This article informs you of recently added features, enhancements, and changes made in ParishSOFT Family Suite.
June 18, 2025 – Version 5.0.51
Development Manager
Add Count and Total to Refund Import Screen
We've enhanced the Refund Import page in ParishSOFT - DM - Funds - Refunds - Import Refunds to provide you with more detailed information when uploading a file. This improvement will help you better validate the data in your import file.
- New features include:
- Total Amount in File: Displays the sum of all refunds in the imported file
- Number of Organizations in File: Shows a count of unique organizations in the file
- These additions will make it easier to verify that you're importing the correct file and help prevent duplicate imports. The "Number of Organizations in File" count will only include each organization once, even if it appears multiple times in the file.
New ParishSOFT Platform
ParishSOFT New Platform User Migration Update
We're excited to announce several improvements to the ParishSOFT New Platform user migration process. These updates are designed to make your transition smoother and more user-friendly. Here's what's new:
- Redesigned Family Suite URL Page
- When you visit the old parishsoftfamilysuite.com URL after your organization migrations to the new platform, you'll now see a fresh, new design. This page will guide you through the user migration process or direct you to the new platform if you've already upgraded.
- New, modern look
- Clear options for upgrading or accessing your upgraded account
- Seamless redirection to the next steps in your migration journey
- Enhanced User Migration Process
- We've revamped the user migration process to make it more intuitive and secure.
- Step 1: Verify Account
- Enter your existing Family Suite credentials
- Improved validation to ensure you're ready for migration
- New "Login with MinistryID" option for MinistryID users
- Includes a "Forgot Password" link to help you reset your password if needed
- Step 2: Set Login Email
- Confirm or update the email address you'll use for the new platform
- Support for users with single or multiple email addresses
- Clear messaging if an email is already in use by another user in the new platform
- Secure email verification process
- Step 3: Improved User Experience
- We've made several tweaks to enhance your overall experience:
- Consistent design across all migration steps
- Clearer messaging for users who have already migrated
- Simplified navigation between steps
- Background styling that matches the new platform interface for a unified look
- Step 4: Security Enhancements
- Your security is our priority. We've implemented additional checks to ensure a safe migration process:
- Improved validation of user credentials
- Enhanced email verification system
- Checks to prevent duplicate accounts in the new platform
- We're confident these updates will make your transition to ParishSOFT's new platform smoother and more enjoyable. As always, if you have any questions or need assistance, our support team is here to help.
Bug Fixes
Resolved "Batch Accounting save error" for Negative Amount Integration Batches
We've fixed an issue where users were unable to close Integration batches with negative total amounts in PSFS Offering. Previously, this would result in a "Batch Accounting save error" message. Now, you can successfully close and deposit Integration batches with both positive and negative amounts into Accounting.
Students and Volunteers: Resolved Timeout Issues for Large Terms
We've addressed a timeout problem that sometimes occurred when accessing certain terms with a large number of students in the Students and Volunteers section of Religious Education. This fix will allow you to load and view data for all terms, regardless of the number of students, without encountering timeout errors.
Infrastructure Updates
Automatic Organization Access in New Platform for Existing Users with New Assignments
We've improved the process of granting access to new organizations in the new ParishSOFT platform. Now, when you add a new staff assignment for an additional organization to an existing user, they will automatically be provisioned for that organization. This means the user will see the new organization in their organization dropdown and be able to access it without any additional steps.
Preserving Accounting Integration Permission in New Platform
We've fixed an issue where users were losing their Accounting Integration permission when switched between Universal Admin and non-Universal Admin roles in the new ParishSOFT platform. Now, this permission will be preserved regardless of changes to the user's admin status, ensuring continuous access to the Accounting Integration features.
Improved Permission Handling for Admin Invites in New Platform
We've enhanced the permission handling when inviting Organizational Administrators or Diocesan Administrators to the new ParishSOFT platform from the Families > Manage Staff screen. This update ensures that:
Admin users are correctly granted Universal Admin rights in the new platform upon invitation.
The existing Organizational Administrator or Diocesan Administrator roles in ParishSOFT are preserved and not accidentally downgraded.
