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Features of ChurchPro
Features of ChurchPro2006

Overall Improvements

  • Redesign of practically every module in the program to give ChurchPro a crisp and clean look. Main Menu and most other modules now fill up screen in 800 x 600 video mode.
  • New Feature…Time and date added to the Main Menu.
  • New Feature…Now you can set colors of Main Menu’s page color. You may set color for boxes and text on any Menu.
  • New Feature…You can change your default colors for all tabs via the Main Menu.
  • New Feature…You can reset color values back to the default settings from the Main Menu.
  • New Feature…Each page now has a color title header with icons. Color may be changed via Control Panel.
  • New Feature…All pop-up report boxes now have matching color title headers and most with icons.
  • Profile module redesigned.
  • Automated online backup system, one year subscription.
  • Link to company for back ground checks with preferential treatment.


Checking Module

  • New Feature…Transfer Money automatically from checking to savings accounts, Also, from fund to fund and you now may credit and debit accounts automatically.
  • New Feature…Void check will zero out the account and automatically add another check for you if you check that option.
  • New Feature…You may even void out checks with split entries and automatically reenter the checks with split entries.
  • New Feature…Handle bounced checks automatically.
  • New Feature…Buttons conveniently located to the right of the checking account. No more hunting for things.
  • New Feature…Note button put in the check register.
  • New Feature…New color choices added the checking register.
  • New Feature…Some of the colors are system colors that may be changed via Control Panel.
  • New Feature…Wider columns added to the check register.
  • New Feature…Register now formats to dollars instead on numbers.
  • Bold type removed from checking and many other modules and replaced with crisp, clean text.
  • Reconcile module given a new look.
  • New look and feel for checking module.
  • New Feature…Retrieve button added to checking.

Employment Module

  • Complete rework of the employment/payroll module.
  • New Module…Rapid Payroll allows you to use a previous block of payroll entries as templates.
  • New Feature…These values may be loaded from any date.
  • New Feature…These values may be changed on the fly.
  • New Feature…Calculate values that you enter or calculate default values.
  • New Feature…Option to continue with or start a new payroll.
  • New Feature…Rework of Pastor’s module and time and date feature added.
  • New Feature…Date added to Events module.
  • New Feature…Setup module redesigned and new colors added.
  • New Feature…Pictorial preference may be chosen from setup module.
  • New Feature…941 values may be entered on a full 941 screen, then printed.
  • New Feature…941 filing copy with or without name and address information.
  • New Feature…941 may be printed on Ink or Laser jet.
  • New Feature…941 copy for your records may be printed.
  • New Feature…941 adjustable forms made available.
  • New Feature…All fields on a 941 form are now included in program.
  • New Feature…1099 values may be entered on a true 1099 screen.
  • New Feature…1099 forms are now date sensitive.
  • New Feature…W-2 forms now are date controlled.
  • New Feature…W-2 form values may be entered on a true W-2 screen.
  • New Feature…All fields on a W-2 form are now included in program.
  • New Feature…Now you can calculate Sick Days.
  • New Feature…Last raise field added.
  • New Feature…Payroll step by step. Setup steps and how to accomplish payroll step by step.
  • New Feature…Payroll defaults expanded and now they will override calculated values if entered.
  • New Feature…Overtime pay is now combined with the salary account to more accurately reflect budget.
  • New Feature…You may user-define five other pay fields and include those with payroll.
  • New Feature…Match accounts is now included and expanded into the payroll module.
  • New Feature…Other pay accounts and liability accounts are now separated on a separate tab.
  • Explanation as to why matching the accounts is important.
  • New Feature…The calculate and calc override button is added to the weeks payroll record.
  • New Module…View summary of all payroll deductions on screen.
  • New Feature…Driver’s License number added.
  • New Feature…Account from which salary is deducted is now filled in automatically when you click the Do Payroll button.
  • New Feature…Setup accounts button added to the payroll module.
  • Reimbursements tab explaining how to do reimbursements.
  • New Feature…Net pay and state tax fields along with other pay are now visible on screen at do payroll function.
  • New Feature…Post all payroll entries automatically instead of one at a time.
    New Feature...Date boxes to track background check information.
  • Easy link to back ground checking company with preferential treatment.

