Page History

Step 1: Check system requirements

macOS

• macOS 10.13 High Sierra
• macOS 10.14 Mojave
• macOS 10.15 Catalina

Windows

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Read more about changing system requirements.

• Windows 7 x64 (Deprecated)
• Windows 8.1 x64
• Windows 10 x64
• Windows Server 2008r2 x64 (Deprecated)
• Windows Server 2012 x64
• Windows Server 2016 x64
• Windows Sever 2019 x64

CDM+ Mobile

For Data Hosting/SAAS clients, CDM+ 11.1 includes support for Mobile Receipts. In additional to the CDM+ 11.1 beta, you will need access to the beta release of CDM+ Mobile 2.3. Email support@cdmplus.com to request access to the beta. Include:

• Your church or organization name
• For each individual who needs access to CDM+ Mobile 2.3:
  • Their name
  • Their email address accessible on their device
  • Their platform(s): iOS or Android

You do not need to update all CDM+ Mobile users to CDM+ Mobile 2.3. You can elect to provide the beta to only those users wanting access to mobile receipts while other users run the published version of CDM+ Mobile.

CDM+ Mobile 2.2 or later is required to access CDM+ 11.0.x databases.

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Step 2: Backup your data

Back up all databases that will be updated to the new version. If you subscribe to CDM+ SAAS or Data Hosting you can contact support to make a backup or simply rely on the nightly backup.

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Open CDM+ and update your database(s) to the current version. 

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CDM+ 11.1

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Error after updating from an earlier version

After launching CDM+ 11.1.0 Beta 3 for the first time on a computer that previously had an older version of CDM+ installer, you will encounter sporadic errors using CDM+. You may also see the text -14 appear through out the program.

WORKAROUND: Simply restart CDM+. This error only occurs on the first launch of the program when older settings files are upgrade to a new format used by 11.1.

CDM+ 11.1 Highlights

Accounting

• 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

Highlights

Please see What's new in CDM+ 11.1.

Changed and removed features

Georgia State Income Tax Withholding

CDM+ 11.1 includes a correction tax calculations for Georgia State Income Tax. Previously the standard deduction was mis-calculated at $4,600.00 for the year for those filing as Married. CDM+ 11.1 uses the the correct deduction of $3,000.00 for the year for persons marked as Married Filing separate Return. These deductions are defined in Table E on page 42 of the Employer Tax Guide. Because of this mis-calculation, it's possible employee state income tax for 2020 has been under-withheld. We recommend review YTD withholdings and, where necessary, add additional state tax withholding to catch up employees to avoid owing any state taxes when filing 2020 returns.

FTP Sync (Self-Hosted Clients)

The FTP sync feature has been removed from automatic backups for self-hosted clients. A file sync feature is not specific to Suran's software and can be accomplished using a number of 3rd party tools. 

Multiple Credits and Debits to the Same Asset on a Single Ledger Entry 

In CDM+ 11.1, all credits and debits to assets with the same account number are combined into a single item on the bank reconciliation. This behavior has been present in previous releases for Advanced Fund Accounting, but is now present for all clients regardless of the Advanced Fund Accounting setting. This change allows the Bank Reconciliation window to function predictably when multiple asset accounts share the same number and Advanced Fund Accounting is not enabled—a rare, but legitimate configuration.

This change assumes a ledger entry represents at most a single financial transaction per bank account. If you are accustomed to entering multiple deposits and withdrawals to and from a single bank account on a single ledger entry, CDM+ 11.1 will no longer allow you to clear that activity as independent debits and credits. Instead, enter a separate ledger entry for each financial transaction to your bank account. If you have routine bank activity you enter, such as 3rd party payroll, consider using Recurring Ledger Entries to optimize this process.

This change can also cause an undesired impact if you use the same account number on multiple assets to designate separate bank accounts in the chart of accounts. In this situation, re-number your chart of accounts to use a distinct account number for each asset representing a distinct bank account.