How to add a Fund to ParishSOFT Desktop: Offerings and Pledges.
- Open the Offerings and Pledges module in ParishSOFT Desktop and login.
- Click on the Add/edit/Delete Funds Button.
- Take noted of the last Chart of Account Fund # in the scroll-able list. You will create a Chart of Account # by choosing the next number available. This will also serve as your QuickBooks Account # if you utilize that software. (Item 1)
- Click on the Add button toward the bottom of the page. (Item 2)
- Add the new Chart of Account # that you previously noted from the scroll-able list in the Account Number field and the QuickBooks Account Number field. (Items 1 & 2)
- Add the Fund Description. (Item 3)
- Click on Update. (Item 4)
- Verify that all information is correct in pop-up box.
- Click on OK.
- You will now be able to use this Fund when Posting Contributions.