January Survival Guide

Support Articles

• Year End Checklist

  CDM+ Edition Below you will find a checklist PDF of CDM+ procedures to guide you through your year-end tasks. Use this checklist and time frames as suggestions…

• January Survival Guide for CDM+ Essentials

  CDM+ Essentials for Fundraising and Donor Management makes year end reporting easy. Year End Checklist See the full Essentials Year-End Checklist at this link.…

• January Frequently Asked Questions

  I have multiple databases with Payroll associated with both. Each of the payrolls are on the same Employee Identification Number so I need to print/eFile W-2/W…

• How to Issue a Year-End Bonus Check

  There may be a time, especially around year-end, when you may want to provide a bonus check to your employee. There are a few ways to do this. The steps below …

• Tax Forms

  Order Online Dynamic Systems® provides checks, forms and other business products—all guaranteed to be 100% compatible with CDM+ software. Order Tax Forms Requi…

• W-2 and W-3 Forms

  This video shows the Aatrix process. For steps specific to Suran, including clergy, please see the steps below. https://www.youtube.com/watch?v=FRZ-mZQv8Fs Cho…

• 1099 Forms

  Choose the guide that matches your configuration. How to Generate and E-File Form 1099-NEC on macOS How to Generate and E-File Form 1099-NEC on Windows How to …

• Updating Giving Funds

  If you use year-based giving funds to manage pledges, you may have recurring gifts or Engage Giving Sets that need to move from one year to the next. For examp…

• Contribution Statements for your Givers

  Online Statements Email Contribution Statements Print Contribution Statements

• Contributions History Videos

  Watch in fullscreen: press play arrow and then click on the square in the bottom right corner of the video frame. This CDM+ video demonstrates Contributions hi…

• Archiving

  Watch in fullscreen: press play arrow and then click on the square in the bottom right corner of the video frame. This CDM+ video demonstrates archiving. Addit…

• Tips for Getting Help

  Each January our clients revisit annual tasks and often need help getting them completed before the end of the month. As such, the month of January is our busi…