Useful tips and information about the Compugene Membership System

Window Sizing

All windows displayed in the system can be resized and moved to any place on your screen. The system will remember the sizes and the locations and will automatically open the windows in the same size and at the same position on the screen that you had last placed and sized them. To reset the window sizes and locations to their original factory specifications, use the Actions|Special menu option and choose the Reset Window File entry

Main Window

Many of the panels on the main window have dual purposes; when clicked they display different items:

If you click on the Description text, you can change the Database Description (this can also be done via the Actions menu item using the Change Database Desc choice)

If you click on the This Database text on the main window, you have the opportunity to open a new database (this can also be done via the Database|Open menu item)

The Last Update panel toggles with Time Connected (time elapsed since you last started the Compugene Membership System software)

The Created Date panel toggles with the Reset Date

The Day of Week/Time/Date panel toggles to Time/Date and simply Time

The Records panel toggles to Use count

The Sorted By panel when clicked will allow you to select a new sort order

The Notifies Pending panel when clicked will open the Notifies window

The Compugene Software panel when clicked will display additional information about the product and your database sizes.

Good Standing

How the system determines good standing (if a member is “paid-up”):

A member is in good standing if (see note after item 6):

1- the member has paid the minimum amount of dues due for the past period
2- the member has no balance forward outstanding
3- the member has paid required bldg fund for past period
4- the member has no amounts left owing (for balance period only)
5- the member has no amounts left owing that were due before the date of the run
6- the member has special arrangements with due dates and has met the amounts at the specified due dates

Note: For all non-balance periods, only conditions 1, 2, 3, 5 and 6 must be met; for the balance period, all 6 conditions must be met.


Clicking Small Financial Grid Columns

This table displays the data items displayed in columns of the various types of small grids (note: the date due display is optional and is set via the Options|Financial window):

Type	COL 1	COL 2	COL 3	COL 4
A-Balance Forward	date	amount total	purpose	amount paid
B-Amount Paid	amount	date	purpose	check number
C-Any charity column	amount	date	date due
D-Misc	amount	date	purpose	date due
E-Bldg Paid	amount	date	check number
F-Amount Owed	date	amount	purpose
G-Bldg Total	amount	date	date due


This table displays the actions performed when clicking on different columns of the small grid (types refer to the types in the above table):

Action	Types applied to	Result
Click on column 1	B,E	produce receipt/IRS statement
Click on column 3 purpose of "credit"	B	apply credit amount
Click on column 1, 2, or 3	A	delete balance forward entry
Click on column 2, 3, or 4 in amount paid or pledge	B,C,D,E	void/delete entry
Click on column 4	A	display connected balance forward payment entry in a new small grid
Click on date due	C,D,G if date due option is on	allow change of date due

Reconcile feature:

If you create a PAYEE NAME on the Accounts Payable window with the same name as a PAYMENT REASON on the Accounts Receivable window, the system will automatically add any amount paid for that reason on the Accounts Receivable window to the corresponding payee name's paid amounts on the Accounts Payable window. This can be useful when tracking money-in with money-out for those funds that are collected and then disbursed. (e.g. this can be used for Purim funds, Maos Chittim, and other amounts that are collected for later disbursement)

Special Values for Check Number Field on Small Financial Grid:

There are special values other than the check number that you can code in the check number field on the Get Payment window. Several of these values indicate that the amounts received should not display on a deposits report.
The following table displays the various special values the check number field of the Get Payment window can contain and what each value means:

Barter	Use this value to indicate an amount that was obtained via barter, such as when a member donates their labor or goods or time. Will not display on deposits report or IRS statement.
Cancelcredit	Use this value to indicate credit for a member due to his canceling of a payment from a past year (for example, he paid to use a facility but then did not have the party, so he takes a credit for the amount originally paid). Will not display on deposits report or IRS statement.
Cash	Use this value to indicate a payment made in cash or money order or traveler’s checks. Will display on deposits report.
Fromcredit	The system places this value in the check number field if this paid item was paid from an existing credit amount. Will not display on deposits report.

File names and their uses:

TABLE 1 displays: 1) the various prefixes that are displayed in TABLE 2 below that will vary depending on your settings, 2) what values those prefixes have, and 3) which folder the files with those prefixes must be located in.

TABLE 2 displays the usage of various files

TABLE 1
File Prefix:	Value of prefix:		Folder that this type of file is located in:
db	your database name		Any folder
yymmdd	year, month, date		Same folder as CMS.EXE, except .ewu files (backup files) can reside in any folder
TABLE 2
File Name		File Usage
db.CSD		Database
yymmdd.EWU		Database backup file
yymmdd.EWW		Library information backup file
db.EWZ		Deleted members file
TRC-mm-dd-yyyy-hh-mm-ss.TRC		Trace file (created if trace is set on)
db.DIA		Diagnostic file
db.LOG		Database log file
db.PRT		Last display image
db.TXT		Mail-merge output file
CMS.PWD		Password main file
CMS.TXT		Template file
CMS.INI		Init file
CMS.SCT		Seat chart file (optional)
CMS.PCT		Cemetery plot chart file (optional)
CMS.EWP		Password backup file
MT backup mm-dd-yy hh-mm-dd xM.BKP		Member-types backup file
The following files must reside in the same folder as CMS.EXE:
CMSREGIS.DLL		Program used by CMS.EXE
CMSUTIL.DLL		Program used by CMS.EXE
CMSSMTP.DLL		Program used by CMS.EXE
DATEDLL.DLL		Program used by CMS.EXE
CMSHCC.DLL		Program used by CMS.EXE
CMSDATA.DLL		Program used by CMS.EXE
ERRORS.HLP		Error message help file
GENE.CHM		Main help file
CMSUPDTS.TXT		Latest program update information
CMSMG.DAT		Encoded error message data
CMSMSGDB.DAT		Message file
VBPRNDLG.DLL		Program used by CMS.EXE
VBUZIP10.DLL		Program used by CMS.EXE
VBZIP10.DLL		Program used by CMS.EXE
CMSFC.DLL		Program used by CMS.EXE
The following file is optional, but if provided, must reside in the same folder as CMS.EXE:
CHART.CSV		Contains chart of account codes used by outside accounting package (if one is specified)