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PAST FEATURES OF CHURCHPRO
ChurchPro 2011 New Features
New cleaner design featuring new buttons and cleaner colors. New designer buttons are highlighted with color, rollover bold or normal push button and many with icons to make it easier to identify your choice. This represents thousands of changes to bring you the most modern looking church management system available
Accounting. Now you can choose a default checking account. When you open the checking account, giving module, or payroll the default checking account will automatically be set.
The default checking account may be specified in the Setup Module.
A default service may be chosen also in the setup module. When the giving module is open the service is set to the new default service.
Quick Search. Easy designer locate bars placed at the top of many screens that easily allow you to locate a person by typing a few letters, envelope number or member number. Rapid recorder now contains this fast locate bar. You have to see it in actions to see how fast you can locate someone.
New backdoor for retrieving lost admin password without calling tech support.
New reworked Support Module. Now easily connect to updates, tech agents, churchpro.com and more.
New Easy Calc Module. Gone is the old Easy Deposit and is replaced with a new more functions calculator that totals cash by counting bills and coins. Checks are input into this module and total automatically at the bottom. Deposit slips are printed automatically and a history of donations is kept service by service.
Designer Calendar icons are placed beside date fields in many modules. In these modules the gray “C” button is gone.
ONLINE CONTRIBUTIONS. Our partner Halo Services will put in place all you need on your website to receive online donations. A form will be created to your custom request and placed on your website that is compatible with ChurchPro. A merchant account will be setup to send the money to your bank account. Reports may be printed and data exported to a CSV file. This is no hassle, lock and key job and all you have to do is provide the required documentation and sit back and collect money. There are no hidden fees and everything will be handled from start to finish.
New 941 forms and tax tables included in the new program.
Bus number added to four SS Reports including class roll sheets.
Average giving now shows on several “Giving” reports. You can get an average for a month, quarter, or year or any date.
New Module: SS Statistics module. Auto loads with classes and number on roll in a list so you can easily enter Brought Bibles, Contacts, Brought Visitors, Members Present, Visitors Present, Absent etc. You enter this information from the bottom of the class roll sheets. This module allows you to also override any SS statistics for more accurate reporting.
New Reports: Two new SS reports that give you birthdays by SS Department.
Personal Name Titles can be user-defined.
Other # added to both pictorial directories. This number may be used for Spouse.
Spouse email added to Church File. Both husband and wife’s email show up on the printed church directory.
Middle initial added to Church file database.
Numbers added to some report pages.
SS Class Roll Sheets Monthly report now allows you to choose the month on the fly, places the month on the class roll sheet and numbers the weeks. Boxes at the bottom allow for totaling things such as Brought Bibles, Contacts, Total Present, Total Offering etc.
Chart of Accounts account # will now print on the check.
Visitor Module broken away from Church File and put in its own module.
Visits made by a person is now date sensitive. You can tell how many visits a person has made for an entire year.
Profit and loss added back to Actual vs. Budget For One Fund Report.
Active & Inactive members has been added to automatically drop in codes field and thencan be used with all “Any Code Reports”. This means you can send letters, labels and run reports to both active or inactive members.
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2010 New Features
New Feature-Update Address of One Family Member and all family members address will automatically update to the same address.
New Report- Payee Report. This report will show you all checks written to a payee for a date range and for a particular checking account or all checking accounts. This will also give you the ability to query on Voided Checks, Bank Deposits or anything else listed in the payee field.
New Feature-Easily Export a code from the Church or Vendor's File to a spreadsheet.
New Feature-Easier To Use 941 with Step by Step instructions.
New Security and User Accounts Login Module - Allows you to setup users and passwords for each user to login into the system. Users are setup in the User Accounts Module.
Male and Female administrators have their own icon, can enter their own name, and mask their password when entering the system. Convenient back space buttons and keyboard functionality to clear wrong password.
Each user is given a unique password.
Option To Not Use Login-The administrator of password can decide if he wants to use the login feature. If this is unchecked, no further work is required. All modules are readily available. If this is checked modules are protected by default. The admin decides who has access and assigns user rights.
Tighter security. Passwords now fall into three categories: Table passwords and User's password and administrator password Table level passwords are still in place.
User are defined as Full or Restricted. Full user are required to login to the system, but all modules are readily available. For restricted users modules are locked until given access by the administrator.
User Levels - Now you can define restricted users to level 1 access or level 3 access. Level 1 users have editing rights while Level 3 have read only rights.
