CDM+ 11.1.0 Beta 3

Released on August 12, 2020

Download links

macOS	Windows
CDM+ 11.1.0 Beta 3.9287 Download for macOS 201 MB	CDM+ 11.1.0 Beta 3.9287 Download for Windows 216 MB

Installation Steps

Step 1: Check system requirements

macOS

macOS 10.13 High Sierra DEPRECATED
macOS 10.14 Mojave SUPPORTED
macOS 10.15 Catalina SUPPORTED
macOS 11 Big Sur SUPPORTED

Windows

CDM+ 11.1 WILL NOT RUN on 32-bit Windows operating systems (x86). Ensure ALL clients that will run CDM+ 11.1 meet these system requirements.

Windows 7 x64 DEPRECATED
Windows 8.1 x64 DEPRECATED
Windows 10 x64 SUPPORTED
Windows Server 2008r2 x64 DEPRECATED
Windows Server 2012 x64 DEPRECATED
Windows Server 2016 x64 DEPRECATED
Windows Sever 2019 x64 SUPPORTED

Deprecated Operating Systems

Operating systems marked as DEPRECATED will not be available in a future version of CDM+. Read more about CDM+ 12.0 Coming Fall 2021.

Step 2: Backup your data

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

Step 3: Download the installer

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

Step 4: Install the new version

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

Step 5: Update your database(s)

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

CDM+ 11.1 Highlights

Please see What's new in CDM+ 11.1.

Changed and removed features

Georgia State Income Tax Withholding

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

FTP Sync (Self-Hosted Clients)

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

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

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

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

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

Issues resolved in CDM+ 11.1.0 Beta 3

Accounting

CDM-7676 Bug - Income and expense fund balance validation refers to an insert on an update
CDM-7680 Bug - Bank rec current balance including asset & income accounts
CDM-7691 Bug - Interest and charges grids are too short on Bank Reconciliation
CDM-7692 Bug - Deleting a ledger entry shows a false difference on the bank reconciliation
CDM-736 Story - Allow Access to Deposit Processing for Contributions-Only
CDM-5333 Story - Add the ability to resize the upper right portion of the Deposit Processing window
CDM-7716 Story - Ability to re-print deposit processing reports
CDM-7878 Story - Swap the Mark for Processing and Already Entered toolbar buttons

Accounts Payable

CDM-7555 Bug - Posting a check right after printing does not post if there is already a check waiting to post
CDM-7668 Bug - Accounts Payable Posting report shows the incorrect posting date
CDM-7743 Bug - Vendor Records- Invoice Tab- Descending order of dates does not work
CDM-4647 Story - Add Credit Card Company as a find field for Vendor Records
CDM-7858 Story - Revert CDM-7440

Accounts Receivable

CDM-7531 Bug - AR invoice tabbing is off when in Change mode
CDM-7600 Bug - Asset is skipped when entering Accounts Receivable Payments
CDM-7608 Bug - AR balances showing incorrectly on Billing tab
CDM-7609 Bug - Aging report showing incorrect balance
CDM-7622 Bug - Saving an Accounts Receivable invoice doesn't update the balance in the Customer Records results list
CDM-7624 Bug - Adding a duplicate individual under the Individuals tab of Customer Record causes SQL error
CDM-7734 Bug - Customer lookup doesn't assume exact matches
CDM-7742 Bug - Entering an invoice with a specific description deletes that line
CDM-7748 Bug - Accounts Receivable Statements reports display an incorrect date range under the Summary category

Activation and Serialization

CDM-6006 Story - Port reactivation from Omnis to the database

Attendance

CDM-7793 Bug - Class Attendance isn't limiting by individual status

Branding

CDM-7732 Bug - The logo isn't rotating daily
CDM-7750 Bug - About CDM+ doesn't show the same logo as the Login window
CDM-7630 Story - Add checksum identifiers to logos
CDM-7719 Story - Log errors from the logo worker

COG Awards

CDM-7825 Bug - Cannot edit award report's range after saving without adding a range

COG Regional

CDM-7554 Bug - Embedding 'Church Records/Pastor Name' into Church Position Letter Notice causes multiple SQL Errors
CDM-7728 Bug - Standard Seach by Group produces "No matching records found."

