Welcome to the Customer Corner and On-Line Help Desk. Roughly one year ago we began making updates to CMTSTM for Windows® available to you from this website. During the last year three such updates have been placed on the web, the last one being version 5.070203m. To be notified by email when an update is available email us at cmts@torbertdata.com. Place “ CMTS Customer ” and your customer number in the subject area of your email and request that we notify you by email when a new update isavailable.
A new update to (CMTSTM for Windows® and (CMTSTM for Windows® should be available in early 2008.
If you have not previously done so, please fill out the customer Questionnair. Simply click on Customer Questionnaire and complete the questionnaire. It will take less than 5 minutes. Thank you.
Important Links
On-Line Support RequestCheck for product updates
Order CMTS/OMS checks from Dynamic Systems
Year End Procedures Review
It is neither necessary nor recommended to roll the year before entering data for the New Year. The system will separate the information. In donations, we recommend printing and distributing donor statements as soon as possible. Wait until April to roll the year. This gives you the opportunity to made corrections and other adjustments, then reprint any statements.
CAUTION: Never change the year in [Setup] > [Initial Parameters].
Roll the year instead [Tools] > [Year-End Roll]. Always perform a save and
a backup first.
The bookkeeping year is based on your fiscal year, not the calendar year. As with donations, information for the New Year will be kept separate. Do not roll the year until after all year-end reports have been printed and reviewed by the finance committee and any required audit is completed. More information on year ending procedures can be found in the TDS Advisor by clicking on [How Do I] > [Perform Year-End Procedures].
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