June 4, 2025 – Version 5.0.50
Enhancements
Modify the handling of organizational users without creating staff assignments at all orgs in new platform
We've improved how organizational users (those created with the "Grant sub-organization access" enabled) are created in the new ParishSOFT platform. Now, when a user is created with the "Grant sub-organization access" enabled, staff assignments will only be created at the diocese level, not for all child organizations. This keeps the existing experience for diocese admins and prevents cluttering staff assignments for child organizations.
Key changes:
- Users created with "Grant sub-organization access" enabled at the Diocese level will only have a staff assignment at the Diocese in Administration > Manage Staff, not at child orgs
- These users can still access all child orgs and Family Suite modules when logging in
- Users created without this enabled will only see and access the diocese org
This enhancement provides a cleaner, more streamlined experience for managing organizational users across a diocese.
Include Envelope number on PSFS Offering Audit Report
We've added envelope numbers to the Offering Audit Report to provide more complete audit records. The Envelope column will now display:
- Family envelope number for Family contributions
- Member envelope number for Member contributions
This additional information will help with verification. The change applies to both PDF and Excel versions of the report.
Note: The Development Audit report remains unchanged, still showing Family ID instead of Envelope numbers.
Bug Fixes
Fixed failure in InvoiceFamilyCustomerFamilyMerge when merging families with tuition data
We've resolved an issue where the process that merges duplicate family and member data was unable to process tuition module duplicates during family merges. The merge process will now complete successfully without errors when both the master family and source family have tuition data at the same organization.
Resolved issue with closing batches due to Generic Import linking family contributions to member pledges
We've fixed a problem where users couldn't close batches due to mismatched contribution and pledge associations. The system will now:
- Prevent imported contributions from being posted to a family record and linked to a member pledge
- Prevent imported contributions from being posted to a member record and linked to a family pledge
This ensures data consistency and allows batches to be closed properly after imports.
Pledge Statement is addressed using family record's auto-fill fields despite the pledge being posted to a member
We've corrected the addressing on pledge statements:
- For pledges tied to family records, the statement will use the correct family salutation as defined in Report Contents > Mailing Name Type.
- For pledges tied to member records, the statement will now correctly use the First Name and Last Name of the specific member.
Family Suite API Documentation Fix
We've addressed a formatting issue in our Swagger (OpenAPI) documentation to ensure a smoother experience for all our Family Suite API consumers.
Previously, our Swagger UI displayed DateTime fields using the format MM/dd/yyyy (e.g., 12/31/2024).
We've updated this to show the ISO 8601 standard format: yyyy-MM-dd (e.g., 2024-12-31).
This change aligns the documentation with the actual format used in API responses and requests.
Fixed failure in RE.ClassVolunteers when merging members with volunteer records
We've resolved an issue where the process that merges duplicate family and member data was unable to process members who are volunteers in Religious Education. The merge process will now complete successfully without errors when the associated member records are volunteers in Religious Education.
Infrastructure Updates
Family Suite - Optimize Session Properties Usage
We've made several optimizations to improve memory usage and performance in Family Suite:
- UserSession: Improved storage of user permissions to reduce session data size
- CurrentUserOrganizations: Streamlined to store only essential organization information
- UnitySession: Reduced stored Unity session data to only necessary information
- CaptchaInfo: Replaced session storage with direct Base64 image rendering
- EQQUERY & EQMODEL: Implemented session cleanup for IQ module to free up memory
These changes will result in more efficient memory usage and improved overall performance, especially for users with access to multiple organizations.
Fixed inability to migrate additional orgs from the Diocese page after initial migration
We've corrected an issue that prevented migrating newly licensed organizations to the new platform from the Diocese page after the initial diocese migration. Now, when attempting to migrate organizations from a previously migrated diocese:
- Newly licensed organizations will be migrated to the new platform
- Previously migrated organizations (including the diocese) will be skipped
- Unlicensed organizations will not be migrated
This allows for efficient bulk migration of newly licensed organizations without needing to migrate them individually from the Organizations page.
May 21, 2025 – Version 5.0.49
Bug Fixes
New Platform - Allow the Accounting Integration Permission to be Selected for Universal Admin users
Universal Admin users can now select the Accounting Integration > Offering permission in organizations migrated to the new ParishSOFT Platform. This change allows these users to enable the permission while keeping other permissions restricted, aligning with the Universal Admin role in the New ParishSOFT Platform.
