Skip to main content
Skip table of contents

Importing Treasurer Reports

  1. Go to Program → Treasurer Report → Import Treasurer Reports.

    Navigation path to Import Treasurer Reports.

  2. You’ll see a dialogue box asking if you want to Import Treasurer Reports. Click Yes.

    Import Treasurer Reports dialogue box.

  3. This may take several minutes, and you will see the below dialog box while the reports are being retrieved

    Status pop-up box showing files are being retrieved.

  4. Once the data has been retrieved, you CDM+ will begin importing the reports, and you will see the dialog box below.  This can also take several minutes.

    Status bar of importing treasurer reports.

If it has been a while since you have imported or if this is your first time, this process can take longer than usual.

  1. Once complete, you will get a dialog box that tells you the number of reports that were imported. Click OK.

    Dialogue box letting you know reports have been imported.

  2. The process is now complete.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.

Contact Support Close