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 with a name that is easy to identify. If all of your bank accounts are named 'Checking Account,' you will not easily know which one to select.
  • Choose the Account Type from the drop-down menu (which is always Asset for a bank account)
  • Complete the remaining fields. (Each organization will have different fields.)
  • Mark the account as a bank account.
  • Add the Service Charge and Interest Accounts. These accounts are used in the Bank Reconciliation process so you don't have to add this information via journal entry.
  • 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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