Accounting

Tips, techniques, and training for CDM+ Accounting

CDM+ 11: Print to Excel

Submitted by Chris Weidner on Fri, 01/24/2020 - 12:27
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New to CDM+ 11 is Print to Excel (macOS and Windows) or Numbers (macOS). Open any report, and you will see a new Excel (and Numbers in macOS) button in the reports toolbar. Click one of these buttons and your report will open within Microsoft Excel or Apple Numbers. One click and you will have your data in Excel or Numbers giving you the opportunity to:

  • Graph the data in a format that best communicates your message.
  • Reformat your data in a manner familiar to your congregation or organization.
  • Observe trends or identify opportunities by analyzing your data with the built-in tools of Excel or Numbers.

CDM+ 11: Email Accounts Receivable Statements

Submitted by Chris Weidner on Fri, 01/24/2020 - 12:24
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Do you run a Daycare or school? Do you rent your facilities for weddings and receptions? Then the new Email Account Receivable Statements in CDM+ 11 will help streamline your workflow! This new report can be found under the Receivable Reports menu.

  • PDF Statement and Email notice in one step.
  • Email Accounts Receivable Statements sends customers a PDF of their statement and includes personalized email notice that can feature your logo, merged fields, and styled text.

 

Save time and trees by sending your Receivable Statements by email.

CDM+ 11: Audit Logging

Submitted by Chris Weidner on Fri, 01/24/2020 - 12:23
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Audit Logging allows you to see who made changes and when to a record. Audit Logging tracks changes to records throughout CDM+, such as Address Records, Contribution Records, Ledger Entry Records, etc.