Payroll

Tips, techniques, and training for CDM+ Payroll

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.

How do I set up additional or fixed withholding for an employee?

Submitted by Dean Phelps on Thu, 01/03/2019 - 15:57

When completing Form W-4, Employee's Withholding Allowance Certificate, an employee may request that an extra amount be withheld in addition to the calculated withholding. On the 2019 form , this is requested on line 6. In the case of clergy, whose compensation is not subject to federal withholding, this amount will represent a fixed amount to be withheld each pay period.

Both of these are set up using the Taxes/Deductions section of the Pay Items tab of the Employee Information record.