Restricted Users Level 3 cannot change fields or click buttons that will change data.
Administrative password can be set and he sets user login passwords.
The admin can add or delete users.
The admin can assign access rights to modules and restrict rights in that module.
The admin is notified if he tries to give access twice to the same module to a person.
The admin is notified if he tries to leave fields blank that should contain data. User Password can be added or deleted. User Passwords are masked with an "******" when entering in this modules . Table level Passwords are also masked with white text box frame.
Module Password are masked with an empty table frame. A Toggle button will make them visible. User accounts can be accessed from the table password module. Table passwords can be access from User accounts password module.
New Feature-Split entries are now recorded on the check stubs when you print a check. This does not apply to payroll checks since tax and withholding information is already on those stubs.
New Feature-A default date can now be set in the giving module. You can choose to set the date automatically to last Sunday or enter another date of your choice. When you enter a new record this date will be entered automatically into the giving register.
New Feature-Easy locate field placed on the Personal Information page. Type a few letters and the person is quickly located.
New Feature-The household button when click will fill in empty fields of family members with the same household number of the current record. If the current record does not have a household # assigned, one will be assigned and all family members will automatically be given this number. In the old version only the current record only would be assigned a household #.
New Feature-The mailing has been refined and made easier to use. This includes user-created letters, miscellaneous letters and envelopes.
New Feature-Employment Status. Employed, Unemployed, Retired, Volunteer Work, Voluntarily Unemployed, and Involuntarily Unemployed.
New Feature-Probationary Member button
New Feature-Right hand of fellowship button.
New Feature-New Member Orientation Completed and date completed.
New Feature-Generate report of pictures certain number of years old.
New Module-Family Relations. This module allows you to link an individual to family members in the database. This module could replace much of what is entered on the family screen or be use to complement it. Both are still in place for a transition to the new relations module.
New Feature-Pictures of both the individual and family members in one place.
New Feature-Enter a few letters of a person's name and the family member is linked automatically. The family member must be in the database to link automatically. If you know the mnidnum of the family member, you can use this field to automatically enter the information.
New Feature-This module categorizes how people are related, that is, father, mother, brother, sister, aunt uncle, etc.
New Feature-The above categories are user-definable.
New Module-Courses/Orientation/Bible Study Courses may be taken by anyone in the church whether or not they belong to a group in the group tracker. Why not combine the courses with the groups track module? The answer is simple. Sometimes you may want to offer courses to anyone in the church even though they do not belong to a group.
New Feature-Define your courses, set meeting times, teachers, meeting place and dates
New Feature-Define the categories associated with the course or class. Example . New Member Orientation, New Convert, Bible Study.
New Features-Track the pupils taking a course and credits earned for the course. You may assign an unlimited number of courses to a pupil.
New Features-Track the date the course begins and ends. Track the meeting place and meeting days.
New Report- Item(s) Purchased Report prints out all information about an item purchased including date, place, product and serial #, warranty length, phone #, etc.
New Report- Visitor Labels For Last Sunday.
New Report-Visitor Letters Any Date now with Scanned Signature File
New Report-Giving Standard Letter now with Scanned Signature File
New Report-Giving Merge Letter now with Scanned Signature File
New Feature-A New Group button as been added to the setup groups page.
Kiosk Login Module
Attendees can now walk up to a kiosk, use a touch screen and log-in their attendance. Anyone who fails to login is automatically marked absent using the mark absent button in the Church and SS module.
Church Attendance Login with security built in. A person can only login himself, unless someone else gives him their login information.
SS Attendance Login with security built in. A person can only login himself, unless someone else gives him their login information.
Visitors are sent to the visitor center to register.
Clear, color coded easy instructions for a person to login the attendance for himself or the whole family.
At the touch screen the attendee can enter a few letters of his name , then Click the Locate button. He can enter his login number then click the "Login (Present)" icon.
A forgot login number button is available for the person who has forgotten his login number. He may enter his date of birth which will then enter his ID #.
A start over and backspace button are for correcting mistakes.
Smart login. After he locates or logs in himself, he can click the Login Family button and login only his family members. He does not need to know the numbers of his family members to log them in.
If a person enters the wrong number or the number does not match his name on file, he is prompted to enter another number or go to the visitor's center.
When logging in for family, only the person's family member will show. He cannot login other people in other families.
Mark Absentee buttons are placed in the church attendance and SS modules for marking all absent those who do not login. After all, if they are not present how can they be marked absent? This is done automatically with this button.
