PSFS Integration - Accounting: How to turn on integration between ParishSOFT Family Suite (New Offering) and ParishSOFT Accounting

How to turn on integration between ParishSOFT Family Suite (New Offering) (PSFS) and ParishSOFT Accounting (PSA)

  • Your login must have Administrator Rights to set up integration between PSFS and PSA
  • To set up the integration, you must have the PSA Database ID.

Mark the option to require a deposit get created when an offering batch is closed

Offering  (If you have not yet transitioned to our new offering option, please see Legacy Offering)

  1. In Offering, go to Settings
  2. Mark the checkbox to require the system to create a deposit... and save the record.
    IO_Settings_Offering_Require_deposit.png

Skip down to the next step

 

Legacy Offering

Set up PSFS for integration with PSA

  1. Log in with an account that has administrator permissions.
  2. Go to the Administration tab
  3. Go to Module Settings.
    • Under Module, expand Offering and then click Accounting.
    • Mark the checkbox under Accounting Settings, and click the Save Settings button.
      admin_modules_offering_accounting.png

 

Add the Accounting Database ID to the PSFS Organization

  1. From the Administration tab, select Organizations.
    navigate_admin_to_org.png
  2. Select your organization from the list on the left side and click the Edit Organization Record button.
    Edit_Org.png
  3. Enter the PSA Database ID and click Save
    Add_PSA_Database_ID.png

    At this point, integration is turned on between the ParishSOFT Membership and ParishSOFT Accounting applications at the organization level. To learn how to set up integration once it is turned on, see the article, How to set up integration between PSFS and PSA.
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.