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CMS Contribution for Windows - Church Management Solutions

1. P i mm SSSSCS Y Member Status Cc First Name Tom Member by Confirmation Address P O Box 5536 Participation Status ae Blank EEE Ea forea N 2 Enter the exact envelope number or enter a full or partial contributor name If you choose to enter a name enter a full or partial last name and press ENTER to position the cursor in the First Name field At the first name field enter a full or partial first name or leave the field blank and press ENTER Example A partial last name of Jo will find last names which begin with Jo such as Jones Johnson etc The system will search for all persons whose last name and first name meet the entered criteria If a complete name is entered it will display on the Contribution Entry window If a partial name is entered or if more than one person has the entered name a Search dialog will list all matches At the Search dialog click on the contributor name and click OK ALT O to return to the Contribution Entry window The selected name will be displayed If the name is not in the database you can add it at this time Refer to Entering Household Data on page 51 and Entering Person Data on page 68 If the name is not in the database and you want to enter a different name click Next Contributor Alt N command button to clear the fields and re position the cursor in the last name field Processing Contributions 113 If the contrib
2. eecceeeaceeeeeeeneeeeeeeteneeeeeeres 7 Define Persons Membership and Participation Status s eee eee eeeeseeeeeeeees 7 Enter Contributions cei cesiassccedetheevedsdea sea satesestieidesepanensevedutnes ria E EEn EEE NEES 7 Printa Contributor List issesiecgsioe eiaa EEE e 7 Opening amp Exiting CMS 9 Opening CMS for WindowS sssesssesesesseeresresrsersesresrestesresrerrerentenrestesteeresresrnrrnrrsrestent 9 Exiting CMS for WindOWS sivce sesesesoss sidessevacegstessissepesscssapet a a EE E Ei 9 Basic Navigation 11 Basic Navigation Overview eceecesceesseeseceseteeeseeesseeeseeeseceseceeeeseesseesseeeaeseaeesseesaes 11 Mouse and Pointen sissien eia a E TE E A O E 12 POMebaes eene a a treet E S 12 CED O A E T EEA 12 Ho rp las Sinna E E E A 12 Mouse Acton posaron aoea a E E E E E E ES 12 MEMS eao E E A E A RA O E E E E A 13 OOM AI enee eE E EE E ETEN ENOTE 13 VCR Direction Buttons is scccscsccccceeseesvtigseecadeeccebedessevseuancensnaneccesvanesaetereaceosategeavaes 14 Delete Household Person Garbage Can Button eeeeceesceceseeeseeeeneeeeneeeenes 14 Contents i Quick Envelope Label Button cies eseesecsecseeeseeeeeesecssesssesseeseeeseenatenas 14 Print Screen Button sennior a a rE E A E 15 Browse Buton eceso nener n Raa a EN O E me ae 15 Contribution Statement Button sesseesssrssessesresresrssresrsrtsresresresresresrssenrrsresresresrs 15 Attendance Buttons acct cte iisosests
3. Summary amp File Edit CMS People Record Process Reports Options Help lala gt gt Kohler P O Box 5536 612 345 7809 Tab Buttons Summary Contrib History Pledge Next Year First Name Envelope Number Last Name Kohler Next Yr Env Nbr Person i Statement Name Tom and Amy Kohler Member Status Information f Member by Confirmation Title P Imr Particip Status __ Suffix L Blank Mailing Relationship Head J Last Contribution B 22 98 Soc Sec Num 73 56 3429 Balance Date 459 Total Pledge YTD Pledge YTD Contrib Last Yr Contrib Summary of General Fund 0 00 0 00 370 00 0 00 P 2 Building Fund 3 200 00 200 00 250 00 125 0 Contribution 4 Caring Hands 0 00 0 00 40 00 0 00 Information Mark Baker Memori 0 00 0 00 20 00 0 00 mi Person Totals 3 200 00 200 00 680 00 125 00 this Household 28 of 44 PERSON DB Edit Person Summary Maintenance 67 Entering Person Data Entering Person Data This is a convenient method for entering mailing relationships names envelope at the Household numbers and membership status s for people in the household Window NOTE Since you will almost always receive contributions which are anonymous it is a good idea to create a household person which can be used to record these contributions For example enter a person named LooseChange ZZZ and give it the address of the congregation 1 2
4. 1 1 98 Year End 12 31 98 x s i Cance Fund Description General Fund Building Fund Help 3 The End of Contribution Year dialog displays the following message The End of Contribution Year process prepares pledge and or contribution files for the next 12 months Make sure you have printed contributor statements before running End of Contribution Year 4 The End of Contribution Year dialog displays a list of each pledgeable fund and description You can select an option for each fund by selecting an option from the End of Year Pledge Process drop down list button Click the list box to display your choices Advance pledge dates 1 year Clear pledges Replace with next year s pledges Active multi year pledges 218 e User s Guide CMS Contribution Advance Pledge Dates 1 Year Takes the contributor s current pledge for the fund and advances the dates of the pledge to span the new contribution year Pledge types and amounts are not changed Clear Pledges Removes all pledges made to the fund It does not replace the pledges with next year s information Use this option if you are not going to be taking pledges for this fund Replace with Next Year s Pledges Replaces the current pledge with next year s pledge and removes the current year pledge If there is no next year s pledge for a person there will be no pledge in the new year Use this option if pledges for next year have been entered for this fund Active Mult
5. Cont thru the past five years Prior Year 5 Cont All Funds Person History of Contribution amp Pledges 85 Prior Years Cont Prior Years Cont All Funds Lifetime Cont Lifetime Cont All Funds Last Year Pledge Last Year Unpaid 86 e User s Guide CMS Contribution Display only Display only Display only Contributions to the fund for all years prior to the last 5 years CMS will add a decimal and two zeroes to the dollar amount 00 To enter cents enter the decimal and the cents Contributions to all funds for all years prior to the last 5 years Total of year to date contributions and all prior year contributions for the fund displayed Total of year to date contributions and all prior year contributions for all funds Amount of last year s pledge for the selected fund This is updated after the End of Year process but can also be entered manually CMS will add a decimal and two zeroes to the dollar amount 00 To enter cents enter the decimal and the cents Unpaid amount of last year s pledge for the selected fund This is updated after the End of Year process but can also be entered manually CMS will add a decimal and two zeroes to the dollar amount 00 To enter cents enter the decimal and the cents Person Pledges Maintenance Person Pledges Overview Pledges are optional and can be entered before or after entering fund contributions Pledge
6. Define Custom Entry Defaults Standard defaults for contribution entry are defined for all batches Refer to Define Standard Entry Defaults on page 39 You can also customize defaults for individual batches 1 From the New Batch or Select Batch dialog click the Set Defaults button ALT D to display the Set Custom Entry Defaults dialog Batch Number 17 14 97 1st service rae Display Default Funds J Se eae L 1 cenena Fund X cancel Display Addresses C 3 Building Fund Enter Check Number C A Ccaring Hands au Help Enter Contribution Type ba Entry Table Display lt Display Pledge amp YTD Contrib C A Cia C A lt Display YTD Contrib Neither Pledge or YTD Contrib Display Fund amp Amount only Bank Account J 2 Refer to Custom Entry Defaults Field Definitions for information on each selection 3 Click OK ALT O to return to the Select Batch dialog Cancel ALT C to exit the dialog without saving changes Delete Batch Information You can delete a batch before it has been posted 1 From the Select Batch dialog place your cursor anywhere on the batch line 2 Click the Delete Batch ALT L button 110 e User s Guide CMS Contribution 3 The Delete Batch confirmation dialog will display Click Y to delete the batch or N to cancel the delete request Custom Entry Defaults Don t forget that CMS provides online help on the wi
7. Enter the dollar amount for the Pledge Type period and depress ENTER to process The default beginning and ending dates will be inserted automatically For example if the pledge is for 10 00 per month enter 10 The CMS will add a decimal and two zeroes to the dollar amount 00 To enter cents enter the decimal and the cents To enter multi year pledges position the cursor in the Pledge Amount field and click the right mouse button See Setting Up Multi Year Pledge on page 96 for more information The Beginning Date defaults to the first day of the contribution year It can be manually entered if the fund has a different beginning date To enter a beginning date MM DD YY enter the first day of the Pledge Type period Valid entries per Pledge Type are as follows Weekly January 1 or the first Sunday of the month Monthly The first day of the month Quarterly The first day of the quarter SemiYearly The first day of the six month period Yearly or Annual Set Beginning and Ending Dates to span one year SemiMonthly or Fixed Any date is acceptable Ending Date The Ending Date defaults to the last day of the contribution year It can be manually entered if the fund has a different ending date To enter an ending date MM DD YY enter the last day of the Pledge Type period Valid entries per Pledge Type are as follows Weekly Any day is valid Monthly The last day of the month Quarterly
8. Enter the name or initials of the person entering the contributions Processing Contributions 107 Selecting an Existing Batch 1 From the Process menu choose Enter Contributions The Select Batch dialog will list all batches which have been created but not posted If necessary use the scroll bars provided to view the entire list of batches You can change the date and description of the batch To do so position the cursor in the field and click the mouse Change the date or description as needed amp Select Batch x batches need to be posted to be included on Contributor Reports and Statements The batches listed below have not been posted These Y Select x Cancel Description o 4 12 98 Second Sunday in April 3 376 35 3 376 35 S New 16 4 19 98 Third Sunday of April 1 634 50 543 50 Batch 222 Set Delete Hel Totals 5 010 85 3 919 85 Position the cursor anywhere on the batch line Click Select ALT S to access the Contribution Entry window Refer to Step 2 of Posting Contributions Entering Contributions Cancel ALT C to exit the Select Batch dialog without making a selection New Batch ALT N to access the New Batch dialog and create a new batch More Info ALT M to access the Additional Batch Information dialog and view or change batch information for a selected batch Set Defaults ALT D to access
9. 1 5 400 00 5 100 00 4 740 00 360 00 11 573 00 14 534 50 14 534 50 20 726 73 PCSALLC RPT Pledge and Cont Summaries Sample Contribution Summary 8 15 94 Contribution Summary Page l Selected Funds Ali Envelope QTD Cont YTD Cal YTD Total Mem Number Last Name First Name Spouse s Name Contrib Contrib Contrib Contributions Sta 1 Allen Jerome Judy 1 780 00 1 780 00 1 780 00 1 780 00 D 2 Ailen Julie 188 00 188 00 188 00 188 00 B 44 Allen Mike 56 00 56 00 56 00 56 00 3 Brown James Marge 430 00 430 00 430 00 430 00 c Daniels Paul 4 970 00 4 970 00 4 970 00 4 970 00 J Dennison Lisa 50 00 50 00 50 00 50 00 Cc 4 Dennison Sharon 1 070 00 1 070 00 1 070 00 1 070 00 Cc 9 Gardner Mark Terri Witcomb Gard 980 00 980 00 980 00 980 00 D 7 Heller John Sharon 1 091 00 1 091 00 1 091 00 1 091 00 C Heller Karen 100 00 100 00 100 00 100 00 B 6 Kohler Tom Amy 680 00 680 00 680 00 680 00 C 10 Lopez Anthony Bonnie 1 070 00 1 070 00 1 070 00 1 070 00 C Lopez Bryan 13 00 13 00 13 00 13 00 C 12 Sommers Craig 648 00 648 00 648 00 648 00 P 5 Witcomb G erri 610 00 610 00 610 00 610 00 N 999 ZZZ Loose C 33 50 33 50 33 50 33 50 I 13 769 50 13 769 50 13 769 50 13 769 50 Number of Persons with Contributions 16 PCSALLC RPT e Contribution information for selected funds e QTD Contrib posted contributions for selected funds in current quarter e Cont YTD Contrib posted contributions for selected funds as of the
10. Entering Person Data 1 at the Summary Window 2 At the main menu select Household Persons from the People menu Display the appropriate household record For Find instructions refer to Finding Existing Persons on page 73 For an existing person click on the field where you will add data To add a person click on the Add button at the bottom of the window The cursor will move to the Mailing Relationship field on the first available line Refer to the Person Field Definition Chart on page 69 to help you enter or change the person data Continue to enter data for each person within the household When finished you can go to the Person Summary window to add additional information or to display and enter Summary Contribution Contribution History Pledge and Next Year information Please refer to Person Contribution on page 81 and Person Pledges on page 87 for more information CMS automatically saves data when you leave the data window or execute any of the functions such as adding another person or selecting from the main menu bar To cancel the new person data click on the Undo Changes button before another action is performed At the main menu select Household Persons from the People menu Display the appropriate person record For Find instructions refer to Finding Existing Persons on page 73 From the Household window click on the person line then click the View button or click the Add Person butto
11. Gardner Mark 9 4 Caring Hands 20 00 3367 C 20 00 Sommers Craig 12 10 Mark Baker Memori 10 00 H 10 00 Witcomb Gar Terri 3 4 Caring Hands 20 00_ 9191 C 520 00 Fourth Sunday in March Entered Total 310 00 Counted Total 310 00 Difference 0 00 EDITLST RPT EDITLS2 RPT e Edit List Report prints when Print Contribution Detail is selected Contribution Standard Report Samples 157 9 17 97 Batch Edit List Fund Totals Fund Totals for Batch Number 17 1 4 97 PRE PAY 1 General Fund 0 00 2 Building Fund 0 00 4 Caring Hands 0 00 Batch Totals 0 00 Total of All Batches 0 00 PLEDGED 100 00 50 00 0 00 150 00 150 00 lst service NON PLEDGED 110 00 0 00 25 00 135 00 135 00 TOTAL AMOUNT 210 00 50 00 25 00 285 00 285 00 EDITTOT RPT e Batch Edit List Fund Totals prints when Print Fund Totals is selected 158 e User s Guide CMS Contribution Posted Batch Edit List Sample Sorted by Name Posted Batch Edit List Fund Totals 6 11 97 Your Sub Title Here Fund Totals for Batch Number 14 4 5 98 PRE PAY PLEDGED NON PLEDGED TOTAL AMOUNT 1 General Fund 0 00 135 00 10 00 145 00 2 Building Fund 0 00 300 00 0 00 300 00 4 Caring Hands 0 00 0 00 10 00 10 00 Batch Totals 0 00 435 00 20 00 455 00 Fund Totals for Batch Number 15 4 12 98 PRE PAY PLEDGED NON PLEDGED TOTAL AMOUNT 1 General Fund 0 00 225 00 329 35 554 35 2 Buildin
12. If you print contributor statements each quarter you must print the statements before running the End of Quarter process The dialog will display the Current Quarter dates Click Process ALT P to begin the End of Quarter process Cancel ALT C to abort the process The End of Quarter confirmation dialog will display asking if you are sure you want to process the End of Quarter at this time Click Yes to initiate the process The status bar will display the progress of the process When the process is complete the Process Complete dialog will display Click OK to return to the main menu End of Quarter e 215 End of Year End of Year Overview End of Year consists of two processes one for the end of the contribution year and one for the end of the calendar year End of Contribution Year is run to close the contribution pledge year End of Calendar Year is run for tax reporting purposes on statements In this chapter we will cover e End of Contribution Year e End of Calendar Year End of Contribution Year Use the End of Year process not the End of Quarter to close the fourth quarter End of Year transfers the current years totals to history and sets up the new contribution year Batches for the next calendar year may be entered and the Batch Edit List can be printed DO NOT POST THE BATCHES UNTIL THE END OF CALENDAR YEAR IS RUN It performs the following e Closes the fourth quarter e Transfers
13. People with Pledges or Contributions radio button If you select All Contributors people who have contributed pledged or have an envelope number will print If you select People with Pledges or Contributions only those people who have contributed or pledged will print 3 Input the Additional Limits To select an additional limit click the check box to display a check mark To remove the check click the check box again Enter the ranges for the items checked For example if you checked the Single Contribution check box and entered 250 00 in the first from field statements will print for contributors who have had single contributions of 250 00 or more If you check the Balance Due check box and enter 01 in the first from field statements will print for those who have a balance due If no amount is entered in the thru field 9 999 999 99 will be input automatically If the Percent in Arrears check box is checked you can print contributors with pledges in arrears by a percentage range 4 Click OK ALT O to finalize selections Cancel ALT C to return to the Statement Selections dialog without saving the selections 188 o User s Guide CMS Contribution Statement Message lt gX Statement KZ Message Use the statement message to encourage the contributors to meet their pledges inform them of a new pledge drive or contribution period or to meet federal legislation regarding contribution receipts To mee
14. Pledge Type Single Fund 206 Projected Contribution and Pledge Single Fund 207 Projected Contributions All Funds 202 Projected Contributions Single Fund 203 Total Pledge All Funds 204 Total Pledge Single Fund 205 T Tables Code 43 Tables Report 142 Sample 183 Title 70 Titles Defining Codes 43 Titles Code 45 136 Total Pledge 71 94 U Unpaid Pledges 97 Unused Envelope Numbers Report 143 Sample 184 Upgrade 3 WwW Windows Contribution Detail Window 82 History Window 84 Household 51 Next Year s Pledge 100 Y Year Defining 42 Yearly Detail Contribution Statements 187 Yearly Summary Contribution Statements 187 YTD Contribution 85 95 YTD Contribution All Funds 85 YTD Pledge 72 Index 237
15. 1 General Fund Drive to Date Pledges are calculated as of 4 5 98 Contributions to Pledge are contributions since the Beginning Date of the pledge and include Pledge Pre Payments Non Pledge Contributions are contributions to this fund from 1 1 98 to 12 31 98 Envelope Pledge Pledge Beginning Ending Total Drive to Date Contributions Difference Non Pledge Mem Number Name Type Amount Date Date Pledge Pledge to Pledge Cont Pledge Contrib Sta 1 Allen Jerome Monthly 60 00 1 1 98 12 31 98 720 00 180 00 220 00 40 00 0 00 D 2 Allen Julie 0 00 0 00 0 00 0 00 0 00 140 00 B 44 Allen Mike 0 00 0 00 0 00 0 00 0 00 40 00 3 Brown James Monthly 20 00 1 1 98 12 31 98 240 00 60 00 280 00 220 00 0 00 Cc Daniels Paul Quarterly 100 00 1 1 98 12 31 98 400 00 100 00 240 00 140 00 0 00 I Dennison Lisa 0 00 0 00 0 00 0 00 0 00 50 00 Cc 4 Dennison Sharon Annual 1 500 00 1 1 98 12 31 98 1 500 00 375 00 1 085 00 710 00 0 00 Cc 9 Gardner Mark Annual 500 00 1 1 98 12 31 98 500 00 125 00 880 00 755 00 0 00 D 7 Heller John Annual 1 300 00 1 1 98 12 31 98 1 300 00 325 00 960 00 635 00 0 00 c Heller Karen 0 00 0 00 0 00 0 00 0 00 100 00 B 6 Kohler Tom 0 00 0 00 0 00 0 00 0 00 370 00 Cc 10 Lopez Anthony 0 00 0 00 0 00 0 00 0 00 220 00 Cc Lopez Bryan 0 00 0 00 0 00 0 00 0 00 13 00 Cc 12 Sommers Craig Monthly 100 00 1 1 98 12 31 98 1 200 00 300 00 358 00 58 00 0 00 P 5 Witcomb Gardner Terri Monthly 10 00 1 1 98 12 31 98 120 00 30 00 440 00 410 00 0 00 N 1001 ZZZ Contrib
16. 170 00 C Lopez Bryan 0 00 0 00 0 00 0 00 13 00 13 00 13 00 C 12 Sommers Craig 1 200 00 300 00 358 00 58 00 310 00 668 00 668 00 P 5 Witcomb Gardner Terri 120 00 30 00 440 00 410 00 200 00 640 00 640 00 N 1001 ZZZ Contrib Plate Coin 0 00 0 00 0 00 0 00 33 50 33 50 33 50 Z 1002 ZZZ Contrib Plate Out 0 00 0 00 0 00 0 00 0 00 0 00 Z 26 980 00 7 495 00 11 573 00 4 078 00 2 961 50 14 534 50 14 534 50 Number of Contributors Listed 20 Pre Payments Last Year for This Year 0 00 Pre Payments This Year for Next Year 0 00 e Summarized pledge and contribution data for persons with a pledge contribution or envelope number e Total Pledge total being pledged to the selected funds e YTD Pledge amount pledged to the funds as of the printed balance date e Cont Towards Pledge contributions towards funds with a pledge e Difference Cont Pledge YTD Pledge Cont Towards Pledge Pre Payments This Year for Next Year Balance Due Grand Total equals amount due for all contributors e Non Pledge Contrib amount of contributions for non pledged funds Contribution Standard Report Samples 167 e Contrib Selected Funds total amount contributed to all selected funds e Total Contrib entire amount contributed e Pre Payments Last Year for This Year last year s contributions for this year s pledge e Pre Payments This Year for Next Year contributions entered and posted in the current year b
17. 3 29 98 200 00 2233 Check Af 5 98 200 00 2355 Check 4293 100 00 5422 Check Caring Hands Contributions 25 00 Date Amount CheckNbr Cont Type Value Deduct Amt 4412 98 25 00 Check Mark Baker Memorial Contributions 60 00 60 00 Date Amount CheckNbr Cont Type Value Deduct Amt 1 25 98 30 00 1913 Check 3 5198 30 00 6011 Check Jason MemorialC ontrd utions 20 00 20 00 Date Amount CheckNbr Cont Type Value Deduct Amt 4 12 98 20 00 Check Total C ontributions 2 535 00 2 535 00 This is a statement message area Only in tangible religious benefits were provided There are many statement selections and choices If you choose to print Pledge Balance Due amp the Unpaid Pledge infomation it prints only for those persons who have pledges Thanks for your generous support STYRDET RPT Contribution Statement Samples 197 Summary Graphs Summary Graphs Overview There are seven Summary Graphs They are the Projected Contributions All Funds Projected Contributions Single Fund Total Pledge All Funds Total Pledge Single Fund Pledge Type Single Fund Projected Contribution and Pledge Single Fund and Contributions by Month Each can be drawn as a bar chart or as a pie chart Displaying amp Printing Summary Graphs 1 Choose Summary Graphs from the Report menu A cascading Graph menu will display the graph options 4 CHS for Windows CONTRIBUTION amp File CMS People Process MiiaMis
18. 300 00 1 1 98 12 31 98 1 300 00 0 00 C 12 Sommers Craig Monthly 100 00 1 1 98 12 31 98 1 200 00 0 00 P 5 Witcomb Gardner Terr Monthly 10 00 1 1 98 12 31 98 120 00 _____ 0 00 N 5 980 00 1 496 00 of Pledges This Year Next Year Net Change _ Persons with a THIS YEAR pledge 8 5 980 00 Persons with a NEXT YEAR pledge 2 1 496 00 Persons who pledged THIS YEAR but not NEXT YEAR 6 5 020 00 Persons who pledged both THIS YEAR and NEXT YEAR Persons who pledged the same amount 0 0 00 0 00 Persons who increased their pledge 1 240 00 924 00 684 00 Persons who decreased their pledge 1 720 00 572 00 ____ 148 00 i Totals 2 960 00 1 496 00 536 00 Persons with a Pledge THIS YEAR or NEXT YEAR 8 5 980 00 1 496 00 4 484 00 PCSCOMP RPT Choose a comparison of this year to next year pledges or last year to this year pledges A summary of different pledging groups is provided Pledge and Cont Summaries Sample Households W O Pledges Households Without Pledges 7 12 97 Page Contribution Year from 1 1 98 to 12 31 98 Selected Pund General Fund Building Fund Envelope Total Membership Number Name Spouse Contributions Status Jones Julian Gerri 0 00 D 123 16th Ave SE Lakewood MN 55334 9526 612 233 2345 Thomas Marcel Angela 0 00 D 1001 222Z Contrib Plate Coin 489 35 Z record plate collection gifts This househoaldis used to Ex Foreign Addr Calgary TO31A0 011 234 122 12678 489 35 Number of Perso
19. 92 Browsing 60 76 C Code Tables 43 Field Definition Chart 45 To Delete a Code 46 Combining Person Records 79 Command Buttons 16 Congregation Weekly Summary Report 138 Sample 156 Contribution Field Definition Chart 82 Contribution Batch Edit List Report 138 Sample 159 Contribution Detail Summary Report 138 Sample 157 158 Contribution Detail Window 82 Contribution Entry Window Field Definition Chart 117 Contribution History Report Sample 164 Contribution Standard Reports 137 Contribution Statement Formats 186 Contribution Statement Options 189 Contribution Types Entering 37 Field Definition Chart 38 Contributor List Report 139 Sample 165 Contributor Pattern Report 139 Sample 163 Contributor Record Report 139 Sample 167 D Data Entry Organizing 5 Data Fields About Help Window 30 Code Tables 45 Contribution Detail Window 82 Contribution Entry Window 117 Contribution Types Dialog Box 38 Find 59 75 Fund Dialog Box 34 History Window 85 Household Window 53 Next Year s Pledge Window 101 Person Window 69 Pledge Window 90 Set Standard Entry Defaults Dialog Box 41 Deleting a Password 229 Deposit Report 139 Sample 162 Display a Report 148 DTD Contribution 95 DTD Pledge 95 E End of Calendar Year Index 233 Activities Checklist 222 Running 223 End of Contribution Year Activities Checklist 219 Running 220 End of Quarter Activities Checklist 216 Running 216 Ending Date 93 Entering Current Pledges
20. A confirmation dialog will display 5 Click Yes ALT Y to complete the combine process No ALT N to abort the process 80 o User s Guide CMS Contribution Person Contribution Maintenance Person Contribution Overview The Contribution Detail window is a display only window It displays contributions which have been processed during the contribution year This includes the fund name date of contribution contribution amount check number and contribution type cash check credit card etc for each contribution This information is cleared after the End of Year procedures are performed The Contribution Detail window is a display only window Refer to Processing Contributions on page 105 for instructions on entering and processing contributions In this chapter we will cover e Viewing Contribution Records Viewing Contribution Records Displaying the Display the Contribution Detail window from any of the person windows Contribution Detail Window Contributions are entered in the Contribution Entry window Refer to Processing Contributions on page 105 for information about entering contributions 1 At the main menu select Household Persons from the People menu 2 Display the appropriate person record For Find instructions refer to Finding Existing Persons on page 73 3 From any person window display the Contribution Detail window in one of the following ways e click the Contribution Co
21. Contributions from 1 1 95 Thru 12 31 95 Amount CheckNumber Value Description General Fund Allen Jerome Env Nbr 1 Jeromeand Judy Allen 1 1 95 30 00 1322 1 29 95 20 00 5220 2 12 95 60 00 6110 2 19 95 50 00 1265 3 12 95 60 00 6011 Total for Allen Jerome 220 00 General Fund Total 220 00 Building Fund Allen Jerome Env Nbr 1 Jerome and Judy Allen 1 1 95 500 00 1322 2 5 95 100 00 4019 2 12 95 100 00 6110 2 12 95 8 825 00 Video Projection System Sony 3 5 95 500 00 4816 3 12 95 300 00 6011 Total for Allen Jerome 1 500 00 Building Fund Total 1 500 00 Caring Hands Allen Jerome Envy Nbr 1 Jeromeand Judy Allen 2 12 95 37 55 Food Donation Total for Allen Jerome Caring Hands Total Mark Baker Memorial Allen Jerome Envy Nbr 1 Jeromeand Judy Allen 1 22 95 30 00 1918 3 12 95 30 00 6011 Total for Allen Jerome 60 00 Mark Baker MemoriaTotal 60 00 Grand Total 1 780 00 DETFUND RPT e Posted contributions for date range sorted by fund e Fund subtotals by person and fund 156 e User s Guide CMS Contribution Contribution Batch Edit List Sample Sorted by Name mss EditList Report mee Name Eny Num Fund Amount Check NumType Value Net ContPre Pay Desc Batch Number 13 3 26 95 Fourth Sunday in March Allen Jerome 1 2 Building Fund 200 00 2233 C 200 00 Allen Julie 2 1 General Fund 20 00 1860 C 20 00 Brown James 3 1 General Fund 20 00 1182 C 20 00 Dennison Sharon 4 1 General Fund 20 00 6199 C 20 00
22. End of Year on page 216 and Combining Person Records on page 79 Do not use delete if data for the household or people within the household is required for continued reporting purposes CMS Membership for Windows provides a process for removing a household The remove process is used to indicate that the household is no longer associated with the congregation perhaps because of a move or a change to a different congregation The Removal process keeps the households records including contributions in the database until the end of year procedures are complete After end of year you can delete the removed records See your CMS Membership for Windows User s Manual for more information 1 At the main menu select Household Persons from the People menu 2 Display the appropriate household record For Find instructions refer to Finding Existing Persons on page 73 3 Click the Garbage Can button on the speed bar A Delete Household message dialog displays 4 Click Yes ALT Y to delete the household No ALT N to cancel the delete request Household Maintenance 57 Finding Existing Households Find Find is used to quickly find and display a household You can find a household based upon last name first name and or envelope number The find can be based on a full or partial name in the name fields Also see Find Method on page 47 to select a faster or slower find method 1 At the Household window o
23. Envelope Labels are available from the Mailing Label button or the Reports menu when the household or person windows are active Be sure your printer is on line and ready 1 Put the label form or envelope in the printer paper feeder 2 From the Household or Person windows display the household or person 3 Click the Mailing Label button on the speed bar The Quick Envelope Label dialog displays Labels e 129 4 Select the Print Options Refer to Print to on page 145 5 Click the Label Format drop down list button to display the label format choices You can choose from several pre formatted label selections as well as a 10 envelope If the format you need is not available contact Church Management Solutions for help Click on the appropriate format amp Quick Envelope Label Printer HP DeskJet 690C Series Printer LF O Country sla Postal Bar Codes Avery 5160 Laser Labels Fr e nvelope Number Preview Membership Status JEROME AND JUDY ALLEN Phone Number unlisted 7540 LAKEWOOD AVE NE APT 302 Group Code MINNEAPOLIS MN 55677 5567 Print Additional Info Carrier Route 6 Select the appropriate print options listed under Print Additional Info Refer to Print Additional Information on page 133 7 Click Print ALT P to print the label Cancel ALT C to exit the Quick Envelope Label dialog box Printing Labels for Mailings Use the Labels selection from the Re
24. Main Menu iaf lt gt gt at es lf Tee Bar Toolbar Surname Kohler Title t FR mr amp mrs Main enu Label Name Mr amp Mrs Tom Kohler Group Code Special Addr 6433 Willow Drive Delivery Addr P O Box 5536 Carrier Route CR 02 City Northtown Ste a Phone2 Ci fS Unt N Command ate Changes Buttons Zip Code 65367 5536 Unites Phone 61213457809 ay Country Ld Mailing Rel a a Co ED new Add Tom Youth gt Tim Kohler C Household S Persori this Household Double Click or Right Click the person for more information Person Record Buttons Household Entering Household Data To add a new household you must enter all required fields these are specified in the Household Window Field Definition Chart add at least one person to the household refer to Person Summary Maintenance on page 65 and designate a head of household The city state and zip code fields will be automatically filled when you add a new household from the a New Household command button For these fields CMS automatically uses the city state and zip code from the About CMS for Windows dialog See About Help Field Definitions on page 30 for more information Since you will almost always receive contributions which are anonymous it is a good idea to create a household person which can be used to record these Household Maintenance 51 cont
25. Name Pledge Pledge Pledge Cont Pledge Sta 1 Allen Jerome 6 720 00 453 33 1 720 00 1 266 67 D 3 Brown James 240 00 40 00 240 00 200 00 Cc Daniels Paul 5 400 00 5 000 00 4 740 00 260 00 I 4 Dennison Sharon 1 500 00 250 00 1 050 00 800 00 C 9 Gardner Mark 500 00 83 33 830 00 746 67 D 7 Heller John 2 020 00 256 67 1 040 00 783 33 C 6 Kohler Tom 2 400 00 133 33 250 00 116 67 C 10 Lopez Anthony 2 880 00 160 00 240 00 80 00 C 12 Sommers Craig 1 200 00 200 00 358 00 158 00 P 5 Witcomb GardnerTerri 120 00 20 00 430 00 410 00 N 22 980 00 6 596 66 10 898 00 4 301 34 Number of Pledgers Listed 10 Pre Payments Last Year for This Year 0 00 Pre Payments This Year for Next Year 0 00 PCSMULT RPT e Pledge information for the pledgeable funds e Total Pledge total being pledged in the current year to the fund e YTD Pledge amount due for the pledge e Cont Towards Pledge contributions towards fund includes pre payments from last year e Difference Cont Pledge YTD Pledge Cont Towards Pledge balance due e Pre Payments Last Year for This Year last year s contributions for this year s pledge e Pre Payments This Year for Next Year contributions entered and posted in the current year but applied to next year s pledge Contribution Standard Report Samples 171 172 e User s Guide CMS Contribution Pledge and Cont Summaries Sample Multi Year Fund Summary 1 9 98 Multi Year Fund Summary Page
26. Pay Next Year Pre Pay Next Year dollars are recorded in the Contribution Entry window In this calculation they are added to the DTD Contribution and Pre Pay Next Year figures Balance DTD Pledge 1 200 00 minus DTD Contribution 915 00 minus Pre Pay This Year 100 00 pius Pre Pay Next Year 0 00 equals A Balance Due 185 00 Person Pledges Maintenance 89 5 CMS automatically saves data when you leave the data window or execute any of the functions such as finding another person or selecting from the main menu bar To cancel the new entries click the Undo Changes command button before another action is performed Pledge Field If you are unsure of how to enter or select data for the data fields please refer to Definitions Basic Navigation on page 11 There you will find information regarding cursor placement text entry and pull down lists Don t forget that CMS provides online help on the window Press the F1 function key y ield Length Characters Fund look up button g 90 e User s Guide CMS Contribution Description Click the up or down arrows to select a specific fund number or click on the Fund look up button to display the list of fund names General Fund Building Missions Organ etc Once displayed click on the appropriate choice If you select a fund number the fund name will automatically display If you select a fund name the fund
27. Pledge Entry Current Year and Next Year on page 124 In this chapter we will cover e Viewing Entering Current Pledges e Setting Up Multi Year Pledges e Managing Last Year s Unpaid Pledges Person Pledges Maintenance 87 Viewing Entering Current Pledges Displaying the Pledge Display the Pledge window from any of the person windows Window Note To update pledge balances prior on the Pledge window refer to Calculating Pledge Balances on page 211 1 At the main menu select Household Persons from the People menu 2 Display the appropriate person record For Find instructions refer to Finding Existing Persons on page 73 3 From any person window display the Pledge window in one of the following ways e click the Pledge tab on any person window e press F5 function key at any person window CMS for Windows Pledge amp Fie Edit CMS People Record Process Reports Options Help lafa gt fy fet ts ico l Tom Kohler P O Box 5536 612 345 7809 Env 6 Mem Status C Member by Confirmation Particip Status Blank Summary Contrib History Pledge Fund 1 aj General Fund a Balance Date 4 5 98 Pledge Year to Date Pledge Type YTD Pledge 0 00 Pledge Amount YTD Contribution 370 00 Beginning Date Balance DTD Pledge 0 00 i Ending Date minus View DTD Contribution 0 00 Household Initial Pledge minus Total Pledge i we Pay This Year 0 00 New Response
