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 following items may affect what you may or may not see on a family's giving history page.
Access Rights & Permissions
Only staff that has view offering and giving history access rights marked will be able to see any giving history. See How to assign access rights to staff.
Ensure Staff Members have ALL Fund Permissions enabled. See How to set up staff with fund permissions.
Status of Batches
Only contributions that are in a closed batch, or that were posted directly on the contributions page will be present on the giving history page.
Tax-Deductible Status
Navigate to Offering > Funds > Search for specific fund.
Check for tax-deductible setting outlined below:
If you have the tax-deductible check-box marked, only contributions posted to a tax-deductible fund will display. Try un-marking this option.
If the posting now displays but you are certain this posting should be to a tax-deductible fund, you must edit the fund and update the option.
Check the Member Record
Only contributions posted to the family record will display unless the option to Include Member Information is marked. We highly recommend marking this option.
Double-check the posting date
The posting date must fall within the selected year on the giving history page. If you know you selected the correct year on this page and all of the above criteria is met, go to the Contributions page and double-check the posting date.
If you discover the posting date was incorrect, you may update it through a correction batch.
Clear Filters
Double-check all of the other filters on the Giving History page, selecting all funds and all years to see if the posting displays.
Administration > Manage Staff
Ensure the staff member working in the records has permission to view Giving History:
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