CDM+ 11.1 Installation Steps

Step 1: Check system requirements

macOS

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

Windows

• 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.

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.

Step 3: Download the installer

Click the link above to download the installer for your platform.

Step 4: Install the new version

Follow the Installing CDM+ guide to install CDM+. This will remove previous versions of CDM+ from your computer. 

Step 5: Update your database(s)

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

Known Issues in CDM+ 11.1

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.

Archiving produces errors

When attempting to archive in the current CDM+ 11.1 beta you will encounter errors.

WORKAROUND: Contact support to obtain an update that fixes archiving.

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

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.