Connections

CDM-7644 Bug - Opening a Connection tab displays a message about fgWindowPreferences cannot contain a key with a period

Contributions

CDM-5587 Bug - Amount entered on a contribution entry is not clearing after saving
CDM-7610 Bug - Contributions Records includes address and individual groups as result columns
CDM-7673 Bug - Actual vs. Pledge by month does not generate a report
CDM-7812 Bug - Adding contributions does not populate giving history
CDM-7819 Bug - Processing pending gift can duplicate line items in Deposit Processing
CDM-7828 Bug - When adding an Address Record, giving unit does not keep the attach individuals when clicking save
CDM-7855 Bug - Processing a guest gift creates a duplicate fgstewardshiptechnologiestransaction
CDM-7875 Bug - Event data is not appearing on Contribution Records window
CDM-222 Story - Allow changing fields on Contributions posted to ledger entries in a closed period
CDM-288 Story - Ability to delete a pending gift
CDM-4706 Story - Allow creating individuals from Address Records for Contributions-only users
CDM-6083 Story - Expose online transaction fees and net amount for online gifts
CDM-7501 Story - Rename the Online Giving tab to Engage
CDM-7576 Story - Process pending gifts in a transaction
CDM-7577 Story - Enhance convert_pending_to_giving to avoid duplicate processing
CDM-7685 Story - Move accounting reports to an Accounting parent menu for Engage without Accounting
CDM-7813 Story - Enhance giving history integrity
CDM-7890 Story - Prevent changing contributions posted through deposit processing

DOC Ministers

CDM-7575 Bug - Logging into DOC General Database causes error 'The module cannot be changed on Gender as it is in use'
CDM-7619 Bug - Suffix is cut off on Minister Records
CDM-7620 Bug - Tabbing is off on Minister Records
CDM-7663 Bug - Type field of the 'Scan Details' window in DOC General database does not have any options nor does it allow you to enter any to the list
CDM-7693 Story - The Death Date under DOC Minister tab needs to be rolled into the Death Date of Personal tab

DOC Regional Ministry Positions

CDM-7515 Bug - Notes field on Ministry Position Record window does not support command-x, command-c, or command-v
CDM-7726 Bug - Program "hang" on double-clicking record in Ministry Position Records
CDM-7551 Story - Add a status of 'Extending a Call' to the Ministry Position Record Status field.
CDM-7679 Story - Add new DOC Ministry Position Status of 'Extending a Call' to Ministry Position reports Standard Search

Database Browser

CDM-7652 Story - Enhance hosting.synctosstreconciliationjob

Engage

CDM-7865 Bug - Users on build 9188 can't make gifts
CDM-6115 Story - Merge Giving Units
CDM-7412 Story - When creating an Engage account, allow sending the password reset email to your staff email address
CDM-7502 Story - Add an Engage Access setting on Individuals
CDM-7657 Story - Add the Administrator role to individuals linked to application users
CDM-7730 Story - Add a function to get the API URL
CDM-7731 Story - Update database function requests to API for managing logos in CDN

Finds

CDM-7598 Bug - Cannot open find window dropdown list in Church Position Email Notice

Groups

CDM-7721 Bug - Cannot use arrow keys to move within the List Maintenance windows

Installers

CDM-7226 Story - Branch 11.1
CDM-7589 Story - Remove logos from our installers
CDM-7590 Story - Enhance the logo browser to manage logos from a git repo
CDM-7591 Story - Push logos to our download site on commit
CDM-7856 Story - Allow node through the firewall during install

Investor's Heritage

CDM-7523 Story - Move the investors heritage mailing export server-side

Ledger

CDM-7536 Bug - Accounting Trial Balance report printed to Excel does not show Out of Balance notation
CDM-7545 Bug - Fund Activity report printed to txt or Excel does not separate some columns
CDM-7546 Bug - The beginning balance amount does not carry over when printing to Excel or txt
CDM-7629 Bug - Unable to clear multiple lines on deposit with same asset account
CDM-7633 Bug - Income and Expenditures report is paging by fund and by income or expense in Composite mode
CDM-6398 Story - Add the option to continue working in Deposit Processing window after processing a deposit or group of deposits

CDM-7655 Bug - Build 9157 does not show CDM+ image in login screen
CDM-7746 Bug - Logos are not loading with the Login window, there is a delay in displaying the logos
CDM-1290 Story - Store the last used database based on the path to the current application
CDM-3818 Story - Retain the last database used even if we cannot present a login screen
CDM-7586 Story - Replace the CDM+ logo pane with an html control
CDM-7587 Story - Relocate logos on disk
CDM-7588 Story - Dynamically download logos

Membership

CDM-7623 Bug - When a user field is created on the fly, it is added to Master Coding System, but it does not display in window
CDM-7653 Bug - Unable to remove individual from group
CDM-7804 Bug - When working in Pastoral Records with a record you do not own, you can see the Access tab by setting it to open under Configuration
CDM-7474 Story - Expose minimal Individual Records for Online Giving only
CDM-7643 Story - Expose correct fields in the field manager on Address Records when Contributions-only
CDM-7645 Story - Hide the notices tab on Address Records when Contributions-Only