28. Projected Annual Amount Contributed 200 e User s Guide CMS Contribution Projected Contributions Single Fund The Projected Contributions Single Fund graph projects annual contributions for a single fund and displays the number of contributors in each of 10 contribution amount ranges CMS will project the annual contribution amount based on giving that has already been posted Each range can be defined and the graph can be displayed as a bar graph or pie chart amp Projected Contributions Single Fund General Fund Projected Contributions D N Print 3 Graph o 2 S 2 5 2 i E 54 oO 5 o 2 E nn Select Fund Pi e Graph N WwW 250 00 750 00 2 000 00 4 000 00 Range 100 00 500 00 1 000 00 3 000 00 9 999 999 99 Table Projected Annual Amount Contributed Summary Graphs 201 Total Pledge All Funds The Total Pledge All Funds graph displays the total number of contributors in each of 10 pledge amount ranges Each range can be defined and the graph can be displayed as a bar graph or pie chart Total Pledge All Funds x Total Pledge All Funds o 2 S 5 2 E S O 5 is D 2 3 0 00 250 00 750 00 2 000 00 4 000 00 100 00 500 00 1 000 00 3 000 00 9 999 999 99 Total Pledge 202 e User s Guide CMS Contribution Total Pledge Single Fund The Total Pledge Single Fund graph disp
29. Refer to Funds Field Definitions to enter the fund number and description Note CMS will not allow you to enter a new fund with the same number as an existing fund Note on line help provides data entry instructions for each field Position the cursor in the field and press the F1 function key Click OK ALT O to finalize The Fund dialog will return Cancel ALT C to cancel any entry and return to the Fund dialog box Refer to Funds Field Definitions to select a fund type Note on line help provides data entry instructions for each field Position the cursor in the field and press the F1 function key Click Close ALT L to exit and return to the main menu Add ALT A to add another Fund Setting Contribution Options 33 Funds Field Don t forget that CMS provides online help on the window Press the F1 function Definitions key Field Name Field Length Description Characters Fund 5 digit numeric Enter a fund number Fund number may be up to 5 digits 1 32768 Although funds can be listed alphabetically or numerically in the Funds dialog they are listed in numeric order in Contribution Entry Assign the lowest fund numbers to those funds which are most commonly used Description 25 character Type a fund name General Fund alpha numeric Building Missions Organ etc Type Click the drop down list button and opdoen ia select one of the three type options button Major Fund has separate
30. Selections on page 187 5 Click on the Include Persons to be Removed check box to include persons marked for removal on the report A check mark will display To remove the check click the check box again This function is applicable only if you are also using CMS Membership for Windows 6 Click the Change Statement Format command button to display the Statement Format Selection dialog Select either the Quarterly default Yearly Summary Yearly Detail or Monthly Summary format Notice that the sample report will change as the selection changes Refer to Contribution Statement Formats on page 184 7 Click on the appropriate Sort option Statements can be sorted and printed by Alpha order last name first name Carrier Route or Zip Code 8 If necessary type in the appropriate Statement Message Refer to Statement Message on page 189 9 If necessary rename the statement headings Refer to Rename Statement Headings on page 190 10 If necessary change the items which print on the statement Refer to Print Items on page 190 Also refer to Contribution Statement Formats on page 184 11 Click Print ALT P to print the statement Cancel ALT C to exit the Statement Selections dialog 186 o User s Guide CMS Contribution Additional Selections Contribution Statement Options Additional Use the Additional Selections dialog to choose All Contributors or People with Pledges or Contributions
31. The mailing relationship name envelope number and membership status of the person can also be added in the Person or the Household window Use whichever method is most convenient for you Also included in this chapter are instructions for Speed Update and Combine Speed Update will save you time when you need to update the Member Status Member Title or Participation Status for several people at a time Combine is used when contributions from two person need to be combined This happens when two contributors marry and desire to have their contribution data combined or when one person leaves or dies and the contribution data is to moved to the remaining person CMS Contributions for Windows shares the household and person database with CMS Membership for Windows If you have purchased both applications use CMS Membership to build your household and person databases See Organizing Contributions Data Entry Tasks on page 5 for more information Use CMS Contributions Person Maintenance if you are using CMS Contributions separately or if you wish to add or change person information as you are working within the CMS Contributions module Households and persons can be entered while entering contributions Person Summary Maintenance 65 In this chapter we will cover e Viewing Entering Person Summary Data e Entering Person Data e Deleting a Person e Finding Existing Persons e Browsing for a Person e Speed Update Person e Combi
32. a balance date and re calculate pledge balances YTD Pledge and DTD Pledge It should be run to update pledge and balance due information on reports Also it will update pledge balances on the Pledge and Next Year Pledge windows This process will create statement names for contributors without a statement name For head of households the label name will be used For others their person name will be used Statement names already entered will be unaffected Calculating Pledge Balances The Balance Date for pledge balance calculations is set manually To set the Balance Date 1 Choose Calculate Pledge Balances from the Process menu to display the Calculate Pledge Balances dialog Calculate Pledge Balances x The Calculate Balances process recalculates all Y Calculate pledges and balances as of the Balance Date entered below vee ca You should run this process before printing contributor x Cancel statements or any other reports which need up to date Pledge Balance Date 1 4 98 Help CO Summarize Contribution Detail Corrections Calculating Pledge Balances 211 2 The previous balance date is stored from the last time pledges were calculated this may be the date of the last posted batch Enter a date in the Pledge Balance Date field in MM DD YY format 3 Click the Summarize Contribution Detail Corrections check box to combine contribution amounts to the same fund on the same date by the same p
33. a check mark you can print labels only for those contributors which have made contributions to the specified funds Refer to Selections on page 148 7 Click the Additional command button and select the contributor and pledge criteria for label printing Refer to Additional Selections on page 187 8 Click on the Include Persons to be Removed check box to include persons marked for removal on the report A check mark will display To remove the check click the check box again This function is applicable only if you are also using CMS Membership for Windows Labels 131 9 Click on the appropriate Sort option Labels can be sorted and printed in Alphabetical order last name first name Carrier Route or Zip Code When labels are printed in Zip Code order the system will automatically display a list of 5 and 3 digit zip codes a count of each and a total number of labels You can print this list after changing from labels to paper in your printer setup 10 Following is an example Zip Code Count of Labels Zip Code Number of Labels 4 TO 2 Total of 3 digit mp 6 55334 3 55367 10 Total of 3 digit zip 55676 55677 55678 Total of 3 digit mp Total of all labels ZIPCNT RPT 11 Click the Label Format drop down list button to display the label format choices You can choose from several pre formatted label selections as well as a 10 envelope If the format you need is not available contact Church M
34. beginning of the current contribution year e Cal YTD Contrib posted contributions for selected funds as of the beginning of the current calendar year January 1 e Total Contributions total amount contributed to all funds e Fora list in order of or in a range of contribution amounts see Contributor List Sample By Contribution Amount on page 164 Contribution Standard Report Samples 169 1 9 98 Pledge Summary Page 1 General Fund All Contributions are Year to Date Totals Year to Date Pledges are as of 4 5 98 Contribution Towards Pledge includes Pledge Pre Paymenits Selected Fund General Fund Pledge and Cont Summaries Sample Pledge Summary Single Fund Envelope Pledge Pledge Begin Ending Total YTD Cont Towards Difference Mem NumberName Type Amount Date Date Pledge Pledge Pledge Cont Pledge Sta 1 Allen Jerome Monthly 60 00 1 1 98 12 31 98 720 00 180 00 220 00 40 00 D 3 Brown James Monthly 20 00 1 1 98 12 31 98 240 00 60 00 280 00 220 00 C Daniels Paul Quarterly 100 00 1 1 98 12 31 98 400 00 100 00 240 00 140 00 I 4 Dennison Sharon Annual 1 500 00 1 1 98 12 31 98 1 500 00 375 00 1 085 00 710 00 C 9 Gardner Mark Annual 500 00 1 1 98 12 31 98 500 00 125 00 880 00 755 00 D 7 Heller John Annual 1 300 00 1 1 98 12 31 98 1 300 00 325 00 960 00 635 00 C 12 Sommers Craig Monthly 100 00 1 1 98 12 31 98 1 200 00 300 00 358 00 58 00 P 5 Witcomb Gardner Terr Monthly 10 00 1 1 98 12
35. button to highlight today s date Once the date is highlighted click the Select command button to select the date and automatically insert it into the data entry field 22 e User s Guide CMS Contribution Data Entry 1 Use the mouse TAB key or Enter key to advance the cursor to the appropriate field Notice that once selected the field is highlighted 2 Ifyou start to type text into the field while it is highlighted any existing text will be replaced with the new text Click on the field a second time to get a text I beam Use the arrow keys to position the cursor within the text then add and delete as necessary The Undo Changes command button erases a new entry in case of an error Keyboard Shortcuts The keyboard can be used instead of the mouse to execute actions Menu Bar Shortcuts The keyboard can be used instead of the mouse to execute a menu selection or a command button ALT Key CTRL Key Function Keys Each menu heading has an underlined letter To select a menu hold down the ALT key and type the letter Each of the menu selections also has an underlined letter To select a menu item type the underlined letter You will find an underlined letter within most command buttons Main Menu Find Select Cancel To select the command button from the keyboard hold down the ALT key and type the underlined letter Some menu commands have shortcut keys These shortcuts are displayed on the menu
36. can print prior year contributions only in summary form in the Individual Contribution Record or in a user defined report Run a full CMS database backup and record it in the backup log See Backup on page 229 Run the End of Contribution Year process Prepare to delete persons CI Print the Individual Contribution Record for persons who have left the congregation or died If you have the CMS Attendance System perform the steps in the Attendance System manual End of Year Checklist Membership System manual End of Year Checklist O A ir you have the CMS Membership System perform the steps in the E If you have only the Contribution System delete the inactive persons See Deleting a Person on page 72 End of Year 217 Running the End of 1 From the Process menu choose End of Contribution Year ALT Y Contribution Year The Backup Confirmation dialog will display Process 2 Backup your records before continuing If you do not have a current backup of data click Backup to begin the backup procedures Refer to Backup on page 229 for data backup instructions If you already have a current backup click Continue to display the End of Contribution Year dialog End of Contribution Year The End of Contribution Year process prepares pledge and or contribution files for the next 12 months Make sure you have printed contributor staternents before running the End of Contribution Year Y Process process Year Begin
37. character state abbreviation AL MN TX Zip Code Up to 10 Enter a 5 or 9 digit U S zip code or alpha numeric a Canadian 6 digit postal code If you enter a 9 digit zip code CMS will automatically insert the appropriate punctuation 55677 2002 Phone Up to 18 Enter the area code and 7 digit alpha numeric telephone number It is not necessary to type any parenthesis or dashes Once you enter the 10 digit telephone number and advance to the next field CMS will automatically provide the correct punctuation i e 612 566 4212 Unlisted Click on the box to check v it or if it is already checked to remove the check A check inside the box indicates that it is an unlisted household telephone number Reports which print telephone numbers allow you to decide whether or not to print the unlisted telephone numbers 54 e User s Guide CMS Contribution Country Up to 20 Enter the country in which the alpha numeric household resides USA CANADA The country will print in uppercase indented beneath the city state and zip code line on mailing labels and envelopes Click on the Title look up button to display the list of options Mr amp Title look up Mrs Mr Mrs Ms etc Once button displayed click on the appropriate choice You can modify Title codes as needed For instructions see Define Codes on page 43 Group Code Up to 4 Group Codes can be used to group alpha numeric households for whatever purpos
38. criteria a list will display 7 To select a record click anywhere on the record line then click Select or double click on the line The Household window will display with the selected household s data Find Field Definitions If no fields are entered the Search dialog will list all persons in the database Don t forget that CMS provides online help on the window Press the F1 function key Field Name Field Length Description Characters Last Up to 28 Enter the last name of the person or alpha numeric the household surname You can enter a full or partial name The ability to enter a partial name is especially useful when you are unsure of how it is spelled For example if you enter Jo CMS will list all last names which begin with Jo Johnson Jones etc First Up to 20 Enter the first name of the person alpha numeric You can enter a full or partial name Envelope 5 numeric Enter the exact envelope number Number between 1 and 32 700 Household Maintenance 59 Browsing for a Household The Browse function is very useful for locating a specific household when the first name last name and envelope number are unknown Browse can search based on any household information field 1 Choose Browse from the Record menu to display the Browse dialog Tip When using Browse remember that all of the blank fields come first Scroll down to find the necessary codes Browse USE Address1 HOUSE Address
39. date if required Message his area will allow you to communicate an encouraging message to your pledgers of up to three lines on the pledge card hank you for your commitment The Message text box is available only on the Pledge Cards Report It prints up to three lines of text on the Pledge Cards The number of characters which can print on the message is dependent on the characters used and if upper case is used or not Test the message by printing a pledge card for one name before printing all of the pledge cards Click on the Message text box Type in the message text for the Pledge Cards Contribution Standard Reports 143 Print Info Headings _pyint info and Heading C Pledge Data Heading Pledge Lines Heading Please indicate your new pledge Lines to fill in er Month or er Week The Print Info Headings selections are available only on the Pledge Cards Report To see an example of the Print Information Headings refer to the Pledge Cards Sample on page 178 1 Click on the Pledge Data check box to print the pledge data heading text and Pledge Information Current Year or Next Year on the pledge cards Change the heading text Your current pledge is if necessary Click on the Current Year radio button to print current year pledges or the Next Year radio button to print next year pledges 2 Click on the Pledge Lines check box to print the pledge lines heading text an
40. display with the selected person s data Speed Update Person Speed Update will save you time when you need to update the Member Status Member Title or Participation Status for several people at a time Running Speed 1 Choose Speed Update from the People menu Select Person from the Update Person cascading menu 2 The Backup Confirmation dialog will display If you do not have a current backup of data click Backup to begin the backup procedures Refer to Backup on page 229 for data backup instructions If you already have a current backup click Continue to display the Speed Update dialog box Person Summary Maintenance 77 The Speed Update Person Dialog Box Speed Update Person Fields TT TE Value 3 Click the Fields drop down list button From the selections choose Member Status Member Title or Participation Status 4 Once a field is selected a look up table button will display next to the Value field Click on the button to view the Title table From the table select the Member Status Member Title or Participation Status Click the Select button to return to the Speed Update Person dialog 5 Click the Select Names button to view the Select Names dialog box Select Names Available Names Address Mail Rel 7540 Lakewood Ave NE Apt 302 7540 Lakewood Ave NE Apt 302 7540 Lakewood Ave NE Apt 302 7540 Lakewood Ave NE Apt 302 172 Windsor Drive Add Add All Remove Remo
41. ee O E E eet gae teehee 16 Membership Button 20c scseesccsssdes cs ceeasschteceedstsiastesdisaart IR A suse 16 Making Selections sc lice me a tees he teeta uate eae tenets 16 Choosing and Selecting Items 0 0 0 eee eee ceeecesecseeeseeeseeeseesseseneseeetseeeaeenatenas 16 Command Buttons xc5is kn den Sean atin aiatia ene 16 Person Window Tabs ccs zbescciccese so uetsdesteteecd noi n aaa ii iari 20 Text BOXES 152 hace canto esetine vias tessa posh vtans a isons Se See peeks auto ity eee 20 Check BOKS eiit rainier e vied ed cbint R RAE EEN REER 21 Opon B ttons ds ne e a a a T Ea ONSE 21 Drop Down List Button seien reaa a a i ara aa a A A RO e 21 Lookup Lables aa a e E a a a a tease 22 Built In Calendar creniero roiie siente aa EES EEEE aE 22 Data Enury itsn cuit otter atts shh ete Miah ween Rete 23 Keyboard Shortcuts sssstecsscissssstesovesettanssatiectacsecevessceeatiatessutas seahstettecdvebedeenverertea tare 23 Menu Bar Shorteuts 2 ices ctatt cet an E a a a e e a eee 23 Using Online Help 25 Getting Help ennio E a E T E A 25 Displaying Online Help sicatsectinc eae seiseestive oroe ne o a o et 25 Online Help Toolsin eniris an EE E RARER eves 26 Online Help Command Buttons ssssesseessesseeessesresrssrsresresrenresresresresrnrrsrenresreses 28 About Help ysis csssessesh e nn A a A e o ea 29 Viewing and Entering About Help Information ssssessessereeessesseeresreerrsrsrerresreses 29 About Help Field Definitions ses
42. entered whenever this type is used in contribution entry A check mark will display To remove the check click the check box again 38 e User s Guide CMS Contribution Defining Standard Entry Defaults Define Standard Entry Defaults Entry defaults are set to streamline the contribution entry process The Set Standard Entry Defaults dialog determines what information should be displayed or prompted on the Contribution Entry window These standards can later be customized by batch Refer to Define Custom Entry Defaults on page 110 Set the entry defaults to include the most commonly received funds and to display the information needed for entering contributions 1 From the Options menu choose Define Entry Defaults to display the Set Standard Entry Defaults dialog amp Set Standard Entry Defaults Eg m Display Default Fund 4 General Fund fF Building Fund 4 Caring Hands Display Names Display Addresses rol Le Enter Check Number Enter Contribution Type Entry Table Display Display Pledge amp YTD Contrib Display YTD Contrib Neither Pledge or YTD Contrib Display Fund amp Amount only Bank Account Refer to Standard Entry Defaults Field Definitions on the next page for information on each selection The following are examples available from the Option buttons e Display Pledge amp YTD Contribution Description Fund 4 Amount Check Nbr Type
43. is used to delete the currently Garbage Can Button displayed household or person record Deletion of a person with contribution data is not allowed until the End of Contribution Year process is run Use caution when deleting a record as it erases all information associated with the household or person including membership data in the CMS Membership for Windows module For more information see Deleting a Household on page 57 and Deleting a Person on page 72 Quick Envelope Label Button The Quick Envelope Label button prints a mailing label for the selected household or person Several label formats are available for you to choose from For more information see Printing a Quick Envelope Label on page 129 14 e User s Guide CMS Contribution Print Screen Button The Print Screen button will generate a screen print of the displayed Household window or any of the Person windows Printouts can be used as guides for entering information for other households or persons To print a record 1 2 Check to be sure your printer is ready with the paper in the printer Use the Find function or the direction buttons to display the Household or person window Click the Print Screen button located at the top of the window Click OK when the Print File dialog displays A Printer Spooler window will display while the window is printing If you wish you can CANCEL abort the print request Browse Button If you need to locate
44. items which can be selected Refer to Contribution Statement Options on page 187 for instructions Quarterly Quarterly dot matrix Monthly Summary 184 e User s Guide CMS Contribution Prints for the current quarter contributions by month for the first five pledgeable or major funds and a separate column for special funds Do not run the End of Quarter process until the quarterly statements have been printed The End of Quarter will reset the quarterly information for the next quarter For a report sample see Quarterly Contributions Statement Sample on page 194 Use this option to improve the printing quality of quarterly statements on dot matrix printers Use the Generic Text Only printer as the default printer setup To install a printer or select a different default printer click the Printer Setup button to display the Printers dialog from the Windows Control Panel For a report sample see Quarterly Contributions Statement Sample on page 194 Prints for the current year contributions by month for the first five pledgeable or major funds and a separate column for special funds Do not run the End of Year process until after the yearly statements have been printed For a report sample see Monthly Summary Statement Sample on page 195 Yearly Detail Prints contributions for the current year This Cash amp Checks report prints the type of payment check or cash Do not run the End of Year process
45. last six months The YTD Pledge would not include the extra 5 00 per month for the first six months Value of the pledge from the Beginning Date to the Ending Date including multi year pledges The Total Pledge equals the Pledge Amount times the Pledge Type plus the Initial Pledge YTD Pledge Display only The YTD Year to Date Pledge is equal to the number of periods completed as defined by the Pledge Type multiplied by the Pledge Amount as of the Balance Date It is calculated by CMS YTD Display only The YTD Year to Date Contribution Contribution is the value of the posted contributions for year to date DTD Pledge Display only The DTD Drive to Date Pledge is the value of the pledge from the pledge beginning date to the Balance Date DTD Display only The DTD Drive to Date Contribution Contribution is the total contribution from the pledge Beginning Date to the Balance Date It includes YTD posted contributions plus contributions recorded in the History window for the pledge period Pre Pay This Pre payments made last year for the Year pledges this year CMS will add a decimal and two zeroes to the dollar amount 00 To enter cents enter the decimal and the cents Pre Pay Next Display only Total dollars paid this year which are to Year be applied to next year s pledge These are entered in the Contribution Entry window Balance Due Display only Calculation of DTD Pledge minus DTD Contribution minus P
46. number will automatically display You can add funds as needed For instructions see Defining Funds on page 32 The amount of contributions due based on pledges are calculated as of the Balance Date Normally it is the date when contributions were last posted The YTD Pledge and DTD Pledge are calculated based on the Balance Date If the date is incorrect it can be changed in the Calculate Pledge Balances dialog see Calculating Pledge Balances on page 211 This process also re calculates the YTD Pledge and DTD Pledge Pledge Type Pledge Type Select a Pledge type from the list of pre drop down list defined choices button Weekly Due the last day of the week Monthly Due the last day of the month Quarterly Due the last day of the quarter Yearly Due the last day of the year SemiMonthly Due at the middle and end of month SemiYearly Due at the middle and end of the year Fixed The entire amount is due the first day of the pledge Beginning Date Annual The balance due is calculated proportionally based on the number of months completed For example if the Beginning date is 1 1 the Balance Date is 5 1 and the annual pledge amount is 1200 then the DTD Drive To Date Pledge amount is 400 and the balance due would be calculated accordingly None No pledge Blank No pledge entered Person Pledges Maintenance 91 Beginning Date 92 e User s Guide CMS Contribution
47. or report Selecting an item usually means marking it with the cursor This highlights it but does not start an action Command Buttons Command Buttons are found on windows or dialogs and are used to carry out a command or open another dialog The Print Cancel and Help buttons are examples of command buttons Choose a command button by moving the mouse pointer within the command button and clicking the left mouse button On some command buttons such as Name Range and Member Status the name is followed by an ellipsis This means that the command button will open another dialog rather than immediately begin an action 16 e User s Guide CMS Contribution Command buttons are listed below in alphabetical order Command Location Function Button Add The Main Household Window Displays a new blank Person Summary window which is ready for entry of a new person Adds new line on Household window Add The Main Household window and all person windows eS erso Displays a new blank Person Summary window which is this Household ready for entry of a new person Found on Backup Confirmation Dialog Box Exits CMS for Windows and accesses the Backup dialog box Found on various dialog boxes Exits the dialog ignoring any new selections and leaving the previous selections unchanged Clear Found on the Person Pledge and Next Year Windows 2 Pledge Clears the pledge information from the window Found on various
48. seesi eriseeria iaiki sisi 83 Viewing Entering Contribution and Pledge History eee eeeeseeseeeseeereeeeeeees 83 Displaying the History WindOW eee eeceeeeeseeereeeseceeececesseenaeseaeeneeeneeeeeeaeees 83 The Mistry WAT Wisc sec acd sedi vio eair ai re pir EEr E EEEE S a n E E 84 Entering History Information eeceeceeseceseceseeeseseneccesaeeeaeenaeeneeeneeeneeeaeees 84 History Field Definitions tosissas iia ai 85 Person Pledges Maintenance 87 Person Pledges OVerVie W snsciiioiciesnossiisiis sensisse aeiae osii 87 Viewing Entering Current Pledges sseeseeseeresessresesesresrrersrereerestesrenresrestnsenrenresreees 88 Displaying the Pledge WindoW nsseciisioiscseporcceieererieesiecinsisrisrivee reniei resini 88 Entering Current Pledges sc ssessrssosssscsssrssneisieorosrooeressssnessudssuneeerstecisorsaesaisisnee sesse 89 Pledge Field Definitions annisca 90 Setting Up Multi Year Pledges 0 eee ceeecseeeseceecesecesecseesseeeseeeeeeessaeesaeeaaes 96 Managing Last Year s Unpaid Pledges ee ee ceeseceseeeeseeeseeeaeceeesseeeeeeeeeaeeeseesaes 97 Person Next Year Pledges Maintenance 99 Person Next Year Pledges Overview ccesceeseeseeesesseeesecesecesecseeeseeeeesseeeaeeeaeesaes 99 Viewing Entering Next Year Pledges eee eeeeseceseceeceseeeeesceeseeeeeeaeesaeeeneeeaes 99 Displaying the Next Year s Pledge Window 0 00 eee ec eeeeseceseceseceseeeseeeeeeaeens 99 The Next Year s Pledge WandOw 2 ccscccsssecccesseeu
49. selection has a cascading menu with additional report listings Once the report is chosen the report dialog will display 2 The report dialog which displays depends on the report selected Refer to the following for specific instructions on each report option Deposits Refer to Deposits on page 143 Deposit Report only Message Refer to Message on page 143 Pledge Cards report only Print Info and Headings Refer to Print Info Headings on page 144 Pledge Cards report only Print Selections Refer to Print Selections on page 145 The Contribution Batch Edit List and Deposit Report only Print To Refer to Print to on page 145 Selections Refer to Selections on page 148 Selection options can include Name Range Member Status Participation Status Funds Batch Date Range and Include Persons to be Removed Sort Refer to Sort Options on page 152 3 Click Print ALT P on the Selection dialog to run your report Cancel ALT C to exit the Selection dialog without running the report 142 e User s Guide CMS Contribution Deposits Message Standard Report Options Deposit Number o Deposit Date If requested the Deposit Number and Deposit Date will print on the Deposit Report 1 The Deposit Number is optional Position the cursor in the field and type in the deposit number is required 2 Today s date is automatically inserted into the Deposit Date field Enter a new
50. tables Select the Membership Status Participation Status or Titles code table 2 Click anywhere on the code you want to delete 3 Click the Delete button At the confirmation dialog click Yes 4 Click Close ALT l to return to the main menu bar 46 e User s Guide CMS Contribution Find Method The find function available from the Household or Person windows may be defined for faster or slower searches The fast method does not allow you to search by a partial Last Name and partial First Name simultaneously The slower allows such partial searches but searches will take more time depending on the size of the name list and the speed and memory of the computer you are using 1 Choose Find Method from the Options Menu Find Method Find Method Faster Fewer Capabilities lt Slower More Capabilities This choice will affect the Speed and Capabilities of the search process anytime you look up a person or household by pressing the FIND button Faster Fewer Capabilities is a method of searching by name that is very fast but has some limitations This method is NOT able to search by a partial Last Name and partial First Name simultaneously It lets you search by entering either a partial Last Name and no First Name or an exact Last Name and a partial First Name You may also search by a partial First Name only Slower More Capabilites is a method of searching without the limitations of the method above but
51. the cursor on a blank fund line if you do not want to replace a currently displayed fund Amount Enter the contribution amount This can be a positive or negative amount Negative amounts i e 10 are used to correct previously posted contributions The CMS will add a decimal and two zeroes to the dollar amount 00 For example enter 100 00 as 100 To enter cents enter the decimal and the cents Processing Contributions 9 115 Check Nbr YTD Cont 116 e User s Guide CMS Contribution Type look up button Display only This is an optional entry Enter the check number If the Enter Check Number check box on the Set Custom Entry Defaults dialog is marked you will be prompted to enter a check number This is an optional entry The first type listed in the Contribution Type dialog under Contributions Type Setup is the default type Normally this is C Check To change it click the look up button and select a different contribution type If the Enter Contribution Type check box on the Set Custom Entry Defaults dialog is marked you will be prompted to enter a Contribution Type From this field you can click the right mouse button to access the Special Contribution dialog box At this dialog you can enter the contributed amount value of goods received and a description of a special contribution The year to date contribution to the selected fund for the selected contributor is disp
52. the Contribution Batch Edit List Report and the Yearly Detail Statement 1 From the Contribution Entry window position the cursor in the Type field and click the right mouse button The Special Contribution dialog will display If you enter a contribution type that requires a description this dialog will appear automatically amp Special Contribution Contributed Amount D Value of Goods Received Net Contribution Amount Description Enter the Contributed Amount This is the amount as entered on the Contribution Entry window Enter the Value of Goods Received for Quid Pro Quo contributions enter the value of good or service in exchange for the contribution For example a fund raising dinner where in exchange for a 100 contribution a 25 value dinner is given At the Description text box type a description of the contribution You may be required to enter this depending on the Contribution Type displayed at the top of the dialog Click OK ALT O to exit the Special Contribution dialog and return to the Contribution Entry window Processing Contributions 9 119 Step 3 of Posting Contributions Printing the Edit List An Contribution Batch Edit List Report must be printed before the batch can be posted See Contribution Batch Edit List Sample on page 157 for an example of the Contribution Batch Edit List Report Printing the Edit List Print the Edit List and confirm the entries before posting th
53. the Set Custom Entry Defaults dialog and define for a selected batch the defaults date and description for the Contribution Entry window For further instructions refer to Define Standard Entry Defaults on page 39 108 e User s Guide CMS Contribution Additional Batch Information 1 From the Select Batch dialog place your cursor anywhere on a batch line Click the More Info ALT M button to access the Additional Batch Information di7log Additional Batch Information Batch Number 17 1 4 97 1st service Counted Total 452 50 Entry Default CUSTOM Entered Total 285 00 Entry By Difference 167 50 The first line displays the batch number date and description The date and description are defined in the New Batch dialog The Counted Total is entered in the New Batch dialog The Entered Total is the total of the contribution entries for the batch The Difference is the difference between the Counted Total and the Entered Total The Counted Total can be entered or changed on this dialog The Entry Default field displays CUSTOM or STANDARD CUSTOM indicates that custom defaults have been entered for the batch STANDARD indicates that the standard defaults as defined in Define Standard Entry Defaults on page 39 are being used for the batch Click OK ALT O to return to the Select Batch dialog Cancel ALT C to exit the dialog without saving changes Processing Contributions 109
