Tips and Techniques (TNT)

  • Do I have to use Head of Household and Spouse to describe members?

    Thursday, January 17, 2019 - 09:15

    The values for Family Status can be modified in the Master Coding System.

  • Setting Up Payroll for Clergy

    Friday, January 11, 2019 - 14:40

    How to set up employee information and pay items for clergy.

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

    Thursday, January 3, 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.

  • Is there an easy way to set several giving units to receive email statements?

    Friday, December 21, 2018 - 15:27

    Use Giving Unit Email Maintenance to update the Email Statement checkboxes on several giving units.

  • Which giving units have made contributions through Engage?

    Friday, December 21, 2018 - 13:48

    To find giving units that make contributions through Engage, you need to use an advanced find on the Giving Unit Record.

  • Use Contribution History to Analyze Giving

    Thursday, April 5, 2018 - 13:38

    The Contribution History is a valuable tool for analyzing and understanding the giving patterns and trends in your church or organization.

  • How Do I Use Account Sets?

    Friday, March 23, 2018 - 15:18

    CDM+ Accounting lets you filter reports to include specific ledger accounts. The Select Accounts window makes it easy to manage sets of accounts that you use regularly in producing financial reports.

  • Is My CDM+ Current?

    Friday, January 26, 2018 - 14:40

    How can I tell if I'm running the latest version of CDM+, and what should I do if I'm not?

  • Year End Tasks for Payroll

    Monday, January 15, 2018 - 09:33

    Use these tasks to move into a new year with CDM+ Payroll.

  • Year End Tasks for Accounting

    Saturday, January 13, 2018 - 13:05

    To move into a new year with CDM+ Accounting, performing some or all of these tasks will help you produce accurate year-end financial statements and move into the new year.