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PSFS Offering | Getting Started - Quick Start: How to add a batch

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Bethany Sponseller
Last Updated November 21, 2022 16:50
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Once you have entered all of the postings...

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For step by step written instructions see the following articles:

  • How to add a new batch
  • How do I know if my batch is in balance?
  • How to edit the batch details
  • How to flag a batch for review
  • How to review a batch
  • How to close a batch

 

Here are some short (1 minute) videos that demonstrate this process:

  • Create a Batch
  • Post to a Batch
  • Review and Close a batch

 

 

 

 

 

 

 

 

 

 

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Related articles

  • PSFS Offering | Batches - Process: How to add a new batch
  • PSFS Offering | Getting Started - Overview: Welcome to the new ParishSOFT Offering and how to get started
  • PSFS Offering | Batches - Process: How to move through the batch process from Create & Post to Review & Edit to Close
  • PSFS Offering | Batches - Process: How to edit or view the Batch Details record (Fund, Name, Description, Counts, Amounts) or How to make the close button live when the batch is in review
  • PSFS Offering | Batches - Process: How do I know if my batch is in balance?

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