54. to 38 alpha numeric Statement up to 40 The Statement Name prints on all Name alpha numeric statements CMS will create a statement name based on the household title head of household first name and last name Person Summary Maintenance 69 Click on the Title look up button to display the list of options Mr amp Title look up Mrs Mr Mrs Ms etc Once button displayed click on the appropriate choice You can modify Title codes as needed For instructions see Define Codes on page 43 Suffix up to 4 Enter a name suffix such as Jr or Sr alpha numeric Mailing Required Click on the Mailing Relationship Relationship look up button to display the list of options Head Spouse Youth other etc Once displayed click on the Mailin appropriate choice Relationship look up button There must be one and only one Head of household selected If there are contribution records they must be associated with a person If contributions for the household are not recorded individually for each person in the household such as for each spouse then they will be associated with the head of household If a child of the household is a member and the parents are not members then the child should be listed as the head of the household Only one Spouse per family is allowed 9 numeric Enter a nine digit social security number CMS will automatically insert separators Envelope up to 5 numeric
55. to display the Types Contributions Types dialog Contribution Types Description D Automatic Withdrawal 2 The pre defined contribution types will display in the dialog Click the Add button to display the Add Type dialog Pease sane LC Description L S E Setting Contribution Options 37 3 Refer to Contributions Type Field Definitions to enter the Contribution Type and Description Note You must enter a description to comply with federal regulations requiring contribution descriptions on statements Note on line help provides data entry instructions for each field Position the cursor in the field and press the F1 function key 4 Click OK ALT O to return to the Contribution Type dialog box Cancel ALT C to cancel any entry and return to the Contribution Type dialog box 5 Check or remove the check from the Description Required check box Refer to Contributions Type Field Definitions 6 Click Close ALT L to exit and return to the main menu Add ALT A to add another Contribution Type Contributions Type Don t forget that CMS provides online help on the window Press the F1 function Field Definitions key Field Name Field Length Description Characters Type 1 digit Enter a contribution type code alphanumeric Description 25 character Type a fund name alpha numeric Description v Check box Check this box to require that a Required description of the contribution be
56. to replace all of this years envelope numbers with the numbers assigned for next year This procedure replaces the current envelope numbers with those previously assigned in the Next Year Envelope Number process to Heads of House F Click the Assign Sequentially to Heads of House to assign new envelope numbers sequentially beginning with number 1 to each head of household 4 Click OK to finalize envelope number entry The OK dialog will ask for confirmation 5 Click Yes ALT Y to save your entries The status bar will track progress while CMS saves the new envelope numbers The main menu will display when the process is complete No ALT N to abort 128 e User s Guide CMS Contribution Labels Labels Overview The label function in CMS Contributions prints name tags envelopes or mailing labels You can print a label for an individual person or for a household using the Quick Envelope Label feature or you can print multiple labels using the Labels selection on the Reports menu From the Reports menu labels can be printed for multiple households or persons based on the selected name range membership or participation status In addition labels can be sent only to contributors of selected funds In this chapter we will cover e Printing a Quick Envelope Label e Printing Labels for Mailings Printing a Quick Envelope Label Quick Envelope Label prints a label for one person or household record Quick
57. totals to Prior Year Total fields e Advances the contribution year to the new year e Resets all current year contribution totals to zero e Updates each person s record and sets current totals to 0 00 e Processes pledge data and removes expired pledges 216 e User s Guide CMS Contribution End of Contribution Year Activities Checklist C Make sure that all quarterly contributions are entered and posted If you O E O d need to make changes to a previous quarter or adjustments to a prior year refer to Step 2 of Posting Contributions Entering Contributions on page 112 Network users only remove other users from CMS Set the Pledge Balance Date to the last date of the contribution year For example if your contribution year runs January 1 through December 31 set the Pledge Balance Date to December 31 If your contribution year runs July 1 through June 30 set the Pledge Balance Date to June 30 Refer to Calculating Pledge Balances on 211 Print the following C Contributor Listing d Congregation Weekly Summary d Pledge Contribution Summary all contributors funds C1 Contribution Detail Report for the entire year Print the contributor statements and make corrections as needed E Optional Include the following in the Statement Message Please contact the office before date for corrections O You may want to wait to run End of Year until after the above date Once you have run End of Year you
58. until after the yearly statements have been printed For a report sample see Yearly Detail Cash amp Checks Statement Sample on page 196 Yearly Detail Prints contributions for the current year This Goods Services report prints donation information for non cash or quid pro quo contribution types Do not run the End of Year process until after the yearly statements have been printed For a report sample see Yearly Detail Goods Services Statement Sample on page 197 Running Contribution Statements Be sure your printer is on line and ready 1 Choose Statements from the Reports menu The Statement Selections dialog displays 5 Statement Selections x Print to Statement Format Y Print Screen Yearly Detail Print Options Change Statement Format xX Cancel m Selection Name Range CAI Sort pK Statement Alpha NO Message Member Status a Carrier Route Rename Zip gode EE Headings Participation Status CAI a ap a Additional Help 2 Select the Print Options Refer to Print to on page 145 Contribution Statements 185 3 Make the appropriate report selections for the Name Range Member Status Participation Status and Funds Refer to Selections on page 148 4 Click the Additional command button and select the contributor and pledge criteria for the statement Refer to Additional
59. 0 0 00 0 00 0 00 0c NEXT YEAR Pledge Type Weekly Pledge Amount 11 00 0 00 0 00 0 00 0 00 Beginning Date 1 1 96 Ending Date 12 31 96 Initial Pledge 0 00 0 00 0 00 0 00 0 00 0 00 0 Total Pledge 572 00 0 00 0 00 0 00 0 00 0 00 572 0 CONTRIBUTION HISTORY Current Year 220 00 1 500 00 0 00 0 00 0 00 60 00 1780 6 ist Preceeding Year 0 00 500 00 0 00 0 00 0 00 0 00 500 0 2nd Preceeding Year 0 00 0 00 0 00 0 00 0 00 0 00 0 0 3rd Preceeding Year 0 00 0 00 0 00 0 00 0 00 0 00 0 0 4th Preceeding Year 0 00 0 00 0 00 0 00 0 00 0 00 0 0 Sth Preceeding Year 0 00 0 00 0 00 0 00 0 00 0 00 ot Previous years 0 00 0 00 0 00 0 00 0 00 0 00 0 Total Lifetime 220 00 2000 00 0 00 0 00 0 00 60 00 2280 0 CONTREC RPT e Pledge contribution and history for first five funds all other funds combined and all funds Contribution Standard Report Samples 165 Envelope Number List Sample 9 28 94 Envelope Number List Page 1 Env Nbr LastName FirstName StatementName EnvNbr LastName FirstName StatementName 1 Allen Jerome Jerome and Judy Allen 2 Allen Julie 3 Brown James Jim and Marge Brown 4 Dennison Sharon 5 Witcomb GeTerri 6 Kohler Tom Tomand Amy Kohler 7 Heller John John and Sharon Heller 8 Heller Mark 9 Gardner Mark Mark Gardner amp Terri Witcomb 10 Lopez Anthony Mr amp Mrs Anthony Lopez 12 Sommers Craig 44 Allen Mike 123 Kohler Amy 125 Holmes Kathy 999 ZZZ Loose Chang Number of People with Env
60. 0 0 00 Pledge Type Summary The Average Total Pledge is equal to the Total Pledge divided by the of Pledges for that Pledge Type Pledge Type of Pledges Total Pledge Average Total Pledge Weekly 1 572 00 572 00 Monthly L 924 00 924 00 Totals 2 1 496 00 i 748 00 PCSNEXT RPT e Pledged entered for the next contribution year for the selected fund e Asummary of next year pledge types is printed e You may also select a range of Next pledge response dates e Fora list of households NOT pledging for next year print the Households Without Pledges report for next year Contribution Standard Report Samples 173 1 9 98 Pledge and Cont Summaries Sample Pledge Comparisons Pledge Comparison This Year amp Next Year General Fund All Persons with Pledges This Year or Next Year Page 1 174 e User s Guide CMS Contribution Selected Fund Gencral Fund THIS YEAR NEXT YEAR Envelope Pledge Pledge Begin Ending Total Pledge Pledge Total Mem Number Name Type Amount Date Date Pledge Type Amount Pledge Sta 1 Allen Jerome Monthly 60 00 1 1 98 12 31 98 720 00 Weekly 11 00 572 00 D 3 Brown James Monthly 20 00 1 1 98 12 31 98 240 00 Monthly 77 00 924 00 C Daniels Paul Quarterly 100 00 1 1 98 12 31 98 400 00 0 00 I 4 Dennison Sharon Annual 1 500 00 1 1 98 12 31 98 1 500 00 0 00 C 9 Gardner Mark Annual 500 00 1 1 98 12 31 98 500 00 0 00 D 7 Heller John Annual 1
61. 00 7540 Lakewood Ave NE Apt 302 Minneapolis MN 55677 5567 56 00 2340 Juniper Apt 2013 Lakewood MN 55676 5567 30 00 231 Fairmeadow Lane Lakewood MN 55678 5567 13 00 4578 Raleigh Avenue Northtown MN 55367 5536 12 00 18 714 35 BYAMTAL RPT BYAMTI RPT 164 e User s Guide CMS Contribution Contributor Record Sample 8 16 94 Individual Contribution Record Faith United Congregation Contribution Year 1 1 95 to 12 31 95 JEROME AND JUDY ALLEN Envelope Number 1 7540 LAKEWOOD AVE NE APT 302 MINNEAPOLIS MN 55677 5567 General Fund Building Fund MissionFund Caring Hands Organ Fund Other Fynds All Funt THIS YEAR Pledge Type Monthly Annual Pledge Amount 60 00 2 000 00 0 00 0 00 0 00 Beginning Date 1 1 95 1 1 94 Ending Date 12 31 95 12 31 96 Initial Pledge 0 00 0 00 0 00 0 00 0 00 0 00 0 6 Total Pledge 720 00 6 000 00 0 00 0 00 0 00 0 00 6720 4 Year to Date Pledge 120 00 333 33 0 00 0 00 0 00 0 00 453 3 Pre Pay This Year 0 00 0 00 0 00 0 00 0 00 0 00 0 0 Pre Pay Next Year 0 00 0 00 0 00 0 00 0 00 0 00 0 0 YTD Contribution 220 00 1 500 00 0 00 0 00 0 00 60 00 1780 0 Drive to Date Pledge 120 00 2 333 33 0 00 0 00 0 00 0 00 2453 DTD Contribution 220 00 2 000 00 0 00 0 00 0 00 0 00 2220 Balance Due 100 00 333 33 0 00 0 00 0 00 0 00 233 3 LAST YEAR Last year Pledge 0 00 0 00 0 00 0 00 0 00 0 00 0 6 Last Year Paid 0 00 500 00 0 00 0 00 0 00 0 00 500 Last Year Unpaid 0 00 0 00 0 0
62. 2 HOUSE Carrier Route HOUSE City HOUSE Country HOUSE Group Code HOUSE Label Name HOUSE Phone Num2 HOUSE Phone Number HOUSE State USE Surname HOUSE Title HOUSE Unlisted 2 Use the scroll bar to find the specific field on which to browse Notice that the household fields are prefixed by HOUSE and the person fields are prefixed by PERSON If you select a field with the HOUSE prefix you will locate a household record If you select a field with the PERSON prefix you will locate a person record Select the field to browse and click OK or double click on the field The Browse List dialog will display 60 e User s Guide CMS Contribution Example Browse List HOUSE City Fields Browse List Address 172 Windsor Drive Lakewood 172 Windsor Drive Lakewood i 172 Windsor Drive Lakewood i 2052 Circle Drive Lakewood i 2340 Juniper Apt 2013 Lakewood i 2340 Juniper Apt 2013 Lakewood i i 2340 Juniper Apt 2013 Lakewood i 2340 Juniper Apt 2013 Lakewood 2001 Greenbriar Dr Lakewood i 2001 Greenbriar Dr 231 Fairmeadow Lane Lakewood i 231 Fairmeadow Lane Lakewood 231 Fairmeadow Lane Lakewood 231 Fairmeadow Lane Lakewood 231 Fairmeadow Lane Lakewood i 231 Fairmeadow Lane Lakewood i 231 Fairmeadow Lane Lakewood i 2301 Greenbriar Dr 3 Position the cursor anywhere on the line and click OK or double click on the line The Household window will display wi
63. 31 98 120 00 _ 30 00 440 00 410 00 N 5 980 00 1 495 00 4 463 00 2 968 00 Pre Payments Last Year for This Year 0 00 Pre Payments This Year for Next Year 0 00 Pledge Type Summary The Average Total Pledge is equal to the Total Pledge divided by the of Pledges for that Pledge Type Pledge Type of Pledges Total Pledge Average Total Pledge Monthly 4 2 280 00 570 00 Quarterly 1 400 00 400 00 Annual 3 ___ 3 300 00 1 100 00 Totals 8 5 980 00 747 50 PSCSING RPT e 170 e User s Guide CMS Contribution Pledge information for one pledgeable fund Total Pledge total being pledged in the current year to the selected fund YTD Pledge amount due for the pledge Cont Towards Pledge contributions towards fund includes pre payments from last year Difference Cont Pledge YTD Pledge Cont Towards Pledge balance due Pre Payments Last Year for This Year last year s contributions for this year s pledge Pre Payments This Year for Next Year contributions entered and posted in the current year but applied to next year s pledge Pledge and Cont Summaries Sample Pledge Summary Multiple Fund 8 15 94 Pledge Summary Page 1 Multiple Funds All Contributions are Year to Date Totals Year to Date Pledges are as of 3 19 95 Contribution Towards Pledge reflects Pre Payment of Pledge Selected Funds General Fund Building Fund Envelope Total YTD Cont Towards Difference Mem Number Last Name First
64. 43 IDEPOSIS ianen e A eerlectel ae hin ted eas head odete N cut teers 143 Messages crearan ea saduesncedessdvassaunigds ius E E ARES 143 Print Info Headdihg Sieci ene venta r E E 144 Print Selections uccisione ie E E ENERE EEE AEE 145 Ponti osana E E TE E E E TE E TENN 145 SElECHONS ia c2s2e5ncsecechecthal oceeieet TacaaededesScvors costes sopausea inestadeaese avessvesapecpiieact E 148 SOLE QptlONs sss 3sciss s3 sessssozevees a Eao Enne sod RENE E Roi IR S e E ei EARE EREI ESI 152 Contribution Standard Report Samples 153 Sample IR CONES ieceres ire e p Eea EES E E TRE E EE EE EE 153 Congregation Weekly Summary Sample eee eeeeceeeseeeseeeseeeseeeseeneeeeees 154 Contribution Detail Sample Alpha Sort ee ee cee eeeecseeeseeeseeeeeesesenesseersees 155 Contribution Detail Sample Fund Sort 1 0 cscccsectesiaciisavseveceassestusaeersecessceeeses 156 Contribution Batch Edit List Sample Sorted by Name 0 0 ee eeeeeeeeeereees 157 Posted Batch Edit List Sample Sorted by Name cece eeseeseeseeeseeeeeeeees 159 PIG POSIt Repo ocrni iensen eine e ia e EE a lac rite ete 160 Contributer Panteri Samples eorna EEE A E EAER EN 161 Contribution History Sample 22 3 ices secceesSectsed elves scerine spaced ysectererssnedsosassensasecdaseies 162 Contributor List Sample Alpha Env Reference Format 0 eee eeeeeeeee eters 163 Contributor List Sample By Contribution Amount eee eeeeseeeeeeeee tees 164 Contributor Record Sample isen
65. 89 Entering Next Year s Pledges 100 Envelope Number 58 59 70 73 75 135 Envelope Number List Report 140 Sample 168 Exiting CMS for Windows 9 F Find Field Definitions 59 75 Finding a Household 58 Finding a Person 73 Fund 85 90 Fund Setup 31 Field Definition Chart 34 Funds Defining 32 Major 32 Moving 35 36 Pledgeable 32 Special 32 H Help 25 About Help Field Definition Chart 30 Search 27 History Entering History Information 84 History Window 84 Field Definition Chart 85 Household Browsing 60 234 eUser s Guide CMS Contribution Finding 58 Household Window Field Definition Chart 53 Speed Update 61 The Household Window 51 View Household Button 50 Initial Pledge 94 Introduction 1 L Labels 131 Last Year Pledge 86 Last Year Unpaid 86 Mailing Labels 131 Mailing Relationship 65 68 70 Major funds 32 Membership Status 45 71 136 Defining Codes 43 Monthly Summary Contribution Statements 186 Moving Funds 35 Multi Year Pledges 96 N New Household Button 50 Next Year s Pledge Window 100 Field Definition Chart 101 Next Year s Pledges Entering 100 O Opening CMS for Windows 9 P Participation Status 45 71 Defining Codes 43 Password Maintenance 224 Assigning Password Access 226 Defining a New Password 224 Deleting a Password 229 Renaming a Password 228 Person Add Person Button 66 Adding at the Household Window 68 Adding at the Person Summary Window 68 B
66. Allen Jerome Jerome and Judy Allen 2 Allen Julie 3 Brown James Jim and Marge Brown 4 Dennison Sharon 5 Witcomb Ge Terri 6 Kohler Tom Tom and Amy Kohler 7 Heller John John and Sharon Heller 8 Heller Mark 9 Gardner Mark Mark Gardner amp Terri Witcomb C 10 Lopez Anthony Mr amp Mrs Anthony Lopez 11 12 Sommers Craig UNUSED RPT e Assigned and unassigned envelope numbers e Unassigned envelope numbers print with a blank line 182 e User s Guide CMS Contribution Contribution Statements Contribution Statements Overview Contribution statements can be printed giving quarterly yearly summary yearly detail or monthly summary information They can be printed for one or more selected funds and for one or more selected contributors The statements are printed so that when folded the address will appear in the window of a 9 window envelope If a statement name was not entered in household person maintenance the head of households first name and last name will be used In this chapter we will cover e Contribution Statement Formats e Running Contribution Statements e Contribution Statement Options Contribution Statements 183 Contribution Statement Formats The contribution statement formats are listed below These are selected from the Change Statement Format command button on the Statement Selections dialog The Quarterly format is the default Each of the following reports have print
67. Balance Due amp the Unpaid Pledge information it prints only for those persons who have pledges Thanks for your generous support 2 535 00 2 535 00 196 e User s Guide CMS Contribution STYRSUM RPT Yearly Detail Goods Services Statement Sample Faith United Congregation 1222 Lakewood Ave Tel 612 563 6647 Lakewood MN 55334 9532 Fax 612 544 7738 Envelope Number 1 Soc Sec Nbr 663 837 8385 JEROME AND JUDY ALLEN Contributions Thru 1 4 93 7540 LAKEWOOD AYE NE APT 302 MINNEAPOLIS MN 55677 5567 As of 6 30 93 Total General Fund Contributions 280 00 280 00 Y ou have a Monthly pledge of 60 00 The pledged am ount is 360 00 720 00 The Balance Due and the Unpaid Amount are 30 00 440 00 Date Amount CheckNbr Cont Type Value Deduct Amt 1 4 98 30 00 1322 Check 2 1 98 20 00 5220 Check 2 15 93 60 00 6110 Check 2 22 98 50 00 1265 Check 3 15 98 60 00 6011 Check 412 98 60 00 Check Building Fund Contributions 2 150 00 2 150 00 plus contributions toward this pledge in prior years 500 00 500 00 equals the contributions toward this pledge 2 650 00 2 650 00 Y ou have a Annual pledge of 2 000 00 The pledged am ount is 3 000 00 3 000 00 The Balance Due and the Unpaid Amount are 500 00 5 350 00 Date Amount CheckNbr Cont Type Value Deduct Amt 1 4 98 650 00 1322 Check 2 8 98 100 00 4019 Check 2 15 93 100 00 6110 Check 3 8 98 500 00 4316 Check 3 15498 300 00 6011 Check
68. CMS Contribution 7 To select a record click anywhere on the record line then click the OK button The Person Summary window will display with the selected person s data Find Field Definitions If no fields are entered the Search dialog will list all persons in the database Don t forget that CMS provides online help on the window Press the F1 function key Field Name Field Length Description Characters Last Up to 28 Enter the last name of the person or alpha numeric the household surname You can enter a full or partial name The ability to enter a partial name is especially useful when you are unsure of how to spell the name For example if you enter Jo in the last name field CMS will list all last names which begin with Jo Johnson Jones etc First Up to 20 Enter the first name of the person alpha numeric You can enter a full or partial name Envelope 5 numeric Enter the exact envelope number Number between 1 and 32 700 Person Summary Maintenance 75 Browsing for a Person The Browse function is very useful for locating a specific person when the first name last name and envelope number are unknown In addition to first name last name and envelope number you can browse based on mailing relationship member status member title participation status social security number and suffix information fields 1 Choose Browse from the Record menu to display the Browse dialog Browse HO
69. Congregation Weekly Summary Contribution Detail Contribution Batch Edit List Posted Batch Edit List Deposit Report Contribution Pattern Options Help Contributor Labels Contribution History Contributor Lists gt Contributor Record Envelope Number List Pledge and Cont Summaries gt Pledge Cards Statements Projected Contributions All Funds Projected Contributions Single Fund Total Pledge All Funds Total Pledge Single Fund Pledge Type Single Fund Proj Cont and Pledge Single Fund Contributions by Month ary Graphs d Envelope Numbers Defined Reports Ctrl U 198 e User s Guide CMS Contribution Select the graph from the cascading menu The graph dialog will display For the single fund graphs Projected Contributions Single Fund Total Pledge Single Fund Pledge Type Single Fund and Projected Contribution and Pledge Single Fund click on the Select Fund command button to display the Select Funds dialog Select only one fund for the graph If more than one fund has been selected an Invalid Fund Selection dialog will display when you try to print the report Click OK to close the Invalid Fund Selection dialog then change the fund selections to include only one fund Funds which have not been selected will display in bold under Available Codes Funds which h
70. Date Pre Pay Next Year 0 00 Household equalis Balance Due 0 00 le pgd mi Person this Household 1 of 4 PLEDGE DB 88 e User s Guide CMS Contribution Entering Current Following are instructions for entering pledges To enter multi year pledges refer to Setting Up Multi Year Pledges on page 96 Pledges If you are entering pledge data for many people it may be quicker to use the Quick Pledge feature In Quick Pledge all names in the database are displayed it is not necessary to find each person whose pledge you are entering Also the Beginning Date and Ending Date is entered only once per fund Refer to Quick Pledge Entry Current Year and Next Year on page 124 1 2 Refer to Displaying the Pledge Window to display the window At the Pledge window Fund 1 will display Select the fund receiving the pledge Refer to Pledge Field Definitions on page 90 to enter or change the Pledge data If necessary click the Clear Pledge command button to clear all pledge fields Note on line help provides data entry instructions for each field Position the cursor in the field and press the F1 function key Depress ENTER to re calculate the Total Pledge DTD Pledge and Balance fields based on the new entries Total Pledge Pledge Amount times the Pledge Type period plus the Initial Pledge Balance Due DTD Pledge minus the DTD Contribution minus the Pre Pay This Year plus Pre
71. E 120 iv e Contents Step 4 of Posting Contributions Posting eee eee eeceeeeeseeeseeeseeeseteeetseeeaeenaeenas 121 Posting Contributions w2 2 20 siezcseasien teased ecsoeseavesseneesesaveravessneecsessersssnneavdgessesedes 121 Printing the Posted Edit List ee ce eeseeeeecseeeseceseceaesesesaeeeeeseeseesaeesaes 123 Quick Entry Processes 124 Quick Entry Processes Overview cceesecesseeeseseseeeceesceeseeeseeeseessersaesseesaeeeaeseatones 124 Quick Pledge Entry Current Year and Next Year ceecceeseeesceceseeceseeeeneeeeneeeaes 124 Quick Envelope Number Entry Current Year and Next Year eccceeeeeseeeeseeeees 127 Labels 129 Labels OV ELVIS W iiien veteies cusev vets a sips shee stagih N cas sis prevents ERE 129 Printing a Quick Envelope Label 0 cece eceeceeseeseeeseeeeeseeeseceseeeeaeeeaeseaeseeeeseeeaeee 129 Printing Labels for Mailings cece ee ceseeseeseeeseceseceseseeesseesaeeeaeeeaeenaeeneeeseeeaeees 130 Print Additional Information eee eeeeseeseeeseceeeeeeeeeeeeeeneesseeeaeeeaeeeaeesaeeaees 133 Contribution Standard Reports 135 Contribution Standard Reports Overview 0 e ee eeeeeceeseeseeeseeeseeeseeeseseeesseeeseenaeenas 135 Standard IREPOrts ienenge a a e T E a E E 136 Running a Standard Report sinies ee cece eesecseeesceeseeeseceseseeeseesseeeseesaeseaeeeeeeseeeseees 141 Standard Report Options 0 0 0 ee ee eeceeeseeseeeseeeseeeseesneceecaeenaesnaesneeeeeeeeeaeseeesaeeeges 1
72. Enter the envelope number The Number number must be between 1 and 32 700 Next Yr Env up to 5 numeric Enter the envelope number for next Nbr year The number must be between 1 and 32 700 70 e User s Guide CMS Contribution Member Status Member Status look up button Particip Status Particip Status look up button Last Contribution Display only o Fund Name Display only Total Pledge Display only Click on the Member Status look up button to display the list of options Received through Baptism Received through Confirmation Transferred from Different Denomination etc Once displayed click on the appropriate choice This denotes in what way the person is or is not a member You can add delete membership status s as needed For instructions see Define Codes on page 43 Click on the Participation Status look up button to display the list of options Active Associate Member Student Away at School etc Once displayed click on the appropriate choice The is used to record the participation level of the person You can add delete participation status s as needed For instructions see Define Codes on page 43 The date of the last contribution for the person CMS updates this field as contributions are posted The date set for Balance calculations Pledge YTD and Balance Due amounts apply to pledges as of this date See Calculating Pledge Balances on page 211 for
73. Index 9 235 R Rename Statement Headings 192 Renaming a Password 228 Reports 137 Congregation Weekly Summary 138 Contribution Batch Edit List 138 Contribution Detail Summary 138 Contributor List 139 Contributor Pattern 139 Contributor Record 139 Deposit 139 Envelope Number List 140 Pledge and Cont Summaries 141 Pledge Cards 142 Running a Standard Report 143 Standard Report Options 145 Tables 142 Unused Envelope Numbers 143 Restore 233 Backup 226 Running Contribution Statements 187 S Sample Reports All Contributors 169 Congregation Weekly Summary 156 Contribution Batch Edit List 159 Contribution Detail 157 158 Contribution History 164 Contribution Summary 171 Contributor List 165 Contributor Pattern 163 Contributor Record 167 Deposit 162 Envelope Number List 168 Households W O Contributions 178 236 e User s Guide CMS Contribution Households W O Pledges 177 Multi Year Fund Summary 174 Next Year Pledges 175 Pledge Comparisons 176 Pledge Summary Multiple Fund 173 Pledge Summary Single Fund 172 Posted Batch Edit List 161 Pre Payment Summary 179 Tables 183 Unused Envelope Numbers 184 Special funds 32 Speed Update Household 61 Person 77 Standard Entry Defaults Defining 39 Field Definition Chart 41 Standard Reports 137 Statement Additional Selections 189 Period Dates 193 Print Items 192 Statement Message 191 Statement Name 69 Summary Graphs 200 Contributions by Month 208
74. List Selections X Print to HP LaserJet Series Il LPT1 Y Print Print Options x Cancel Print Selection K Print Contribution Detail Print Fund Totals Selections _ Select which previously posted batch to print an edit list for Posted Batches All BRN Help Report Sub Title 3 Select the Print Options Refer to Print to on page 145 4 Select which previously posted batches to print on the edit list Click the Posted Batch button to display the Select Batches dialog Refer to Member Participation Fund and Batch Selections on page 150 5 Select the Print Selections Refer to Print Selections on page 145 6 Enter the Report Sub Title Refer to Report Sub Title on page 152 7 Click Print ALT P to print the edit list Cancel ALT C to exit the Posted Batch Edit List Selections dialog Processing Contributions 123 Quick Entry Processes Quick Entry Processes Overview Quick entry processes are used to update pledges next year s pledges envelope numbers or next year s envelope numbers for many households or persons at the same time In this chapter we will cover e Quick Pledge Entry Current Year and Next Year e Quick Envelope Number Entry Current Year and Next Year Quick Pledge Entry Current Year and Next Year You can use the Quick Pledge Entry for updating current pledges or for entering n
75. MS Contribution provides a variety of standard reports for tracking contributions Each report offers selections that enable you to customize the report to your needs This chapter will cover the Congregation Weekly Summary Contribution Detail Contribution Batch Edit List Deposit Report Contributor Pattern Contributor List Contributor Record Envelope Number List Pledge and Cont Summaries Pledge Cards Tables and Unused Envelope Numbers reports Note that Contributor Labels Statements Summary Graphs and User Defined Reports are covered in other chapters In this chapter we will cover e Standard Reports e Running a Standard Report e Standard Report Options Contribution Standard Reports 135 Standard Reports The following reports are standard with CMS Contribution for Windows Each are listed under the Reports menu Note Some of the reports have a person named ZZZ Loose Change This record was added to system to handle loose change found in the collection plate Congregation Weekly Summary Contribution Detail Contribution Batch Edit List Posted Batch Edit List Reports posted contributions on a weekly basis the first five funds are selected by default remaining funds and all funds combined For a report sample see Congregation Weekly Summary Sample on page 154 Prints a detail of posted contributions including fund name date of contribution and amount of contribution When t
76. Plate Coin amp Cash 0 00 0 00 0 00 0 00 0 00 2150 z 5 980 00 1 495 00 4 463 00 2 968 00 954 50 Persons with Drive to Date Pledges with contributions in arrears 0 00 0 00 0 00 0 00 Persons with Drive to Date pledges with contributions current or paid in advance 5 980 00 1 495 00 4 463 00 2 968 00 Total of Persons Listed 16 Total Contributed to General Fund 5 417 50 PCSNEXT RPT Pledge information for a single pledgeable fund with multi year pledges Total Pledge total pledged to the fund over the duration of the pledge DTD Pledge amount due for pledge including amount due from prior years Cont Towards Pledge contributions towards fund including prior years to the pledge drive Difference Cont Pledge DTD Pledge Cont Towards Pledge balance due in the drive NonPledge Contrib amount contributed by persons who did not pledge Total Contributed to Fund amount contributed over the duration of the fund Pledge and Cont Summaries Sample Next Year Pledges 1 9 98 Next Year Pledge Summary Page 1 General Fund Envelope Pledge Pledge Beginning Ending Total Initial Pre Payments Mem Number Name Type Amount Date Date Pledge Pledge Next Year Sta 1 Allen Jerome Weekly 11 00 1 1 96 12 31 96 572 00 0 00 0 00 D Statement Name Jerome and Judy Allen 3 Brown James Monthly 77 00 1 1 96 12 31 96 924 00 0 00 0 00 C Statement Name Jim and Marge Brown gt 1 496 00 0 0
77. RPT Lists people who have pledged contributed or have an envelope number Contribution Standard Report Samples 163 Contributor List Sample By Contribution Amount laf 1 97 Selected Funds All Env Name Paul Daniels 3 Jim and Marge Brown 1 Jerome and Judy Allen 10 Mr amp Mrs Anthony Lopez 7 Johnand Sharon Heller 9 Mark Gardner amp Terri Witcomb G ardner 4 Sharon amp Larry Dennison 6 Tom and Amy Kohler 3 Terri Witcomb G ardner 12 CraigSommers 2 Julie Allen Karen Heller 44 Mike Allen Lisa Dennison Bryan Lopez 8 Mark Heller Number of Persons listed 16 By Contribution Amount include persons with contributions fo selected funds from 0 01 to 99 999 999 99 Page 1 Address YTD Contrib 2052 Circle Drive P O Box 5567 Lakewood MN 55677 5567 5 190 00 172 Windsor Drive Lakewood MN 55677 5567 2 820 00 7540 Lakewood Ave NE Apt 302 Minneapolis MN 55677 5567 2 535 00 231 Fairmeadow Lane Lakewood MN 55678 5567 1 435 00 4578 Raleigh Avenue N athtown MN 55367 5536 1 231 00 2001 Greenbriar Dr Lakewood MN 55677 5567 1 195 00 2340 Juniper Apt 2013 Lakewood MN 55676 5567 1 150 00 5433 Willow Drive P O Box 5536 Northtown MN 55367 5536 840 00 2001 Greenbriar Dr Lakewood MN 55677 5567 680 00 Four Seasons Greenleaf 2301 Greenbriar Dr Lakewood MN 678 00 55678 5567 7540 Lakewood Ave NE Apt 302 Minneapolis MN 55677 5567 228 00 4578 Raleigh Avenue Northtown MN 55367 5536 100
78. Report Add Edit HH Person ALT I to save the entries and to access the Contributor Household window From this window you can add or edit household or person information Refer to Entering Household Data on page 51 and Entering Person Data on page 68 Note After an unsuccessful search for a contributor the Add Edit HH Person button will assume an entry of a new household After a successful search for a contributor it will assume a change to the 114 e User s Guide CMS Contribution household such as an address change and will display the contributor s household information Close ALT L to save the entries exit the Contribution Entry window and return to the main menu Contribution Entry If you are unsure of how to enter or select data for the data fields please refer to Data Field Definitions Basic Navigation on page 11 There you will find information regarding cursor placement text entry and pull down lists Don t forget that CMS provides online help on the window Press the F1 function key Field Name Field Length Description Characters Fund The funds which were selected in Define Custom Entry Defaults or Fund look up Define Standard Entry Defaults will button automatically display To enter contributions for a fund which is not displayed click the look up button to display the Fund dialog and select a fund CMS will replace the fund your cursor is currently on with the selected fund Position
79. The difference between the two selections is that All Contributors will print people who have envelope numbers whether or not they have made a contribution or a pledge You are also able to enter limits for Total Pledge YTD Contribution Single Contribution Balance Due and Envelope Number For example you can print statements for those people who have a Balance Due of over 50 00 or a single contribution of over 250 00 Federal regulations require that churches provide a contemporaneous written acknowledgment for individual contributions of over 250 00 at the contributors request For more information contact your accountant or Church Management Solutions support 1 Click on the Additional command button to access the Additional Selections dialog amp Additional Selections x All Contributors Must have at least one of the following Total Pledge greater than zero Y OK TD Contributions greater than zero sAn Envelope Number lt People with Pledges or Contributions Must have at least one of the following x Cancel Total Pledge greater than zero YTD Contributions greater than zero Additional Limi O Total Pledge thru O YTD Contributions L Jte O Single Contribution C thru 7 O Balance Due ae thru O Percent in arrears sthu sd O Envelope Number C l a _ E Help PIHS Contribution Statements 187 2 Select either the All Contributors or the