Contribution Module

  • New Feature…Contributions module buttons moved for easier access.
  • New Feature... More button replaced with on screen items.


Church File Module

  • Phone numbers are all listed together and visible on the personal info
    page.
  • New Feature…You can now add the social security number of a person.
  • Miscellaneous info on family screen now visible with a mouse click.
  • Photos enlarged on the family, employment, and profile module.
  • Relation to family codes now visible on family screen.
  • New Feature…Grandparents added as an option on family screen.
  • User-Defined codes info grouped together on Church tab.
  • Counselee added to list.
  • Group tracking now separated from Sunday School information on SSchool/Group page/
  • Visitor table expanded.
  • Most Table views updated, expanded and redesigned.
  • Decision letters added to Letters/Labels page of the Church File.
    New Feature…You can now print most letters and labels from the Letters/Labels page.
  • New Feature…Group Attendance/Tracker module upgraded.
  • New Feature…Several modules require less clicks than previous versions.
  • New Feature…Calculated names show on personal info page without having to click a button.
  • Household number moved to personal info page.
  • Business name now visible from personal info page.
  • Added new icon for Church File on several forms.
  • New Reports…Added additional profile landscape reports for landscape pictorial preference.


Miscellaneous Upgrades

  • All Profile reports resized for larger picture and updated.
  • Tools module redesigned with features easier to find. Ex merge tables, update names, identify accounts.
  • Envelopes all changed to envelope #10.
  • Comments added to mailing module.
  • Redesign of mailing module.
  • New Feature…Set of new icons added to most modules.
  • New Feature…Most all icons added to Events, Reports, and Mailing modules.
2006 , 2004 , 2003 , 2002 , 2001

New Features in ChurchPro2005

New Reports System wide

Any Code List showing Christian Service
Roll Sheets For Bus Riders
Now you can set the pictorial directory style to portrait or landscape. Reports, tables, and form will reflect the style you choose. Two new reports
Updated Reports System Wide
Any code list By Anniversary now orders in calendar order.
Any Code list By Birth now has age column and birthday shows month/day/year.
Birthday List For A Class now groups in calendar order.
Expanded phone number field for bus ministry reports
Added column for bus ministry report for Present or Absent.
Any Code List by Age now lists the individual rather than the husband and wife

Employment Updates

Sick days accrue from a specific date.
Sick days are calculated automatically.
Sick days accrue rate may be set by the user.

New Features

All groups are integrated with the groups’ module.
Instructions for using ChurchPro with PhoneTree
Instructions for using ChurchPro with your Palm Pilot     
Export to spreadsheets: Support for Lotus, Excel, and Quattro Pro for windows. You give the file a name.
Direct Link to PhoneTree via icon or the Tools Module.  Path is user-definable.  A Code can be exported to PhoneTree.
When exporting a code the exported *.txt file can now be given a name

Church Data Vault

Automatically backs up ChurchPro to our secure data centers via the internet. Outstanding tool to keep you safe from corrupted or lost data. Even more secure than online banking and on site back ups. Data is encrypted before it leaves your computer to further protect you from data theft.

New Modules

Bulletin Maker

Now bulletins are automated and can be created with ease.
Retrieve Order of Service into the bulletin.
Retrieve last Sunday’s statistics into the bulletin.
Preview and make temporary changes (override items) in the bulletin before printing.
Add custom welcome message for guest.
Add additional and recurring announcements.
Print the bulletin to show schedule of service, statistics, services and  announcements.

Order of Service

You can setup the order of the service for next Sunday, next Wednesday, today, or another date.
Retrieve events from the events module to show as announcements.
Retrieve music from the music tracker module
Filter for any past service including AM and PM by clicking the date in the drop down list.
Retrieve the order of service for last Sunday.
Determine the order of each event in the service by simply giving it an order number.
Path can be set to a database of songs.  Simply choose the song from a drop-down list.
Filter for songs on a particular date for any service (AM or PM).
Setup your own categories such as special music, message, prelude etc.
Print the Order of Service.