The DELETE statement conflicted with the REFERENCE constraint "FKREClassStudAtt_ClassStudent"
We've resolved an issue where some family merges were failing due to a database constraint error. This fix ensures that merges involving families mapped to multiple parishes with attendance records at multiple parishes will now complete successfully without any errors.
New Platform - User Permission Error: Could not cast or convert from System.String to AIM.Online.Unity.BaseUnityResponse
We've addressed an error that occurred when modifying user permissions within the Administration > Manage Staff section of the New ParishSOFT Platform. The system now handles certain edge cases more gracefully, preventing the "Could not cast or convert" error message from appearing.
Some Family Group Values Unable to be Changed
We corrected an issue that was impacting a small group of customers, which prevented them from changing the Family Group value for certain family records.
May 7, 2025 – Version 5.0.48
Offering
All Funds List Export Enhancement
We've supercharged your All Funds List export with two powerful new fields: External Fund ID and Diocesan ID. Now, you can effortlessly include these crucial values in your reports, streamlining your workflow like never before.
Religious Education
Session Deletion Freedom in Religious Education
RE users, you now have the power to delete Sessions when they're linked to Registration records. Our intuitive new confirmation prompt ensures you're always in control, providing clear information about the impact of your actions. Enjoy the flexibility to manage your Sessions with confidence and ease!
Apr 23, 2025 – Version 5.0.47
Family Directory
Remove Email Option "Send Outlook Email" from Family Suite Modules
We've simplified your email experience in Family Suite! The outdated "Send Outlook Email" option has been removed from Family Directory, Ministry Scheduler, and Administration modules. This change helps prevent confusion and streamlines your email process.
Religious Education
Promote/Transfer Student Improvement
We've made a small but important change to the Promote/Transfer feature in Religious Education. Now, when you choose to transfer a student, the "Move up one grade" checkbox will be unchecked by default. This helps prevent accidental grade changes during transfers.
Bug Fixes
Giving Integration Contribution Posting Fix
We've resolved an issue where contributions coming into Offering from Giving were occasionally posting incorrectly. This happened in cases where the member who is matched to the Giving donor record was exported into their own family in Family Directory. In such situations, Offering will now inform Giving that the member is no longer part of the original family. This allows you to verify and match the donor to the correct record in Giving.
Giving Integration Donor Matching Fix
We've resolved an issue that prevented Diocesan users from matching new Giving donor records to parish family/member records. Previously the matching process only worked for families/members directly associated to the Diocesan organization within Family Suite. Now, the matching process will also look for matching family/member records that only have an association at a parish organization, ensuring that donations made by parishioners to the Diocese itself can be correctly attributed.
Merge Record Error Resolution
We've addressed several issues that were causing errors during the merge process. These fixes will help ensure smoother merging of records across various scenarios.
Organization Website Field Update Fix
A fix has been implemented to resolve an issue where some users couldn't update the Organization Website field in Administration.
Contributions Filter Reset Button Fix
The reset button functionality for the OBO Organization, Fund, and Batch dropdowns in the Contribution filter section has been corrected. This will make it easier for you to clear your filters and start fresh.
April 9, 2025 – Version 5.0.46
Religious Education
Option to Edit Volunteer Enrollment/Unenrollment Date In Religious Education Module
Empower your Religious Education management with enhanced volunteer tracking!
Easily edit enrollment and unenrollment dates for volunteers
Correct data entry errors effortlessly
Ensure accurate volunteer display in Attendance
Filter Students from Sign In Sheet Based on Enrollment and Unenrollment Dates
Streamlined Sign In Sheet reports for more accurate class representation
Offering
Batch ID Field Added to Contributions Page Filter/Grid
Supercharge your contribution tracking capabilities!
New Batch ID filter for greater accuracy in identifying contributions
Batch ID column added to the grid for quick reference
Enhanced sorting options by Batch ID for streamlined workflow
Administration
Last Login Date Added to Access Rights Export for Diocesan Administrators
Boost your administrative oversight!
New "Last Login Date" column in the Access Rights Export
Easily identify inactive user accounts for enhanced security
Streamline your user access review process
New ParishSOFT Platform
Physical Security Key for Multi-Factor Authentication in New Platform
Enhance your account security with our cutting-edge physical security key option
Experience peace of mind with an additional layer of protection for your valuable data
Enjoy seamless and convenient access while maintaining top-tier security standards
Bug Fixes
Transaction Deadlock Merge Error Resolution
We've a sporadic deadlock error that was causing hiccups in the merge workflow
Smoother sailing for your merge processes!
