February 2012 Tax Table update

Congress has approved a continuation of the payroll FICA-Social Security tax cut.  Your current tax tables for 2012 will apply for the entire year, and no further action is required on your part.  If you have not already updated your tax tables for 2012 please contact us.

 

PDS Program Updates – Latest Versions

PDS recently released a round of updates for a number of their software programs.

If you have not done so recently, take a moment to verify that you are one the latest version.

Click into the “Online Resources” menu of your program and select ” Check for program updates”

the program will walk you thru the process of updating if necessary.

The most current versions as of 2/3/2012 are

  • Church Office – 6.3.H
  • Formation Office - 6.3.H
  • School Office - 6.3.H
  • Ledger/Payroll – 6.2. C

Training Class March 9th 2012 in Winter Park, FL – Covering: Fund Setup, Financial Reports, Online Giving

We will be holding a training class on March 9th 2012 in Winter Park, FL.  Details and registration can be found here

Tracking who uses envelopes

Would you like to be able to keep track of your envelope users separately from active families?

With the “Envelope User” check box on the Family Screen you can do just that.  From Family |Quick Posting | Envelope User you can make the process of checking the box quick and easy.

Tax Tables 2012 For PDS Payroll Users

Tax Tables 2012 For PDS Payroll Users

Hello everyone,

Good news for our PDS Payroll  Management clients: the IRS has finally issued the 2012 Federal Tax Tables.  All CMR payroll clients who carry support with us will receive the downloadable file at no charge, as part of the support package. Those of you who do not carry support, but still need the table, we can provide the file for the minimal charge of $40.00.

To request the file, please click here: http://www.churchmgmt.com/Support/Tax Tables

Instructions to retrieve the file are on our web site along with some other very important information about the IRS changes.  As always you can call us for assistance: 877.455.9300.

For all Ledger and Ledger Payroll users: Note that you must be on the latest version of the program to get the revised tax forms and other fixes to the program. Please be sure you are on v6.2B. You can update from the program: Online Resources | Check for Program Updates, then follow the prompts.

Happy New Year everyone. We look forward to another great year with all of you!

CURRENT PDS PROGRAM VERSIONS:

Office Suite: 6.3G (Church, Formation & School)
Ledger & Ledger/Payroll: 6.2B
Facility Scheduler: 6.0D
Ministry Scheduler: 6.1B

Quick and Easy Student Lists

In Formation Office, a quick and easy way to get a list of students in a specific age range is to click  Students |  Easy List | List of Students.  Choose Gender and starting and ending age then Apply.  You can also Customize the View to include that Parents Names, Address, & Phone

Scheduling Family Members together

In the PDS Ministry Scheduler program, it is important to understand the differences between “Family Mode” and “Serve With” on the Assignment Options screen.  When “Family Mode” is set to “Members Together”, Ministry Scheduler will TRY to schedule all of the members in a family together.  If it can’t schedule all of the members in a family for a particular mass, it will schedule as many as it can.  ”Serve With Minister Name” is more absolute.  This specifies that a minister will ONLY serve at a particular mass if the other ministers listed under the “Serve With” heading can also serve at that same mass.

As an example, assume Ministry Scheduler is doing the scheduling for a mass and gets to the point where it needs 1 more Eucharistic minister and a particular family has 2 members who are both Eucharistic ministers.  If the members are listed under each others “Serve With” column, neither member will be selected.  On the other hand, if “Members Together” is selected instead, there is a chance that one of the 2 members will be selected.

Which fund year and date should I post this weekend’s contributions to?

Q: “Which fund year and date should I post this weekend’s contributions to?”

A: Well, the IRS considers a contribution to be attributable to the date and calendar year in which it was actually donated. So, technically, all contributions from Saturday should be posted to 12/31/2011, and Sunday should be posted to 1/1/2012. PDS handles the rest for you. Certainly, it would be a good idea to confirm how your pastor and/or diocese would like to have the weekend’s contributions posted before you begin, however.

Quicker “Quick Lookup”

On some networks with very large databases, there can be a delay when using the Navigation area to look up a family or member.  PDS has included another way to look up a family, and this way usually does not have the same delay.  While on a Family, Member, or Contribution screen, press the “Alt-Q” key combination.  This will bring up the “Quick Lookup of a Family”, “Quick Lookup of a Member”, or “Quick Lookup of a Fund” window.  You have a few less options in this window, but it normally has a faster lookup time.

Happy Holidays From Church Management Resources

Merry Christmas from Church Management Resources

May you have the spirit of Christmas which is
Peace

The gladness of Christmas which is
Hope

And the heart of Christmas which is
Love

Each year goes by so quickly. The busyness of our lives often causes us to forget the blessings we’ve experienced and the friends we’ve made along the way. All of us here at Church Management Resources wants you to know how much we appreciate all of you, not only as our clients, but our friends, as we work together to serve our Church and each other.

The season of the Incarnation of Jesus makes us mindful of His love, which cherishes all of us, and reminds us that we must do the same with all whom we meet throughout the year. It is this love and His unique reverence for all of you that we send to you as our Christmas greeting.

With a renewed commitment to serving you and your parishes, may your days be filled with abundant blessings and renewed strength for the New Year.

Happy Holidays,
Keith, Ann, Paula, Jeanne, Amy, Linda, Pamela, Dave, David, Margarita

 

May beautiful moments and happy memories

surround you with joy this Christmas.

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