Music Tracker

Select the songs you will sing on a given Sunday.
Setup your special music
Track vocalist for special music.
Song was last used.
Schedule of special music
Schedule of all music.
List all songs used by date.
Songs and special music can be retrieved into the order of service.
Calendar with monthly blocks for entering events
Retrieve birthdays, anniversaries, and events for any group automatically into calendar blocks.
Open empty calendar showing current month and year
Enter events in the day blocks for any day of the month
Save Calendar
Open Saved Calendar (Load empty calendar with saved data)
Print Open Calendar
Zoom screen to fit width or full screen.
Print Monthly calendar showing Birthdays in calendar blocks for any group
Print Monthly calendar showing Anniversaries in calendar blocks for any group.
Print Monthly calendar showing Events and time in calendar blocks for any group.

Budget Module

Set fixed monthly amounts.   Automatically figures yearly amount and percent of budget.
Budget item shows percent of total budget.  Includes Update button when done with budget.
Now you can retain last year’s budget amounts both monthly and yearly.
Set new budget will move current amounts to last year’s columns leaving current columns empty to enter new amounts for this year’s budget.
Budget reports may be run from budget module.
Actual Vs. budgeted using monthly amounts instead of daily or yearly.
Church Budget report now shows monthly amounts along with annual amounts. 
Includes new total monthly needed.

Meeting Tracker

Tracks business and board/committee meetings.
Track old and new business
Track motions and amendments to motions
Keep minutes of meetings.
Track members present at board meeting
Track whether a motion is recommended to the church.
Track approval to motions and motions on the table.
Running history of meeting.
Set Agenda for meeting.
Track info about meeting: date, time, place etc.
Print Present to Church List 
Print Minutes for a meeting.
Print Agenda for a meeting by order of agenda
Print Motions approved by the church/board/committee
Print Old business.
Print New business.
Print All scheduled board meetings.
Print All scheduled committee meetings.
Print All scheduled business meetings.
Print All scheduled meetings.
Print  Motions on the table.
Print Track meetings of boards, committees, church.
Print Motion History.
Print Find Related Motions.
Print Motions That Were Defeated.

Counseling Tracker

Tracks all those currently being counseled
Session notes and recommendations
Timer to time sessions
Schedule next session and Add it to Task (To do) List
Print Next Visit
Appointment dates and time etc.

Appointments Tracker

Staff members may have separate appointment list
Calendar included.  Calendar click chooses appointment list for that date
A staff member may add his appointments to his personal Task (To do) List
Appointments range is from 6:00 AM to 9:30 PM
Go to button for today’s appointments.
Delete a single appointment or delete all appointments on a date.
Task List (To Do) List 
Track to do list with start and due date
Roll undone tasks to today.
View today’s tasks
View all tasks for all dates.
Duplicate a task.
Broadcast a task to all staff members task list.
Remove completed task to archive table. 
Restore task that have been removed.
Print Today’s Tasks
Categorize task.  That is, add a task to a category.
Filter for a task on a particular date
Add notes to tasks
Set priority for task up to 30.
Print Task today by category.
Print Task today by priority.
Print Task today by time.
Notes may be added to task.
Appointments, Events, Counseling sessions may be add to any employee’s task list with the push of a button. Events for groups? 
Included in the events module.

Church Register

Records all the important events such as weddings, funerals, baptisms. Unlimited register types.  Not limited to weddings, funerals, baptisms etc.
Go to events feature takes you to the exact event in the events module.
Show all or any group of events such as weddings, funerals and baptisms.
Register is linked to events module
Prints events For Any Date(s)
Prints events For A Group gives you events for youth group, church, etc.
Prints specific Category Events gives you events for a specific category.
Prints a Single Event With Info gives you detailed information about an event.
Prints events By Category gives you a list of events grouped on the type of event.
Prints all event reports above are date sensitive.
New user-defined fields for events
New fields for building scheduler now includes occupancy, locate and type of room.
Events module is now linked directly to building scheduler.
Send event to Church Register.
Show a group of events, that is, filter for all wedding events etc.
Open Church Register from events module.
Events module provides link to Church Register module.|
12 More wedding information fields.
Notebook style tabs with Events, Wedding and Funeral events
Add an event to Task (To Do List) List 

2006 , 2005 , 2003 , 2002 , 2001

New Features for ChurchPro 2004

Most Outstanding Features
New front screen with hover buttons for easier and faster access to screens.
Error Checking Module in Accounting shows up anomalies in data entry.
Rapid Offering Recorder reduces data entry time by almost 50%.
Total update of the underlying data base.

