Interface to external accounting packages

This feature allows Debits and Credits to be applied to an outside accounting package such as Peachtree Accounting for Windows. There are basically two parts to this feature. Part one is done just one time to setup the accounting environment and part two is done any time after new transactions have been entered into the Compugene Membership System.

Part one consists of setting your options for the accounting package and building a chart of account numbers that should be imported into your accounting package. This is done once as follows: select the Options menu item from the main window and choose the Financial tab. Then click the Acct Package button. You then enter the coded name of your company, as displayed in your accounting package. You also choose the accounting package and the first code number to use for your charities. Then click the Create Codes File button to create a csv file that will be used by the Compugene Membership System and also must be imported into your accounting package as a chart of account numbers. Note: account numbers will be assigned sequentially beginning with the number displayed in the code number box. If you want to create your own numbers, first create the chart and then manually edit the chart.csv file created before importing into your accounting package. This file MUST be named "chart.csv" and must reside in the folder that also contains your "cms.exe" file.

Part two: every time a transaction is made in the Compugene Membership System, a record is automatically placed on a file. At any point during your session, while your accounting package is running, you can click the Actions menu item from the main window and click on the Send Updates to Acct Pkg menu item. Any transactions not already applied will be sent to your accounting package. There's no need to keep track, since transactions are automatically prevented from being posted to your accounting package more than once.