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• PSFS MOC - Admin: How to get back to family suite from My Own Church

  How to get back to family suite from My Own Church From the My Own Church view, click on the Hom...

• PSFS Administration - Bookmark: How to update your browser bookmark for the new ParishSOFT web address (URL)

  How to update your browser bookmark for the new ParishSOFT web address To bookmark your new Famil...

• DMO Getting Started - Quick Start: How to add a batch

    Once you have entered all of the postings... For step by step written instructions see the fo...

• DMO Getting Started - Overview: Welcome to the new ParishSOFT Offering and how to get started

  Welcome to the new ParishSOFT Offering and how to get started Here are some helpful articles you ...

• DMO Statements - Donor Reports: EOY | How to configure your tax statements: Signature, Letterhead, Body of Statement, Printed Name

  How to configure your tax statements: Signature, Letterhead, Body of Statement, Printed Name Nav...

• PSFS Family Directory - Family List: How to reassign or delete a family envelope number

  How to reassign or delete a family envelope number The system does not store historical informat...

• PSFS Family Directory - Family List: How to add an unregistered copy of a family record

  How to add an unregistered copy of a family record Also described as 'How to add a visiting famil...

• DMO Integration - Accounting: How to turn on integration between ParishSOFT Family Suite (New Offering) and ParishSOFT Accounting

  How to turn on integration between ParishSOFT Family Suite (New Offering) (PSFS) and ParishSOFT A...

• DMO Integration - Settings: How to set up integration between ParishSOFT Family Suite and ParishSOFT Accounting

  How to set up integration between ParishSOFT Family Suite and ParishSOFT Accounting Before settin...

• DMO Batches - Process: How to add a new batch

  How to add a new batch If you are just setting up your software, please see How to configure Batc...

• PSFS Administration - Manage Staff: How to add a new staff record to your organization

  How to add a new staff member to your organization Use this procedure to add a new staff member...

• PSFS Administration - Manage Staff: How to create a new staff assignment record

  How to create a new staff assignment record   Add new staff Open Family Directory. Make sure th...

• PSFS - General System: Recommended Internet Speed

  Recommended Internet Speed for PSFS The recommended Internet speed for ParishSOFT Family Suite is...

• PSFS IQ - Offering: How to create a Batch Reconciliation Report

  How to create a Batch Reconciliation Report If you need to reconcile a batch to a bank deposit yo...

• DMO Reports - Differences: How PSFS Offering Reports compare to PSIO Reports

  How PSFS Offering Reports compare to PSIO Reports The following chart shows how to find a report ...

• PSFS Tuition - Invoices: How to apply a credit to a new invoice

  How to apply a credit to a new invoice   In a nutshell: Once you have filled in the information ...

• PSA L&P - Vendor: Electronic Filing and Tax Forms (1099/1096) How to file your 1099/1096 electronically

  How to file your 1099 electronically If you have not yet done so, you must create a Nelco accou...

• PSA L&P - Vendor 1099: How to print 1096/1099-MISC and 1096/1099-NEC forms

  How to print 1096/1099-MISC and 1096/1099-NEC forms New in 2020 there are two 1099 forms for oth...

• PSA L&P - Vendor 1099: How to set up a vendor to show on the correct 1099 form (1099-NEC or 1099-Misc)

  How to set up a vendor to show on the correct 1099 form The vendor will print on a 1099-Misc for...

• PSA L&P - Process: How to record your PPP loan

  How to record your PPP loan Our ParishSOFT Software Support Team loves to help our customers lear...

• PSA L&P/Payroll - Reports: How to get reports to fill out the Payroll Protection Program Application

  How to get reports to fill out the Payroll Protection Program Application *Note: you may want to ...

• PSA GAAP Compliance - Feature: What is GAAP?

  What is GAAP? The accounting profession relies on generally accepted accounting principles, or GA...

• DM Getting Started - DM Processing: Development Manager Overview

  Development Manager Overview How to navigate the Development Manager screens  (opens link in new...

• PSG Changes - ParishSOFT Giving begins to introduce changes in the software for customers

  ParishSOFT Giving begins to introduce changes in the software for customers Donor Portal Changes ...

• OLG Administration - Managed Giver: How to set up Managed Giving accounts

  How to set up Managed Giving accounts Managed Giver accounts are set up and maintained by the ch...

• PSG Gear Button - ChMS Integration: Checklist

  Integration Checklist Before you start integrating  ParishSoft Giving with ParishSoft Family Sui...

• PSG Reports - Transactions: Credit Card Rejection Codes

  Credit Card Rejection Codes Half of these may be fixed by correcting the card information in...

• PSG Reports - Billing Report: How to view your organization's processing fees

  How to view your organization's processing fees The payments industry is continually evolving and...

• PSG Forms - New: How to create a new form from scratch

  How to create a new form from scratch Click Forms in the Navigation Bar on the left side of your...

• How to submit a ticket

  How to submit a ticket Starting June 3, 2019, Zendesk will no longer be supporting Microsoft Inte...

• PSFC Setup - Overview: How to set up ParishSOFT Facility Calendar

  How to set up ParishSOFT Facility Calendar The first step you must undertake to begin using Facil...

• ParishSOFT Family Suite Release Notes

  2022 Release Notes   Notes Published Date Release Notes Link Release Date July 12, 2022 PSFS...

• ParishSOFT New Offering and DM Release Notes

  2022 New Offering Release Notes   Notes Published Date Release Notes Link Release Date Aug...

• ParishSOFT Accounting Release Notes

  2022 Release Notes   Notes Published Date Release Notes Link Release Date June 27, 2022;upda...