Church File
Mailing Labels: Birthday labels for a month.
Household numbers report sorted by last name.
New Report: Church members, seniors, youth list etc. query on age field.
New Report: Any Age Showing Birth.
Program now automatically calculates different last names for mailing labels.
Added support for significant other in automatic title calculation.
Mailing Labels:For any age of any group (Dynamic labels)
New report: Any Code Directory Enlarged type.

Giving
Quick find in the giving module uses phone pad to locate a giver and quickly returns you to giving.
Giving table view, all giving and pledge reports updated to work with the split entries.
Changes made in a person’s giving screen are automatically changed in the splits.
New Report: Untagged Givers
You can Split entries in the giving module and from the new post from list feature.
You can even duplicate split entries.
Type check number and type of money is filled in with “CK” for check.  Leave check number blank and type of money is
filled in with “CA” for cash.

Accounting/Business Contacts
Add transactions to a memorized list.
Edit, Delete, Retrieve Memorized transactions from a memorized list.
New feature:  Print register views for a date range.
New Report: Register Sorted By Account For Date Range.
New Report: Register Sorted By Date For Date Range.
New Report: Register Sorted By Check Number For Date Range.
New Report: Register Sorted By Payee For Date Range.
New Report: Register Sorted By Entry Number For Date Range.
Redesign of the check-writer screen.
The Address of the vendor is on the check writer screen.
Adjust the printing of computer checks up or down.
 
Error Checking Module for Accounting/Checking
Error Checking module to audit your work. This module checks for over 15 different errors.  This feature
lone is worth the price of the upgrade.
New Error Checking report:Checking Sorted By Date
New Error Checking report:Checking Sorted By Check #
New Error Checking report:Errors Report By Code
New Error Checking report:Errors Report By Date
New Error Checking report:Errors Report By Check #
 
Optional Accounts Receivable Module, additional fee of $150 to add to ChurchPro Complete to make it ChurchPro Business
New Accounts Receivable Report: Billing Statements 
New Accounts Receivable Report: Billing Statements YTD  
New Accounts Receivable Report: Billing Statements Columns  
New Accounts Receivable Report: Billing Statements By Code 
New Accounts Receivable Report: One Person's Billing
New Accounts Receivable Report: One Person's Billing Statement YTD 
New Accounts Receivable Report: Outstanding Balances 
New Accounts Receivable Report: Outstanding Balances 2 
New Accounts Receivable Report: Past Due Notices  
New Accounts Receivable Report: Outstanding Item

Employment
Payee name and address added to payroll checks.

Main Menu
Calendar added to Main Menu.
You can set the sound paths for recorder, calculator, word pad, and dialer.
You can edit the church name on the Main Menu
You can use an alternate Main Menu.

Ease of operation and maintenance
Backup Financial Data Only To Any Location. (Note XP Uses must be able to write to CD like a floppy)
Clean out Private Directory via button in Tools module.
Clean out Temp Directory for any User via button in Tools Module.
Colors you set in Control Panel will be used in ChurchPro.  Themes will also, take affect in ChurchPro.
Entire redesign of appearance using crisp, clean format.
3-D Screen Titles and additional color highlights for table views.
You can open the windows WordPad, Calculator, and Recorder from within ChurchPro.

Additional Great Features
Updated Statistics module.  Additional fields added to module.
Calendar Pop-Up added to Most Reporting modules. Click the Calendar button to add a date.
Calendar Pop-Up added to Giving, Accounts Payable, Events and Checking Module.
Record and play a message from the Phone Pad module and the Pastor’s module.
A click sound has been added to all forms when you click a tab or button.
The phone dialer has been optimized to work correctly with any windows operating system.
The Phone Pad module has been redesigned and the address field has been added. 
Record and play message buttons have been added to the Phone Pad module as well as the Pastor’s module.
Internet map link added to Main Menu. 

