.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.
Enhancements
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Redesigned Grids
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Customizable Grids
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
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For Example
You can group individuals by status and birth month. This groups the individuals to show members' birthday months.
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.
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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.
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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.
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Contribution Entry
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.
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Accounting Transactions
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.
Note
The Accounting module is only available in Membership Plus Deluxe. Membership Plus Standard is not affected by the new Accounting changes.
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.
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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.
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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.
Tip
For Example
If your organization's staff includes a separate secretary and treasurer, both secretary and treasurer can use Member Notes to keep track of important information. This information can be private, so that other users of Membership Plus do not have access to it. In Member Notes, the secretary can limit access to meeting minutes to a specific group of users. The treasurer can limit access to treasury notes to a different group of selected users. In addition, the pastor can be certain that members' counseling notes are secure and can limit all other users' access rights so that no one else can view these notes.
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New Reports
New reports, more options, and cleaner report formatting of reports make the Report Generator more useful to you than ever before.
To clarify the differences between Groups and Small Groups, the names of these modules are changed
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to Groups & Activities
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and Classes & Small Groups. The new names indicate the purpose of these two modules.
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For clarity and conciseness, these two modules are referred to
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as Groups
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and Small Groups
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in the User Guide and all help documentation.
The Membership Plus Accounts submodule is now
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named . 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.
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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.
Changes
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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.
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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.
Tip
Debit and Credit
In accounting, the terms debit and credit do not have their ordinary meanings . According to GAAP, two accounts are required in every transaction. This procedure is called double-entry accounting. It also means that every transaction has two sides. The left side of the transaction is always the debit. The right side of the transaction is always the credit. The types of accounts involved in a transaction determine whether debits or credits remove money from or add money to accounts. Click
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.
