ParishSOFT Family Suite (PSFS)

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• PSFS General Issues and Questions
  • ParishSOFT Family Suite API
  • Microsoft Power Automate Resources
  • PSFS - Edge: Save and/or Print features not working when using Microsoft Edge
  • PSFS - Help: Accessing Help Files in ParishSOFT Family Suite or Diocesan Suite
  • PSFS - General System: Recommended Internet Speed
  • PSFS - Turn off Auto-fill in Google Chrome

  See all 22 articles

• ParishSOFT Family Suite: Logging In
  • PSFS Family Directory - Log in: How to resolve the error, "Server Error in '/' Application," when trying to log in
• PSFS Family Directory Refresh
  • PSFSr Family Directory Refresh - playground: How to...
  • PSFSr Family Directory - Family/Member List: How to filter your family list using the fuzzy search and/or Rolodex features
  • PSFSr Family Directory - Family List: How to add a family as unregistered (also move from another church)
  • PSFSr Family Directory - Family List: How to filter the family list using the funnel search button and advanced filter features
  • PSFSr Family Directory - Family List: How to add a family as registered (also move from another church)
  • PSFSr Family Directory - Family List: How to edit a family record

  See all 32 articles

• Home
  • PSFSv Home - Organization Directory: How to Search for and Mark Favorites (Video)
  • PSFS Home - Pictorial Directory: Why families can't see the pictorial directory in My Own Church
  • PSFS Home - Organization Directory: How to add a custom organization
  • PSFS Home - Organization Directory: How to add an organization to your "favorites" group
  • PSFS Home - User Settings: How to switch member display from age order to alpha order and back
  • PSFS Home - Giving history: Why am I not able to see giving history?
• Family Directory: Family List
  • PSFS Family Directory - Family List: How to recover a deleted family
  • PSFS - Family Directory - Member List: How to create a list of members by career type
  • PSFS Family Directory - Family List: How to make changes to a family that isn't registered to any parish
  • PSFS Family Directory - Email List: How to create a list of families with email addresses
  • PSFS Family Directory - Family List: How to remove a parishioner from receiving envelopes without affecting giving
  • PSFS Family Directory - Famiy List: How the software handles mailing address when that field was left blank

  See all 85 articles

• Family Directory: Member List
  • PSFS Family Directory - Member List: sacrament cannot be updated because the member belongs to an existing marriage record
  • PSFS Family Directory - Member List: How to enter a maiden name on a member record
  • PSFS Family Directory - Member List: How to create a report of members of a specified age range
  • PSFS Family Directory - Member List: Field descriptions for member details
  • PSFS Family Directory - Member List: How to add or edit a sacrament record in member details
  • PSFS Family Directory - Member List: How to search for a member record

  See all 24 articles

• Family Directory: Sacraments
  • PSFS Family Directory - Sacraments: How to enter a marriage sacrament from the member details
  • PSFS Family Directory - Sacraments: How to download a Sacramental Certificate Template
  • PSFS Family Directory - Sacraments: How to create a confirmation record for a member
  • PSFS Family Directory - Sacraments: How to edit a confirmation sacramental record to add or update information
  • PSFSr Family Directory - Sacraments: How to remove a sacrament record
  • PSFS Family Directory - Sacraments: How to enter (add) Holy Orders

  See all 25 articles

• Family Directory: Workgroups
  • PSFS Family Directory - Workgroups: How to email more than one workgroup at a time
  • PSFSv Family Directory - Workgroups: How to set up family and member workgroups (Video)
  • PSFS Family Directory - Workgroups: About the Family Workgroups Page
  • PSFS Family Directory - Workgroups: How to add (or create) and delete family workgroups
  • PSFS Family Directory - Workgroups: How to combine family workgroups to create a single workgroup
  • PSFS Family Directory - Workgroups: How to edit a family workgroup

  See all 8 articles

• Family Directory: Communication: Email/Mail Merge/Labels
  • PSFS Family Directory - Mail Merge: How to create a mail merge template in landscape orientation
  • PSFS Family Directory - Family List: What is the mailing label size for the mailing label reports?
  • PSFS Family List - Email: How to get a list of all family emails to copy into your email address bar or bcc bar (mass email)
  • PSFS Family Directory - Email: How to attach or insert a picture into an email message
  • PSFS Family Directory - Mail Merge: What is a Mail Merge?
  • PSFS Family Directory - Reports: How to print mailing labels in Avery 5160 (or other) format

