Helpful Next Steps After Year-End

Feb 3, 2026

Starting 2026 Strong

The long and winding road of Year-End may be behind you, but the trail ahead still has landmarks worth visiting. As you continue your journey into 2026, here are a few additional markers to keep you on the path to a successful new year.

Reviewing Contributions History

Take a moment to confirm that all year-end postings, corrections, and adjustments landed where they should. This is also the perfect time to resolve any lingering mismatches and verify totals before archiving.

Follow the route below for a walk-through video on the process.
https://help.cdmplus.com/jsg/contributions-history-videos

Consider Archiving

Once you’re confident that your contribution data is accurate, you can now consider archiving data that is no longer relevant for day-to-day operations. Archiving keeps your system fast and organized while preserving old records if you need them.

Follow the route below for a walk-through video on the process.
https://help.cdmplus.com/jsg/archiving

How to Close Periods

It’s always a good idea to close each month. By closing each month you prevent entries from being entered into the wrong period. If a mistake is found, closed periods makes it easier to locate the mistake.

Watch the video or follow the path below to find helpful directions.
https://help.cdmplus.com/ledger/close-open-periods

Get started. Get connected.

Have questions about prices, plans, programs, or integration?

Contact us today to learn more or schedule a demo to discover how CDM+ can work for your organization.