PSA: Ledger & Payables (13 Sub-Sections)

PSA: End of Period/Year Processing (3 Sub-Sections)

Payroll (2 Sub-Sections)

PSA: Getting Started

• PSA Getting Started - Accounting Period: How to Update the Accounting Period when just getting started in PSA
• PSA Getting Started - Accounts: Build Your Chart
• PSA Getting Started - Accounts: How to add an account when not part of a diocese
• PSA Getting Started - Accounts: How to add an account when part of a diocese
• PSA Getting Started - Bank Reconciliation: How to reconcile your first statement post-conversion
• PSA Getting Started - Basic Setup

PSA: General System Issues and Questions

• PSA General - Forms: Can we return unopened forms purchased from ParishSOFT Forms?
• PSA General - Forms: ParishSOFT Checks & Forms company contact information
• PSA General - What is the Scope of Technical Support? 
• PSA General - Who can help me?

PSA: Accounts Receivable (A/R)

• PSA A/R - Accounts: Why is there no A/R account when entering invoices?
• PSA A/R - Credit Memo: Created refund bill then deleted the bill causing credit to be unavailable yet still showing (technical issue)
• PSA A/R - Credit Memo: How to issue a credit when a customer is canceling their account
• PSA A/R - Credit Memos: How to issue discounts or credits
• PSA A/R - Credit Memos: How to remove a credit memo or the remaining balance
• PSA A/R - Credit: How to refund a remaining credit when a partial refund has already been applied to an invoice

PSA: Consolidation Manager or Software Integration

• PSA Consolidation Manager - Accounts: Changes to accounts made at the Consolidation Manager level update the accounts at the parish level
• PSA Consolidation Manager - Accounts: How to add a new account at the diocesan level and push it automatically to all parish's Charts of Accounts
• PSA Consolidation Manager - Accounts: How to add or change an account
• PSA Consolidation Manager - Accounts: How to define account code levels in Consolidation Manager
• PSA Consolidation Manager - Communication: How to update messages displayed in the Dashboard Messages window
• PSA Consolidation Manager - Dashboard: How to use the messages window

PSA: Purchase Orders

• PSAv Purchase Orders - Processing: Processing to a Bill (Video)
• PSAv Purchase Orders - Processing: Receiving (Video)
• PSAv Purchase Orders - Setup: Item Setup (Video)
• PSAv Purchase Orders - Setup: Sales Tax Setup (Video)
• PSAv Purchase Orders - Setup: Shipping Address Setup (Video)

PSA: Fixed Assets

• PSA Fixed Assets - Accounts: Where to assign an asset account and a depreciation expense account for a fixed asset
• PSA Fixed Assets - Asset Information: How the Asset ID is assigned
• PSA Fixed Assets - Asset Information: How to mark the Insured box
• PSA Fixed Assets - Depreciation: Both an asset account and an expense account are required in the Depreciation tab
• PSA Fixed Assets - Depreciation: Can the system use methods other than straight-line depreciation?
• PSA Fixed Assets - Depreciation: How to evaluate the difference between the Asset Cost and the Book Value of a fixed asset

PSA: Ledger Report Writer (LRW)

• PSA LRW - Reports: How to replicate and share a report
• PSA LRW - Reports: If the diocese placed a copy of a report into the Custom Statement Libraries of several organizations, can these reports be bulk edited?
• PSA LRW - Rows: How to get more than 30 memorized numbers in a subtotal row
• PSA LRW - Reports: How to append reports
• PSA LRW - Rows: How to add specific account rows (long account codes vs short-cut codes)
• PSA LRW - Why can't I create new reports in Ledger Report Writer?

PSA: GAAP Compliance

• PSA GAAP Compliance - Feature: What is GAAP?
• PSA GAAP Compliance - Accounts: Dedicated accounts may not be used with the GAAP feature
• PSA GAAP Compliance - Accounts: How to eliminate dedicated accounts
• PSA GAAP Compliance - Accounts: How to set up net asset accounts
• PSA GAAP Compliance - Accounts: How to set up release accounts
• PSA GAAP Compliance - Accounts: What are Release Accounts?