This release is a full upgrade from previous versions of Membership Plus. It includes the following changes, corrections, and enhancements from Membership Plus Version 12.2.1.
On the Member/Family Directory with Special Character phone report, you can mark members with a specific member status with a special character. On this new report, you can select which member status you want to mark with the special character, allowing you to easily find members of that status on the report.
You can display Envelope Numbers on the Contribution List grid. Inside the grid, right-click and select Customize Grid. Then, in the Customize window, under Fields, select Envelope.
You can edit contacts on a Member or Family's record. This saves your church valuable time, since you don't have to delete contacts and add them back.*
You can print the chart on the Home screen. Printing the chart lets you share it with others in your church or organization when you may not have access to a computer, such as during meetings.
You can Add or Remove Contributions using the Options button. The Options button is located the top of the Deposit window, beside the Reports button. To do this, simply select the contribution on the Contributions tab, then click Options and select Add Contribution or Remove Contribution.
A new message displays when deleting a Family. When deleting a family record that has attached individuals with financial information, you are prompted to leave the individual records and delete only the family record. This ensures that you have accurate Contributions data.
Enter Site Information is now Enter Registration Information. On the File menu, the Enter Site Information option has been renamed to Enter Registration Information. The Site Number and Registration Code are still required when registering Membership Plus.
In Accounting, Check Styles now preview and print correctly. Deluxe Version clients using Membership Plus Version 12 may have had issues printing checks in Transactions.
You can easily select Tax Deductible contributions. Please review the new steps below and edit any contributions you have entered since installing Membership Plus Version 12.
When entering new contributions, you MUST click in the Tax Deduction check box to mark the contribution as Tax Deductible. When you enter the contribution, the Tax Deduction field has a gray check mark, but it is not selected.
After selecting the check box, you will see the check mark is bold. This indicates that the contribution is marked as Tax Deductible.
This change does not affect contributions entered using Membership Plus Version 11.
You can edit Contributions entered since the installation of Membership Plus Version 12 to mark the Tax Deduction field. To edit contributions that have already been deposited, first delete the deposit, make the necessary changes, and then add the deposit back as it was previously. You can review the instructions for editing a contribution in the new Membership Plus Help .
The Contribution Statement Detail and Summary reports now total correctly. Previously, if you selected a Sort By option or entered multiple contributions on the same day, the totals were incorrect. These reports are also defaulted to sort in alphabetical order by last name.
When exporting deposit information to QuickBooks or Quicken, you can now create new Funds in Membership Plus Version 12. The option to link new funds and new accounts in the third party product was not available under Contributions Funds. This function was added back into the program for Version 12.2.2.
Pledge vs. Contributions by Member report are now correct for families or members with the same last name. Previously, the contribution and pledge totals were added together for families and individuals with the same last name.
Editing Accounting Transactions without a split removed part of the transactions from reports. If you edited a single entry accounting transaction, the transaction displayed a split, but part of the transaction did not display correctly on the report.
The option to filter on record types now function in the Contributions' Select Member window. The options to filter on Families, Guardians, Dependants, or Organizations in the Select Member window when adding contributions did not work in Version 12.