80. The last day of the quarter SemiYearly The last day of the six month period Yearly or Annual The last day of the year SemiMonthly or Fixed Any date is acceptable Person Pledges Maintenance 93 Initial Pledge Total Pledge 94 e User s Guide CMS Contribution Display only Use the Initial Pledge field to enter an initial pledge or a one time gift For example during the current contribution year Jerome Allen has a Monthly pledge of 20 or 240 for the year In addition he gave a one time gift of 100 This makes his Total Pledge for the year 340 The CMS will add a decimal and two zeroes to the dollar amount 00 To enter cents enter the decimal and the cents Initial pledges may be positive or negative amounts A negative pledge amount can be entered to account for those times when a contributor wants to decrease a pledge after the pledge period has begun For example after six months a pledge changes from 15 00 per month to 10 00 per month The YTD Pledge should be based on 15 00 per month for the first six months and 10 00 per month for the last six months Enter minus 5 00 5 at the Initial Pledge field This will subtract 5 00 per month from the original pledge of 15 00 per month for the remainder of the pledge period If you changed the Pledge Amount instead of the Initial Pledge the pledges would be re calculated at 10 00 per month for the entire year not for just the
81. USE Surname HOUSE Title HOUSE Unlisted HOUSE Zip Code PERSON Envelope Number PERSON First Name PERSON Last Name PERSON Mailing Relationsh PERSON Member Status PERSON Member Title PERSON Participation Stat PERSON Soc Sec Num PERSON Suffix 2 Use the scroll bar to find the specific field on which to browse Notice that the household fields are prefixed by HOUSE and the person fields are prefixed by PERSON If you select a field with the PERSON prefix you will locate a person record If you select a field with the HOUSE prefix you will locate a household record Select the field to browse and click OK or double click the field The Browse List dialog will display 76 e User s Guide CMS Contribution Example Browse List HOUSE City Fields Browse List Address 172 Windsor Drive 172 Windsor Drive 172 Windsor Drive 2052 Circle Drive 2340 Juniper Apt 2013 Dennison 2340 Juniper Apt 2013 Dennison i 2340 Juniper Apt 2013 Dennison 2340 Juniper Apt 2013 Gardner 2001 Greenbriar Dr Witcomb Gardn i 2001 Greenbriar Dr Lopez 231 Fairmeadow Lane Lopez i 231 Fairmeadow Lane Lopez 231 Fairmeadow Lane Lopez 231 Fairmeadow Lane Lopez 231 Fairmeadow Lane Lopez i 231 Fairmeadow Lane Lopez i 231 Fairmeadow Lane Sommers i 2301 Greenbriar Dr 3 Position the cursor anywhere on the line and click OK or double click on the line The Person Summary window will
82. User s Guide CMS Contribution for Windows By Church Management Solutions Copyright 1997 Church Management Solutions Inc All rights reserved Release 4 9 1 97 CMS Contribution for Windows is a registered trademark of Church Management Solutions Inc Microsoft is a registered trademark of Microsoft Corporation Crystal Reports for Windows is a trademark of Crystal Computer Services Inc CHURCH MANAGEMENT SOLUTIONS alll li Wh Church Management Solutions 3300 Bass Lake Road Suite 304 Brooklyn Center MN 55429 612 566 4212 Technical Support 800 247 8044 Fax 612 566 2250 Internet E Mail support ChurchManagementSolutions com Internet Web Home Page www ChurchManagementSolutions com Contents Introduction to CMS Contributions for Windows 1 COVE VIGW oorno e E canst docaesuabecanienis censaids sanavade O E A 1 How to Use the Manual neins naa i 2 Contacting Customer Support sssssscesssresceeeceeseeesssessesceescerscereeceneteneteneees 2 Installing Contributions for Windows 3 Organizing Contributions Data Entry Tasks 5 Organizing Contributions Data Entry Tasks Overview cesceeseeseeesetesetseeeseeeseeees 5 Entering Contribution Options ssseseeseeseesesreerssrerrsesresresrestnrrsrretentenresresrenrsererrsresrest 6 Entering Household and Person Information ssesssesseesseesessesseesseessessrersressrersressresees 7 Gather Membership Household Information
83. Year to Date Pledge Total Pledge WV Drive to Date Information jo A O Pledge Prepayments 2 Select the appropriate items To select an item click the check box to display a check mark To remove the check click the check box again 3 Click OK ALT O to finalize the message Cancel ALT C to return to the Statement Selections dialog without saving the item selections ma Statement This function is applicable only to the Quarterly format which is the default format It defines quarterly periods for which the statement will summarize detailed contributions The system will automatically update these dates for you when you run the End of Quarter or End of Year process 1 Click on the Statement Period Dates command button to access the Statement Period Dates dialog Contribution Statements 191 z Statement Period Dates Period Beginning SSRIS co l5 a S lao Go co oo p paw paz pas ene pas paos Baza poss Bars Ba Basss Bars p 2 Click the Fill with Sundays command button to automatically input the dates of each Sunday in the current quarter OR Type in the period dates It is not necessary that the first date be the beginning of the quarter The last period will default to the last day of the quarter 3 Click OK ALT O to finalize selections Cancel ALT C to return to the Statement Selections di
84. a household or person from information other than the name or envelope number use the browse function For example if you know only a social security number you could create a browse list by social security number to locate a specific person You can browse through your household or person lists by any field of information Contribution Statement Button See Browsing for a Household on page 60 or Browsing for a Person on page 76 for more information The Contribution Statement Button prints a contribution statement for the displayed person 1 Check to be sure your printer is ready with the paper in the printer 2 Use the Find function or the direction buttons to display the person record 3 At any person window click the Contribution Statement Button Basic Navigation 15 Attendance Button af The Attendance button will display the attendance information for the person in the window For more information see the CMS Attendance for Windows manual or contact Church Management Solutions Membership Button Betel For use with CMS Membership for Windows available through Church Management Solutions The Membership button will display a cascading menu for the displayed person s membership records Making Selections Choosing and The terms choose and select have different meanings You choose an item to Selecting Items carry out an action For example choosing an item from a menu means starting the procedure process
85. age 23 Main Menu Bar File CMS People Process Reports Options Help Cascading Menus In some cases selecting a menu item will cause a cascading menu to appear Click on an item in the cascading menu to initiate an action Toolbar A toolbar displays at the top of the Household window and some of the person windows It allows easy access to commonly used functions To choose a function click on the icon button Household Window Toolbar VCR Direction Buttons Quick Label Browse Attendance Delete Household Print Screen Membership Person Windows Toolbar VCR Direction Buttons Quick Label Browse Attendance I l l l uala gt f aa es Delete ae Print Leek eae Statement Membbrship Basic Navigation 13 VCR Direction Buttons The VCR direction buttons allow direct access to the first and last household and person records and the ability to scroll through each record one at a time 1 To view the first household person record alphabetically click the first record direction button 2 To view the last household person record alphabetically click the gt last record direction button 3 To view the next household person record click the gt next alphabetically listed direction button 4 To view the previous household person record alphabetically click the previously alphabetically listed direction button Delete Household Person 1 The Delete Household Person button
86. alog without saving the date selections 192 e User s Guide CMS Contribution Contribution Statement Samples Sample Statements Some of the information which prints on the statements is managed by the Statement Print Items selections see page 190 The following report samples are given in this chapter e Quarterly Contributions Statement Sample e Monthly Summary Statement Sample e Yearly Detail Cash amp Checks Sample e Yearly Detail Goods amp Services Sample Contribution Statement Samples 193 Quarterly Contributions Statement Sample Faith United Congregation 1222 Lakewood Ave Tel 612 563 6647 Lakewood MN 55334 9532 Fax 612 544 7738 Envelope Number 1 Soc Sec Nbr 663 237 3335 JEROME AND JUDY ALLEN Contributions Thru 1 4 98 7540 LAKEWOOD AVE NE APT 302 MINNEAPOLIS MN 55677 5567 Date General Fund BuildingFund Mission Fund CaringHands Organ Fund Special Funds 4 1 98 Af 5198 200 00 4 2 93 100 00 25 00 4 9 93 4 26 98 5 3198 5410 98 5417 98 5424198 5 31 98 6 7198 6 14 93 6 21 98 6 28 98 Gifts this Year 280 00 2 150 00 Drive to Date 230 00 2 650 00 Pledge Amount 60 00 2 000 00 Pledge Type Monthly Annual Y ear To Date Pledge 360 00 1 000 00 Drive fo Date 360 00 3 000 00 Total Pledge 720 00 3 000 00 Balance Due 30 00 500 00 This is a statement message area Only in tangible religious benefits were provided There are many statement selections and choic
87. anagement Solutions for help Click on the appropriate format 12 Select the Print Additional Information print options Refer to Print Additional Information on page 133 13 Click Print ALT P to print the label Cancel ALT C to exit the Quick Envelope Label dialog box 132 e User s Guide CMS Contribution Print Additional M Print Additional Info Information O Country C Message CARRIER ROUTE SORT Envelope Number Membership Status Group Code Carrier Route Titles Phone Number C unlisted Print Additional Information prints the selected additional information on the labels To select a print option click on the check box A check mark will display when the option is selected Click again to remove the check mark from the option button Country Message Postal Bar Codes Envelope Number Click on the Country option button to print the country on the bottom of the label Note due to size limits you can print either country or message not both Click on the Message option button to print the message on the top of the label Click inside of the message field and type in up to a message If you are printing a Carrier Route on labels you must also print the message CARRIER ROUTE PRESORT or CAR RT SORT Note due to size limits you can print either country or message not both Click on the Postal Bar Codes option button to prin
88. ar totals on contributor statements and user defined reports End of Calendar Year C Make sure that all quarterly contributions are entered and posted If you Activities Checklist need to make changes to a previous quarter or year refer to Step 2 of Posting Contributions Entering Contributions on page 112 Batches for the next calendar year may be entered and the Batch Edit List can be printed DO NOT POST THE BATCHES UNTIL THE END OF CALENDAR YEAR IS RUN C Set the Pledge Balance Date to December 31 Refer to Calculating Pledge Balances on 211 C Network users only remove other users from CMS C Runa full CMS database backup and record the backup in your backup log See Backing Up CMS O Run End of Calendar Year 220 e User s Guide CMS Contribution Running End of Calendar Year Process 1 From the Process menu choose End of Calendar Year ALT Y The Backup Confirmation dialog will display Backup your records before continuing If you do not have a current backup of data click Backup to begin the backup procedures Refer to Backup on page 229 for data backup instructions If you already have a current backup click Continue to display the End of Calendar Year dialog The End of Contribution Year dialog displays the following message The End of Calendar Year process zeros each contributor s Calendar to Date contribution totals This process must be done before posting any contributions for January If a
89. ash amp Checks Statement Sample Faith United Congregation 1222 Lakewood Ave Lakewood MN 55334 9532 JEROME AND JUDY ALLEN 7540 LAKEWOOD AVE NE APT 302 MINNEAPOLIS MN 55677 5567 General Fund Contributions You have a Monthly pledge of 60 00 The pledged am ount is The Balance Due and the Unpaid Amount are 2 2298 5000 if 498 30 00 21 98 20 00 21598 6000 1298 6000 Building Fund Contributions plus contributions toward this pledge in prior years equals the contributions toward this pledge Y ou have a Annual pledge of 2 000 00 The pledged am ount is The Balance Due and the Unpaid Amount are 3 898 500 00 2 1598 100 00 1298 100 00 1 498 650 00 2898 100 00 3 2998 200 00 598 2000 Contributions Caring Hands 1298 25 00 Mark Baker Memorial Contributions 1 2598 3000 VISA 3000 Jason Memorial Contrib utions 1298 2000 Tel 612 563 6647 Fax 612 544 7738 Envelope Number 1 Soc Sec Nbr 663 837 3335 Contributions Thru 1 4 98 As of 6 30 93 Total 280 00 280 00 360 00 720 00 80 00 440 00 371598 6000 2 150 00 500 00 2 650 00 2 150 00 500 00 2 650 00 3 000 00 8 000 00 500 00 5 350 00 3 1598 300 00 25 00 25 00 60 00 60 00 20 00 20 00 Total Contributions This is a statement message area Only in tangible religious benefits were provided There are many statement selections and choices If you choose to print Pledge
90. ata entry instructions 3 Click Close ALT 1 to exit the About CMS For Windows dialog Using Online Help 29 About Help Field Definitions Field System version Data version Serial Number User Name Name Address City State Zip Code Phone Phone2 Fax 30 o User s Guide CMS Contribution Definition Displays the System version number Displays the Data version number Displays the Serial Number Displays the User Name Enter the Name of the license holder Enter the Address of the license holder Two address lines are provided Enter the City of the license holder Enter the State of the license holder Enter the Zip Code of the license holder Enter the primary phone number of the license holder Enter the secondary phone number of the license holder Enter the fax phone number of the license holder Setting Contribution Options Contribution Options Overview Contribution options should be set up before building the household person database See Organizing Contributions Data Entry Tasks on page 5 for detailed advise about getting started with CMS Contributions for Windows In this chapter we will cover e Fund Setup e Contribution Types Setup e Define Entry Defaults e Define Year and Quarter e Define Codes Membership Participation Status Titles Fund Setup Contributions and or pledges are defined separately to account for different funds general fun
91. ate totals on the standard statement Pledges may be entered for these funds Assign pledgeable to funds such as general or building funds e Major funds have separate totals on the standard statement Pledges may not be entered for these funds Assign major to funds such as missions where you do not maintain pledges e Special funds do not have separate totals on the standard format statements Pledges may not be entered for these funds Assign special to miscellaneous funds where you do not maintain pledges and where you do not wish to differentiate the fund on statements Defining Funds 1 From the Options menu choose Fund Setup to display the Fund dialog Description edge 3 Mission Fund j fon O E v ledgeable AAA 6fNew Year s Day 7 Good Friday i E 9fChristmas A San oy wo HHHHE EAEE vja KI KI KI KI IKI Special ea 3 O z KI KI a B D Q 32 e User s Guide CMS Contribution You can list the current funds alphabetically or numerically When the list is presented in numeric order the command button will read List Alphabetically When the list is presented in alphabetic order the command button will read List Numerically To display the list in alphabetic order click the List Alphabetically button To display the list in numeric order click the List Numerically button Click the Add button to display the Add Fund dialog Fund J Description 7
92. atus Membership Status eae pa D w ffiliate or associate member P O ember by Confirmation jD Member transferred fr another cong B Member by Baptism cual Ne riends pastors others for labels ther ransferred or moved DO Zz 0 3 Click the Add button An Add dialog will display Add Membership Status Status L Descriptio L S S 4 Type the code status and the description in the fields provided Refer to Code Table Field Definitions on page 45 for further information Note on line help provides data entry instructions for each field Position the cursor in the field and press the F1 function key 5 Click OK ALT O to complete the addition and return to the Code Table dialog Cancel ALT C to cancel the entry 44 e User s Guide CMS Contribution 7 Repeat the above to add additional items 8 Click Close ALT l to close the Code Table dialog and return to the main menu bar CMS automatically saves your entries when you close the code table dialog Code Table Field Don t forget that CMS provides online help on the window Press the F1 function Definitions key Code Table Code Description Definition Char Characters acters Membership 1 alpha up to 35 alpha Define the possible Status numeric numeric membership status s i e Received by Affirmation of Faith Received through Baptism Transferred from Different Denomination Prosp
93. ave been selected will display in bold under Selected Codes Use the buttons located between the columns to add and remove the codes See Selection Dialog Box Command Buttons on page 19 for instructions on using the add and remove buttons There are selectable ranges for the Projected Contributions All Funds Projected Contributions Single Fund Total Pledge All Funds Total Pledge Single Fund and Projected Contribution and Pledge Single Fund graphs Click the Range Table command button The ranges dialog will display Place the cursor in the appropriate From or Thru field and type the change Click the Close command button to return to the graph Click Print Graph to print the graph Pie Graph to view or print a Pie graph Bar Graph to view or print a Bar graph Close ALT L to close the dialog Summary Graphs 199 Projected Contributions All Funds The Projected Contributions All Funds graph projects annual contributions for all funds and displays the number of contributors in each of 10 contribution amount ranges CMS will project the annual contribution amount based on giving that has already been posted Each range can be defined and the graph can be displayed as a bar graph or pie chart z Projected Contributions All Funds x Projected Contributions All Funds Number of Contributors 0 00 250 00 750 00 2 000 00 4 000 00 100 00 500 00 1 000 00 3 000 00 9 999 999 99
94. before continuing If you do not have a current backup of data click Backup to begin the backup procedures Refer to Backup on page 229 for data backup instructions If you already have a current backup click Continue to display the Post Contributions dialog Processing Contributions 121 amp Post Contributions Select those batches you wish to post at this time by placing check marks in the appropriate Post check boxes You may also inspect change the Batch Date at this time Description 144 97 1st service a a Calculate Pledge Balances 3 Select the batches for posting by placing check marks in the appropriate Post check boxes You may also change the batch date at this time 4 By default the Calculate Pledge Balances check box will be selected Click on the check box to remove the check if you do not want to calculate Pledge Balances due usually because of an adjustment or small batch These balances will be displayed on the Pledge window 5 Click the Post button to initiate the posting process A dialog will offer the option of continuing or aborting the posting process 6 Click Yes ALT Y to continue No ALT N to abort 122 e User s Guide CMS Contribution Printing the Posted Use this selection to print the Posted Edit List Edit List 1 From the Reports menu choose Posted Batch Edit List 2 The Posted Batch Edit List Selections dialog will display Posted Batch Edit
95. ce Overview ccssccsssccescecesecesseceeneceeeeeesneeesaeesseeeenaeensaeeeaees 49 Displaying the Household Window escceesceesseeeeseeeeneeceeeceaeeceanecsaceceeeeseeesneeenes 50 The Household WIG WE erore ea E enoo ER EaR a re TAREKS 51 Entering Household Data pssecncsinnnn a a ea eei s 51 Household Window Field Definition Chart esseeeeeeeeeeseeeeeesesssessressrssressresees 53 Deleting a Household essiccare esnegain naiera 57 Finding Existing Households sser esn enuo e r 58 Find Field Definitions ssscecincisescnreonserneiinssrnonirrererrsscrinreaniersssieresne enrenar ostsins sinea 59 Browsing fora Household scvsscesssscisectesatsovnscetevevousassctsssdeeecansvyscesvadeboucsassscvsantsestens 60 Spe d Update Household aenneren a a 6l Running Speed Update Household nssesesesseeseesesreesssrsressrsrrsrrsresrssrsresrrereseese 61 Person Summary Maintenance 65 Person Summary OVELVIEW eccciscisincsacscszesetentsctacieassaned eqasaseapicensoesuesbe caseceonedsoeseesaga ds 65 Viewing Entering Person Summary Data eee eeeeseceseeeseeeseeseeeseeeseenseeeaeeeseesaes 66 Viewing the Summary Window eee eeeeeeeeeeeeeeseeeseeeaeeeaeseeesseeseeeaeeeaeeeas 66 The Person Summary Window norteia nn Ea RE RR dette 67 Entering Person Dataene meneur esaa r anioe S a A EANET 68 Entering Person Data at the Household Window sessesseeserereereeresresrsrsrsreresrese 68 Entering Person Data at the Summary Window eee
96. column on standard statement Pledges may not be entered for these funds Pledgeable Fund has separate column on statements Pledges may be entered for these funds Special Fund does not have separate column on standard statement Pledges may not be entered for these funds Acct Link Reserved for future use with financial system interface 34 e User s Guide CMS Contribution Moving Funds To maintain lifetime totals CMS does not allow funds in use or with a history to be deleted However you can move a fund name and all related data from one fund number to another Moving funds may be necessary when a fund becomes obsolete or when you wish to resequence fund numbers Funds are listed in numerical order on the contribution entry window and the first five fund numbers are automatically selected for some reports Use the lower fund numbers for the most active funds For example if the building fund has a fund number of two and the building fund drive is over you may want to move the fund records to a new fund number such as 999 CMS performs a check to make certain a new fund number is not being used All contributions that have been entered for a fund must be posted before the fund may be moved 1 From the Process menu choose Move Funds 2 The Backup Confirmation dialog will display If you do not have a current backup of data click Backup to begin the backup procedures Refer to Backup on page 229 for data backup in
97. contributions Any pledge data will replace the current contributor s pledge data It will zero the data for the contributor whose data has been combined It does not delete or remove the envelope number Refer to Viewing Entering Person Summary Data on page 66 to display the record of the person receiving the contributions Person Summary Maintenance 79 2 Choose Combine ALT C from the Record menu to display the Combine Contribution Information dialog box amp Combine Contribution Information The Combine contributor data process is used when two contributors marry and desire to have their contribution data combined or where one person leaves or dies and the contribution data is to be moved to the remaining person he person on the window behind this dialog will be the person Receiving the contributions Choose the contributor where the contributions are coming From Ewa SiO Lakewood Ae NEA 7 3 Allen Judy Spouse 7540 Lakewood Ave NE Ay Allen Julie 2f Y 7540 Lakewood Ave NE At Youth 7540 Lakewood Ave NE At 3 Select the name of the person whose records are to be combined Use the scroll bars as necessary to view the entire list You can jump to last names which begin with a specified letter or letters by clicking on a last name field and typing the letters For example type in JO to jump to last names beginning with those letters Press Esc to stop jumping and or start another jump 4 Click OK
98. d mission fund building fund etc CMS allows up to 32 768 individual funds They are maintained from the Fund dialog which is accessed from the Fund Setup command on the Option menu You can also add funds while entering contributions or pledges To print out a list of defined funds use the Tables command on the Reports menu see Contribution Standard Reports Overview on page 135 Funds can be added as needed but in order to maintain lifetime totals they cannot be deleted Funds may be moved to a new fund number by using the Moving Funds process on page 35 Name changes such as General to General Fund are allowed but use caution if you wish rename funds after posting contributions as doing so can distort the fund s history Renaming the fund does not move the money from the old fund to the newly named fund For example it may be appropriate to change a fund name from the organ fund to the church equipment Setting Contribution Options 31 fund and allowing previous contributions to the organ fund to accumulate with the new contributions to the church equipment fund However if you wish to change a fund name and keep fund contributions separate you must move the existing totals to a different fund or a special fund which is set up to accumulate obsolete funds totals See Moving Funds on page 35 for more information Each fund is assigned to a fund type There are three different types of funds e Pledgeable funds have separ
99. d lines to fill in on the pledge cards Change the heading text Please indicate your new pledge if necessary Change the lines to fill in text per Month or per Week if necessary 144 e User s Guide CMS Contribution Print Selections Print to Print Selection Print Name Print Initials Print Envelope Number Print Selection Print Contribution Detail Print Fund Totals Print Selections are available on the Contribution Batch Edit List Report and the Deposit Report The Contribution Batch Edit List Report has two print selections Print Contribution Detail and Print Fund Totals At least one of these must be selected If neither are selected an Invalid Selection dialog will display To see an example of the Print Selections refer to the Contribution Batch Edit List Sample Sorted by Name Contribution Batch Edit List Sample on page 157 of the manual The Deposit Report has three print selections Print Name Print Initials and Print Envelope Number These are optional To see an example of the Print Selections refer to the Deposit Report on page 160 Click on the appropriate Print Selection check box to request that the information print A check mark will display To remove the check click the check box again Change HP LaserJet Series Il Printer You will see a Print to field on all selection dialogs CMS Contribution offers you three print options printing to your default printer
100. d or No to cancel 228 e User s Guide CMS Contribution Backup and Restore Backup and Restore Overview The Backup function saves to disk all user information and all reports including user defined reports We encourage you to backup periodically to insure information security You will also be prompted to backup prior to certain processes The restore process will restore previously backed up information including all user information data and all reports including user defined reports You can use the restore process to recover information if files have been corrupted or inadvertently changed Note As a precautionary measure the restore function will create a copy of current data in a zipped file It will be named B4RESTORE ZIP and will be saved to the Paradox Runtime directory In this chapter we will cover e Backup e Restore Backup 1 Choose Backup CTRL B from the File menu If you are in the Contributions module a dialog box advise that you must exit in order to backup Click Yes to exit Contributions The Backup dialog box will display Backup and Restore 229 m Backup From C pdoxwinkcms4win M To Diskette Drive A 2 Click the appropriate option button to backup to the A or B drive 3 Click OK The Insert Diskette Dialog box displays Insert Diskette an D Insert disk 1 in drive A The disk will be overwritten with new information 4 Insert a diskette into t
101. dance Access Yes No Advanced Contribution Acce Ove ON New Membership Acce Password oes ONn EX Rename Password Backup Acce Password Acce Y es ONo Yes ONo Delete Password Restore Acce Upgrade Acce Yes No Yes ONo 2 Click the New Password button The New Password dialog will display New Password OK New Password ss Y E M cancel 3 Type the new password in the New Password field The password can be up to 10 characters in length CMS will assume all capital letters for the password regardless of how the password is entered 4 Click OK A dialog will ask if the password is correct 5 Click Yes The new password is now entered into CMS The default status of the new password allows access to all modules and all functions Password Maintenance 223 Assigning Password Access 1 Click the arrow in the Password drop down list button to display the current list of passwords If the list is longer than the size of the box scroll bars are provided for you to view the complete list Select the password to update The password will display in the Password box Drop Down List Box displays list of passwords 2 Select the access status by clicking yes or no for each of the following Attendance Access Contribution Access Membership Access Backup Access Restore Access Utility Access Password Access 224 e User s Guide CMS Contribution Allow or deny acces
102. ded to view the entire list Click the drop down list button next to an item to view your choices Select FULL full access READ read only access or NONE no access Arrow Drop Down List Box displays access options 5 After completing the necessary changes click OK to return to the Passwords dialog 226 e User s Guide CMS Contribution Renaming a Password You can rename a password The renamed password will assume the same access conditions that were previously defined for the old password 1 From the Passwords dialog click the Rename Password button to display the Rename Password dialog Rename Password Old Password DAVE g Rename to IGEORGE 2 Click the arrow on the Old Password drop down list button Select the password to change 3 Type the new password in the Rename to field 4 Click the OK button A dialog will ask if the new password is correct Click Yes or No Password Maintenance 227 Deleting a Password CMS will not allow you to delete the only password in CMS You must have at least one password in CMS and at least one password with access to Password Maintenance 1 From the Passwords dialog click the Delete Password button to display the Rename Password dialog Delete Password Password CMS 2 Click the arrow on the Password drop down list button Select the password to delete 3 Click the OK button At the confirm dialog click Yes to delete the passwor
103. dialog boxes Close the current windows Changes to the current window are automatically saved Found on Backup Confirmation Dialog Box Continues the selected process without making a new backup Found on the Main Household window Deletes the selected person s data Found on the Main Household window and all person windows Finds a specific person or household record by first name last name or envelope number Basic Navigation 17 Command Button List Numerically 18 e User s Guide CMS Contribution Location Function Found on various dialog boxes Provides access to on line help instructions Found on Funds dialog box When the list is presented in numeric order the command button will read List Alphabetically To display the list in numerical order click the List Numerically button Found on Funds dialog box When the list is presented in alphabetic order the command button will read List Numerically To display the list in alphabetic order click the List Alphabetically button Found on the Main Household window and all person windows Exits the current window and returns to view the main menu bar Found on the Main Household window and all person windows Displays a new blank Household window which is ready for entry of a new household Found on various dialog boxes Accepts your selections and executes the command Found on Report Dialog Boxes Prints the selected re
104. e Add Add All Remove Remove All Selected Names Address Mail Rel 6 The dialog consists of two lists The selected names will display in the Selected Names column Use the scroll bars provided to view the complete lists Use the buttons located between the lists to add Alt A and remove Alt R the names See Selection Dialog Box Command Buttons on page 19 for more information To jump to last names which begin with a specified letter or letters by clicking on a last name field and typing the letters For example type in JO to jump to last names beginning with those letters Press Esc to stop jumping and or start another jump 7 Click OK ALT O to finalize name selections Cancel ALT C to return to the speed update dialog without saving the changes Update ALT U to begin the Speed Update process At the message dialog box click Yes to continue 8 When the update process is complete the Process Complete dialog will display Click OK to return to the main menu bar Household Maintenance 63 Person Summary Maintenance Person Summary Overview In the Person Summary window you can view and enter summary data for the person This includes name address title mailing relationship envelope number social security number member status and participation status It also displays a summary of the person s contributions including the date of their last contribution
105. e click the CMS for Windows icon or the Working Model icon if you are using the CMS for Windows Working Model The CMS Security dialog will display CMS Security User Name GENERAL Password 7 RunDate 12 20 96 2 Enter your password in the password field For security reasons the password entry does not display To view what was typed into the password field click the right mouse button Click OK If you are opening CMS for Windows Contributions for the first time or if you are using the CMS for Windows Working Model enter the default password CMS 3 At the opening window click the Contribution button to start the application The main menu bar will display File CMS People Process Reports Options Help Exiting CMS for Windows Choose Exit from the file menu or click the control menu box and choose Close to exit CMS for Windows Opening amp Exiting CMS 9 Basic Navigation Basic Navigation Overview If you are already familiar with working in the Windows environment you will find CMS intuitive and easy to operate However there are some functions such as the look up button that are unique to this system These functions as well as some of the common Windows operating functions are explained here In this chapter we will cover e Mouse and Pointer e Menus e Toolbar e Making Selections e Data Entry e Keyboard Shortcuts Basic Navigation 11 Mouse and Pointer A mouse is requir
