard. Did you know there is a preference in CDM+ that can help speed up your data entry by keeping your keystrokes together?
CDM+ Event Registration lets you create a letter, card or e-mail notice that can be sent to confirm an individual’s registration for an event. Here are a few tips for using the Confirmation Notices feature.