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CDM+ 11.1.0 Beta 3

Released on August 12, 2020


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


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


  • 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


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


  • 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."


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


  • 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


  • 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


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


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


  • 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


  • 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


  • 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


  • 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


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


  • 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


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


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


  • 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


  • 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


  • 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


  • 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
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