106. e contributions 1 From the Reports menu choose Contribution Batch Edit List The Edit List can also be printed by selecting the Edit List command button on the Select Batch dialog 2 The Batch Edit List Selections dialog will display amp Batch Edit List Selections Eg Print to Sort HP LaserJet Series Il LPT1 Name Y Print X cancel Selection Print Selection Batches Cally i Print Contribution Detail Help Print Fund Totals Report Sub Title 3 Refer to Running a Standard Report on page 141 for instructions on printing the Edit List 120 e User s Guide CMS Contribution Posting Contributions Step 4 of Posting Contributions Posting Posting performs the following functions Stores the detail for each fund Enables CMS to report transaction detail for each individual contributor as shown in the Contribution Detail report Enables CMS to report totals for the whole congregation as shown in the Congregation Weekly Summary report Enables CMS to store individual totals as shown in the Pledge and Contribution Summary reports Enables CMS to report Quarter to Date and Year to Date Amounts for each contributor and each fund It resets the batch as posted shown on the Edit List After posting the contributions will not show on the Edit List Choose Post Contributions from the Process menu The Backup Confirmation dialog will display Backup your records
107. e is 5 1 and the annual pledge amount is 1200 then the DTD Drive To Date Pledge amount is 400 and the balance due would be calculated accordingly None No pledge Blank No pledge entered Pledge Enter the dollar amount for the Amount Pledge Type period and depress ENTER to process The default beginning and ending dates will be inserted automatically If the pledge is for 10 00 per month enter 10 The CMS will add a decimal and two zeroes to the dollar amount 00 To enter cents enter the decimal and the cents To enter multi year pledges position the cursor in the Pledge Amount field and click the right mouse button See Setting Up Multi Year Pledge on page 96 for more information 102 e User s Guide CMS Contribution Beginning The Beginning Date defaults to the Date first day of the next contribution year It can be manually entered if the fund has a different beginning date To enter a beginning date MM DD YY enter the first day of the Pledge Type period Valid entries per Pledge Type are as follows Beginning Weekly January 1 or the first Date Cont Sunday of the month Monthly The first day of the month Quarterly The first day of the quarter SemiYearly The first day of the six month period Yearly or Annual Set Beginning and Ending Dates to span one year SemiMonthly or Fixed Any date is acceptable Person Next Year Pledges Maintenance 103 Ending Date T
108. e member Released affiliation not ki Transferred from same de mee as ee Se ieee eo Rg a 3 The dialog will list the Member Participation Fund or Batch codes Only people or batches associated with the selected codes will print on the report Codes which have not been selected will display in bold under Available Codes Codes which have been selected will display in bold under Selected Codes Use the buttons located between the columns to add and remove the codes See Selection Dialog Box Command Buttons on page 19 for instructions on using the add and remove buttons Note Only one fund can be selected for the Pledge Summary Single Fund Multi Year Fund Summary Pledge Summary Next Year and Pledge Cards reports If more than one fund has been selected an 150 e User s Guide CMS Contribution Invalid Fund Selection dialog will display when you try to print the report Click OK to close the Invalid Fund Selection dialog then change the fund selections to include only one fund 4 Click OK ALT O to finalize selections Cancel ALT C to return to the report selection dialog without saving the selections Balance Due Balance Due The Balance Due check box and amount range are on the Pledge Summary Single Fund Pledge Summary Multiple Fund and Multi Year Fund Summary reports If the Balance Due check box is checked the report will include only those persons who have a balance due on the
109. e terest ener a E EEE 165 Contents 9 v Envelope Number List Sampler onsi sisena R EERE 166 Pledge and Cont Summaries Sample All Contributors eee ee eeeeeee eters 167 Pledge and Cont Summaries Sample Contribution Summary 0 169 Pledge and Cont Summaries Sample Pledge Summary Single Fund 170 Pledge and Cont Summaries Sample Pledge Summary Multiple Fund 171 Pledge and Cont Summaries Sample Multi Year Fund Summary 172 Pledge and Cont Summaries Sample Next Year Pledges eee eee 173 Pledge and Cont Summaries Sample Pledge Comparisons eee 174 Pledge and Cont Summaries Sample Households W O Pledges 175 Pledge and Cont Summaries Sample Households W O Contributions 176 Pledge and Cont Summaries Sample Pre Payment Summary 177 Pledge Cards Sample eisein neuian sest isni IEAn yasetnston EE E EE 178 Fund Names Sample TaBe cirie E A E E 179 Membership Status Sample Tabler a 179 Participation Status Sample Table esiin orri aie Era 180 Titles Sample Table cise ic ciscsvsccssteac iin i E NEE EEEE E 180 Contribution Types Sample Table scissors riisi eresia 181 Unused Envelope Numbers Sample iste cccssccsccscessesesaceussceteseisecedenesseeaectastessuescass 182 Contribution Statements 183 Contribution Statements OvervieW eeseesssrseessesresrrsresrrsrsresesrenresresrnsrsnenrrerenrestes 183 Contribution Statement For
110. e upper left hand corner to close the screen Selections Selections Name Range AID Member Status All Participation Status CAI Funds All Date Range 7195 thru 128195 iv Include Persons to be Removed Not all reports offer the same selections The selection buttons are used to define the report by name range member status participation status funds batch and date ranges Member and participation codes are assigned to persons in the Person Summary window The Include Persons to be Removed function also prints persons marked for removal This is applicable only if you are also using CMS Membership for Windows Name Range Selections Name Range AID The Name Range option is available on some reports With it you can request a single name a range of names or all names to print on the report 1 At the report selection dialog click the Name Range button to display the Name Range dialog 148 e User s Guide CMS Contribution SAMPLE Name Range Dialog z Name Range x Erom Allen OK Jerome Y 7 172 Windsor Drive All 29 172 Windsor Drive g Help 172 Windsor Drive 172 Windsor Drive 277 Contrib Plate P O Box 5567 Out of State Check kame e Jump 2 The dialog lists all names sorted in alphabetical order Use the From Thru and All buttons to select the names To select a range of names use the mouse to select the first name to pri
111. e window associated with the tab Person Window Tabs Shortcut Key Function F2 Summary Displays the Person Summary window Contrib p3 Displays the Person Contribution Detail window History e Displays the Person History window Pledge 5 Displays the Person Pledge window Next Year o Displays the Person Next Year window Text Boxes Text Boxes are used to type information Examples include name and address text boxes Enter information by moving the mouse pointer into the text box and clicking the mouse button If the text box is empty an I beam cursor will display and you can begin typing If the box contains information click the mouse again to position the cursor for text entry 20 e User s Guide CMS Contribution Check Boxes Option Buttons Drop Down List Button Check Boxes are used to select an option The options under Print Additional on the Label Selections dialog are examples of check boxes Check Box Envelope Number Select a check box by moving the mouse pointer to the box then click the mouse button A check mark will display in the box To remove the check click on the mouse again Option buttons are used to select only one option from a group of choices Option buttons are sometimes called radio buttons because like the push buttons on a car radio when one option button is pushed the others are released So Alpha lt Carrier Route Zip Code Option Buttons Select an opt
112. ective Member Inactive etc Participation 1 alpha up to 35 alpha Define the possible Status numeric numeric participation status s i e Active Student Away at School Associate Member Inactive etc Titles 1 numeric up to 10 alpha List the possible couple numeric or person titles or salutations i e Mr amp Mrs Mr Dr amp Mrs Ms etc Setting Contribution Options 45 To Change a Code You can change the description of a Membership Status Participation Status or Titles but you cannot change the one character code If you need to change the code delete it then re add it with the correct code and description 1 Choose Define Codes from the Option Menu A cascading menu will display the list of code tables Select the Membership Status Participation Status or Titles code table 2 Position the cursor next to the text which needs to be changed 3 Refer to Code Table Field Definitions on page 45 for specific field instructions Make the necessary corrections to the description 4 Click Close ALT l to return to the main menu bar To Delete a Code Delete You will not be allowed to delete a code that is currently in use Print a list if you have CMS Membership for Windows or labels if you only have CMS Contribution for Windows and use Speed Update to update the codes as needed 1 Choose Define Codes from the Option Menu A cascading menu will display the list of code
113. ed to operate CMS Contributions for Windows With it you can select functions push buttons place the cursor in a specific field and use the toolbar shortcuts Many mouse actions also have keyboard equivalents These methods are also defined throughout the manual Pointer he Use the mouse to move the pointer about the screen The tip of the pointer indicates the exact position of the pointer Cursor i ae L The pointer will change into an I beam cursor when moved inside a text box Clicking the I beam will establish a location for typing text Hourglass x When CMS pauses to complete a complex task the pointer will appear as an hourglass Wait until the pointer returns before starting another activity Mouse Actions Unless otherwise specified or if you have used the Windows Control Panel to swap the functions of the mouse buttons use the mouse button to click and double click Click Press and release the mouse button Double Click Press and release the mouse button twice rapidly Right Click On a date field press and release the right mouse button to view and select from the built in calendar 12 e User s Guide CMS Contribution Menus The Menu Bar lists the available menus When you click on a menu heading the menu will drop down to show a list of menu items To choose from the menu click on a menu item or use the keyboard shortcut command For more information on keyboard shortcuts refer to Keyboard Shortcuts on p
114. eeeeanenes 214 End of Year 216 End OF Year Overview eroosion eer ase vicds snarer Saas ar er aE aA E or tN ae Oai or NSRO ina 216 End of Contribution Year ccccccccesseesesesesesssesssessseseseeseesesesseesseeseseceeeeeeeeeseeeeesens 216 End of Contribution Year Activities Checklist 000 cccccccccccccsessseeseeeseseeeeeeeeeeee 217 Running the End of Contribution Year Process 0 eecceesceeseeeeeseeeeeeeseneeeeerenes 218 End of Calendar Gat vcs siscssesssazvscs suscssecsiab uses saaeyogevangudea adgusaesdaguets a a a a ai aiara ia 220 End of Calendar Year Activities Checklist 00 0cccccccccccsscssceeesecseeeceeeseeeeeeeeees 220 Running End of Calendar Year Process ececeeseeeseeseceeeeseeeeeeseeeseeeeesseeeees 221 Contents vii Password Maintenance 222 Password Maintenance OvervieW csccessccesseeesseeeeeeesceeeacecseeeeaeeesaeeesaeerseeeeaeeres 222 Defining a New PassWord siare orarin oE EE a dan dvossavecsivetaadezesvavseessduolve 222 Assigning Password ACCESS haiei nia eo iaa ror oaaae aE oaaae 224 Renamins a Pass WOLA iesin e e e a a A ENE 227 Deleting a Password ccssar erensia ir nEs ee Ead EE EE EE R 228 Backup and Restore 229 Backup and Restore OV rVieW orree eedt e o a A a E e 229 Backup cecissccscessteecedans teeevoustuces cenes o ET RERE EE E EREE 229 Restore serata Te a E eis athe tae O E N 231 Index 233 viii e Contents Introduction to CMS Contributions for Windows Overvi
115. eeeeeeeeeeeeeeeneeeneeeaeees 68 Person Field Definition Ghart ccecceesccesseeceseeceneeeesceceseeceeeceaeeseeeseeeenneessaes 69 Deleting a Person icc se ccscs eles scessccetedeisctaes vaceseas passage a ects de oie etic tan vite 72 Finding Existing Persons cece eeeeseceseeseeesecesecenesesecseeeseeeseceaeeseesseeeseeeseseaeesaeeaaes 73 Find Field Denimitions i ceecssciceccesctcnsanssabecesssteecseseddesaststesccesunessanaveneresvadessastenaereeats 75 Browsing fora Person sess sechiecsees ces ladehuce ross eaget E ER E TA E EE 76 Speed Update PersOmczsisss sos sssavagesiseeesnssassucedess caspasnsoadedyydoeseduasdeeeioes a p EEs 77 Running Speed Update Person ec eeeeeeseeseceseeeseseeeteeeeseceaeceaesesessseeneeeaeens TI Combining Person Records 00 0 eceeeeeceeseeeseceseseeeseceseeeeseeeaeseaesecesseeeseesseeeaeeeeesneesaes 79 Person Contribution Maintenance 81 Person Contribution OVEPVIS Wenerei enri e E a E SEE 81 Viewing Contribution Records ceeceescecssseceseeeeseeeeneecesneeesaecseneeeneeeeeaeeeeaeeesaeeeeees 81 Displaying the Contribution Detail WindOW ecceesceeeseeceseeceneeeeseeeeteeeeneeesaes 81 The Contribution Detail Widow 2c c2ise tecibsd siecssaestencdassceasstesscechudccpiseeebazesdantevare 82 Contents o iii Contribution Field Definitions ccccccccccccccccccccccccccccccececceecceecceseseeseseseseeseeess 82 Person History of Contribution amp Pledges 83 Person History OVErVIEW
116. eeeeeseeeaeees 200 Projected Contributions Single Fund o 0 eee eesececececeeeeeseeeaeseseeeeeeseeeaeees 201 Total Pledge All Funds e cccsiece teecies saseedh depeeeneccesutde sagevdes a 202 Total Pledge Single Fund o oo ee cee eeseeseeseeeseeesecesesesesseesseeeseesaeenaeeseeeseeeaeees 203 Pledge Types Single Fund sissien ei E A a E E E eies 204 Projected Contribution and Pledge Single Fund 0 0 0 eee eeseeeseeeeteeeeeeereaeeeeeeeres 205 Contributions by Month s sssssscsssriisceisserssersesisisisesrcernessesesnssinssinenrani eseeto annissa ieie 206 User Defined Reports 207 Merge File 208 Merge File OveryieWinon niorit ea E E A a A a a aa 208 Creating a Merge Piles 2 ses ces sahesveteteeduesecadesesdce wengagnaeede A AE E EEE 208 Example of Records in Merge File ecceseeseeceseceseeeeeneeeeeeesaeeceaeecsaeeeeaeessaeeeeaeeres 209 Calculating Pledge Balances 211 Pledge Balances OvervieW cesccsesceeeseeseseeeeeeseeeesaeeesaeessaeecsaeeeeaeeseaeeseaeeseaeeeeareres 211 Calculating Pl dee Balances sx csisiveaieutecceseisovuesesdsueteeyoxseuiasecvaeursseanssbeveesevrusveeseaes 211 End of Quarter 213 End of Quarter Overview 0 ccccccsesssccceceessesssceeecceeccssnseeeeeceessesssaeeeeceeeessnsaseeeseeeeeenea 213 End of Quarter Activities Checklist cccccccccccccccsssssscececeeeeessseeeeeccesessssseeeeeeesessnas 214 Running the End of Quarter Process ceeceeseeseseceeseeeeeeseeeeseaeeesaneesaeeseaeesea
117. elope Numbers 15 ENVLIST RPT e Lists envelope numbers with name and statement name 166 e User s Guide CMS Contribution Pledge and Cont Summaries Sample All Contributors 1 9 98 Pledge and Contribution Summary Page All Contributors All Contributions are Year to Date Totals Year to Date Pledges are as of 4 5 98 Selected Funds All Envelope Total YTD Cont To Difference Non Pledge Contrib Total Mem Number Name Pledge Pledge Pledge Cont Pledge Contrib Selected Funds Contrib Sta 1 Allen Jerome 8 720 00 680 00 2 120 00 1 440 00 60 00 2 180 00 2 180 00 D 2 Allen Julie 0 00 0 00 0 00 0 00 218 00 218 00 218 00 B 44 Allen Mike 0 00 0 00 0 00 0 00 56 00 56 00 56 00 3 Brown James 240 00 60 00 280 00 220 00 190 00 470 00 470 00 C Daniels Paul 5 400 00 5 100 00 4 740 00 360 00 230 00 4 970 00 4 970 00 I Dennison Lisa 0 00 0 00 0 00 0 00 50 00 50 00 50 00 C 4 Dennison Sharon 1 500 00 375 00 1 085 00 710 00 20 00 1 105 00 1 105 00 C 9 Gardner Mark 500 00 125 00 880 00 755 00 170 00 1 050 00 1 050 00 D 7 Heller John 2 260 00 385 00 1 080 00 695 00 51 00 1 131 00 1 131 00 C Heller Karen 0 00 0 00 0 00 0 00 100 00 100 00 100 00 B 8 Heller Mark 0 00 0 00 0 00 0 00 0 00 0 00 Cc 125 Holmes Kathy 0 00 0 00 0 00 0 00 0 00 0 00 B 123 Kohler Amy 0 00 0 00 0 00 0 00 0 00 0 00 C 6 Kohler Tom 3 200 00 200 00 250 00 50 00 430 00 680 00 680 00 C 10 Lopez Anthony 3 840 00 240 00 340 00 100 00 830 00 1 170 00 1
118. ems list will clear If you wish you can begin your selections again Add and Delete The Add and Delete buttons can be used to add or delete codes i e Membership Command Buttons and Participation Code tables can be accessed and maintained from the Options menu or from the look up table buttons on the main Household window and any of the Person windows See Define Codes on page 43 for detailed instructions on adding and removing items from the look up table dialogs lt Remove a You can use password security to restrict maintenance access to code tables See Password Maintenance on page 222 for detailed instructions Basic Navigation 19 The Add command button is used to add a new item to the list qa Click the Add command button to add a new code to the Add bottom of the list To position the code elsewhere in the list position the cursor in the list before clicking the Add button The Delete command button is used to delete an item from the E list Place the cursor anywhere in the line to delete and click Delete the Delete command button A message dialog will display Click Yes to complete the deletion or No to cancel the command Person Window Tabs The tabs on the person windows access windows containing Summary Contribution History Pledge and Next Year information for the person Click one of the tabs choose the command from the People menu or press the appropriate Shortcut key to display th
119. end on which of the three modules you are using and when you intend to implement them e If you are implementing both Membership and Contributions at the same time use CMS Membership for person database See Organizing Membership Entry Tasks in the CMS Contributions for Windows User s Guide for more information Then see Entering Contribution Options in this chapter to enter the specific information necessary to run CMS Contributions for Windows e Ifyou are already using CMS Membership for Windows your household and person information will already be in place To enter the specific information necessary to run CMS Contributions for Windows see Entering Contribution Options in this chapter Organizing Contributions Data Entry Tasks 5 e If you are using CMS Contributions for Windows separately follow Entering Contribution Options and Entering Household and Person Information Both of these sections are in this chapter Remember you can enter basic household and person information from any module and you can enter or update household and person information as you are entering contributions Before you begin we suggest that you review the Taking a Quick Tour chapter of the CMS Contribution for Windows Getting Started Manual Entering Contribution Options Before beginning you must gather information for the following areas Specific instructions are found in Setting Contribution Options on page 31 De
120. erson This will net negative contribution correction amounts 4 Click the Calculate button to recalculate Pledge Balances using the new Balance Date 212 e User s Guide CMS Contribution End of Quarter End of Quarter Overview Use the End of Quarter process at the end of the first second and third quarters End of Quarter empties the quarterly accumulators and increments the quarterly dates to the next quarter Do not run End of Quarter for the fourth quarter Instead run the Contribution End of Year Use the Contribution End of Year process not End of Quarter for the end of the fourth quarter End of Year clears the old year s information and sets up the new contribution year In this chapter we will cover e End of Quarter Activities Checklist e Running the End of Quarter Process End of Quarter 213 End of Quarter Activities Checklist Complete the following activities before running the End of Quarter process C Ensure that all batches for the quarter are entered and posted Do not post next quarter s contributions until after the End of Quarter procedure is complete O Network users only remove other users from CMS O Run the calculate pledge balances procedure to update all pledge balances Refer to Calculating Pledge Balances on page 211 Print the Pledge Contribution Summary for all contributors funds Print the Contributor Listing Create the Contributor Statements O Od da Ma
121. es If you choose to print Pledge Balance Due amp the Unpaid Pledge information it prints only for those persons who have pledges Thanks for your generous support STQUART RPT STQRTDM RPT 194 e User s Guide CMS Contribution Monthly Summary Statement Sample Faith United Congregation 1222 Lakewood Ave Tel 612 563 6647 Lakewood MN 55334 9532 Fax 612 544 7738 Envelope Number 1 Soc Sec Nbr 663 87 3335 JEROME AND JUDY ALLEN Contributions Thru 1 4 98 7540 LAKEWOOD AVE NE APT 302 MINNEAPOLIS MN 55677 5567 Date General Fund BuildingFund Mission Fund CaringHands Organ Fund Special Funds January 30 00 650 00 30 00 February 130 00 200 00 March 60 00 1 000 00 30 00 April 60 00 300 00 20 00 May June July August September October November December Gifts this Year 280 00 2 150 00 Drive fo Date 280 00 2 650 00 Pledge Amount 60 00 2 000 00 Pledge Type Monthly Annual Year To Date Pledge 360 00 1 000 00 Drive fo Date 360 00 3 000 00 Total Pledge 720 00 3 000 00 Balance Due 30 00 500 00 This is a statement message area Only in tangible religious benefits were provided There are many statement selections and choices If you choose to print Pledge Balance Due amp the Unpaid Pledge information it prints only for those persons who have pledges Thanks for your generous support STMONTH RPT Contribution Statement Samples 195 Yearly Detail C
122. es you wish For example if you use a location map to define the household s distance from the church the group codes can be set up to represent the location map indicator Refer to Speed Update Household on page 61 for a faster method of entering or updating group codes for multiple households Household Maintenance 55 Carrier Up to 10 Enter the carrier route as it should Route alpha numeric appear on the label and in the format required by the Post Office The CR Carrier Route or RR Rural Route should be preceded by two asterisks and followed by a 2 digit or more number Examples SEC 22 RR 06 B 556 If you are printing a Carrier Route on labels you must also print the message CARRIER ROUTE PRESORT or CAR RT SORT This can be done by typing the message in the message field on the Label Selections dialog Refer to Labels on page 129 for more information Phone 2 Up to 18 Enter a second phone number for the alpha numeric household i e car phone number 56 e User s Guide CMS Contribution Deleting a Household ft ll The delete function deletes the household from the database CAUTION All records for the household will be deleted including prior year and lifetime giving totals You will not be allowed to delete persons who have contributions in the current year until the End of Year process is run or the person s contributions are combined with another person s Refer to
123. essing Creating a Merge File 1 From the Process Menu choose Merge File The Merge File Selections dialog will display Merge File Selections m File Destination Record Contents With Pledge Cont Without Pledge Cont C WWORKMODLA CMSCONT TXT Statement Name or Statement Name or First Name and Last First Name and Last P Name Name Selections Envelope Number Envelope Number Special Address Special Address Delivery Address Delivery Address City City State State Zip Code Zip Code Funds AIL Phone Number Phone Number Salutation Salutation a DTD Pledge Additional Total Pledge 1 YTD Contribution i Calendar YTD Cont DTD Contribution Balance Due Participation Status AI 2 Choose the appropriate record contents for the output Choose either with or without Pledge and Contribution information 208 e User s Guide CMS Contribution 3 Type in a complete path name of where you would like the system to generate the data file To specify a directory that has not been created use File Manager or DOS to create the directory first The file must be a valid DOS filename the three letter extension is optional You may specify a diskette drive letter for the file such as B CMSHH TXT or A TEST The system will output the file to the indicated drive 4 Click Output File ALT O to start the process to output the ASCII data file to the destination Pri
124. ew Welcome to CMS Contributions for Windows another fine product from Church Management Solutions You will find this software flexible and full of solutions for your every day church administration needs Its Windows interface makes this software especially easy to learn and easy to operate Some of the features of CMS Contributions for Windows are e can be interfaced with CMS Membership for Windows and CMS Attendance for Windows e maintains for each household person name address and telephone number current pledges and current contributions per fund historical pledges and historical contributions e maintains names for multiple funds including multi year funds e standard reports including Contribution Detail Contributor List Deposit Report Pledge Cards Envelope Number List Quarterly Statements Yearly Summary Statements Yearly Detail Statements and Monthly Summary Statements With CMS you will find that entering and posting contributions whether for the first time or as a maintenance task is done quickly and with a minimum of training and practice Your reports are more comprehensive and detailed than ever with the customizing power of the optional Crystal Reports report generator To fully utilize the capabilities of CMS Contributions for Windows you should be familiar with basic Windows functions such as windows menus dialogs and the mouse If you are not familiar with these please refer to your Microsoft Windows U
125. ext year s pledges for several persons at the same time This procedure is especially useful at the beginning of a pledge drive 1 To update current pledges choose Quick Pledge Entry ALT D from the Process menu To update next year pledges choose Quick Next Year s Pledge Entry ALT N from the Process menu 2 The Backup Confirmation dialog will display If you do not have a current backup of data click Backup to begin the backup procedures Refer to Backup on page 229 for data backup instructions If you already have a current backup click Continue to display the Quick Entry Defaults dialog or the Quick Next Pledge Entry Defaults dialog 124 e User s Guide CMS Contribution amp Quick Pledge Entry Defaults Quick Pledge Entry is useful for entering pledges quickly to one fund at atime The default dates Y ok entered below will be automatically inserted for all gt n pledges to the specified fund The Response Date records the date the person responded to the pledge drive This date can be left blank x Cancel Fund Co o A Help Default Beginning Date Default Ending Date Default Response Date In the Fund field enter the fund number This is the fund which will receive the updated or new pledges If you are unsure of the correct fund number select Fund Setup under the Options menu to view the Fund table Enter up to a 6 digit numeric Default Beginning Date Default Ending Date and Defau
126. fine Year and Quarter Contribution reports are based on yearly and quarterly data Contribution Year and Quarter dates determine the dates for these reports and statements Dates can be set based on a calendar year or a fiscal year They are set in the Define Year and Quarter Dates dialog After End of Quarter or End of Year procedures CMS advances the dates Refer to Define Year and Quarter on page 42 Funds Determine which funds need to be defined for separate accounting of contributions and pledges Examples of different funds are general fund mission fund and building fund Refer to Fund Setup on page 31 Contribution Types Define the different types of contributions such as cash or checks The contribution types are specified as the contributions are entered Refer to Contributions Type Setup on page 37 6 o User s Guide CMS Contribution Define Entry Defaults Contribution data entry defaults are set to streamline the contribution entry process Entry defaults determine what fields will display on the Contribution Entry window and the funds you will be prompted to enter Refer to Define Standard Entry Defaults on page 39 Entering Household and Person Information Gather Membership Get existing information from your current membership lists or your rolodex Household You can poll membership to gain additional information While this is an Information excellent idea do not delay your installation waiting for
127. fund 1 If applicable click on the Balance Due check box A check mark will display To remove the check click the check box again 2 Enter a balance due amount range If no amounts are entered the defaults of 01 to 9999999 99 will be entered automatically Date Range Entries Date Range Multi Year Fund Date Range 1 1 95 thru 12 81 95 1 195 thru 12 31 95 The Date Range option is found on several reports It reports contributions or pledges for a range of dates The Multi Year Fund Date Range option is found only on the Multi Year Fund Summary report It reports contributions given for the years indicated normally the range of the fund drive Leave the From and Thru boxes blank to report all dates 1 Click on the From field and enter up to a 6 digit numeric date Slashes will be inserted after each 2 digits or when the spacebar is pressed For example entry of 122478 will be interpreted by CMS as 12 24 78 Entry Contribution Standard Reports 151 of 12478 will not be correctly interpreted as 12 4 78 without depressing the spacebar or typing a after the 4 2 Click on the From field and enter up to a 6 digit numeric date Include Persons to be Removed W Include Persons to be Removed The Include Persons to be Removed option is available on some reports You may or may not wish to include on the report persons or households marked for removal This is applicable only if you are also
128. g Fund 0 00 360 00 150 00 510 00 4 Caring Hands 0 00 0 00 25 00 25 00 5 Organ Fund 0 00 0 00 2 200 00 2 200 00 11 Jason Memorial 0 00 0 00 97 00 97 00 Batch Totals 0 00 585 00 2 801 35 3 386 35 Fund Totals for Batch Number 16 4 19 98 PRE PAY PLEDGED NON PLEDGED TOTAL AMOUNT 1 General Fund 0 00 150 00 238 50 388 50 2 Building Fund 0 00 100 00 20 00 120 00 11 Jason Memorial 0 00 0 00 35 00 35 00 Batch Totals 0 00 250 00 293 50 543 50 Total of All Batches 0 00 12 408 00 6 056 35 18 464 35 POSTLST RPT POSTTOT RPT Contribution Standard Report Samples 159 Deposit Report 8 15 94 Deposit Report Page 1 Faith United Congregation 1222 Lakewood Ave Lakewood MN 55334 9532 612 563 6647 Deposit Number 16332 Deposit Date 3 27 95 Batch Number 13 Fourth Sunday in March 3 26 95 Type Check Initials Env Nbr Check Nbr Amount Brown James B J 3 1182 20 00 Allen Julie A J 2 1860 20 00 Allen Jerome A J 1 2233 200 00 Gardner Mark G M 9 3367 20 00 Dennison Sharon D S 4 6199 20 00 Witcomb Gardner Terri W T 5 9191 20 00 Total for Check 300 00 Type Cash Initials Eny Nbr CheckNbr Amount Sommers Craig SC 12 10 00 Total for Cash 10 00 Total for Fourth Sunday in March 310 00 Total Deposit 310 00 DEPOSIT RPT Submit to bank at time of deposit Print of name initials and envelope number is optional Subtotals by contribution type cash checks non cash etc 160 e U
129. he Ending Date defaults to the last day of the contribution year It can be manually entered if the fund has a different ending date To enter an ending date MM DD YY enter the last day of the Pledge Type period Valid entries per Pledge Type are as follows Weekly Any day is valid Monthly The last day of the month Quarterly The last day of the quarter SemiYearly The last day of the six month period Yearly or Annual The last day of the year SemiMonthly or Fixed Any date is acceptable Initial Pledge Enter an initial pledge for the fund or a one time gift for next year The CMS will add a decimal and two zeroes to the dollar amount 00 To enter cents enter the decimal and the cents Total Pledge Display Only Value of the fund s pledge from the Beginning Date to the Ending Date The Total Pledge equals the Pledge Amount times the Pledge Type plus the Initial Pledge 104 e User s Guide CMS Contribution Processing Contributions Processing Contributions Overview Individual contributions are entered into the system by batch Batches represent the service or week the contributions were received and contributions for special collections For example you can name a batch 1st Service 2nd Service Mission Collection Week of June 12th etc Each batch has a description and batch date Once the batch is defined in the system individual contributions are entered by fund for the batch Before co
130. he appropriate disk drive Click Yes to begin the backup process Any files on the disk will be overwritten with new information If the backup files are too large to fit on a single diskette you will be prompted to insert additional diskettes until the backup process is complete Continue 230 e User s Guide CMS Contribution Restore 1 Choose Restore from the File menu If you are in the Contributions module a dialog box advises that you must exit in order to restore Click Yes to exit Contributions The Restore dialog box display Restore From Diskette Drive gt A B 3 Click the appropriate option button to backup to the A or B drive Click OK The Insert Diskette dialog box displays Insert Diskette o Insert LAST disk in drive Your data will be overwritten with backed up information Continue 4 The message warns you that the restore process will overwrite existing data on your computer Insert a diskette into the appropriate disk drive If the backup files were written on more that one diskette insert the LAST DISK FIRST Click Yes to begin the restore process You will be prompted to insert additional diskettes in reverse order until the backup process is complete Backup and Restore 231 Index A About Help 29 Data Fields 30 Backup 226 231 Balance Date 71 72 90 95 102 107 109 213 Balance Due 95 Batch Date 109 Batch Number 109 Beginning Date
131. he cursor will advance to the Pledge Amount field Enter the new pledge 9 Press Enter and repeat steps 6 through 8 10 When you have completed entering pledges click OK The OK dialog will ask for confirmation 11 Click Yes ALT Y to save your entries The status bar will track progress while CMS saves the new pledges then calculates pledge balances The main menu will display when the process is complete No ALT N to abort 126 e User s Guide CMS Contribution Quick Envelope Number Entry Current Year and Next Year Use Quick Envelope Number Entry to enter envelope numbers for a number of persons at the same time This might occur at the beginning of the year or when new envelopes are issued Use Quick Next Year Envelope Number Entry when you wish to enter next year s envelope numbers for a number of persons in preparation for the next year You can also clear envelope numbers for all persons replace this year s envelope numbers with next year s envelope numbers or automatically assign envelope numbers sequentially to each head of household Envelope numbers can also be entered or edited by person on the Person Summary window See Entering Person Data on page 68 for more information 1 From the Process menu choose Quick Envelope Number Entry ALT E or Quick Next Year Envelope Number Entry ALT X 2 The Backup Confirmation dialog will display If you do not have a current backup of data click Backup t