2006 , 2005 , 2004 , 2002 , 2001
Features added to ChurchPro 2003

1.Date in giving defaults to Wednesday automatically when Wed is clicked in service drop-down list.
2.Email List now in alphabetical order.
3.Required backup of accounting data before clearing.  Simply click the backup button for each accounting module before you clear the data.
4Clear giving and salary data tables now is date sensitive.  Clear any year without clearing the most recent year.
5.Global removal of a code from codes field.
6.New Report:  Giving showing note field.  Note field has now been added to giving report.
7.MnIdnum now has been added to givers list enabling you to identify giver by link number. 
8.Visitors code now drops in codes field.
9.Show selected records in the giving table view.
10.Show Wednesday receipts
11.Show Sunday receipts
12Show All receipts
13.Show General Fund Receipts
14.Show Designated Receipts
15.Employment date is now formatted to auto enter the date.
16.Giving statement will show names of both husband and wife or either.
17.Designated and general fund receipts show on same report.
18.No need to add-up bank deposit.  ChurchPro does it for you.  Total Bank Deposit.
19.Checks in deposit report now shows cash.  
20.New column in giving module for Check, Cash, Credit, Money Order.
21.New Report: Type Money
22.New Report:  Giving By Donor.
23.New Pledges Module:
24Pledge to any period: Weekly, Monthly, Yearly
25.Pledges can begin on any date. 
26.Pledges can be different for each contributor.
27.Pledges due for each fund show in real-time.
28.New Report: One Person's Over/Under Overall Giving
29.New Report: One Person's Over/Under Pledge
30.New Report: List Of Pledgers
31.New Report: List Of Pledges By Fund
31.New Report: List Of Pledges By Pay Period
33.New Report: Amounts Needed To Pay Up Pledges
34.New Report: Amounts Needed To Payoff Pledges
35.New Report: Givers Over/Under For One Fund
36.New Report: Pledges For One Fund
37.New Report: Pledges Each Person
38.New Report: Pledges Needed
39.New Report: Pledges Showing Annual Amounts Compared to YTD.
40.New Report: Pledges Showing Annual Amounts
41.All other pledge reports have been redone to fit the new module.
42.Globally add a code to the codes field.
43.Identify accounts in the table view.  An Account Do NOT Delete
44.Expanded size of group code names.
45.Now XP users can use Phone Dialer.  Set path feature to dialer has been added.
46.Optimized for XP Users.
47.Color highlights for giving, pledges, and groups tracker module.