ParishSOFT API - Address Validation Improvement
We've fine-tuned our API to better handle Canadian postal codes
Seamless address updates for both US and Canada!
ParishSOFT Accounting Database ID Field Now Visible In New Family Suite Platform
We've addressed a display issue with the ParishSOFT Accounting Database ID field in Offering > Settings. This fix empowers you to enable Accounting Integration for your parish organization with ease.
Mar 26, 2025 – Version 5.0.45
Offering
Introducing the Envelope Number Field in Pledge List Export
Elevate your donor management with our enhanced Pledge List Export
Easily identify donors using their primary parish identifier
Bug Fixes
Seamless Merging of Religious Education Records
Effortlessly combine attendance histories and class records
Enjoy a smooth, error-free process for managing your educational data
Enhanced Staff Management
Our improved Position filter ensures you see only active staff assignments
Streamline your administrative tasks with pinpoint accuracy
Improved Contribution Statements
Experience flawless pagination and printing
Deliver clear, accurate statements to your donors every time
Optimized Merge Processes
Seamlessly handle Bulk Batch Move history
Preserve important fund permissions during member merges
Accounting Integration Permission Section Display Issue
We resolved an issue that prevented the Accounting Integration permission section from displaying for some users in the Administration > Manage Staff area
Mar 12, 2025 – Version 5.0.44
Family Suite
Help Links Update
All Family Suite help links now direct to the up-to-date Knowledge Base
Clicking the help icon opens https://support.parishsoft.com/hc/en-us in a new tab
Offering
Canadian Tax Receipts Enhancements
New Preview option for Excel export without generating receipt numbers
Improved validation to prevent accidental duplicate receipt generation
Redesigned export menu for better user experience
Extra Canadian Tax Receipt IDs Generated
When printing the Official or Excel versions of the Tax Receipt Report, extra IDs can sometimes be created even though receipts for those ID's were not generated.
Fixes
Contribution Detail Statements Printing Fix
Donor information now consistently prints on all pages of multi-page statements
Applies to both Offering and DM modules
Uploading Family Photos in My Own Church
Resolved an issue in My Own Church that prevented the Add link for uploading new Family photos from being active.
Unable to Post Negative Contributions in Batches
Resolved an issue in batch contribution entry that prevented users from entering negative contributions.
Feb 26, 2025 – Version 5.0.43
Offering
Batch Posting > Contribution > Display trailing zeros in amount value
We've improved the display of contribution amounts in Batch Posting. Now, when you enter an amount with trailing zeros (e.g., 147.60), it will be displayed correctly after saving, maintaining the exact value you entered.
Fixes
Member.DateModified now updates correctly
End Dated Assignments in Family Suite > Administration > Manage Staff do not show a selected Position when opened initially, and when opened after having viewed a non-End Dated Assignment they can show the incorrect Position.
Feb. 19, 2025 – Version 5.0.42.1
Fixes
Create Member Quick Search Endpoint on ParishSOFT FS External API v2
We've introduced a new endpoint for faster member searches: POST api/v2/members/quick-search
This endpoint provides quicker response times compared to the existing search endpoint
Users can apply various filters such as Organization IDs, Family DUIDs, Member DUIDs, Envelope Number, Name, Email, Phone, Address, and more
Results are limited to 50 records by default, with options to adjust limit and offset
Improved performance will especially benefit larger organizations
Improved Performance for Get Members by ID Endpoint on ParishSOFT FS External API v2
We've enhanced the performance of the GET /api/v2/members/{memberId} endpoint
Users will experience faster response times when retrieving individual member records
Error handling has been improved. When an invalid Member DUID is provided, the API now returns a clear "no record found" message instead of a generic error
All existing fields and data remain available in the response
Feb. 12, 2025 – Version 5.0.42
Administration
Administration Module Display Improvements
Similar display enhancements have been made to the Administration module's "Manage Staff" feature:
Action buttons (Edit Details, Close) at the bottom of the modal now display correctly on smaller monitors and at large resolutions.
