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- Support for Mobile Receipts (currently in beta)
- Ability to view Accounts Payable Invoices after they've been posted
- Ability to find Credit Card Company fields on Vendor Records
- When posting credit card payments, prefix description lines with credit card vendor code
- Expanded customer lookup in Accounts Receivable
- Optimizations when working in Accounts Receivable
Contributions
- Ability to edit contributions when linked to ledger entries in a closed period
- Giving Unit
- Contribution Date
- Event
- Payment Type
- Payment Type Notes
- Memorial/Note
- Entry Memo
- Non-tax Deductible
- Expose online transaction fees and net amount for online gifts
- Merge Giving Units merges all linked records, including payment methods and existing/scheduled online gifts
- Rename the Online Giving tab to Engage
- Ability to mark a pending gift as already entered
Custom Versions
- New Non-Profit version
Deposit Processing
- Ability to mark a deposit as already entered
- Can resize upper right portion of the window
- After posting a deposit allow processing additional deposits
- Separate asset accounts for deposit processing and payroll direct deposit
- Internal validate to ensure accurate posting
- Ability to un-process a deposit
- Ability to re-print deposit processing reports
DOC Regional/DOC General
- Ability to create a minister from a ministry position
- Add church position to Ministry Position records
- Add a status of 'Extending a Call' to the Ministry Position Record Status field
Engage
- Transfer the phone number for text giving when transferring individual credentials
- Allow sending the password reset email to your own email address when creating an online giving account
- Add Engage roles to Individuals; add Administrator to anyone linked to a CDM+ User
General
- Enable multi-select in the "Choose Database Server" window
- Code sign the macOS deployment
- Optimize opening pop-up windows on macOS
- Prevent de-selecting a record on a record frame
- Optimize loading records
Login
- Prevent re-connecting to inactive databases
- Enhancements for running concurrent copies of CDM+
- Recall the last database by application location
- Can launch two copies of CDM+ without getting a settings error (multiple installations required)
- Additional logos for CDM+
Notices
- Sent Notice tabs sort by sent date desc
- Notice Organizer
- Deleted notices en masse
- Last sent for emails
- Search by description (or subject, for emails)
- Show access restrictions
- Preserve access settings when duplicating a notice
- Improvements to resizing content
- Display the owner on the details panel
- Ability for administrators to take ownership of a notice
- Alt tag support for images in email
- Reduce storage for failed email notices
Payroll
- Optimize transmitting payroll direct deposits
- Re-design the Setup tab on Employee Records
- Update tax calculations to use correct pay frequency factor for daily/misc income
- Improve how Minnesota tax calculations use allowances
- Enhance Colorado tax calculations to support new calculation method for 2020 W-4
- Expand the tax calculations to handle employee withholding codes for Connecticut
- Create State Specific Tax Withholding Method For Utah
- Enhance Colorado Tax Calculations to Limit the Number of Allowance Deductions an Employee Can Receive
- Update Massachusetts payroll tax to correctly handle Head of Household filing status
- Enhance the state withholding calculations for Indiana to handle the different types of allowances that Indiana allows
- Enhance the state withholding calculations for Illinois to handle the different types of allowances that Illinois allows
- Default payroll report searches to Paid Date
- Enhancements to tax calculations
- Alabama
- California
- Colorado
- Georgia
- Prevent changing paid date on payroll posted via direct deposit
- Add a warning about W-2C forms when producing a W-2 on macOS
Record Frames
- Expand the deletion progress window
Roommate
- Button to add an event
Sales Orders
- Allow a negative flat adjustment
Updates/Installers
- Reduce update/installer size
- Allow the nodejs server through Windows firewall