2006 , 2005 , 2004 , 2003 , 2001
Features added to ChurchPro 2002

1Backup to Zip Drive, CD-RW, Other Hard Disk
2.Restore from Zip Drive, CD-RW, Other Hard Disk
3.New Tools
4.Important:   Payees (Vendors) added in the checking module will automatically appear in the contact manager module.
5.Double click the name in giving and it will go directly to the Church File
6.The ID number of the person is added to the giving module to distinguish between two people with the same name.
7.Now you can make a deposit to checking by Date.
8.New Report: Giver’s history by envelope number.
9.New Report: Giver’s history to accounts by envelope number.
10.New Report: Church Budget Report by account number.
11.New Report: Pledges By Fund
12.New Report: Pledged Amount Each Person
13.Duplicate bills in accounts payable.
14.New Report: Events for any date.
15.Full color church directories both large and small versions.
16.Easy choosing of code for dynamic reports.   Help screens identify standard codes.
17.Twelve new user-defined fields with dates.
19.New Reports: Twelve user defined reports that query on user defined fields.
20.Miscellaneous profile memo field.
21.New Report: Miscellaneous profile report that queries on miscellaneous profile field.
22.New Report: Giving for a service.
23.New Relation to church code added to Sunday School Rolls.
24.Now scrolling list in the register goes to next person not next in a list.
25.Balance sheet button now on check register.
26.New Report: Checking Table View
27.New Report: Trial Balance
28.New tax tables. When available.
29.Visitation cards for a code.
30.Visitation cards for visitors.
31.New Report: Actual Vs. Budget grouped under account # headings.
32.New Feature: Publish reports in .rtf format for sending over the internet.
33.Internet map on any street address.   Note.   You must be connected to the Internet  for this to work.
34.Expanded family screen.   Larger color photo. Now you can add 7 children to the family screen.
35.New Reports: Two new Any Code Dynamic Reports listing information differently.
36.New Reports: Visitors By Zip.
37.New Accounts Module.   Easy, Easy, Easy to setup new accounts. Now see all account information  without scrolling to right.
38.New Feature: Duplicate accounts that have already been setup.
39.New Feature: Defaults On feature for easily replicating new accounts.
40.Checking & Savings accounts now setup on their own tab.
41.Filter on giving table view to show total giving for a date.
42.Visitor Letters, Labels, and Envelopes For Any Date
43.Birthday list for a month.
44.Enhanced grouped tracker.
45.New Report: Rolls For A Group
46.New Report: Rolls For All Groups
47. New Report: Absentees Of A Group
48. New Report: Attendance OF A Group
49. New Report: Group Meeting places and times.
50.New Feature:   Codes for groups added to codes field by clicking a button. This integrates the group tracker with the Any Code Dynamic reports built into the program.
51.New Feature:   Delete group attendance automatically.
52.New Module: Table Repair Utility.   Fix tables easily.  End most table repair costs.
53. Seasonal address labels for those who migrate.
54. Email to a group or list you define.
55. Enhanced email module.   More attachments.
56. New Report: List showing email address.
57. New Report: Payroll & Salary amounts for any date.
58. New Report: Payroll & Salary amounts summed for any date.
59. 1099 Misc form.   New W-2 forms.
60. To Do list for all employees.
61. New Report: Print Any To Do List
62. Outline A Sermon
63. New Report: Print Any Sermon Outline

2006 , 2005 , 2004 , 2003 , 2002
Features added to ChurchPro 2001

1.Y-T-D Information on Payroll checks.
2.Auto post withholdings (Federal Tax, FICA, Medicare etc.) to checking account. 
3.Chart of accounts sorted many ways on screen and when report is printed.
4.Auto post contributions to checking from giving module.
5.Tag feature in contributions allow you to post Sunday morning and Sunday night separately.
6.Post a contribution to a particular service.
7.User defined service times.
8.Church address now on check writer screen.
9.New combined income and expense reports showing profit and loss.
10.Global locate and replace account names. 
11.Budget numbers and budget groups for accounts.  Ex: 200 Administrative/Salary
12.Auto upgrade old account records with budget numbers and budget groups.
13.New treasurer's report grouping accounts under account group headings.
14.New report: Giver's list by envelope number.
15.New report: Checks in deposit.
16.Reports, letters and labels may be run locally from each module.
17.Program optimized for 1000 resolution lap top computers.
18.Mailing address 1 field and mailing address 2 field in address module.
19.Mail to foreign countries.
20.Business name may be added to personal information.  Allows for mailing to nursing homes.
21.Letter sending ability added to Data Entry module.
22.Improved letter sending.
23.Export any code to an ascii text file for merge with word processors.
24.Signature module holds scanned signature files.
5.Scanned signature added to letters.
26.User defined fields for decisions.
27.Two new reports for pastors.  Pastor may list sermons on any topic or using any Scripture reference.
28.Two new reports for library module.  You may find any scripture reference or any topic in any library book. 
29.941 Quarterly Federal Return.
30.Finance worksheets help you setup your ChurchPro finances.
31.Events tracker allows you to track weddings, funerals, or any events you define.
32.Group attendance tracking allows you to define unlimited groups and record attendance for the groups you
efine. ***
33.Backup and Restore utility that allows you to archive to your zip drive, CD-RW drive, any external source, or your hard disk.
34.Duplicate vendor bills in accounts payable.
35.Post to checking from giving using any date.
36.Double click name in giving automatically takes you to the Church File.
37.New reports by envelope number.
38.New pledge reports.
40.Church budget by account number.

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