Notices

CDM-7678 Bug - When setting a Notice's access to Selected does not hold the choice
CDM-7687 Bug - A 'Divide by Zero' error occurs when opening Document Info in a Notice
CDM-7694 Bug - Select Notice window is not behaving as expected
CDM-7695 Bug - Notice Access is grayed out after opening Select Notice window
CDM-7722 Bug - The Database Fields on the Formatting Palette of Notices is extending off the right side of the palette window
CDM-5283 Story - Set the Sent Notices default sort to sent date descending
CDM-6038 Story - Mark the initial SMTP server the default
CDM-6718 Story - Ability to delete notices en masse from the Notice Organizer
CDM-6719 Story - Add a column showing last sent to the Notice Organizer
CDM-6720 Story - Ability to search in the Notice Browser by description or subject (for emails)
CDM-6721 Story - Show a padlock icon in the notice browser for notices that restrict access
CDM-7074 Story - Change the add button text to "Add Category" on the notice organizer
CDM-7552 Story - When duplicating a notice preserve the access and modify settings
CDM-7638 Story - Don't prevent the user from leaving the font field on the notice palette when an invalid font is selected
CDM-7707 Story - When selecting multiple notices update the notice panel accordingly
CDM-7708 Story - Auto-size notice categories
CDM-7709 Story - Auto-size notices
CDM-7712 Story - Display the owner on a notice's info panel

Omnis

CDM-3425 Story - Replace datafiles with sqlite databases
CDM-7560 Story - Update the serial number in our Omnis deployment

Payroll

CDM-7548 Bug - Adding pay item to setup automatically sets name/amt
CDM-7583 Bug - ACH Direct Deposit does not print report
CDM-7621 Bug - Payroll does not calculate Illinois state tax
CDM-7631 Bug - Local Taxes are doubling the withholding amount for employees
CDM-7902 Bug - Error when calculating GA state tax
CDM-1493 Story - Check for taxmanager updates when opening Deduction Setup
CDM-7698 Story - Change the payroll standard search to default to Paid Date
CDM-7899 Story - Use a new tax table release URL

Phones/Emails

CDM-7745 Bug - Searching using Phones - All Types (Church Phone Numbers) freezes the program

Photos

CDM-7635 Bug - Retrieving an individual photo only gives the option to save as txt

Preferences

CDM-7801 Bug - When SST Recon Months is set to something other than 1, it will flash 1 and then change to the actual value

Record Frame

CDM-7563 Bug - Tab options open slower after Omnis 10.1 update
CDM-7741 Bug - Clicking None on a record frame can cause hidden tabs to reappear

Regional

CDM-7646 Bug - Church Status is not showing in the drop down menu

Report Frame

CDM-7626 Bug - Birthdate by month report not pulling all records
CDM-7681 Bug - Current Account Balances shows date in the search
CDM-7789 Bug - Editing a static text field on a name badge is problematic
CDM-7823 Bug - Collapsing the report sidebar when it has a vertical scrollbar does not properly resize the scrollbar

Roommate

CDM-7562 Bug - Adding a room from Event Information does not set the room's event properly
CDM-7677 Bug - Roommate redraw is very noticeable; it progresses block by block, week by week.

Search and Call

CDM-7822 Bug - Regional Minister's Worksheet is showing the congregations city/state rather than the minister's

Stewardship Technology

CDM-289 Story - Ability to mark a deposit as processed in Deposit Processing
CDM-1667 Story - Redesign the ACH processing for Treasurer Reports to fire after the treasurer reports are committed to the database
CDM-7432 Story - Add cascading deletes to all tables that can connect to fgstewardshiptechnologiestransaction
CDM-7541 Story - Use two different asset accounts for SST for Contributions/Payroll
CDM-7578 Story - Validate deposits match the amount from Stewardship when posting the ledger entry in Deposit Processing
CDM-7579 Story - Ability to un-process a deposit from Deposit Processing
CDM-7725 Story - Add preference to set the maximum reconciliation month range for Deposit Processing

Suran Omnis Framework

CDM-7740 Bug - Headed list boxes have extra blank space when not displaying Add, Delete, or Utility buttons
CDM-502 Story - When marking a database inactive, prevent users from re-connecting to it as the last database used
CDM-7431 Story - Add a fail fast in getdescriptionfortable if there is no record with that fk
CDM-7522 Story - Add a function to fetch a query results as a CSV
CDM-7542 Story - Migrate downloads to use OW3 workers
CDM-7659 Story - Add a record tile smartfield
CDM-7670 Story - Add a cast from int to int[] and numeric to numeric[]
CDM-7820 Story - Migrate code evaluating custom and sub-custom versions to use constants

Suran Server

CDM-7524 Story - Move the suran_database_manager export and import to use server-side calls

Updating

CDM-6495 Story - Log command-line updates

User Customizations

CDM-7763 Bug - Notes tab shows under 'Configuration' even though the permission is not set for the user
CDM-7632 Story - Ensure all DonorWorks customizations are valid in CDM+

User Fields

CDM-7671 Bug - Sorts and totals that use user fields are not cleared once that field is deleted

Women's Reports

CDM-7568 Bug - Clicking 'More Option' in Online Women's Report Notice Setup causes error