Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

The Fund Activity report gives you status on selected funds within your choice of date range, enabling you to see by fund total invoiced amounts, paid amounts, and current balances.

1. Click Reports in the left navigation bar

2. From the Report menu, select Fund Activity

3. To view fund activity within date range, click the calendar icons in the start and end date fields and select a date from each calendar. Alternatively, type a date in each date field.

   • The start or end date fields can be left blank for open ended reports
4. Click the Next link or select the Funds tab. Then, select either View report for all funds or View report for selected funds

4. • If you select View report for all funds continue to step 6

5. If you select View report for selected funds a list of funds will generate.  Select the checkbox next to each fund that should be included in the report.
   • Funds are searchable by Fund #, Description, External Fund 1 and External Fund 2

6. Click View Report

The report opens in the Report Viewer where you can view, save, and print the report.

Updated February 21, 2025 18:06