IO Settings - Integration: How to set up integration between ParishSOFT Family Suite and ParishSOFT Accounting

How to set up integration between ParishSOFT Family Suite and ParishSOFT Accounting

  1. Integrate the databases: To turn on integration between ParishSOFT Family Suite and ParishSOFT Accounting, there are two Administrative settings that must be managed.
    • You must turn on the setting to tell the software to create a deposit when an offering batch is closed.
    • You must add the PSA ID to the organization so the software knows which two databases to integrate together.
  2. Deposit permission: Make sure every staff member who will be closing batches has an account set up in ParishSOFT Accounting that has permission to make deposits.
    • The PSFS staff that closes batches in offering in effect creates a deposit batch in accounting.
    • To create a deposit batch in accounting, the staff must have the proper permissions in PSA.
  3. Integration permission: Update the Access Rights in PSFS for each person who will close batches with Accounting Integration/Offering permission.
  4. Map the funds to the accounting revenue accounts.
    • The funds are normally mapped only one time and then each time a deposit is created in PSA, the revenue account that is mapped to the giving fund gets credited for the deposit.
    • Each batch must be mapped to the bank account each time the batch is created. When a deposit is created through integration the selected bank account will be debited.

 

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