When logging in family members who are absent, an absent button is provided.
New Module- Time Clock This easy to use module clocks employees in and out. It easily locates the employee by highlighting the employee name in the list of employees. It automatically figures time to hours and minutes and records them in the database. A running history of the time is kept, yet only today is shown on startup.
New Feature-Employees pictures show to when clocking in a person. Locating employees is a simple as clicking on their name in a table.
New Features-Employees must know their pass word to clock in.
You cannot clock in a person until he has clocked out.
Administrators can override and edit time table data in case some failed to clock out.
New Report-Print Time Sheets. This report print the time sheets for all employees and totals the hours and minutes.
Simple, Easier New Reworked Reconcile Module
A "Stop Click Here Before Reconcile " button has been added to allow the user to check off things they should do before reconciling.
1. Add any deposits on the statement not entered into ChurchPro.
2. Add any interest which has not been entered into ChurchPro.
3. Subtract any check or withdrawals not entered into ChurchPro
4. Subtract any service charges which have not been entered into ChurchPro.
5. Subtract any services charges on this statement not entered into ChurchPro.
Two new fields are added to the reconcile module at the bottom. These fields conform more to bank statement standards.
The reconcile report has been redone to only refer to the transactions being reconciled.
The reconcile report now has the checking account listed t the top of the page.
New Feature-Who Changed My Data?
Several of the most used modules will now record the network user, the CP Login user, the date, and the time. This information is recorded in each record.
A "Who Changed Me" button in each record will pop-up a window and allow you to see who last changed that record.
Modules that will monitor changed data are:
-Church File - Personal, Family, Church, SS
-Checking Account, checking table view, split window
-Contributions Account, giving table view, split window, Rapid Offering Recorder, Rapid Offering Recorder Split window.
-Accounts Payable, accounts payable table view, split window
-Chart of accounts
-Payroll, Rapid Payroll and Employment.
New Feature- Personal and Sick days have been separated. You may shows how many days are allowed, how many days are used, and how many days are left. You may roll unused days and also set the rate at which the days accrue.
New Feature - New data table to track the dates an employee was absent. This table also shows the reason for the absence.
New Report - Report shows Sick, Personal, and Vacation Days allowed, days used, and days left for one staff member.
New Report - Report shows Sick, Personal, and Vacation Days allowed, days used, days left all for staff members.
New Report -Shows dates an employee was absent and shows the reason for the absence. Also, this report groups and shows a total of sick days, personal days and vacations days taken.
New Report - Employment Record Information detailing most information pertaining to the employee, including photo, salary, background, sick days, personal days, vacation info for one staff member.
New Report - Employment Record Information detailing most information pertaining to the employee, including photo, salary, background, sick days, personal days, vacation info for all staff member.
New Feature - Photo added to personal information record.
New Feature - Actual Vs. Budget reports. Choose Accounts that should not be included in the actual verses budget report.
New Report- With Grouping. Report uses annual budget amounts in budget column and monthly column use the ending date for the report.
New Report - No Grouping. Report uses annual budget amounts in budget column and monthly column use the ending date for the report.
New Report- Report shows the accounts and related information used in the database.
-Sorted By Name
-Sorted By Account #
-Sorted By Account Type
New Feature - Order of service module can now be sorted by order number, category or name.
New Feature- You may print one service at a time or print all services for a date range.
New Feature- Report is sorted by AM or PM service then by Order #.
New Features - New Add, Delete, Next, Previous, and Help icons added to buttons to make the program easier to use.
Features of ChurchPro2006
Overall Improvements
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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 1024 x 768 video mode.
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New
Feature…Time and date added to the Main
Menu.
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New
Feature…Now you can set colors of Main Menu’s
page color. You may set color for boxes and text
on any Menu.
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New
Feature…You can change your default colors
for all tabs via the Main Menu.
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New
Feature…You can reset color values back
to the default settings from the Main Menu.
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New
Feature…Each page now has a color title
header with icons. Color may be changed via Control
Panel.
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New
Feature…All pop-up report boxes now have
matching color title headers and most with icons.
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Profile
module redesigned.
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Automated
online backup system, one year subscription.
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Link
to company for back ground checks with preferential
treatment.
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New Feature…Transfer Money automatically
from checking to savings accounts, Also, from
fund to fund and you now may credit and debit
accounts automatically.
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New
Feature…Void check will zero out the account
and automatically add another check for you if
you check that option.
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New
Feature…You may even void out checks with
split entries and automatically reenter the checks
with split entries.