This fix applies to both view and edit modes.
A vertical scrollbar has been implemented when needed to ensure all content is accessible.
These updates allow users to efficiently manage staff records regardless of their monitor size or resolution settings.
Fixes
End Date Staff Assignments are missing selected position(s) or wrong position(s) shows instead
End Dated Assignments in Family Suite > Administration > Manage Staff do not show a selected Position when opened initially, and when opened after having viewed a non-End Dated Assignment they can show the incorrect Position.
Batch Sorting Issues When Batch is Closed
Fixed an issue where the sorting order of contributions within a batch would change when moving the batch from Review to Closed status. The contribution line items in the Batch List Export will now maintain the same order as shown in the UI.
Volunteer Assignment in Non-Session Terms
Fixed a bug where volunteers were not displaying under the "Not Assigned in a Class" tab for terms without sessions. Unassigned volunteers now appear correctly in this view.
Save Button in Development > Settings > System
The Save button in Development > Settings > System was not functioning.
Database Errors in Family Suite API
Some Family Suite API requests were failing with database errors
Feb 3, 2025 – Version 5.0.41.1
Hot Fix
Display Issue with Find Family Modal Fixed
We've resolved an issue in the Add New Family process, where the Family/Member Details modal was being covered by the Find Family modal when users clicked on a family name in the search results.
The Family/Member Details modal now displays correctly and can be closed without any interference from the Find Family modal.
This fix ensures that users can verify existing family information before deciding to use it or add a new family.
Jan 29, 2025 – Version 5.0.41
Family Directory
Address Validation Improvements
Made several improvements to the address validation process when adding new families:
Extended the Postal Code +4 field to display all four digits and corrected the address validation to recognize this value
Corrected state name validation to recognize full state names and two-letter codes as equivalent
Add New Family Display Improvements
We've improved the display of the Family Directory's "Add New Family" modal:
Action buttons at the bottom of the modal now correctly display on smaller monitors and at large resolutions.
This improvement applies to both edit and view modes.
A vertical scrollbar has been added to the modal when multiple results push content below the visible area.
These changes ensure that users with smaller monitors or those using large resolutions can easily access all necessary functions when adding new families.
Field Label Alignment on Organization Directory Page
Updated the field labels on the Organization Directory page to follow MB design standards. Labels now display inside empty fields and move above when clicked or populated.
Fixes
Dupechecker Family Record Merging
Resolved a bug in the [tblBillingDefnFamilyMerge] stored procedure that was causing failures when trying to merge family records. The procedure now handles NULL values correctly when updating the tblbillingdefn table.
Batch Details Amount Field Display
Resolved a display issue where ending zeros in Contribution and Pledge Amount fields were not showing after saving a batch. These trailing zeros now appear correctly.
Batches List Filter Reset
Corrected the functionality of the Reset button on the Batches page filter. Filter values now properly reset to their defaults and the search results reflect the updated criteria.
Tuition Module Bug Fix
We've resolved an error that occurred when including students on invoices with long Term names in the Tuition module:
The system now accommodates Term names of 16 characters or more when the "Include students on invoice" option is selected.
Users can successfully save and finalize invoices without encountering the "String or binary data would be truncated" error.
The fix ensures compatibility with the full character limit allowed for Term names in Religious Education.
This resolution allows for seamless invoice creation and management, regardless of Term name length.
Givers Endpoint in Family Suite API
Field mapping and data issues with the Givers endpoint in the Family Suite API have been corrected.
Special Needs Text Update
Fixed an issue where the hovertext for special needs flags on the Students page wasn't updating immediately after changes. The page now refreshes automatically to display the updated special needs text.
Volunteer Removal When Classes Deleted
Fixed an issue where volunteer records were not removed when classes were deleted. We have also removed all volunteer records which were impacted by this issue.
Jan. 16, 2025 – Version 5.0.40
New ParishSOFT Platform
Contribution Detail Endpoint
Added a new Contribution Detail endpoint to the v2 Family Suite customer API.
Users can now pull detailed contribution data for their organization.
Implemented optional filters for Date Range, Fund ID, Family ID, Member ID, Amount, Giving Source, and OrganizationId.
The endpoint returns comprehensive contribution data, including Contribution ID, Date, Amount, Family ID, Member ID, Fund details, and more.
