We've released CDM+ 11.1.0 Beta 3 with a number of enhancements and fixes to CDM+ 11.1. Be sure to review the release notes for full details.
Be sure to also check out our Mid-August 2020 Engage Update.
Contribution Records now allow changes to the following values even when posted to a ledger entry in a closed period.
- Giving Unit
- Contribution Date
- Payment Type
- Payment Type Notes
- Entry Memo
- Non-tax Deductible
There are two new fields on Contribution records that are available as find fields, results on windows, and columns on custom listings and exports:
- Online Fee Amount (fees charges for electronic payment processing)
- Online Net Amount (the amount deposited into the organization's bank account)
Merge Giving Units
You can now merge two or more giving units into one. This feature handles all linked records, including online gifts and payment methods:
- Group Assignments
- User Fields
- Email Links
- Sent Notice Links
- Giving History
- Recurring Contribution Setup
- Scheduled online gifts
- Payment methods
To merge giving units, open Program → Contributions → Giving Unit Records and perform a find that will include all giving units to merge. Select two or more records in the results list and click Merge in the sidebar.
A Merge Giving Unit Records window opens.
Here you can:
- Double-click or drag the giving unit you want to be the destination to the left REQUIRED
- Click the green arrow next to a giving unit to jump to their record
- Click Add Giving Unit to add additional giving units to the merge
- Click the red X to remove a giving unit from the merge
When ready, click Next. You will see a preview of records to be merged.
Click Merge to complete the merge. Click Back to return to the first step and adjust your source list and destination. Click Cancel to abort the merge.
Merging is a permanent operation. There is no "un-merge" feature.
After merging, Giving Unit Records will update to show the new, merged giving unit. If there are errors or the merge cannot be completed, CDM+ will report those issues.
The Online Giving tab on Giving Unit Records has been renamed to Engage.
Process Pending Contributions
It is recommended to use Process Pending Contributions to create contribution records for guest gifts. If, however, you have already manually entered contributions for these gifts, you now select the pending contribution and mark it as already processed to remove it from this list.
Marking a pending contribution already entered WILL NOT create a contribution and credit the giver for their gift. This feature is intended for use by organizations who have not been using Process Pending Giving routinely and need to purge gifts they manually processed.
Deposit processing has gained a number of enhancements.
Mark already entered
It is strongly recommended to use Deposit Processing to post online payments to your ledger. But if you have manually entered these ledger entries you can now select a deposit and click Mark Already Entered to hide that deposit.
Marking a deposit already entered WILL NOT create a ledger entry to record funds received. This feature is intended for use by organizations who have not been using Deposit Processing routinely and need to purge gifts they manually processed.
The vertical split on the right side of Deposit Processing can now be adjusted.
After posting a deposit you can click Return to Deposit Processing to process additional deposits.
Re-printing Deposit Processing Reports
Deposit Processing now has a History tab showing previously processed deposits. Select a deposit and click Print to re-print its posting report.
This feature is designed to be used when troubleshooting problems in deposit processing. From the history tab, you can mark a deposit for un-processing. Un-processing a deposit will void the original ledger entry, mark connect records as un-deposited, and return the deposit to the Active tab.
Payroll Direct Deposit
You can now configure a separate asset from which payroll will be credited under CDM+ → Preferences → CDM+ System → General → SST on macOS or File → Preferences → CDM+ System → General → SST on Windows.
Changing the asset does not affect the bank account from which funds are withdrawn. To use distinct bank accounts for payroll and giving/payments, please contact email@example.com to request a form to change your bank account with Stewardship Technology.
You can now run two or more installations of CDM+ at the same time. Note that running a single installation multiple times is not supported. See How to install multiple copies of CDM+ for instructions on installing multiple copies of CDM+.
CDM+ will recall the database based on its installation path. For example, if you work with two databases for separate organizations, install CDM+ twice and name each installation for an organization. CDM+ will then remember the database for that organization allowing you to easily work in both databases.
We've reduced the size of installers, especially on Windows. Additional work is underway to further reduce installer size.
|Version||macOS Size||Windows Size||Core Web Update Size|
|11.0||215 MB||443 MB||85 MB|
Credit Card Vendors
You can now search on credit card vendor fields.
Posting Accounts Payable Invoices by due date
CDM+ 11.1.0 Beta 1 changed how invoices with a due date were posted. Based on feedback from this change, we've reverted this behavior and will developer another solution to facilitate posting payments for invoices created by Mobile Receipts.
Clicking Select/Add on the Notice option for notice reports opens the Notice Organizer. This window has received a number of enhancements.
- You can now select multiple notices and delete them en masse. You must own all notices to delete them.
- Email notices will show the last sent date.
- You can now search notices by description and, for emails, subject.
Notices will now display icons to indicate if there are restrictions on view or modifying the notice. You will also see an icon for notices you do not own. The owner is now displayed on the Info tab.
Duplicating a notice will now retain access settings of the original notice.
Notice ownership can be changed in Administration. CDM+ 11.1 adds the ability to take ownership within the notice browser. Administrators can select one or more notices they do not own, right-click the notices and take ownership.
Alt Tags for images in email notices
Images in email notices will now have the HTML
alt tag set to an empty string by default. This will improve deliverability for some mail servers. You can optionally assign the value of this tag by double-clicking an image and entering Alt Text on the Data tab. Alt tags are valuable for screen readers and search indexing.
Engage Account Setup
When creating an Engage username you can now send the reset password email to the email address for your CDM+ user. This helps when creating an Engage account that you intend to manipulate through CDM+ only and the individual does not want to access Engage themselves.
Individuals can now be granted an Administrator role in Engage. This allows the individual to access features like Engage Settings, Payment Administration, and Expired Cards in Engage.
When updating to CDM+ 11.1 individuals who were linked to a CDM+ User are automatically assigned to the Administrator role.
State income tax withholding calculations have been expanded for these states:
Additional marital status and other options will appear when choosing that state. If no modifications are made, withholdings will calculate as they did in CDM+ 11.0. After updating an employee to use the state-specific option, withholdings will match the state provided calculations exactly.
Payroll paid by direct deposit
You can no longer modify the paid date payroll paid by direct deposit. This ensure consistency between payroll records and payments made.
W-2s on macOS
Aatrix on macOS does not support W-2C forms. To ensure clients are aware of this limitation, generating W-2s on macOS will now display a warning.
Sales Order Records now allow a negative amount for flat adjustments.
Event Schedule buttons
We've added a button to create an event on a specific day on the event schedule. Buttons to scroll up and down have been removed in favor of a mouse scroll. The button for opening the Inspector has been upgraded.
CDM+ 11.1 adds a non-profit custom version to facilitate migrating users from DonorWorks to CDM+. Learn more about the differences on our DonorWorks and CDM+ FAQ. If your organization would prefer this mode simply contact firstname.lastname@example.org to request re-serialization.