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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.
-
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.
-
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.
-
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.
-
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.
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|
| 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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