ACS Technologies is pleased to announce the August 2010 release of Membership Plus Version 12.0! This release is a full upgrade from previous versions of Membership Plus. It includes comprehensive enhancements, innovative new features, user-friendly design, and much more.
All grids in Membership Plus are now customizable. With this new feature, you can choose which fields to display, change the order of columns, group the column fields to show only the information you want to see, and use an autofilter for any column. This upgrade affects nearly every module and window in Membership Plus, so please click here to read detailed instructions on how to use the new customizable grids.
Run Filters on all Grids
Now you can filter any grid to display only the exact information you want to see. You can filter using any data entry field, including birth year, membership status, gender, employer, and many more. Additionally, you can save any filter you create to use over and over again.
Quick Printing from Grids
Data Entry – Redesigned
Instead of scrolling to enter member information, separate areas now exist in Families, Individuals, and Organizations data entry windows. See the example data entry example for families.
Add Members to Groups, Classes & Small Groups Without Changing Modules
In response to our user's requests, it's now possible to add Individuals, Families, and Organizations to groups, classes, and small groups without first changing modules.
Birth Date Included for Individuals
For your convenience, birth date is now a standard data entry field for individuals and is available on the grid. Quick sorting, filtering, and printing of birthday lists is one of the most frequent requests we've had so far. So, now you don't need to add birth date as a user-defined date field.
The core module for adding and maintaining your organization's contributions is redesigned to offer improved, user-friendly data entry navigation and also a new customizable data entry grid.
Membership Plus Accounting modules better conform to the Generally Accepted Accounting Principles (GAAP) established by the Financial Accounting Standards Board. These improvements help to ensure that your organization's accounting practices are accurate, organized, standardized, and comprehensive.
Adding Transactions is more user-friendly now that enhancements to functionality and design can help you to work faster, easier, and with greater accuracy. The Register screen now offers a customizable grid so you can include only the fields that you want to see. You can sort by check number, date, amount, payee, or any active field, and you can filter quickly to find specific transactions without scrolling through many pages. Transaction detail displays in the lower part of the window so you can avoid opening multiple windows.
The Home Page – New Name and Updated Design
The Welcome Screen is now called the Home Page. This term is more familiar to many users. Additionally, the Home Page is updated to display the Auto-task list and Calendar Reminders in an easier-to-read format. Both your organization's site number and name also display at the top of the window, above the chart.
Enhanced Access Rights Protection for Member Notes
Previously, administrators of Membership Plus were only able to assign access rights for the entire module of Member Notes.
Now, administrators and pastors can set the access rights of individual Member Note Types.
New reports, more options, and cleaner report formatting of reports make the Report Generator more useful to you than ever before.
New Names for Groups, Small Groups, and Accounts
To clarify the differences between Groups and Small Groups, the names of these modules are changed to Groups & Activities and Classes & Small Groups. The new names indicate the purpose of these two modules. Click here to read more about the differences between Groups and Small Groups.
For clarity and conciseness, these two modules are referred to as Groups and Small Groups in the User Guide and all help documentation.
The Membership Plus Accounts submodule is now named Account Management . This name indicates that you can do all necessary account management in this one module. From there, you can create your chart of accounts, edit accounts, add budget amounts, and group amounts to better track you organization's finances.
New General Ledger Designated Account Types
To conform to GAAP, designated accounts, also known as restricted accounts, are included as an account type. You can now use designated accounts to delegate your organization's financial assets to its various activities and funds.
Linking General Ledger Accounts to Contributions Funds
To make things easier when linking contribution funds and general ledger accounts, you can now select the appropriate income, designated or liability account from a drop-down list in the newly added Account field when you add or edit a fund in Financials. However, you can no longer link a contribution fund and general ledger account from the Accounts module.
Debit and Credit Terminology
Previous versions of Membership Plus used the terms "deposit" and "payment" and "increase" and "decrease" to denote when funds were added to an account and removed from an account. These are not the most accurate terms, so in order to conform to GAAP, the terms "debit" and "credit" are now used in Transactions.
Workflow Module Retired
To enhance usability and effectiveness of other Membership Plus modules, the Workflow module used in in previous versions Membership Plus is removed from Version 12.