PSA L&P - Accounts: How to add accounts in a stand alone organization

How to add accounts in a stand alone organization

If you use ParishSOFT Accounting through a managing organization such as a diocese, you will want to see the instructions for How to add an account when part of a diocese 

Standalone Organizations
If your organization uses a standalone chart of accounts, you can use the following procedure to add a new account.

Accounts → New Account 

  • Fill in the Description field
  • Choose the Account Type from the drop down menu
  • Complete the remaining fields
  • Click Submit to save

If you have another account to enter click New Account and repeat the process. 

Note: You must click New Account each time you want to create a new account. 

 


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