IO Funds - Mapping: How to map funds for integration with ParishSOFT Accounting

How to map funds for integration with ParishSOFT Accounting

In order for redesigned ParishSOFT Offering (IO) to integrate with ParishSOFT Accounting (PSA), each IO fund needs to be mapped to a PSA account: usually a revenue account (or less often to a liability account or to a dedicated account). Note: due to background processes, if you hoping to do this directly after the integration setup, we suggest waiting approximately 10 minutes between the integration "setup" and starting this mapping process, and logging out and back in before you begin. 

  • Each fund in IO can only be mapped to one revenue account in PSA.  However, a revenue account can have many funds mapped to it
  • When you start Integration, you will have to map every fund you are using to a revenue account.
  1. To map Funds, go to the Offering Module. On the Funds card, click on Go To Funds.
    Funds_Screen_Nav.png
  2. Click the magnifying glass to view all funds.
    mag_glass_for_all_funds.png
  3. For each fund, click the name of the fund
    click_fund_name_on_batches_card.png
  4. Map this IO fund to the correct PSA revenue account, and make sure to save the record.
    map_revenue_acct.png
    • If you do not see the PSA account descriptions listed in the Revenue Account field and you have followed all of the prior integration instructions, please sign out and back in and look for it again. There may have to be about 10 minutes between finishing the setup and this being available.
    • If you have funds that you are no longer using, you do not need to map them to revenue accounts.  However, you should give an end date to funds you do not want to use
  5. After you have mapped all funds, Integration is complete.

 

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