IO Getting Started - Benefits: How you will benefit when upgrading from PSFS Offering to PSIO Offering

New Features and Enhancements in Redesigned Offering

  1. Faster overall system performance

    • All pages should be performing in 2 seconds or less

  2. New look and feel

  3. Better auditing and logging

    • All records identify date created, date modified, created by, modified by

  4. Settings: Users have several new options available

    • Can require batches for contributions and/or pledges

    • Limit each batch to a single fund

  5. Reports are exported in XLS format: header and footer information is separated into multiple tabs in the spreadsheet.

  6. Better organization of reports

    • Donor: reports facilitate communication with donors

    • Analysis: reports analyzing giving totals and history

    • Pledge: reporting on the status of pledge campaigns

    • Audit: reporting on changes to batches, contribution, and pledge data

  7. Improvements to contribution statements

    • Statements can be set to include non-tax-deductible contributions and omit the IRS disclaimer.

    • New options for filtering specific contribution types or families with bad addresses.

    • The streamlined process takes fewer steps.

    • Option to include letterhead graphic on both contribution and pledge statements

  8. E-Statements on Demand. Parish staff doesn’t have to generate E-Statements. Instead, they release statements, which are then accessible through My Own Church at the parishioner’s convenience.

  9. Contribution History by Donor Report compares contributions for each family over several years, including filters to identify new and lapsed donors.

  10. Pledge Adjustment Report: Allows parish to see all adjustments made to a specific pledge fund for a defined date range.

  11. Audit Report can be run for only pledges, contributions, or batches.

  12. Integration: transfer pledge and contribution data directly from online giving platforms to Offering.

    • Available for legacy Online Giving and Digital Offering.

  13. Can mark Funds as Inactive, hiding them from posting screens.

  14. Batch Posting (compared to Quick Entry)

    • Fund, Contribution Type, Date, Tax-Deductible Status can be changed for one contribution.

    • Default settings are visible in the sidebar while posting.

    • See Workflow Changes for more information.

  15. Giving Source is a new field that tracks where contributions originated (ex.: Manual Entry, Digital Offering, File Import).

    • Giving Source has been added as a filter to the Batches, Pledges, and Contributions screens.

  16. Pledge End Dates:

    • When a pledge has an end date, contributions posted after that date are not attached to the pledge.

    • Users can end-date pledges in bulk at the end of a campaign or offertory year. This means they no longer have to create separate funds for each pledge year.

  17. The “Add $0 Pledge” button has been removed. We’ve added an “Add Contributions to Pledge” option, available through Pledge Details. If a family contributed to a fund before formally pledging, you can link the contributions to a new pledge so the family gets credit for them.

  18. Tax-deductible status can be set at the contribution level.

  19. Improved Contribution list

    • Easier navigation of posted contributions

    • Allows for better searching and filtering for contributions

  20. Lifetime Giving

    • Dashboard showing highlights and graph with trends for each family.

    • Links to pledge and contribution details filtered by family.

  21. End Date for Pledges

    • When you want to ensure that contributions are no longer made to pledges, you can give the pledge an end date. Contributions posted after the end date will not be assigned to the pledge.

    • Users can bulk add end dates to pledges from Fund Details

  22. On pages with a Family Group filter, you can select multiple family groups from a list of checkboxes.

  23. Integration with Accounting

    • Storing additional details on the Revenue Account in the DB, so within IQ the Funds > Revenue Account will return a usable value (instead of an internal ID), and users will be able to add Revenue Shortcut and Description to queries.

    • Adding a Project Code field to Fund Details, so users can associate a project to a fund, which will then be sent back to Accounting along with the rest of the deposit details when a batch is closed. This prevents users from needing to manually add the project info to batches in Accounting.

 

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