ParishSOFT’s Offering module lets you export a complete list of your organization’s funds, including Fund IDs and account numbers. This guide explains how to generate and download the full fund list for use in planning, reporting, or administrative tasks.
- Go to the Funds page.
- Using the Navigator Bar, select Funds.
-or- - Using the Funds Card, select Go to Funds.
- Using the Navigator Bar, select Funds.
- At the right-side of the Funds page click the Export icon to generate a list of funds with Fund ID Codes:
- Click the export button in the upper-right section of the screen
- Fund ID Codes are listed in Column A in the exported Excel worksheet (see lower image)
Updated