Welcome to the new ParishSOFT Offering and how to get started

Here are some helpful articles you may want to glance over as you begin your journey with our redesigned Offering Module.

• How to navigate the Offering Module

If you use batches to post contributions

• How to move through the batch process from new to review to close
• How to add a batch (Quick Start Visualization)

If you do not use batches to post contributions

• How to add contributions outside a batch

• How to add contributions when there is no button (or plus sign)

If you use ParishSOFT Accounting and you use Accounting Integration

• How to set up integration between ParishSOFT Family Suite and ParishSOFT Accounting

Here are some short (1 minute) videos that will demonstrate various tasks:

• Create a Batch
• Post to a Batch
• Review and Close a batch
• Correction Batch
• Correction Batch - Review & Close
• Importing Contributions
• NSF

Knowledge Base Article Sections

• Batches
• Contributions
• Funds
• Main Reports Section
  • Donor Reports (Statements)
  • Analysis Reports
  • Pledge Reports
  • Other Reports (Audits, Lists, Records)

Updated July 10, 2023 14:25