132. he report is sorted by contributor name one page is printed for each contributor Selections Name Range Member Status Participation Status Funds Date Range and Sort by contributor name Alpha or Fund For a report sample see Contribution Detail Sample Alpha Sort on page 155 and Contribution Detail Sample Fund Sort on page 156 Prints unposted contributions by fund for selected batch es This report should be reviewed before contributions are posted Selections Batches Sort by contributor Name or Order Entered Print Contribution Detail and or Print Fund Totals If the Print Contribution Detail check box is checked it will print the names of the contributors For a report sample see Contribution Batch Edit List Sample on page 157 Prints by fund and by batch the pre pay pledged and non pledged posted batch totals For a report sample see Posted Batch Edit List Sample Sorted by Name on page 159 136 e User s Guide CMS Contribution Deposit Report Contributor Pattern Contribution History Contributor Lists Contributor Record Prints by batch a list of envelope numbers check numbers and contribution amounts for bank deposits Print before batches are posted Selections Batches Sort by Check Number or Contributor Name Deposit Number Deposit Date Print Name Initials and Envelope Number For a report sample see Deposit Report on page 160 Prints the cont
133. hold At least one person the head of household must be added Refer to the Person Field Definition Chart on page 69 for field definitions To enter a statement name for the person click anywhere on the person line then click the Snt Name button Type in the statement name and depress ENTER Click Select Person ALT L after selecting a person Entries on the Contributor Household window will be saved The Contribution Entry window will return with the selected person s data displayed Cancel ALT C to save changes made to the data fields without selecting a person The Contribution Entry window will return Find ALT N to access the Find dialog Refer to Finding Existing Households on page 58 for instructions on finding a household Undo Changes ALT Backspace to undo any changes made to the data fields New Household ALT U to save the current data and display a blank Contributor Household window to add a new household 118 e User s Guide CMS Contribution To Enter a Special Contribution from the Contribution Entry Window Quid pro quo and non cash gifts are examples of special contributions When a special contribution is entered Information entered for the special contribution includes contributed amount value of the goods received and description CMS will calculate the net contribution amount based on the contributed amount and the value of the goods received Special contributions are reported on
134. i Year Pledges Use this option to leave a pledge for a multi year fund unchanged 5 Make a End of Year Pledge Process choice for each fund If you do not make a choice for every fund CMS will not complete the End of Year process 6 Click Process ALT P to begin the End of Contribution Year process Cancel ALT C to abort the process The End of Contribution Year confirmation dialog will display asking if you are sure you want to process the End of Contribution Year at this time 7 Click Yes to initiate the process The status bar will display the progress of the process Note If an envelope number for next year has been entered the system will ask if you wish to delete the current envelope number and replace it with the next year s envelope number Answer Yes to this question to replace the current envelope number of No to ignore the replacement and continue processing To remove envelope numbers and or reassign envelope numbers use Quick Envelope Number Entry Current Year and Next Year on page 127 8 When the process is complete the Process Complete dialog will display Click OK to return to the main menu Warning Never re run End of Contribution Year Contact Church Management Solutions Customer Support with any questions End of Year e 219 End of Calendar Year The End of Calendar Year process resets each individual s calendar year totals to zero Doing so enables CMS to report correct calendar ye
135. ie Allen 7540 Lakewood Ave NE Apt 302 Minneapolis MN 55677 5567 This area will allow you to communicate an encouraging message to your Pledgers of up to three lines on the pledge card Thank you for your commitment Please indicate your new pledge per Month or per Week PLDCARD RPT For use with laser 3 X 5 cards 1 across 3 down Avery 5388 Prints for persons with envelope number Therefor for a pledge drive make sure that envelope numbers are assigned to people who should receive pledge cards Pledge cards for a single pledgeable fund Print Info and Headings prints heading and pledge information for the pledger s reference pledge headings can be modified Your current pledge is Pledge Lines indicate information needed by persons making a pledge pledge line can be modified Please indicate your new pledge Message up to three lines of text used to encourage persons to make a pledge Fund Names Sample Table 10 7 94 Funds Page 1 Fund Description Type 1 General Fund Pledgeable 2 Building Fund Pledgeable 3 Mission Fund Major 4 Caring Hands Major 5 Organ Fund Major 6 New Year s Day Special 7 Good Friday Special 8 Easter Special 9 Christmas Special 10 Mark Baker Memoria Special 1k Jason Memorial Special FUNDS RPT Membership Status Sample Table 10 7 94 Membership Status Page Status Description Blank Affiliate or associate member Member by Baptism Member by Confirmati
136. ing Overview Organizing Membership Data Entry Tasks Organizing Membership Data Entry Tasks Overview Phase 1 Installation Goal Getting a Directory and Roster Phase 2 Installation Goal Completing Your Installation Accessing amp Exiting Accessing Password Rundate Online Help Tools Maximizing the Online Help Window oj or If you want to maximize enlarge the Help window click the Maximize button It is located on the upper right corner of the Help window Glossary Glossary terms are shown in green with a dotted underline Click on the term to display a pop up glossary description Hypertext Links A hypertext link is shown in green and is underlined It s purpose is to inform you that there are other topics which are related to or further describe the topic you are currently viewing Click on the hypertext link the green text to view the information Click Back to return to the originating window 26 e User s Guide CMS Contribution Search 1 Click the Search button to view the search Dialog Type a word or select one from the list Then choose Show Topics i Adding Pictures Address Line 1 Advance Students Advanced Functions Advancing Students to the Next Level Age Summary Graph Select a topic then choose Go To 2 Enter a word or select one from the list Then click Show Topics 3 The corresponding topics will be listed on the bottom of the dialog Selec
137. ion Use CMS Contributions Household Maintenance if you are using it separately or if you wish to add or change household information while working within the CMS Contributions module Households and persons can be entered while entering contributions Household Maintenance 49 In this chapter we will cover e Displaying the Household Window e Entering Household Data e Deleting a Household e Finding Existing Households e Browsing for a Household e Speed Update Household Displaying the Household Window The Main Menu Bar From the People menu choose Household Persons CTRL H View Household The View Household Button Use the View Household button to return to the person s Household after viewing any of the person windows The Person Summary Contribution Detail History Pledge and Next Year windows each have a View Household button Click on the View Household button ALT W New Household The New Household Button This displays a new blank Household window which is ready for entry of a new household The Person Summary Contribution Detail History Pledge and Next Year windows each have an New Household button Click on the New Household button ALT U 50 e User s Guide CMS Contribution The Household Household Information Person Informatio Window amp CHS for Windows Contributor Household x amp Fie Edit CMS People Record Process Reports Options Help 15
138. ion button by moving the mouse pointer to the option button then click the mouse button The choice is marked with a black dot while the black dot is removed from the previous choice Drop down list buttons are often used when there is insufficient room in the dialog to display all of your choices The current selection is displayed in the drop down list box Arrow 10 Envelope Avery 4013 Continuous Labe Avery 4030 Continuous Labe Drop Down List Box is open to show a list of choices Click on the arrow in the list box to open the drop down list and display the choices To select an item click on it with the mouse If all the choices are not in view scroll bars are provided Basic Navigation 21 Look up Tables Look up Tables are used to display choices from a dialog Only the current selection is displayed in the box Click on the button in the box or enter CTRL Spacebar on the keyboard to open a dialog with a list of choices Fund _ MA General Fund Code Field Description Look Up Table Button Built In Calendar Click the right mouse button on any date entry field to display the Calendar dialog box Select a date for automatic entry into the data entry field Today s Date September 1 1997 Copyright 1993 DataStar intemabora Click the previous month or next month button to change the displayed month Click the previous year or next year button to change the displayed year Click the today
139. istory of Contribution amp Pledges Person History Overview Through the History window you can view and edit contribution and pledge history Contribution history is displayed by fund General Fund Organ Fund Mission Fund etc Pledge history includes last year s pledge and last year s unpaid pledge by fund In addition current year to date contributions contributions for the past five years and lifetime contributions are displayed for the selected fund and for all funds combined Contribution and pledge history is updated as a result of the End of Year processing procedure In this chapter we will cover e Viewing Entering Contribution and Pledge History Viewing Entering Contribution and Pledge History Displaying the History Display the History window from any of the person windows The History tab Window will display the History window 1 At the main menu select Household Persons from the People menu 2 Display the appropriate person record For Find instructions refer to Finding Existing Persons on page 73 3 From any person window display the History window in one of the following ways e click the History tab at any person window e press the F4 function key at any person window Person History of Contribution amp Pledges 83 The History Window CMS for Windows History IF x amp Fie Edit CMS People Record Process Report
140. ke corrections as needed For information about making corrections refer to Step 2 of Posting Contributions Entering Contributions on page 112 O Run a final Congregation Summary for the quarter O Run a full CMS database backup and record it on the backup log See Backing Up CMS C Run the End of Quarter Process Running the End of Quarter Process 1 From the Process menu choose End of Quarter ALT Q The Backup Confirmation dialog will display 2 Backup your records before continuing If you do not have a current backup of data click Backup to begin the backup procedures Refer to Backup on page 229 for data backup instructions If you already have a current backup click Continue to display the End of Quarter dialog 214 e User s Guide CMS Contribution End of Quarter The End of Quarter process advances the Quarter Begin date and the Quarter End date to the next quarter It also Y Process zeros each contributor s Quarter to Date contribution totals If you print contributor statements each quarter you must print the statements before running the End of xX Cancel Quarter process Current Quarter Dates Help H Quarter Begin 4 1 98 Quarter End 6 30 98 The dialog displays the following message The End of Quarter process advances the Quarter Begin date and the Quarter End date to the next quarter It also zeros each contributor s Quarter to Date contribution totals
141. layed The Pledge Type for the contributor is displayed If the Type requires a descriptor a dialog will automatically display for that purpose From this field you can click the right mouse button to access the Change Pledge dialog box At this dialog you can edit the pledge type pledge amount beginning date and ending date for the pledge to this fund The Pledge Amount for the contributor is displayed From this field you can click the right mouse button to access the Change Pledge dialog box At this dialog you can edit the pledge type pledge amount beginning date and ending date for the pledge to this fund Bal Due The Balance Due for the contributor is displayed P Click the check box P Pre payment for the if the contribution is a pre payment toward next year s pledge Processing Contributions 117 To Adda Household Person from the Contribution Entry Window From the Contribution Entry window click the Add Edit HH Person ALT I to display the Contributor Household window When the Contributor Household window displays there may be household data already entered If it is not the correct household click the New Household ALT U to clear the fields Enter the household information Refer to the Household Window Field Definition Chart on page 53 for field definitions Click the Add command button to position the cursor on the first available line for adding a person to the house
142. lays the total number of contributors for a single fund in each of 10 pledge amount ranges Each range can be defined and the graph can be displayed as a bar graph or pie chart z Total Pledge Single Fund x General Fund Total Pledge Print 5 Graph Select Fund Pi e Graph o 2 S 5 2 i E 5 oO 5 D 2 E 3 0 00 250 00 750 00 2 000 00 4 000 00 Range 100 00 500 00 1 000 00 3 000 00 9 999 999 99 Table Total Pledge Summary Graphs 203 Pledge Type Single Fund The Pledge Type Single Fund graph displays the number of pledges by pledge type weekly monthly yearly for a selected fund The graph can be displayed as a bar graph or pie chart amp View Graph General Fund Pledge Fypes Number of Pledgers N a Annual Monthly Quarterly Pledge Type 204 e User s Guide CMS Contribution Projected Contribution and Pledge Single Fund The Projected Contribution and Pledge Single Fund graph compares total pledges against projected contributions for a single fund in each of 10 total pledge ranges CMS will project the annual contribution amount based on giving that has already been posted Each range can be defined and the graph can be displayed as a bar graph or pie chart amp Projected Contributions and Pledge Single Fund General Fund Proj Cont and Pledge 30 000 00 Print 25 000 00 3 Graph 20 000 00 Selec
143. lt Response Date The defaulted dates can be changed For current year quick pledge entry these dates default to the current contribution year For next year quick pledge entry these dates default to the next contribution year These dates will be used for all quick entry fund pledges Slashes will be inserted after each 2 digits or when the spacebar is pressed For example entry of 122478 will be interpreted by CMS as 12 24 78 Entry of 12478 will not be correctly interpreted as 12 4 78 without depressing the spacebar or typing a after the 4 Click OK to display the Quick Pledge Entry dialog or the Quick Next Year Pledge Entry dialog Quick Entry Processes 125 amp Quick Pledge Entry Last Name pouse 172 Windsor Dr outh 9172 Windsor Dr outh Daniels H P O Box 5567 Quarterly Dennison Spouse Ee 6 Use the scroll bar to display the person whose pledges need to be updated You can jump to last names which begin with a specified letter or letters by clicking on a last name field and typing the letters For example type in JO to jump to last names beginning with those letters Press Esc to stop jumping and or start another jump 7 Position the cursor on the pledge type field To enter the new pledge type either click on the drop down list button and make the selection or type in the first character of the pledge type description For example type Y for yearly 8 T
144. mats eee eeeesecesecesececeseceeseeeaeeeaeessessneseeeneenaeenes 184 Running Contribution Statements eee eee eeeeseeeneceseseseceesseeeseeeaesnaeeseeeseeeaeee 185 Contribution Statement Options 0 eee eee eeee cee eeeececeeeceeseeeaeeeaeeesesseeseeeaeenaeenas 187 Additional SCleCHONS sss eco22 Yexoczsdadse sdetesesduses Bi e E A E 187 Statement Message 5 60 cceecsss tessileivehssevovesdts ea eer E E E E E 189 Rename Statement Headings eee eeseceeeeseceseeeaeceaeceseceeeseeeseeseesaesaaes 190 Print TOSS sess sascha itises eo a E saeedee ane E conevpeeneesuees nae cade aes 190 Statement Period Dates icciisaepetiecidanash ish andra niin neh aa ind eats 191 Contribution Statement Samples 193 Sample Statements oisi iesi aE cxsevicpeseede E A E E 193 Quarterly Contributions Statement Sample seessesseeeseresessreressrsrestrsersersreressrsres 194 Monthly Summary Statement Sample 255 5 25 50 ceesseeeasessecccicecnesosassedsddesvessaes 195 Yearly Detail Cash amp Checks Statement Sample 0 0 eee eeeeeeeseeereeeeeeeees 196 Yearly Detail Goods Services Statement Sample eee eeeeseeseeereeeeeeees 197 vi e Contents Summary Graphs 198 Summary Graphs Overview 00 cccceceesceseeseeeseeeseeeseceeeeaeeeaeseaeeneesaeeseeeaeeeaeeeaeeeges 198 Displaying amp Printing Summary Graphs 000 eee eee cece cece seeeeseeeaeeeaeeneeeeeeseees 198 Projected Contributions All Funds eee eeeeseeseceseceeeseeeseeeeseseaeseae
145. more information Numeric identifier for each fund The fund name is used to identify the fund s recorded pledges and contributions Total amount pledged to each fund Person Summary Maintenance 71 YTD Year to Date Pledge is the current value of the pledge CMS computes the YTD Pledge for the Balance Date based on the Pledge Type Amount and Beginning Date For example the General Fund has a monthly pledge of 10 00 effective at the beginning of the year On June 30th the YTD Pledge should be 60 00 The Pledge Type Amount and Beginning Date are given on the person Contributor Detail window YTD Display only Total of posted contributions year to Contrib date Last Yr Display only Total of last years contributions Contrib Deleting a Person ll The delete function deletes a person s records from the database This function should be used on rare occasions such as when deleting a person which was entered in error If the person is a contributor the records should not be deleted YTD Pledge Display only CAUTION All records for the person will also be deleted You will not be allowed to delete persons who have contributions in the current year until the End of Year process is run or the person s contributions are combined with another person s Refer to End of Year on page 216 and Combining Person Records on page 79 Do not use delete if data for the person is required for continued re
146. n to add a new person Refer to the Person Field Definition Chart on page 69 to help you enter or change the person data 68 o User s Guide CMS Contribution 4 Continue to enter data for each person within the household You can display and or enter Contribution History Pledge and Next Year pledge information for each person Please refer to Person Contribution on page 81 and Person Pledges on page 87 for more information 5 CMS automatically saves data when you leave the data window or execute any of the functions such as adding another person or selecting from the main menu bar To cancel the new person data click on the Undo Changes button before another action is performed Person Field If you are unsure of how to enter or select data for the data fields please refer to Definition Chart Basic Navigation on page 11 There you will find information regarding cursor placement text entry and pull down lists The table below defines all fields used for adding a person at the Household window and Person Summary window They are listed in order of the fields on the Person Summary window Don t forget that CMS provides help on the window To get help on a specific field position the cursor at the field and press the F1 function key Field Name Field Length Description Characters First Name Required Enter the person s first name up to 20 alpha numeric Last Name Required Enter the person s last name up
147. n to indicate that person has been selected Person Summary Maintenance 73 3 The names and addresses are listed on the bottom half of the screen in alphabetical order You can jump to last names which begin with a specified letter or letters by clicking on a last name field and typing the letters For example type in JO to jump to last names beginning with those letters Press Esc to stop jumping and or start another jump 4 You can choose the information area i e Summary Contribution History Pledge or Next Year that will be displayed when you find a specific person With the mouse pointer at the Person option button click the right mouse button to display a pop up window Select the information area you wish to view for the person you are finding If you are also using CMS Membership for Windows or CMS Attendance for Windows you can find a specific Membership or Attendance person record Point at Membership Tabs or Attendance Tabs to display a cascading menu Then select the person window you wish to find 5 Use the Find Field Definitions chart on page 75 for information on entering the last name first name and envelope number Note on line help provides data entry instructions for each field Position the cursor in the field and press the F1 function key 6 Click the Search button If there is more than one record which matches the find criteria a list will display 74 e User s Guide
148. ncel the history entries click on the Undo Changes button before another action is performed 84 e User s Guide CMS Contribution History Field If you are unsure of how to enter or select data for the data fields please refer to Definitions Basic Navigation on page 11 There you will find information regarding cursor placement text entry and pull down lists Don t forget that CMS provides online help on the window Press the F1 function key y Field Name Field Length Description Characters Fund Click the up or down arrows to select a specific fund number or click on the Fund look up button to display the list of options General Fund Building Missions Organ etc Fund look up Once displayed click on the Witton appropriate choice If you select a fund number the fund name will automatically display If you select a fund name the fund number will automatically display You can add funds as needed For instructions see Defining Funds on page 32 YTD Display only Total of posted contributions year to Contribution date for the fund displayed YTD Display only Total of posted contributions year to Contribution date for all funds All Funds Prior Year 1 Contributions to the fund for each of Cont thru the past five years a T CMS will add a decimal and two zeroes to the dollar amount 00 To enter cents enter the decimal and the cents Prior Year 1 Display only Contributions to all funds for each of
149. ndow Press the F1 function Field Definitions key Field Name Field Length Description Characters Display VJ Check box Choose to display or not display the Names Last Name and First Name in the appropriate fields when an envelope number is entered Display v Check box Choose to display or not display the Addresses Addresses in the Address field Enter Check v Check box Choose to prompt or not prompt the Number entry of the check number Enter v Check box Choose to prompt or not prompt the Contribution entry of the contribution type Type Entry Table Option buttons Select the Entry Table Display by Display clicking on the Display Pledge amp YTD Contrib Display YTD Contrib Neither Pledge or YTD Contrib or Display Fund amp Amount only option button Bank 10 This field is reserved for future use Account Alphanumeric with a financial system link Display Use the look up buttons to select Default Look up which funds will display on the Funds Button Contribution Entry window Regardless of the order funds are selected on this list they will always be displayed in numeric order on the Contribution Entry window Processing Contributions 111 Step 2 of Posting Contributions Entering Contributions Once a batch has been selected the next step is to enter contributions by fund for each contributor Contributions which have not been posted can be changed at any time To change a posted contrib
150. ning Person Records Viewing Entering Person Summary Data Viewing the Summary The Main Menu Bar Window 1 From the People menu choose Household Persons CTRL H to display the Household window 2 Use the VCR direction buttons or the Find function to display the person s household 3 Click on the Add Person this Household button to add a new person or the View button to view an existing person The Add Person Button U Buse The Household window and all person windows each have an Add Person button Add Person displays the Person Summary window to add a person to the household currently displayed You do not have to display the Person Summary window to add a person to the household You can add the person from the Household window This chapter will cover both of these methods Click on the Add Person button CTRL A 66 e User s Guide CMS Contribution The View Buttons The View command button on the Household window displays the selected person s data on the Person Summary window The Add button opens a line for adding a person on the Household window To view an existing person s records click on the person line and click the View button Alternately you can double click anywhere on the person line or right click on the person line to display a cascading menu then left click to select the Summary screen The Person Summary window will display The Person Summary Window a CHS for Windows
151. ns Listed 1 9 98 Households Without Next Year Pledges Page 1 Contribution Year from 1 1 98 to 12 31 98 Selected Fund General Fund Building Fund Households that have responded that they will not pledge Pledge type None are not included in this report Envelope r Total Membership Number Name Spouse Contributions Status Daniels Paul 4 740 00 I P O Box 5567 2052 Circle Drive Lakewood MN 55677 5567 612 567 0923 4 Dennison Sharon Larry 1 135 00 C 2340 Juniper Apt 2013 Lakewood MN 55676 5567 612 623 5510 9 Gardner Mark Terri 1 360 00 D 2001 Greenbriar Dr Lakewood MN 55677 5567 612 435 5690 7 Heller John Sharon 1 180 00 c 4578 Raleigh Avenue Northtown MN 55367 5536 612 451 3459 Jones Julian Gerri 0 00 D 123 16th Ave SE Lakewood MN 55334 9526 612 233 2345 6 Kohler Tom Amy eas 620 00 c P O Box 5536 5433 Willow Drive Northtown MN 55367 5536 612 345 7809 10 Lopez Anthony Bonnie 373 00 Cc 231 Fairmeadow Lane Lakewood MN 55678 5567 612 435 0987 12 Sommers Craig 588 00 P 2301 Greenbriar Dr Four Seasons Greenleaf Lakewood MN 55678 5567 612 456 2333 Thomas Marcel Angela 0 00 D P O Box 2996 299 24th Ave SE Lakewood MN 55334 6754 320 232 1898 1001 ZZZ Contrib Plate Coin 21 50 Z record plate collection gifts This household is used to Ex Foreign Addr CALGARY T03 1A0 011 234 122 12678 10 217 50 Number of Persons Listed 10 PCSHOUP RPT e Choose households without pledges this year
152. nt then click the From button Use the scroll bar to view all of the names on the list Once you have selected the first from name use the mouse to select the last name by clicking the name then the Thru button The from and thru selections will display in the fields next to the From and Thru buttons To select all names click the All button a 3 At the Name Range dialog click OK ALT O to finalize code selections Cancel ALT C to return to the report selection dialog without selecting Contribution Standard Reports 149 Member Participation Fund and Batch Selections The selection buttons which display on the report selection dialog are different according to the report being run Notice that the word AII or Some displays on each button All will display if all are selected Some will display if only some of the selection codes are selected To see the selected codes click on the selection button and view the list 1 At the report selection dialog click on the selection button Member Status Participation Status Fund or Batch 2 The selection code dialog will display SAMPLE Selection Code Listing Select Member Status Select Member Status Available Codes Selected Codes Description Description Received by affirmation ol Received through Baptist Received through Confirry Transferred from different Inactive Transferred to same dend Non member participant Other Prospectiv
153. nt File ALT P to print a report of the data that will be in the data file Please note the format of the report does not correspond to the format of the data file The report has reformatted for printing in a readable format Close ALT L to abort the process and return to the main menu Example of Records in Merge File With Pledge and Contribution Information Jerome and Judy Allen 1 7540 Lakewood Ave NE Apt 302 Minneapolis MN 55677 5567 612 456 2378 Jerry amp Judy 2680 00 8720 00 2180 00 2180 00 2620 00 50 00 Mike Allen 44 7540 Lakewood Ave NE Apt 302 Minneapolis MN 55677 5567 612 456 2378 Dear Mike 0 00 0 00 56 00 56 00 0 00 0 00 Jim and Marge Brown 3 172 Windsor Drive Lakewood MN 55677 5567 612 567 3109 James and Marge 60 00 240 00 470 00 470 00 280 00 320 00 Without Pledge and Contribution Information Jerome and Judy Allen 1 7540 Lakewood Ave NE Apt 302 Minneapolis MN 55677 5567 612 456 2378 Jerry amp Judy Merge File 209 Jim and Marge Brown 3 172 Windsor Drive 3109 Paul Lakewood MN 55677 5567 612 567 James and Marge Daniels 2052 Circle Drive P O Box SOO 0923 Lakewood MN 55677 5567 612 567 Daul 210 e User s Guide CMS Contribution Calculating Pledge Balances Pledge Balances Overview Use this procedure to enter
154. ntrib tab at any person window e press the F3 function key at any person window Person Contribution Maintenance 81 The Contribution If necessary use the scroll bar to view the complete list of contribution Detail Window information CHS for Windows Contribution Detail amp File CMS People Record Process Reports Options IEICE dae Jerome Allen 7540 Lakewood Ave NE Apt 302 612 456 2378 Env 1 Mem Status D Member transferred fr another cor Particip Status Summary Contrib History Pledge Next Year General Fund 2 22 98 General Fund 3 1598 Building Fund Building Fund Building Fund Building Fund Building Fund Building Fund Building Fund Building Fund 1 of 18 DETAIL DB Ege JL dfFieta E Contribution Field Contribution fields are display only and may not be changed Definitions Field Length Description Characters Display only Numeric identifier for each fund Display only The fund name is used to identify the fund s recorded pledges and contributions Display only Date of contribution Display only Amount of contribution Display only Check number if contribution is by check Display only Type of contribution e g cash check non cash automatic withdrawal etc Display only Y indicates that the contribution is a pre payment for a pledge next year 82 e User s Guide CMS Contribution Person H
155. ntribution 5 Click OK ALT O to exit the Pledge Amounts dialog and return to the Pledge window Clear Pledge Amounts ALT R to clear all Pledge entries on the dialog Cancel ALT C to cancel any changes and return to the Pledge window Managing Last Year s Unpaid Pledges Last Year s Pledge and Last Year s Unpaid Pledge are stored in the History window If the pledge will not be paid it is not necessary to perform any other actions Following are suggested methods for handling last year s unpaid pledges which will be paid this year e On the Pledge window increase this year s pledge by last year s unpaid amount This can be done by averaging the unpaid amount and adding it to the Pledge Amount or by entering it as an Initial Pledge e Set up a Pledgeable fund named Last Year s Unpaid Pledge On the Pledge window enter a pledge with a Pledge Type of Fixed Reports and contributor statements will always show the current balance due Person Pledges Maintenance 97 Displaying the Next Year s Pledge Window Person Next Year Pledges Maintenance Person Next Year Pledges Overview Pledges made for the next year can be entered in the Next Year Pledges window However if you are just finishing a pledge drive and wish to enter pledges for numerous people it may be faster to enter them using the quick method refer to Quick Pledge Entry Current Year and Next Year on page 124 Next year pledge
156. ntributions can be posted the Contribution Batch Edit List Report must be printed This report lists by batch each contributor with their contribution by fund the Entered Total the Counted Total and the difference between the Entered Total and the Counted Total The Entered Total is the total of all individual contributions in the batch The Counted Total is optional It is the total arrived at by one or more persons manually counting the contributions plate totals Batches are named and dated The name should describe the batch 1st Service 2nd Service Midnight Service Mission Collection etc The batch date is the date the contributions were received or counted When the contributions are posted the most recent batch date becomes the Balance Date The Balance Date displays on the Person Summary and Pledge windows The DTD drive to date balance due is based on pledges as calculated according to the Balance Date For example if the pledge is 10 00 per month and the Balance Date is 6 30 the DTD Pledge is 10 00 times six months or 60 00 The Balance Due is calculated as the DTD Pledge minus the DTD Contributions If the Balance Date is incorrect it can be changed in Calculate Pledge Balances under the Process menu NOTE Since you will almost always receive contributions which are anonymous it is a good idea to create a household person which can be used to record these contributions For example in the Household and Person Summa
157. o begin the backup procedures Refer to Backup on page 229 for data backup instructions If you already have a current backup click Continue to display the Quick Envelope Number Entry dialog box amp Quick Envelope Number Entry Jerome Head 7540 Lakewood Ave 1 Vv OK Judy Spouse 7540 Lakewood Ave met Last Name Mike Youth 7540 Lakewood Ave 44 X cancel zo Marge Spouse 172 Windsor Drive pies L eaa a 1 ewe im vouth_ 172 Windsor Daniel Paul Head P O Boxes _ Dennison Spouse 2340 Juniper Apt 2013 Dennison Laura 2340 Juniper Apt 2013 Replace with Next Assign Sequentially see Year Env s to Heads of House 4 Quick Entry Processes 127 3 You can enter envelope numbers manually or you can use one of the command buttons to make changes globally Last To enter the envelope numbers manually use the scroll bar to display the ae appropriate person You can jump to last names which begin with a ump specified letter or letters by clicking on a last name field and typing the letters For example type in JO to jump to last names beginning with those letters Press Esc to stop jumping and or start another jump At the envelope number field type in the new envelope number To make changes globally Click the Clear Env s command button to clear all of this years envelope numbers Replace with Next Year Env s X Click the Replace with Next Year Env s command button
158. on Member transferred fr another cong Friends pastors others for labels Member Inactive Does not part cont Non member spouse or child ofmem Other Prospect Ready tojoin Prospect Not ready tojoin Transferred or moved Unknown Status being researched Visitor or occasional contributor Deceased Used forrecording loose offering NS lt CHOVOZ TOOTS STATUS RPT Contribution Standard Report Samples 179 Participation Status Sample Table 10 7 94 Participation Status Page 1 Status Description Blank Student away at school Homebound Living inan institution Military Non Resident Do not include in Dir Associate member azzo PARTIC RPT Titles Sample Table 10 7 94 Titles Page i QO io Description Mr amp Mrs Mr Mrs Dr amp Mrs Rev amp Mrs Miss Ms Mr amp Dr Dr Dr amp Dr Rev KH OCOCMA AUN AWN m TITLES RPT 180 e User s Guide CMS Contribution 10 7 94 Type Description Check Foreign Monies Cash Coins NonCash Other Quid Pro Quo Credit Card Stocks Investments Automatic Withdrawal S YRFOHOZ IAN Contribution Types Sample Table Contribution Types Page 1 Required N Y N N Y Y Y N Y N CONTYPE RPT Contribution Standard Report Samples 181 Unused Envelope Numbers Sample 9 28 94 Unused Envelope Number List Page 1 EnvNbr LastName FirstName StatementName EnyNbr LastName FirstName StatementName 1
