Accounting

Support Articles

• How to Create a Budget

  If you are using the budget feature of CDM+ Accounting for the first time, you will enter the budget using the Add Accounts button. If you already have at leas…

• Accounting Basics

  Organization A chart of accounts usually applies to a single organization; such as a church or non-profit organization. In accounting terms the organization is…

• Set Up Your Chart of Accounts

  You can create a custom-designed Chart of Accounts to meet the unique needs of your organization. To create or access your Chart of Accounts go to Program → Ac…

• Enter Beginning Date & Beginning Balances for Assets, Liabilities & Fund Balance Accounts

  We highly recommend that you do not go through these steps without assistance from Support. Please reach out to support@cdmplus.com and a member of our team wi…

• How to Change the Beginning Check Number

  There are times when the check number in CDM+ will be out of sync with your physical checks. In those times, you will need to change the last check number used…

• Account Sets

  Many of the accounting reports can be filtered to include or exclude specific accounts. To accommodate reports that might use the same set of accounts repeated…

• Accounting Reports List

  See Fundamentals of CDM+ - CDM+ Reports for general information about CDM+ reports and the components of a report window. The heart of any CDM+ program lies in…

• Year End Tasks for Accounting

  Enter Budget Information for the New Year As the budget for the year is being prepared, enter the budget information into CDM+. Accrue Invoices As Expenses for…

• Advanced Fund Accounting

  In Advanced Fund Accounting, balance sheet accounts are tied to specific Fund Codes. The overall purpose of Advanced Fund Accounting is to provide a balance sh…

• Account Browser

  Click the Account Browser tab at the top of the Select Accounts window. This will show the Income and Expense accounts in a tree-list format. The advantage to …