Updated Swagger documentation to include the new endpoint.
Ability to Unlink MinistryID from Family Suite Login
Added a GUI option for Diocese/Organization administrators and internal MB staff to detach MinistryID logins from PS logins within the PSFS admin tab.
This feature is only available for organizations not migrated to the new platform.
The option is only visible for user records with a MinistryID value.
Add Pledges Endpoint
Implemented a new Pledges endpoint in the v2 Family Suite customer API.
Allows API users to retrieve pledge data and associated contribution history for their organization.
Includes optional filtering by various fields such as Date Range, Fund ID, Family DUID, and more.
Returns comprehensive pledge data including Pledge ID, Amount details, Dates, and associated information.
Member Aux ID Field Addition
Added the Member Aux ID field to the columns in the Member List grid and the grid search options.
Users can now search for third-party IDs in this field.
Family Suite API Givers Endpoint Expansion
The v2 Givers endpoint (api/v2/offering/{organizationId}/givers) has been enhanced to return all families that have donated to an organization, regardless of their registration status.
Sacrament Group Entry Page UI Improvements
Updated field labels and checkbox alignment on the Group Sacraments Entry page to follow MB design standards.
Implemented dynamic field labels that display inside empty fields and move above when clicked or populated.
Fixes
Unable to Download E Giving Statement in My Own Church
Fixed an issue that prevented My Own Church users from downloading their electronic contribution statement
Class Deletion Error Message
Resolved an issue where an error message appeared at the bottom of the screen when deleting a class in Religious Education.
Classes can now be deleted successfully without any error messages, regardless of attendance records.
Class and Session Page Refresh
Addressed a problem where the Class and Session page did not refresh properly.
The Sessions tab now updates correctly when modifying a term or deleting a session, without requiring a manual page refresh.
Manual Schedule Name Display
Fixed incorrect name values display in the Ministers Available for the Selected Event grid.
Corrected the manual schedule conflict prompts to show the correct name format.
Member Details Ministries Tab Navigation
Fixed an issue were clicking the Details icon in Member Details - Ministries tab incorrectly redirected users.
Merge Error Due to Duplicate Fund Permissions
The Family Suite Administration Merge process has been updated to resolve an issue where merging families with conflicting fund permissions caused failures. The system now successfully removes fund permissions for the duplicate member record during the merge process, ensuring a smooth operation without errors.
Invalid Date Entry Prevention in Contributions
We've implemented date validation in the multi-contribution edit functionality to prevent users from posting contributions with invalid dates. This aligns with the main contribution entry process, restricting dates to within 2 years in the future and 10 years in the past, while also preventing 3-digit year entries.
Religious Education Term Deletion Logic Update
The term deletion process in Religious Education has been refined. Users can now delete terms with no associated classes or enrolled students/volunteers. Terms with only soft-deleted records cannot be deleted but can be marked inactive. The system retains the existing "term in use" message for terms with active classes or enrolled participants.
Family/Member Import Contact Info Functionality Restored
The Family Directory import processes for both family and member contact information have been fixed. These imports now function correctly in both the new platform and the existing platform, properly validating and importing records as expected.
Merge Error Due to ClassStudents Unique Index Constraint Error
Resolved issue causing some Family/Member merges to fail due to duplicate key errors in the 'RE.ClassStudents' table.
Addressed the "Cannot insert duplicate key row" error affecting the unique index 'IXClassStudentsUniqueMember'.
Merge Error Due to SessionMeetings Foreign Key Constraint Error
Fixed Family/Member merge failures related to the "FKRESessionMeetings_CreatedBy" foreign key constraint in the 'RE.SessionMeetings' table.
Merge Error Due to RegistrationResponse Foreign Key Constraint Error
Resolved Family/Member merge failures caused by the "FKRERegistrationResponse_CreatedBy" foreign key constraint in the 'RE.RegistrationResponses' table.
Invoice Creation Error for Long Session Names
Fixed the "String or binary data would be truncated" error when creating invoices for students linked to sessions with names exceeding 50 characters.
Tuition module now accommodates the full length of session names allowed in RE.
Required Fields in Bulk Edit Contributions
Fixed bug allowing users to save changes in the bulk edit contribution screen without filling in required fields.
Implemented validation to ensure all required fields have valid entries before saving changes.
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