159. ont Summaries Sample on page 172 Next Year Pledges Prints a list of people who have made pledges to a selected pledgeable fund for next year Selections One Fund For a report sample see Pledge and Cont Summaries Sample on page 173 Pledge Comparisons Prints a list of people and their pledges for comparison of either this year s pledge to next year or last year s pledge to this year The second option will include Last Year Unpaid Pledge amounts Selections Funds Member Status Participation Status Persons to be Removed For a report sample see Pledge and Cont Summaries Sample Pledge Comparisons on page 174 Household W O Contrib Pledges Prints a list of Households who have either not made a contribution or who have not made a pledge Selections Funds Member Status Participation Status Persons to be Removed For report samples see Pledge and Cont Summaries Sample Households W O Pledges on page 175 and Pledge and Cont Summaries Sample Households W O Pledges on page 175 Pre Payment Summary Prints a list of persons who made a pre payment contribution to a pledge Reports both pre payments made last year for a pledge this year and pre payments made this year for a pledge next year Selections Funds Member Status Participation Status Persons to be Removed For a report sample see Pledge and Cont Summaries Sample Pre Payment Summary on page 177 Contribution Standard Report
160. or next year Contribution Standard Report Samples 175 Pledge and Cont Summaries Sample Households W O Coniributions 9 18 97 Households Without Contributions Page 1 Contribution Year from 1 1 98 to 12 31 98 Selected Find All Envelope Total Membership Number Name Spouse Pledge Status Jones Julian Gerri 0 00 D 123 16th Ave SE Lakewood MN 55334 9526 612 233 2345 Thomas Marcel Angela 0 00 D 0 00 Number of Persons Listed 2 PCSHOUC RPT 176 e User s Guide CMS Contribution Pledge and Cont Summaries Sample Pre Payment Summary 9 18 97 Pre Payment Summary Page 1 Building Fund Selected Pind Building Fund Envelope Pre P aym ents Pre P aym ents Membership Num ber Name For This Y ear For Next Year Status 1 Allen Jerome 0 00 150 00 D 6 Kohler Tom 0 00 100 00 C 0 00 250 00 Number of Contributors Listed 2 PCSPRE RPT Contribution Standard Report Samples 177 178 e User s Guide CMS Contribution Pledge Cards Sample Faith United Congregation General Fund Jerome and Judy Allen 7340 Lakewood Ave NE Apt 302 Minneapolis MN 55677 5567 This area will allow you to communicate an encouraging message to your Pledgers of up to three lines on the pledge card Thank you for your commitment Please indicate your new pledge per Month or per Week Your current pledge is Monthly 60 00 Total 720 00 Faith United Congregation General Fund Jul
161. ousehold Total Pledge 572 New Response Date Household BE a A P erson mi pP this Household Entering Next Year s Following are instructions for entering next year pledges If you are entering Pledges pledges for numerous people i e the end of a pledge drive it may be faster to enter them using the quick entry method Refer to Quick Pledge Entry Current Year and Next Year on page 124 1 Refer to Displaying the Next Year s Pledge Window to display the window 2 At the Next Year s Pledge window Fund 1 will display Select the fund receiving the pledge 3 Refer to Next Year Field Definitions on page 101 to enter or change the next year pledge data If necessary click the Clear Pledge command button to clear all pledge fields Note on line help provides data entry instructions for each field Position the cursor in the field and press the F1 function key 4 Depress ENTER to re calculate the Total Pledge based on the new entries Total Pledge Pledge Amount times the Pledge Type period plus the Initial Pledge 100 e User s Guide CMS Contribution 5 CMS automatically saves data when you leave the data window or execute any of the functions such as finding another person or selecting from the main menu bar To cancel the new entries click the Undo Changes command button before another action is performed Next Year Field If you are unsure of how to enter or select data for the data field
162. page 181 Unused Envelope Prints envelope numbers for a specified range If the Numbers envelope number is assigned to a person it will print the name of the person If the envelope number is not assigned it will leave a blank line You can use the report to write in names for envelope assignment then input them into the system at a later time Selections Envelope Number Range For a report sample see Unused Envelope Numbers Sample on page 182 Running a Standard Report In most cases you will get a selection dialog after you choose a report from the Reports menu This dialog gives you options related to the report chosen Each of these options will be described in this section They are listed in alphabetical order SAMPLE Selection Dialog Contribution Detail z Contribution Detail m Print to Sort Screen sii Alpha Vv Print lt gt Okidata OL 400e LPT Fund m Selection x Cancel Name Range All Report Sub Title PT ete C New Page for each Person Member Status All Participation Status AI Funds All Date Range fe thru 12 31 98 Include Persons to be Removed Contribution Standard Reports 141 Be sure your printer is on line and ready NOTE To update pledge balances prior to running a report refer to Calculating Pledge Balances on page 211 1 Choose the report from the Reports menu The Pledge and Cont Summaries
163. port Found on various Dialog boxes The Select button is used to confirm the selection of a highlighted description To select a code click on the code or description to add then click the Select command button or double click on your selection Command Location Function Button x Found on the Main Household window and all person Undo windows Changes Removes any changes made to the household or person record currently in view Found on the Main Household window Displays the Person Summary window with the selected person s data Found on all person windows Returns to the selected person s Household window Selection Dialog Box The Add Add All Remove and Remove All command buttons are found on Command Buttons selection dialogs For example they are found on the Select Names dialog for reports Click on the item to select then click the Add command button Z to select one item at a time The item selected will now be displayed in bold on the selected list of the dialog Click on the Add All command button to select all items All of the items will now be displayed in bold on the selected list of the dialog Add All gt Click on the item then click the Remove command button to remove one item at a time from the list The item you remove be deleted from the selected list of the dialog Click on the Remove All command button to remove all items sels from the selected list The selected it
164. port sample see Envelope Number List Sample on page 166 Following are the Pledge and Contribution Summary reports All Contributors Prints pledge and contribution summary information for all contributors Total Pledge and Year to Date YTD Pledge is listed as well as Total Contributions Selections Funds For a report sample see Pledge and Cont Summaries Sample on page 167 Contribution Summary Prints Quarter to Date QTD Contribution Year to Date Cont YTD and Calendar Year to Date Cal YTD for contributors only Selections Funds Unused Envelope Numbers Sample on page 182 Pledge Summary Single Fund Prints pledge summary information for each contributor for a single pledgeable fund Selections One Fund Balance Due only those with a balance due or all Date Range For a report sample see Pledge and Cont Summaries Sample on page 170 Pledge Summary Multiple Fund Prints pledge summary information for each contributor for all funds combined Selections Funds Balance Due Date Range For a report sample see Pledge and Cont Summaries Sample on page 171 Pledge and Cont Summaries Cont Multi Year Fund Summary Prints pledge and contri bution information for everyone who has pledged and or contributed to a specified multi year pledgeable fund Selections Funds Multi Year Fund Date Range Balance Due Date Range For a report sample see Pledge and C
165. porting purposes Instead use the remove function CMS Membership for Windows provides a process for removing a person You can use the remove process to indicate that the person is no longer associated with the congregation This can occur due to a move or a change to a different congregation The Removal process keeps the person or household s records including contributions in the database until the end of year procedures are complete at which time you can delete removed records See your CMS Membership for Windows User s Manual for more information 72 e User s Guide CMS Contribution At the main menu select Household Persons from the People menu Display the appropriate person record For Find instructions refer to Finding Existing Persons on page 73 Click the Garbage Can button on the speed bar A Delete Person message dialog displays Click Yes ALT Y to delete the person No ALT N to cancel the delete request Finding Existing Persons J End Find is used to quickly find and display a person You can find a person based upon last name first name and or envelope number Full or partial names can be used in the find Also see Find Method on page 47 to select a faster or slower find method 1 At the Household window or any of the person windows click on the Find button The Find dialog will display To find a person click on the Person option button Note that a dot fills the option butto
166. ports menu to print envelopes name tags or mailing labels for multiple households or persons The selection criteria available prints the labels based on selected name range Membership Status Participation Status and Contribution activity Be sure your printer is on line and ready 1 Put the label form or envelope in the printer paper feeder 130 e User s Guide CMS Contribution 2 Choose Labels from the Reports menu The Label Selections dialog displays amp Label Selections Print to r Label Ted Laer Lares E HP LaserJet Series Il LPT1 z 5160 Laser Labels E Print Options Selection Name Range All Member Status All Print Additional Info Participation Status All O Country C Message CARRIER ROUTE SORT Contributors Only Postal Bar Codes Funds CAI Additional O Envelope Number O Next Year s Envelope Number Include Persons to be Removed o Membership Status Alpha C Phone Number unlisted Carrier Route O Group Code Env Num O Carrier Route Zip Code O Titles 3 Select the Print Options Refer to Print to on page 145 4 Make the appropriate Name Range Member Status and Participation Status selections Refer to Selections on page 148 5 Click the Contributions Only check box to print labels for contributors only A check mark will display To remove the check click the check box again 6 Ifthe Contributors Only check box has
167. printing to the screen or printing to a different printer Contribution Standard Reports e 145 Printing to the Printer l 3 Note that your current printer selection is displayed as the printer selection Click on the printer option button The copies text box will display Type in the number of copies to print To change the printer click the Change Printer button The Printers dialog box from the Windows Control Panel will display The Printers dialog is also accessible from the Windows Program Manager For more information on installing and configuring a printer see your Windows manual To change the default printer click on the appropriate printer and right click At the menu select Set as Default Select Exit from the File menu to close the Printers dialog Bi Printers 0 File Edit View Help Gree oebe gt KE LEE Ea Add Printer a FX WORKS HP Laserdet Microsoft Fax Open E E Pause Printing lt Purge Print Jobs MS Publisher MS Publisher Set As Default Color Printer Imagesetter Sharing Create Shortcut Delete Rename Properties 1 object s selected Make the other selection choices on the report Selection dialog box then click Print to print the report Displaying the Report on the Screen 1 At the report Selection dialog box click on the Print To Screen option button Make the other selection choices on the report Selection dialog box then click Print
168. questionnaires to be returned Enter name label name address and phone information for each household on the Household window Print Labels review them and make necessary modifications Define Persons Membership and Participation Status s are assigned to each member See Membership and Entering Person Data on page 68 for information about Membership and Participation Status s Participation Status s If you enter person data without entering these codes you will be forced to go into each record again at a later time Many of these status s are already defined for you Display the Membership and Participation Code Tables Define Codes from the Options menu to make the necessary additions and deletions Remember to consider what information is required on your congregational reports when modifying these tables Define membership and participation status s Enter person family member names on the person portion of the Household window or on the Person Summary window Enter Contributions Enter any contributor data for the current year Print a Contributor You now have sufficient information to generate a contributor list For a report List sample see Contributor List Sample on page 163 Printa contributor list review it and make necessary modifications Organizing Contributions Data Entry Tasks 7 Opening amp Exiting CMS Opening CMS for Windows 1 From the Windows Program Manager doubl
169. r any of the person windows click on the Find button The Find dialog will display Last Name 7540 Lakewood Ave NE Apt 2 The names and addresses are listed on the bottom half of the screen in alphabetical order You can jump to last names which begin with a specified letter or letters by clicking on a last name field and typing the letters For example type in JO to jump to last names beginning with those letters Press Esc to stop jumping and or start another jump 3 The Find dialog is used to find either households or persons To find a household click on the House option button Note that a dot fills the option button to indicate that it has been selected 4 If you are also using CMS Membership for Windows or CMS Attendance for Windows you can find a specific Membership or Attendance 58 e User s Guide CMS Contribution household record With the mouse pointed at the House option button click the right mouse button to display a pop up window Point at Membership Tabs or Attendance Tabs to display a cascading menu Then select the household window you wish to find 5 Use the Find Field Definitions chart for information on entering the last name first name and envelope number Note on line help provides data entry instructions for each field Position the cursor in the field and press the F1 function key 6 Click the Search button If there is more than one record which matches the find
170. r congregation We also suggest that you read the Getting Started Manual It highlights the major features of CMS Contributions for Windows and provides a quick reference tutorial Use the Table of Contents and Index to quickly find information and help Contacting Customer For toll free customer support call Church Management Solutions at 800 247 Support 8044 2 e User s Guide CMS Contribution Installing Contributions for Windows Installation instructions for CMS Contributions for Windows are included with the software as a separate document The Upgrade command on the File menu is reserved for use with future system upgrades from Church Management Solutions Upgrade instructions will accompany the shipment of the system upgrade Installing Contributions for Windows e 3 Organizing Contributions Data Entry Tasks Organizing Contributions Data Entry Tasks Overview Implementing your new system requires that you move the records from your current system into the windows and fields of CMS Contributions for Windows In this chapter we will outline the steps you must follow for the two basic data entry tasks e Entering Contribution Options e Entering Household and Person Information NOTE The household person and system information you enter into the CMS for Windows system can be used by CMS Membership for Windows CMS Contributions for Windows and CMS Attendance for Windows Your strategy for data entry will dep
171. re Pay This Year plus Pre Pay Next Year Person Pledges Maintenance 95 Setting Up Multi Year Pledges CMS can record multi year pledges by fund for up to five years Multi year pledges may be set up for new building funds organ funds etc Note that the drive to date fields DTD Pledge and DTD Contributions track pledges and contributions for the entire pledge period Pledges can be different for each year of the multi year pledge During the End of Contribution Year process select the Active multi year pledges option for those funds which have multi year pledges This causes the pledge for the next year of the multi year pledge to display in the Pledge Amount field on the Pledge window Multi year pledges can also be entered from the Next Year s Pledge window 1 Refer to Displaying the Pledge Window to access the pledge window 2 Select a Fund a Pledge Type Annual or Yearly only and enter Beginning and Ending dates that include a time period of more than one year For more information on entering these fields refer to Pledge Field Definitions on page 90 3 Move the mouse pointer to the Pledge Amount field and click the right mouse button The Pledge Amounts dialog displays Pledge Amounts edge Amount Year 1 edge Amount Year 2 edge Amount Year3 edge Amount Year 4 edge Amount Year 5 4 Enter an amount for each pledge year Year 1 is the current pledge year 96 e User s Guide CMS Co
172. ribution total and number of times a person contributed each month For a report sample see Contributor Pattern Sample on page 161 Prints contribution history giving yearly totals for five years prior years and total lifetime For a report sample see Contribution History Sample on page 162 Following are the Contributor Lists Reports Alpha Env Reference Prints a list of persons who pledge contribute or have an envelope number For a report sample see Contributor List Sample Alpha Env Reference Format on page 163 By Contribution Amount Prints a list of persons who pledge contribute or have an envelope number and YTD contributions Prints in either alphabetical order of YTD contributions A range of YTD Contribution amounts may also be chosen Selections Funds Contribution Range amount For a report sample see Contributor List Sample By Contribution Amount on page 164 Prints current and historical pledge and contribution information for each contributor for up to five funds the first five funds are selected by default Selections Up to 5 Funds and Name Range For a report sample see Contributor Record Sample on page 165 Contribution Standard Reports 137 Envelope Number List Pledge and Cont Summaries 138 e User s Guide CMS Contribution Prints a list of persons who have envelope numbers It includes the envelope number the name and statement name For a re
173. ributions For example enter a person named LooseChange ZZZ and give it the address of the congregation 1 2 At the main menu select Household Persons from the People menu Display the appropriate household record or click on the New Household button to display a new blank Household window For Find instructions refer to Finding Existing Households on page 58 Refer to the Household Window Field Definition Chart on page 53 to enter or change the household data Enter person data for the household or enter another household To add persons to the household refer to Entering Person Data on page 68 CMS automatically saves data when you leave the data window or execute another function such as adding a person or selecting from the main menu bar To cancel a new household click on the Undo New House button before another action is performed To cancel changes to the household click the Undo Changes command button before another action is performed 52 e User s Guide CMS Contribution Household Ifyou are unsure of how to enter or select data for the data fields please refer to Window Field Basic Navigation on page 11 There you will find information regarding cursor Definition Chart Placement text entry and pull down lists Don t forget that CMS provides online help for the window Press the F1 function key Field Name Field Length Description Characters Surname Required Enter the last name of the famil
174. rowsing 60 76 Combining Records 79 Contribution Detail Window 82 Entering History Information 84 Finding 73 History Window 84 Next Year s Pledge Window 100 Person Window Field Definition Chart 69 Speed Update 77 Tabs 21 Pledge Amount 92 103 Pledge and Cont Summaries All Contributors Sample 169 Contribution Summary Sample 171 Households W O Contributions Sample 178 Households W O Pledges Sample 177 Multi Year Fund Summary Sample 174 Next Year Pledges Sample 175 Pledge Comparisons Sample 176 Pledge Summary Multiple Fund Sample 173 Pledge Summary Single Fund Sample 172 Pre Payment Summary Sample 179 Pledge and Cont Summaries Report 141 Pledge Cards Report 142 Pledge Type 91 102 Pledge Window Field Definition Chart 90 Pledgeable funds 32 Pledges Entering Current 89 Postal Bar Codes 135 Posted Batch Edit List Report Sample 161 Posting Contributions 107 123 Batches 108 Creating a New Batch 108 Existing Batch 110 Changing Contributions 114 Entering Contributions 114 Printing the Edit List 122 Pre Pay Next Year 95 Pre Pay This Year 95 Print Options Displaying a Report 148 Print to the Printer 148 Printing a Quick Envelope Label 131 Processing Contributions 107 Q Quarter Defining 42 Quarterly Contribution Statements 186 Quick Entry 126 Quick Envelope Printing 131 Quick Envelope Number Entry Current Year and Next Year 129 Quick Label Printing 131 Quick Pledge Entry Current Year and Next Year 126
175. ry windows enter a person named MISC ZZZ or MISC CASH Processing Contributions 9 105 To view posted contributions see Viewing Contribution Records on page 81 To view contribution history see Viewing Entering Contribution and Pledge History on page 83 To run the Congregation Weekly Summary or other reports see Running a Standard Report on page 141 In this chapter we will cover e Step 1 of Posting Contributions Batches e Step 2 of Posting Contributions Entering Contributions e Step 3 of Posting Contributions Printing the Edit List e Step 4 of Posting Contributions Posting Step 1 of Posting Contributions Batches The first step of entering contributions is to create or select a batch Batches define the date or occasion of the contribution Creating a New Batch 1 From the Process menu choose Enter Contributions 2 Either the New Batch dialog or the Select Batch dialog will display The New Batch dialog will display if all previous batches have been posted The Select Batch dialog will display if there are batches which have been created but not posted in Post Contributions If the Select Batch dialog displays click the New Batch command button to display the New Batch dialog New Batch x Batch Num Y OK Batch Date Description xX Cancel Counted Total Entry By C Defaults Help 106 e User s Guide CMS Contribution 1 Refer to New Batch Field Definition
176. s 139 Pledge Cards Tables Report Tables Report Cont 140 e User s Guide CMS Contribution Prints 3 x 5 laser cards with the names and addresses of potential pledges for a single specified fund Prints only those people who have envelope numbers Selections Name Range Member Status Participation Status Fund Response Date Pledge Information and Headings Pledge Lines and Message For a report sample see Pledge Cards Sample on page 178 Lists currently defined codes for each table All Code Tables w Prints each of the following code tables Fund Names Prints the Fund Names code table including the fund number and description For a report sample see Fund Names Sample Table on page 179 Membership Status Prints the Membership Status code table including the membership status code and description For a report sample see Membership Status Sample Table on page 179 Participation Status Prints the Participation code table including the participation status code and description For a report sample see Participation Status Sample Table on page 180 Titles Prints the Titles code table including the titles code and description For a report sample see Titles Sample Table on page 180 Contribution Types Prints the Contribution Types code table including the contribution types code and description For a report sample see Contribution Types Sample Table on
177. s please refer to Definitions Basic Navigation on page 11 There you will find information regarding cursor placement text entry and pull down lists Don t forget that CMS provides online help on the window Press the F1 function key Field Name Field Length Description Characters Fund Click the up or down arrows to select a specific fund number or click on the Fund look up button to display the list of options General Fund Building Missions Organ Fund look up etc Once displayed click on the button appropriate choice If you select a fund number the fund name will automatically display If you select a fund name the fund number will automatically display You can add funds as needed For instructions see Defining Funds on page 32 Pledge Type Pledge Type Select a Pledge type from the list of drop down list pre defined choices button Weekly Due the last day of the week Monthly Due the last day of the month Quarterly Due the last day of the quarter Yearly Due the last day of the year SemiMonthly Due at the middle and end of month Person Next Year Pledges Maintenance e 101 Pledge Type SemiYearly Due at the middle and Cont end of the year Fixed The entire amount is due the first day of the pledge Beginning Date Annual The balance due is calculated proportionally based on the number of months completed For example if the Beginning date is 1 1 the Balance Dat
178. s to enter the batch data Note on line help provides data entry instructions for each field Position the cursor in the field and press the F1 function key 2 Click OK ALT O to access the Contribution Entry window Refer to Step 2 of Posting Contributions Entering Contributions on page 112 Set Defaults ALT D to access the Set Custom Entry Defaults dialog and define defaults for the Contribution Entry window For further instructions refer to Define Standard Entry Defaults on page 39 Cancel ALT C to cancel any entries and exit the New Batch dialog New Batch Field Don t forget that CMS provides online help on the window Press the F1 function Definitions key Field Name Field Length Characters Batch Display Only Number i Counted up to Total 9999999 99 Entry By up to 10 characters alpha numeric Description CMS will assign a sequential batch number Enter the batch date in MM DD YY format Itis the day the batch was counted or collected After posting the most recent batch date becomes the Balance Date The Balance Date displays on the Person Summary and Pledge windows The DTD drive to date balance due is based on pledges calculated according to Balance Date Enter the batch description Example Ist Service 2nd Service Midnight Service Mission Collection etc This is an optional entry It is the total arrived at by manually counting the contributions plate totals
179. s Options Help 2 x mj it lela ite Jerome Allen 7540 Lakewood Ave NE Apt 302 612 456 2378 Env 1 Mem Status D Member transferred fr another cor Particip Status Blank History Pledge Next Year Menu Fund 1 4 General Fund e Contribution History W T All Funds a 3 280 00 2 535 00 I Undo 0 00 500 00 Changes 1998 0 00 1995 0 00 0 00 Ea i iew 1994 0 00 0 00 Household 1993 0 00 Prior Years Cont 0 00 0 00 New Lifetime Cont 280 00 3 035 00 i els Pledge History Add Last Year Pledge 0 00 Last Year Unpaid 0 00 Person this Household LofS PLEDGE DB Cit SCF ___ Entering History History information automatically accumulates over the years as CMS Information Contributions is used However you may wish to enter history information manually when you first implement CMS Contributions 1 At the main menu select Household Persons from the People menu 2 Display the appropriate person record For Find instructions refer to Finding Existing Persons on page 73 3 Refer to History Field Definitions on page 85 to enter or change Contribution History and Pledge History data Note on line help provides data entry instructions for each field Position the cursor in the field and press the F1 function key 4 CMS automatically saves data when you leave the data window or execute any of the functions such as finding another person or selecting from the main menu bar To ca
180. s are recorded per fund General Fund Building Fund Organ Fund for the period specified Some funds may be set for the current contribution year such as the General Fund Others may be for a shorter term or a longer term For example a pledge for painting the building may be set for a three month period A pledge for building a new building may be set over a five year period The Beginning Date and Ending Date determine the term of the pledge A Pledge Amount and Pledge Type can be selected for each fund The Pledge Amount is the amount to be paid each payment period Pledge Type Examples of Pledge Types are Weekly Monthly Quarterly Yearly Annually SemiYearly or Fixed Each pledge is due on the Ending Date of the Pledge Type period Initial pledges and multi year pledges can also be recorded Initial pledges define an initial fund or can be used to record a one time gift Up to five years of multi year pledges can be kept in the system For each fund last year s pledge and last year s unpaid pledge is recorded in the History window These figures are updated after the End of Year process but can also be entered manually If you are entering pledge data for many people it may be quicker to use the Quick Pledge feature In Quick Pledge all names in the database are displayed it is not necessary to find each person whose pledge you are entering Also the Beginning Date and Ending Date is entered only once per fund Refer to Quick
181. s are updated on the Pledges window after completing the End of Contribution Year process with the Replace with Next Year s Pledges option selected In this chapter we will cover e Viewing Entering Next Year Pledges Viewing Entering Next Year Pledges Display the Next Year s Pledge window from any of the person windows Note To update pledge balances prior on the Pledge window refer to Calculating Pledge Balances on page 211 1 At the main menu select Household Persons from the People menu 2 Display the appropriate person record For Find instructions refer to Finding Existing Persons on page 73 3 From any person window display the Next Year s Pledge window in one of the following ways e click the Next Year tab on any person window e press F6 function key at any person window Person Next Year Pledges Maintenance 99 The Next Year s a CHS for Windows Next Year s Pledge Ie x amp File Edit CMS People Record Process Reports Options Help EEK Pledge Window mupe E ea PA Jerome Allen 7540 Lakewood Ave NE Apt 302 612 456 2378 Env 1 Mem Status D Member transferred fr another cor Particip Status Blank Summary Contrib History Pledge Next Year Main Fund 15 General Fund a Next Year s Pledge Find Pledge Type Weekly F Undo Pledge Amount 11 00 Changes Beginning Date 1 1 96 Ending Date 12 31 96 esl View Initial Pledge 0 H
182. s reserved for future use Account Alphanumeric with a financial system link Use the look up buttons to select which funds will display on the Contribution Entry window Regardless of the order funds are selected on this list they will always be displayed in numeric order on the Contribution Entry window Look up Button Setting Contribution Options e 41 Define Year and Quarter Contribution Year and Quarter dates define the beginning and ending dates for the reports and statements CMS advances the quarter dates after the End of Quarter procedure and the year dates after the End of Year procedure NOTE If you have already posted contributions do not change the Contribution Year date Call Church Management Solutions Customer Support for help Entering Year and 1 From the Options menu choose Define Year and Quarter to display the Quarter Dates Define Year and Quarter Dates dialog Define Year and Quarter Dates Contribution Year Year Begin Year End 12 31 96 Current Quarter Quarter Begin 1 1 96 Quarter End 3 91 96 2 At the Contribution Year Begin field enter the first day of the fiscal contribution year in MM DD YY format January 1 if your contribution year runs through December 31 From this date CMS will calculate and display the Year End date and the Current Quarter beginning and ending dates These dates are maintained by CMS after the initial setup 3 Click Close ALT L to finalize
183. s to the Attendance module Allow or deny access to the Contribution module Allow or deny access to the Membership module Allow or deny access to the Backup data command Allow or deny access to the Restore data command Allow or deny access to the Utility functions Allow or deny access to Password Maintenance You must allow at least one password to have access to Password Maintenance CMS will not allow you to change or delete the only password with Password Maintenance access Upgrade Access Allow or deny access to the upgrade menu selection The upgrade selection is used to install system upgrades to your CMS for Windows system Password Maintenance 225 3 You can use the Advanced buttons to select which functions can be accessed within each module The appropriate Advanced button is activated when yes is selected for access to Attendance Contribution or Membership Click the Yes option button under Membership Access then click the adjacent Advanced button to view the Advance Access dialog z Advanced Access Password CMS Access Calc Pledge Bal Cont Type Setup Define Codes Define Cont Yr Delete House Pe Edit List Rep End of Cal Yr End of Cont Yr End of Quarter Enter Contrib Fund Setup Households Pers Merge File Move Funds DOOD 4 The Advance Access dialog lists each item you can define access to and the access status for each item Use the scroll bars provi
184. sample Contribution Standard Report Samples 153 Congregation Weekly Summary Sample 9 27 94 Congregation Weekly Summary Page Faith United Congregation Contribution Year 1 1 95 to 12 31 95 Weekof GeneralFund BuildingFund MissionFund CaringHands OrganFund OtherFunds AllFunds 01 01 95 01 07 95 990 00 1 600 00 10 00 106 00 100 00 0 00 2 806 00 01 08 95 01 14 95 190 00 500 00 0 00 30 00 0 00 55 00 775 00 01 15 95 01 21 95 128 50 0 00 0 00 30 00 0 00 68 00 226 50 01 22 95 01 28 95 1 008 00 0 00 0 00 0 00 0 00 100 00 1 108 00 01 29 95 02 04 95 170 00 50 00 0 00 0 00 0 00 20 00 240 00 02 05 95 02 1 1 95 70 00 1 200 00 0 00 20 00 0 00 0 00 1 290 00 02 12 95 02 18 95 270 00 180 00 0 00 0 00 0 00 0 00 450 00 02 19 95 02 25 95 363 00 500 00 0 00 100 00 500 00 20 00 1 483 00 02 26 95 03 04 95 113 00 0 00 0 00 18 00 0 00 50 00 181 00 03 05 95 03 1 1 95 420 00 1 320 00 0 00 0 00 0 00 0 00 1 740 00 03 12 95 03 18 95 1 010 00 1 670 00 0 00 120 00 0 00 70 00 2 870 00 03 19 95 03 25 95 480 00 20 00 0 00 70 00 0 00 30 00 600 00 03 26 95 04 01 95 0 00 0 00 0 00 0 00 0 00 0 00 0 00 PERIODTOTAL 5 212 50 7 040 00 10 00 494 00 600 00 413 00 13 769 50 Y T DTOTAL 5 212 50 7 040 00 10 00 494 00 600 00 413 00 13 769 50 WEEKSUM RPT e Weekly totals of posted contributions for selected funds e Weekly subtotals of other funds not detailed e Weekl
