Tips and Techniques (TNT)

  • 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.

  • Year End Tasks for Contributions

    Friday, January 5, 2018 - 11:48

    To move into a new year with CDM+ Contributions, performing some or all of these tasks will be helpful in processing and reporting contributions.

  • Prepare Giving Statements for Discount Mailing

    Tuesday, December 26, 2017 - 23:23

    CDM+ and DonorWorks no longer provide the Discount Mail sort option. If your post office allows you to send giving statements using a marketing mail discount, you can use a free service from Suran Systems to get address labels and tray labels for your mailing. You will then use this process to match the giving statements with the labels.