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New
Feature…Handle bounced checks automatically.
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New
Feature…Buttons conveniently located to
the right of the checking account. No more hunting
for things.
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New
Feature…Note button put in the check register.
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New
Feature…New color choices added the checking
register.
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New
Feature…Some of the colors are system colors
that may be changed via Control Panel.
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New
Feature…Wider columns added to the check
register.
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New
Feature…Register now formats to dollars
instead on numbers.
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Bold
type removed from checking and many other modules
and replaced with crisp, clean text.
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Reconcile
module given a new look.
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New
look and feel for checking module.
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New
Feature…Retrieve button added to checking.
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Complete rework of the employment/payroll module.
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New
Module…Rapid Payroll allows you to use a
previous block of payroll entries as templates.
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New
Feature…These values may be loaded from
any date.
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New
Feature…These values may be changed on the
fly.
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New
Feature…Calculate values that you enter
or calculate default values.
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New
Feature…Option to continue with or start
a new payroll.
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New
Feature…Rework of Pastor’s module
and time and date feature added.
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New
Feature…Date added to Events module.
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New
Feature…Setup module redesigned and new
colors added.
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New
Feature…Pictorial preference may be chosen
from setup module.
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New
Feature…941 values may be entered on a full
941 screen, then printed.
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New
Feature…941 filing copy with or without
name and address information.
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New
Feature…941 may be printed on Ink or Laser
jet.
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New
Feature…941 copy for your records may be
printed.
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New
Feature…941 adjustable forms made available.
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New
Feature…All fields on a 941 form are now
included in program.
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New Feature…1099 values may be entered on
a true 1099 screen.
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New
Feature…1099 forms are now date sensitive.
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New
Feature…W-2 forms now are date controlled.
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New
Feature…W-2 form values may be entered on
a true W-2 screen.
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New
Feature…All fields on a W-2 form are now
included in program.
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New
Feature…Now you can calculate Sick Days.
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New
Feature…Last raise field added.
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New
Feature…Payroll step by step. Setup steps
and how to accomplish payroll step by step.
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New
Feature…Payroll defaults expanded and now
they will override calculated values if entered.
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New
Feature…Overtime pay is now combined with
the salary account to more accurately reflect
budget.
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New
Feature…You may user-define five other pay
fields and include those with payroll.
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New Feature…Match accounts is now included
and expanded into the payroll module.
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New
Feature…Other pay accounts and liability
accounts are now separated on a separate tab.
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Explanation
as to why matching the accounts is important.
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New
Feature…The calculate and calc override
button is added to the weeks payroll record.
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New
Module…View summary of all payroll deductions
on screen.
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New
Feature…Driver’s License number added.
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New
Feature…Account from which salary is deducted
is now filled in automatically when you click
the Do Payroll button.
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New
Feature…Setup accounts button added to the
payroll module.
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Reimbursements tab explaining how to do reimbursements.
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New
Feature…Net pay and state tax fields along
with other pay are now visible on screen at do
payroll function.
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New
Feature…Post all payroll entries automatically
instead of one at a time.
New Feature...Date boxes to track background check
information.
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Easy
link to back ground checking company with preferential
treatment.
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Phone numbers are all listed together and visible
on the personal info
page.
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New
Feature…You can now add the social security
number of a person.
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Miscellaneous info on family screen now visible
with a mouse click.
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Photos
enlarged on the family, employment, and profile
module.
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Relation
to family codes now visible on family screen.
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New
Feature…Grandparents added as an option
on family screen.
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User-Defined
codes info grouped together on Church tab.
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Counselee
added to list.
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Group
tracking now separated from Sunday School information
on SSchool/Group page/
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Visitor
table expanded.
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Most
Table views updated, expanded and redesigned.
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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.
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New
Feature…Group Attendance/Tracker module
upgraded.
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New
Feature…Several modules require less clicks
than previous versions.
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New
Feature…Calculated names show on personal
info page without having to click a button.
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Household
number moved to personal info page.
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Business
name now visible from personal info page.
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Added
new icon for Church File on several forms.
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New
Reports…Added additional profile landscape
reports for landscape pictorial preference.
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All Profile reports resized for larger picture
and updated.
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Tools
module redesigned with features easier to find.
Ex merge tables, update names, identify accounts.
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Envelopes
all changed to envelope #10.
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Comments
added to mailing module.
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Redesign
of mailing module.
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New
Feature…Set of new icons added to most modules.
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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 Bankt
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 define. ***
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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