185. ser s Guide Introduction to CMS Contributions for Windows e 1 How to Use the Your CMS Contributions for Windows User s Guide has been designed to help Manual you take full advantage of the features and versatility of the software Within each category of information are detailed explanations of features and their intended functions outcomes as applied to the practice of sound church management Graphic replications of screens as they appear in the program have been used to provide visual reinforcement for most features As an added benefit you will also find a number of quick reference tables throughout the manual that provide organized reminders for maintenance tasks with multiple choice options or selections In most cases these may be easily copied and posted as convenient reference guides when needed In addition to the information in the manual there are a variety of help screens available from virtually any location in the program To get help on a specific field within a window just position the cursor at the field and press the F1 function key You will find an explanation of that particular field along with additional and related reference information To fully understand the features and benefits of CMS Contributions for Windows we suggest that you take the time to browse this manual before using the software A basic understanding of Contribution s features and functions will help you decide which ones are necessary for you
186. ser s Guide CMS Contribution 8 15 94 Last Name Allen Jerome Brown James Dennison Sharon Gardner Mark Heller John Kohler Tom Lopez Anthony Sommers Craig ZZZ Loose Cha Witcomb Ga Terri Kohler Amy Allen Julie Holmes Kathy Allen Mike Heller Mark Contributor Pattern Sample Contribution Pattern First Name Eny Nbr Statement Name 1 Jerome and Judy Allen 3 Jim and Marge Brown 4 9 Mark Gardner amp Terri Witcom 7 Joha and Sharon Heller 6 Tom and Amy Kohler 10 Mr amp Mrs Anthony Lopez 12 999 5 123 2 125 44 8 S N _ ee ata aces aa ky ior EES N N Mar Apr May Jun 2 3 2 1 3 2 2 3 3 2 1 Total Contributions 8 636 5 CONTPTR RPT Number of posted contributions by month by person Posted contribution subtotal Contribution Standard Report Samples 161 Selected Funxds All LastName Fist Name Allen Jerre Allen Jule Allen Mike Brom James Danels Pal Demtson Lisa Demison Sharon Gardrer Mark Heller Jom Heller Karen Kohkr Tom Lopez Anthony Lopez Bryan Sommers Craig Witonb Gardner Teni ZZZContub Plate Coin amp Cash ZZZ Conhib Plate Out of State Check Maonber of Conmibutors Listed Envelope Year to Date Nunber Contributiors 2365 00 228 00 56 00 2 820 00 5 170 00 50 00 WpNe 1 190 00 1 165 00 1 216 00 100 00 725 00 1 415 00 13 00 12 678 00 5 620 00 1001 338 35 1002 163 00 o YOR Contribu
187. sleseodes edoeedbscoctvenssecnten less sans ctins 100 Entering Next Year s Pledges sscsscesscesssssrseceesoetscersteecnsscnsesnesceeverseenees 100 Next Year Field Definitions 0 0 cee eeceeescesencceeeeeeeneeeeaeeseaeeeeaeeesaeeeeaeessaeeeeanerss 101 Processing Contributions 105 Processing Contributions Overview cesccesseeeseeeeseeceeeeeaeecsaeeeeaeeesaeeeeaeereaeeeeaeeres 105 Step 1 of Posting Contributions Batches eeeeeseseneceeeeesseeeeeeeeseaeeeeeeensneeesaees 106 Creatine a New Bateliyscccssiciscsscssssevsatenscestaverseteanceuss REKE EARE KE TARO EREK E ES 106 New Batch Field Definitions eeseesseeseeseeseeseessresreserereesrersressessressressreseresee 107 Selecting an Existing Batch ssrgeisseiecerie neitin E E A 108 Custom Entry Defaults Field Definitions 200 0 ee eeeseeesceceseecenneeeeeeeeneeeeeeeeaes 111 Step 2 of Posting Contributions Entering Contributions 00 0 0 eee eeseeeneeeeneeeeeees 112 Entering Contributions 20 0 0 ecceeeceesceeeeeeeeeeeseeeesaceeeaeeseaeeeeaeessaeesseesseeeeaeerss 112 Contribution Entry Data Field Definitions cee eeceeeceeeeeeeeneeeeneeeeneeeeeeeeaes 115 To Add a Household Person from the Contribution Entry Window 118 To Enter a Special Contribution from the Contribution Entry Window 119 Step 3 of Posting Contributions Printing the Edit List 0 0 0 ee eeceeeseeseeeeeteeeeeees 120 Printing the Edit Listenin i E E a
188. ssessssseeseseseseereeresesstssrsresresresresresresrsrrsrrsreseent 30 Setting Contribution Options 31 Contribution Options Overview sessessessesssrssessessesresrestesrsrtsrestestestenresrestnsesresresest 31 Fund Set p enaniyet er n E REE RE R nodes 31 Defining Funds 4 05 festa o r E A E E A E E S 32 Funds Field Definitions aninion anina oin naaa ei tarii 34 Moving Punds 2 24 scien nonea n a she tee ae 35 Contributions Type Setups noir voee stassiedds EE ads easetbvveesaueisanvendvieotve 37 Entering Contribution Types sece tenoten a E E R 37 Contributions Type Field Definitions seeseeseeseesesrssesrrsresresesresresresrsresresresrs 38 Define Standard Entry Defaults eee ee eeeeseceececessceeseeeseceaecseeeseeeseeeeesaeesseesaes 39 Defining Standard Entry Defaults 00 0 esecese cece seeetseceaeseaeensesesesneeeneees 39 Standard Entry Defaults Field Definitions 0 0 eee cece eeeeseeeseeeneeeseeeneeeees 41 ii e Contents Define Year and Quarter i2 icccicciescyesdescaas ciavsensdecciecbivavseyectes cessveeveovedeasseubevanscvecesveseeueess 42 Entering Year and Quarter Dates ecceeceescccsseeeeseeeeseeceeeceseeceaeeseeeseeeeeneeaes 42 Denne Codes esnearen seastvsecd sale EEO O r E ENE 43 Adding CodeSr essiens rosenes inisin ap inae EER AEE EEE EEEa E 43 Code Table Field Definitions sircersesisisccioinninn sinia a 45 Rind MeModien an a a or ene ee rorien E errr vere 47 Household Maintenance 49 Household Maintenan
189. structions If you already have a current backup click Continue to display the Move Funds dialog box Move Funds x The Move Funds process allows you to copy a fund from one fund number to another Y Process For example you could move fund 2 to fund 20 making und 2 available for a new fund Move pledges and contributions From Fund I a To Fund m Setting Contribution Options 35 3 Select a From Fund and a To Fund use one of the following Type a fund number in the From Fund and To Fund fields Click the up or down arrows to select a specific fund number Click on the Fund look up button to display the list of fund names General Fund Building Missions Organ etc Once displayed click on the appropriate choice If you select a fund number the fund name will automatically display If you select a fund name the fund number will automatically display 4 Click Process ALT P to move the fund Cancel ALT C to abort the process and return to the main menu 36 e User s Guide CMS Contribution Contributions Type Setup Contribution types are setup ahead of time so you can quickly enter a contribution type while you enter contributions Default contribution types such as cash checks non cash etc have already been set up for you Additional contribution types can be added as needed but they cannot be deleted Entering Contribution 1 From the Options menu choose Contribution Types Setup
190. t 15 000 00 Fund 10 000 00 Cont at Pledge Leve Te 250 00 750 00 2 000 00 4 000 00 100 00 500 00 1 000 00 3 000 00 E Range Total Pledge Table Total Pledge oita Contributions Summary Graphs 205 Contributions by Month The Contributions by Month graph displays a bar graph of total contributions for each month to the year z Contibutions by Month Eg Contributions by Month Print 8 Graph lons Total Contribut Jan Feb Mar Apr May Jun Jul Aug Sep Oct Now Dec Month 206 e User s Guide CMS Contribution User Defined Reports The powerful Crystal Reports report generator is an optional feature of CMS for Windows and is purchased separately With Crystal Reports you can develop specific reports from the large base of information stored within CMS Contributions From simple modifications to existing reports to creating entirely new reports you ll find Crystal Reports powerful and easy to use For more information contact Church Management Solutions User Defined Reports 207 Merge File Merge File Overview The Merge File process outputs an ASCII comma delimited comma separated data file with pre determined data fields This data file may be output to a computer s hard disk or a diskette Most Word Processing Spreadsheet and Database software can make use of data in this format for merging into form letters or other proc
191. t YTD Cont f Type f Amount Bal Due f H Building Fun 100 00 5422 C 1 900 00fAnnual f2 000 004 100 00 Caring Hand 25 00 C 0 00 0 00 0 00 Jason Memo C Setting Contribution Options 39 e Display YTD Contribution CET a M G 1 900 00 CETT ma BE OK ALT O to finalize and exit the Set Standard Entry Defaults dialog Cancel ALT C to cancel any changes and return to the main menu 40 e User s Guide CMS Contribution Definitions Field Name Display Names Display Addresses Enter Check Number Enter Contribution Type Entry Table Display Display Default Funds Standard Entry Don t forget that CMS provides online help on the window Press the F1 function Defaults Field key Field Length Description Characters v Check box Choose to display or not display the Last Name and First Name in the appropriate fields when an envelope number is entered v Check box Choose to display or not display the Addresses in the Address field v Check box Choose to prompt or not prompt the entry of the check number z Check box Option buttons Choose to prompt or not prompt the entry of the contribution type Select the option button to allow entry and display of Display Pledge amp YTD Contrib Display YTD Contrib Neither Pledge or YTD Contrib or Display Fund amp Amount only on the Contribution Entry window Bank 10 This field i
192. t a topic then click Go To The Help topic will display Using Online Help 27 Online Help Command Use the Help buttons to search for information by topic access the live Table of Buttons Contents move forward and backward through the document and view glossary terms Click the Contents button ALT C to return to the Table of Contents list Click on any topic line to quickly jump to its supporting text Use the scroll bar or the PAGE UP and PAGE DOWN keys to view the entire list Contents Click on the Search button ALT S to view the topics available for automated searching At the Search dialog box enter a word or select one from the list Click Show Topics to display all corresponding topics Select a topic then click Go To to view the information for that topic Refer to Search on page 27 Click the Back button ALT B to return to the previous help screen This is different from the lt lt backward button which only backs up within the same chapter If you have been using Search or a hypertext jump to view information located in different chapters Back will take you back to the last window you were viewing regardless if it was in the same chapter or topic area Click the History button ALT H to view a sequential list of every help topic viewed during the current on line help session The gt gt button will lead you through an entire chapter When you click on a topic at the Table of Contents
193. t federal requirements the message Only intangible religious benefits were provided must be printed for when the benefit is provided by an organization exclusively for religious purposes and which is generally not sold in a commercial transaction outside the donative context Normal religious worship services weddings baptisms etc are considered intangible religious benefits For more information on federal requirements contact your legal representative or your accountant The message will print on the bottom of each statement The number of characters which can print on the message is dependent on the characters used and if upper case is used or not Test the message by printing a statement for one name before printing all statements 1 Click on the Statement Message command button to access the Statement Message dialog amp Statement Message This is a statement message area Only in tangible religious benefits were provided There are many statement selections and choices If you choose to print Pledge Balance Due amp the Unpaid Pledge information it prints only for those persons who have pledges Thanks for your generous support 2 Type in the statement message 3 Click OK ALT O to finalize the message Cancel ALT C to return to the Statement Selections dialog without saving the selections Contribution Statements 189 Rename Statement Headings E Rename Headings The standard sta
194. t the postal bar codes on the label Note Bar codes can usually be printed on dot matrix printers that do not use the Generic Text Only Windows printer driver You will have to test your printer or call Church Management Solutions for assistance Click on the Envelope Number option button if you wish the envelope number to print on the top of the label Labels 133 Next Year s Envelope Number Membership Status Phone Number Unlisted Group Code Carrier Route Titles 134 e User s Guide CMS Contribution Click on the Next Year s Envelope Number option button if you wish next year s envelope number to print on the top of the label Click on the Membership Status option button to print the membership status on the top of the label For more information about Membership Status see Define Codes on page 43 Click on the Phone Number option button to print the household person phone number on the top of the label Click on the Unlisted option button to print unlisted phone numbers on the top of the label Click on the Group Code option button to print the group code on the top of the label Click on the Carrier Route option button to print the Carrier Route on the top of the label Click on the Titles option button to print the title selected from the Household or Person Summary window on the labels Contribution Standard Reports Contribution Standard Reports Overview C
195. t the end of December you print contributor statements which include calendar year totals you must print the statements before running the End of Calendar Year process Click Process ALT P to begin the End of Calendar Year process Cancel ALT C to abort the process The End of Calendar Year confirmation dialog will display asking if you are sure you want to process the End of Calendar Year at this time Click Yes to initiate the process The status bar will display the progress of the process When the process is complete the Process Complete dialog will display Click OK to return to the main menu Warning Never rerun End of Calendar Year Contact Church Management Solutions Customer Support with any questions End of Year 221 Password Maintenance Password Maintenance Overview You can define passwords that allow access to your CMS system Passwords can be defined to allow separate access to the Membership Contribution and or Attendance modules of CMS In addition a password can be defined to allow or deny access to different functions within each module You can define as many passwords as you need In this chapter we will cover e Defining a New Password e Assigning Password Access e Renaming a Password e Deleting a Password Defining a New Password 1 Choose Passwords from the File Menu The Passwords dialog displays 222 e User s Guide CMS Contribution Passwords Password Atten
196. tement headings can be changed to meet your specific requirements If you want to see the standard statement headings refer to Sample Statements on page 193 1 Click on the Rename Headings command button to access the Rename Statement Headings dialog z Rename Statement Headings Cont Year to Date Gifts this Years Calendar Year to Date Quarter to Date Quarter to Date Drive to Date Balance Due 2 Position the cursor in the heading field which needs to be changed Type in a new statement heading of up to 24 characters 3 Click OK ALT O to finalize the message Cancel ALT C to return to the Statement Selections dialog without saving the new headings Print ltems From the Statement Print Items dialog you can select whether or not to print the Date Totals Contribution Year to Date Totals Calendar Year to Date Totals Year to Date Pledge Total Pledge Drive to Date Information and Pledge Prepayments on the statements To see where these items print on the statement refer to Sample Statements on page 193 190 e User s Guide CMS Contribution Statement Period Dates 1 Click on the Print Items command button to access the Statement Print Items dialog z Statement Print Items x K Church Name and Address W Contributor Postal Bar Code K Balance Due O Quarter to Date Totals WV Contribution Year to Date Totals x Cancel Help O Calendar Year to Date Totals W
197. th the selected household s data Speed Update Household Speed Update will save you time when you need to update the Country Group Code or Title for several families at a time Running Speed 1 Choose Speed Update from the People menu Select Household from the Update Household cascading menu 2 The Backup Confirmation dialog will display If you do not have a current backup of data click Backup to begin the backup procedures Refer to Backup on page 229 for data backup instructions If you already have a current backup click Continue to display the Speed Update dialog box Household Maintenance 61 The Speed Update Household Dialog Box amp Speed Update House Eg Fields _F X cancel Vue 7 3 Click the Fields drop down list button From the selections choose Country Group Code or Title 4 If you selected Country or Group Code type in the name of the country or group code in the Value field If you selected Title a look up table button will display next to the Value field Click on the button to view the Title table At the table select the title then click the Select button 5 Click the Select Names button to view the Select Names dialog box 62 e User s Guide CMS Contribution Select Names Available Names Address Mail Rel 7540 Lakewood Ave NE Apt 302 7540 Lakewood Ave NE Apt 302 7540 Lakewood Ave NE Apt 302 7540 Lakewood Ave NE Apt 302 172 Windsor Driv
198. this method may be too slow for organizations that have a large number of persons or that have computers that are not fast enough or that do not have enough RAM Random Access Memory 2 Select the Faster or Slower option button 3 Click Close ALT 1 to return to the main menu bar Setting Contribution Options 47 Household Maintenance Household Maintenance Overview Household is the key structure for maintaining the CMS Contributions database In the Household window you can view and enter household data such as surname label name address phone numbers group code and family household members Also included in this chapter are instructions for Speed Update Speed Update will save you time when you need to update the Country Group Code or Title for several families The following functions are also available from the Household window They are covered in the other chapters e adding and deleting people from the household see Person Summary Maintenance on page 65 e printing a mailing label for the household see Labels on page 129 e displaying the Person Summary window see Person Summary Maintenance on page 65 CMS Contributions for Windows shares the household and person database with CMS Membership for Windows If you have purchased both applications use CMS Membership to build your household and person databases See Organizing Contributions Data Entry Tasks on page 5 for more informat
199. tion History 1997 1996 1995 Combibutions Contibutions Contributions 500 00 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 50 00 000 000 000 000 000 125 00 000 000 550 00 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 1 225 00 000 000 18 332 35 17 162 e User s Guide CMS Contribution Contribution History Sample W297 Page 1 Prior Total Years Lifttire 0 00 2 865 00 0 00 228 00 0 00 56 00 0 00 2820 00 0 00 5 170 00 0 00 50 00 0 00 1 150 00 0 00 100 00 0 00 30 00 000 1 965 00 0 00 13 00 0 00 678 00 0 00 6a0 00 0 00 338 35 0 00 163 00 000 19 557 35 HISTORY RPT 9 28 94 Allen Allen Allen Brown Daniels Dennison Dennison Gardner Heller Heller Heller Holmes Kohler Kohler Lopez Lopez Sommers Contributor List Sample Alpha Env Reference Format Witcomb G Terri Contributor Listing Page 1 LastName FirstName StatementName Env Nbr LastName FirstName StatementName Eny Nbr Jerome Jerome and Judy Allen 1 Julie 2 Mike 44 James Jim and Marge Brown 3 Paul Lisa Sharon 4 Mark Mark Gardner amp Terri Witcomb 9 John John and Sharon Heller 7 Karen Mark 8 Kathy 125 Amy 123 Tom Tom and Amy Kohler 6 Anthony Mr amp Mrs Anthony Lopez 10 Bryan Craig 12 3 Loose Chang 999 ZZZ Number of Contributors Listed CONTLST
200. to the right of the menu command For example CTRL H hold down CTRL and type H at the main menu will access the Household window Function keys can be used to access the Summary F2 Contributions F3 History F4 Pledge F5 and Next Year F6 windows from any of the person windows Basic Navigation 23 Using Online Help Getting Help Online Help is a quick way to find information It provides the same information as the printed manual but with Online Help you can search for task information and display it on your computer screen Refer to the Microsoft Windows User s Guide for a complete explanation of using Online Help Displaying Online You can get help on a specific field or use the Help Table of Contents or Help Help Search feature to select a topic Position the cursor on a field and press the F1 function key Help information for that specific field will display Use the Help buttons the scroll bar and the PAGE UP and PAGE DOWN keys to view all of the information for the selected topic Choose Help from the Help Menu ALT H to display the Help Table of Contents Click on a topic in the Table of Contents or use the available tools Search Back History lt lt gt gt to select a topic Using Online Help 25 CMS Membership for Windows gt File Edit Bookmark Help ontant Sore ee Jne j e a Contents Introduction to CMS for Windows Membership Overview Install
201. to view the report on the screen 146 e User s Guide CMS Contribution el Contribution Detail xi a 21697 Contribution Detail Contributions fiom 1 1 98 Thru 12 31 98 Awecuse eck Nueber value Deacnpoce Allen Jerome ewe a Jerome and Judy Allen Geueral Fuad nane 10120 im Vie 000 wmo WE e010 s110 amme 3020 1263 Wise oro eor anoe oro Geseral Fudd Tow 322000 Euildag Fudd Nae 63020 uae itoro Wise itoro wae 30020 NOE 200 00 INDE w020 HE 20020 UE 100 00 Euildtg Fudd Tool 32 150 00 Carag Hasda MUE 250 Mark Baler Medora Ioe J020 Wise J010 Mart Baker femoral Toal 360 00 Jaaa Memorial IIR 20100 Toal for Jeroe Alles 352 373 DO 1of7 gt gt coce o eA close 1850211 Totak211 100 3 Once the report is displayed use the tools on the speed bar to scroll through the report view the entire page or to print the report Displays the first page of the report Displays the previous page of the report a a Displays the next page of the report Displays the last page of the report Inactive Reduces the screen picture to display the entire page Click on the magnifying glass a second time to return to full size viewing Click on the printer icon to print the report to the printer Allows export of the report to a file i e Excel Lotus Text Word Word Perfect Contribution Standard Reports 147 4 Click the close button or double click the control box in th
202. using CMS Membership for Windows Click on the Include Persons to be Removed check box to include persons marked for removal on the report A check mark will display To remove the check click the check box again Sort Options Not all reports have sort options For those that do the Sort Option radio buttons allow the report to be sorted by Alpha or Fund Name or Order Entered or Check Number or Name Click on the sort option to make the selection The selected option will display a black circle within the diamond One and only one sort option can be selected Report Sub Title Report Sub Title Report Sub Title provides for a second title line on the report Position the cursor in the text box and type in up to an 80 character alpha numeric sub title It will print below the title of the report 152 e User s Guide CMS Contribution Contribution Standard Report Samples Sample Reports The following report samples are in this chapter e Congregation Weekly Summary e Contribution Detail e Contribution Batch Edit List e Posted Batch Edit List e Deposit Report e Contributor Pattern e Contribution History e Contributor List e Contributor Record e Envelope Number List e Pledge and Cont Summaries e Pledge Cards e Tables e Unused Envelope Numbers Note You may make a copy of these report files and modify then using Crystal Reports The file name for each report is given with the report
203. ut applied to a pledge for next year Selected Funds All All Persons with Pledges Number of Persons Total Pledges Year To Date Pledges as of 4 5 98 Year to Date Contributions toward these pledges Plus Prepayments last year toward these pledges Minus Prepayments this year for next year Contributions toward pledges Difference Contributions toward pledges minus YTD Pledges Persons with contributions equal to or greater than their pledges Number of Persons Total Pledges Year To Date Pledges as of 4 5 98 Contributions toward pledges Includes prepayments Total Amount Paid in Advance Persons with contributions less than their pledges Number of Persons Total Pledges Year To Date Pledges as of 4 5 98 Contributions toward pledges Includes prepayments Total Amount in Arears Contribution Summary for Selected Funds Contributions toward pledges Non Pledge Contributions Total Contributions to Selected Funds Total Contributions to All Funds Total Contributions to All Funds Number of persons Listed Average Contribution per Person 168 e User s Guide CMS Contribution 1 9 98 Pledge and Contribution Summary All Contributors All Contributions are Year to Date Totals Year to Date Pledges are as oj 4 5 98 11 573 00 2 961 50 10 26 980 00 7 495 00 11 573 00 0 00 0 00 4 078 00 9 21 580 00 2 395 00 6 833 00 4 438 00
204. ution create a new batch with the same date as the original contribution posting You need to change only those contributions which were entered incorrectly Correct the contribution as follows If no amount was posted enter the correct amount If the wrong amount was posted enter an amount negative to subtract positive to add which will correct the previous contribution e Ifthe wrong fund was posted enter a negative amount to the wrong fund and a positive amount to the correct fund e Ifa wrong person was posted enter a negative amount to the wrong person and a positive amount to the correct person Once all of the corrections have been made post the corrected batch Entering The appearance of the Contribution Entry window will vary according to the Contributions defaults selected in Define Standard Entry Defaults and Define Custom Entry Defaults 1 Refer to Step 1 of Posting Contributions Batches for instructions on selecting a batch and accessing the Contribution Entry window The first line of information provides the batch number date and description 112 e User s Guide CMS Contribution a CMS for Windows Contribution Entry e fx B File CMS People Process Reports Options Help Batch 17 1st service Counted Total 452 50 Batch Date 1 4 97 Entered Total 185 00 E Env Nbr 6 Tom and Amy Kohler Mailing Relation Head Contributor Env Nbr or Posted Last Name Kohler d Soc Sec Nbr 73 88 3429
205. utor has already made a contribution in the batch the Contributions Already Entered message will display Contributions Already Entered This warning is to inform you that contributions for this person have already been entered for this batch Typing over the amounts will replace the previous entry Tip If you cannot hear the audible warning beep when this message displays you may want to purchase a sound card with speakers You will then be able to change the tone and volume of the beep Make sure there is a sound file set for the Asterisk sound The setting is found by clicking Start then selecting Settings and Control Panel From the Control Panel window double click the Sounds icon 3 Enter the contribution information Refer to Contribution Entry Data Field Definitions on page 115 for instructions Note on line help provides data entry instructions for each field Position the cursor in the field and press the F1 function key 4 Click Next Contributor ALT N to save the entries clears the Contribution Entry window and re positions the cursor in the last name field Posted Detail ALT P allows viewing of the contributor s previously posted contributions Edit List ALT E to save the entries and to print the Contribution Batch Edit List Report This report must be run before the batch can be posted See Contribution Batch Edit List Sample on page 157 for an example of the Contribution Batch Edit List
206. ve All Selected Names Address Mail Rel 78 e User s Guide CMS Contribution Last Name Jump The dialog consists of two lists The names which have been selected will display in the Selected Names column Use the scroll bars provided to view the complete lists You can use the buttons located between the lists to add and remove the names See Selection Dialog Box Command Buttons on page 19 for more information You can jump to last names which begin with a specified letter or letters by clicking on a last name field and typing the letters For example type in JO to jump to last names beginning with those letters Press Esc to stop jumping and or start another jump Click OK ALT O to finalize name selections Cancel ALT C to return to the speed update dialog without saving the changes Update ALT U to begin the Speed Update process At the message dialog box click Yes to continue When the update process is complete the Process Complete dialog will display Click OK to return to the main menu bar Combining Person Records Use combine contributor data when two contributors marry and desire to have their contribution data combined or when one person leaves or dies and the contribution data is to moved to the remaining person The process lets you combine one contributor s YTD pledge and contribution data with another contributors data It will combine the year to date
207. y or the last name of the head of the Up to 25 F household alpha numeric Label Name Required Type in the household name as it Up to 40 should appear on neues labels od vhuadivanniaes and mailings Examples Mr amp Mrs Jerome Allen Jerome and Judy Allen Use the Statement Name field on the Person Summary window to customize the name printed on statement mailings If you do not enter a label name CMS will automatically create one for you using the title head of households first name and the surname To add a household you must enter either the label name or the title head of households first name and surname Special Addr Up to 30 The special address is usually an alpha numeric apartment or building name If the Delivery address is a P O box enter the street address Note The address will print on labels and envelopes in the order seen on this window For example Label Name Special Addr Delivery Addr City State Zip Country Household Maintenance 53 Maintenance 53 Delivery Up to 30 Enter the street address or P O box Address alpha numeric number Note The address will print on labels and envelopes in the order seen on this window For example Label Name Special Addr Delivery Addr City State Zip Country City Up to 25 Enter the city in which the household alpha numeric resides State Up to 12 Enter the state or province alpha numeric abbreviation If using a state use the 2
208. y subtotals of all funds e Period total of contributions for date range indicated at top of report e Year to date contribution subtotal and by fund 154 e User s Guide CMS Contribution 9 27 94 Contribution Detail Page 1 Contributions from 1 1 95 Thru 12 31 95 Amount Check Number Value Description Allen Jerome Eny Nbr 1 Jeromeand Judy Allen General Fund 1 1 95 30 00 1322 1 29 95 20 00 5220 2 12 95 60 00 6110 2 19 95 50 00 1265 3 12 95 60 00 6011 GeneralFund Total 220 00 Building Fund 1 1 95 500 00 1322 2 5 95 100 00 4019 2 12 95 100 00 6110 2 12 95 8 825 00 Video Projection System Sony 3 5 95 500 00 4816 3 12 95 300 00 6011 BuildingFund Total 1 500 00 Caring Hands 2 12 95 37 55 Food Donation CaringHands Total Mark Baker Memorial 1 22 95 30 00 1918 3 12 95 30 00 6011 MarkBakerMeaTotal 60 00 Totalfor Allen Jerome 1 780 00 Allen Julie Env Nbr 2 General Fund 1 1 95 60 00 3305 1 22 95 20 00 209 3 19 95 30 00 7120 GeneralFind Total 110 00 Building Fund 3 12 95 20 00_ 901 BuildingFind Total 20 00 Caring Hands 1 1 95 20 00 3305 2 26 95 18 00 3 19 95 20 00 7120 CaringHands Total 58 00 Total for Allen Julie 188 00 1 968 00 Contribution Detail Sample Alpha Sort DETNAME RPT DETNAM2 RPT e Posted contributions for date range sorted by person e Subtotals of each fund by person Contribution Standard Report Samples 155 Contribution Detail Sample Fund Sort 7 9 27194 Contribution Detail Page
209. you will see the first help window associated with that topic Click the gt gt button to lead you through all topics in the chapter When the gt gt button is grayed out it means that there are no more topics to view The lt lt button goes back one window in the same topic It is the opposite of the gt gt button Click the Glossary button ALT G to display the list of glossary terms Click on a term to view the glossary definition 28 e User s Guide CMS Contribution About Help The About CMS For Windows dialog displays when About is selected from the Help menu ALT H A In addition to providing CMS Contributions for Windows version and user information it also stores the name address and phone numbers of the congregation The city state and zip code information entered on this dialog is used as a default for entering household addresses The entire congregation address is printed on statements and reports About CMS For Windows System version 4 20 DEMO Serial Number 4 01 Data version 4 20 User Name GENERAL Work Station version 4 20 Name Faith United Congregation Address 1222 Lakewood Ave City Phone State Phone Zip Code 5334 9532 Fax Viewing and Entering 1 From the Help menu on the main menu bar choose About ALT H A About Help The About CMS For Windows dialog displays Information 2 Refer to About Help Field Definitions for field definitions and d
210. your selections and exit the Define Year and Quarter Dates dialog 42 e User s Guide CMS Contribution Adding Codes Define Codes The Membership Status Received through Baptism Transferred from Different Denomination Prospective Member Participation Status Active Student Away at School Associate Member and Titles Mr amp Mrs Mr Dr amp Mrs Ms code tables are used in the Person Summary window to help enter person information The Titles code table is also used in the Household window to define the family name To simplify your setup procedures sample codes and definitions have been pre defined for you when you install CMS Add and change these tables as necessary If you are using CMS Attendance for Windows CMS Membership for Windows and CMS Contributions for Windows the person and household records are shared They can be modified in all applications You are able to add and delete codes only if you have the proper security assigned to your password The code table also displays when you click on a look up table button to select a code on the Household window or any of the person windows Codes can be added or deleted from the look up table 1 Choose Define Codes from the Option Menu A cascading menu will display the list of code tables 2 Make a selection from the menu A different dialog will display for each code table listed Setting Contribution Options 43 SAMPLE Code Table Membership St

CMS Contribution for Windows - Church Management Solutions

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