Technical Notes and FAQs
Are End of Year Checklists available for my CMS product?
Yes. End of Year Checklists are available in CMS as a report. On the CMS menu, click on Reports. You may print checklists for CMS Membership, Contribution, Attendance, Ledger & Payables and Payroll.
May I enter contributions for next calendar before running the End of Year in the Contribution system?
Yes. Make sure you use a batch date that is in the new year but do not post those batches. CMS will retain those batches in the new year when you run the End of Year process.
May I enter transactions in the Ledger & Payables system for a new fiscal year before ending the old fiscal year?
Yes. Date the transaction for the new year. The system will retain those transactions for the new year without effecting the old year.
May I process payrolls for the new year without ending the calendar year in the Payroll system?
It is not recommended you process new year payrolls without ending the calendar year. Run the Archive Fund Acct. utility in CMS to make a copy of the old year before ending the calendar year and processing payrolls in the new year. See your Payroll End of Calendar Year Checklist for more information.
I received a "Malicious Script Detected" message during the Archive process. What do I do?
This is a message from Norton Utilities on your computer. CMS runs a 'script' function to create a desktop shortcut on your computer. Norton Utilities detects this function and pauses for you to tell it what to do. Please select "Authorize this script" for CMS to correctly complete the Archive process.
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