Church Management Resources » Church Management Resources

February 2012 Tax Table update

Linda — Fri, 17 Feb 2012 18:41:45 +0000

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.

Create Carbon Copies of Statements and Bills

Dave — Thu, 16 Feb 2012 21:08:35 +0000

If you would like to send a CC of a statement or bill you can easily create them using your PDS program. On the family’s contributions/tuition screen click the “billing address” on the left side. Fill out the required address information and select how you would like statements sent. Then when running any statement or billing report click the check box option on the “Selection Information” screen to include billing copies.

A prayer before logging onto the internet:

Linda — Wed, 15 Feb 2012 14:16:25 +0000

Almighty and eternal God, who created us in Thy image and bade us to seek after all that is good, true and beautiful,
especially in the divine person of Thy Only-begotten Son, our Lord Jesus Christ, grant, we beseech Thee, that, through the intercession of Saint Isidore, Bishop and Doctor, during our journeys through the internet we will direct our hands and eyes only to that which is pleasing to Thee and treat with charity and patience all those souls whom we encounter. Through Christ our Lord. Amen.

Use Church Office Members as Contacts in Facility Scheduler

Jeanne — Fri, 10 Feb 2012 17:41:18 +0000

Did you know?

…that if the contact person for any of the organizations for which you schedule is a member of your parish, you can bring in all of that person’s information from your Church, Formation or School database?

on the Organization screen you’ll find an Import Contact button. This will show you a list of all your individual members. Search for the appropriate contact name. All information including addresses, phone numbers and email addresses will fill in the contact information screen.

And, remember, you can associate more than one contact with each organization.

Happy Scheduling!

PDS Program Updates – Latest Versions

Dave — Fri, 03 Feb 2012 17:51:10 +0000

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

Margarita — Mon, 30 Jan 2012 17:42:44 +0000

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

Paula — Tue, 24 Jan 2012 16:06:45 +0000

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

Dave — Fri, 13 Jan 2012 18:38:29 +0000

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

Paula — Mon, 09 Jan 2012 19:34:57 +0000

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

David — Thu, 05 Jan 2012 17:37:11 +0000

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.