  See all 27 articles

• Family Directory: Reports/Exports/Lists
  • PSFS Family Directory - Reports: How to get Parish Statistics for the Archdiocese of Washington, DC
  • PSFS Family Directory - Reports: How to generate a blank Parish Registration Form
  • PSFS Family Directory - Reports: How to print a parish directory
  • PSFS Family Directory - Giving History: How to view family and member giving history
  • PSFS Family Directory - Quick Reports: How to create family mailing labels
  • PSFS Family Directory - Reports: How to create a Kenedy Statistics report

  See all 30 articles

• Family Directory: Group/Life Events Entry and Reporting
  • PSFS Religious Ed - Life Events: How to use Life Events to mark people as authorized to pick up a child
  • PSFS Family Directory - Group/Life Events Entry: How to create Event Categories and Events (steps, milestones)
  • PSFS Family Directory - Group/Life Events Entry: How to update a group of members' records with Events
  • PSFS Family Directory - Family List: How to view, add, or delete an event for a single member
  • PSFS Reports - Life Events: How to report on Life Events
  • PSFS Family Directory - Group/Life Events Entry: How to use events to track sacrament preparation

  See all 7 articles

• Family Directory: Import
  • PSFS Family Directory - Import: How to generate a Import Summary Report
  • PSFS Family Directory - Import: How to import contact information into Family Directory from a file prepared with information from another application
  • PSFS Family Directory - Import: How to prepare an import file used for importing contact information from another application
  • PSFS Family Directory - Administration: Overview of the Import Contact Information feature
• My Own Church: Administration
  • PSFS MOC - My Education | Online Registration: How to set up online registration and fee payment
  • PSFS MOC - Admin: How to market My Own Church
  • PSFS MOC - Pictorial Directory: Turning on the Pictorial Directory
  • PSFS MOC - Register: Can't select member to register in My Own Church
  • PSFS MOC - Admin: How to get back to family suite from My Own Church
  • PSFS MOC - Admin: How to configure MOC access to allow online registration for religious education classes

  See all 10 articles

• My Own Church: Members
  • PSFSv MOC - Members: Navigation (Video)
  • PSFSv MOC - Members: Registration (Video)
  • PSFSv MOC - Members: Submitting Online Registrations for Religious Education (Video)
  • PSFSv MOC - Members: Retrieving Electronic Statements (Video)
  • PSFS MOC - Members: How to sign up for a new My Own Church account
  • PSFS MOC - Members: How to log in to My Own Church

  See all 13 articles

• Offering: Analysis Reports
  • PSFS Offering | Reports - Analysis Reports: How to run the Contribution Details Report
  • PSFS Offering | Reports - Analysis Reports: How to run a Contribution History by Donor Report
  • PSFS Offering | Reports - Analysis Reports: How to run the Contribution History by Fund Report
  • PSFS Offering | Reports - Analysis Reports: How to run a Contribution Summary by Donor Report
  • PSFS Offering | Reports - Analysis Reports: How to run a Contribution Summary by Fund Report
  • PSFS Offering | Reports - Analysis Reports: How to run a Dollar Range Report

  See all 7 articles

• Offering: Getting Started
  • PSFS Offering | Getting Started - Navigation: How to navigate the Offering Module
  • PSFS Offering | Getting Started - Overview: Welcome to ParishSOFT Offering and how to get started
  • PSFSr Getting Started - Navigation: When I click the Offering or Religious Ed tab in PSFS nothing happens
  • PSFS Offering | Getting Started - Navigation: How to open and close the filter panel on Offering pages
• Offering: Donor Reports
  • PSFS Offering | Donor Reports - Statements: How to void a Canadian tax receipt
  • PSFS Offering | Donor Reports - Statements: How to add or remove a signature image for your statements
  • PSFS Offering | Donor Reports - Statements: How to add a letterhead graphic to your statement
  • PSFS Offering | Donor Reports - Statements: How to create, edit or delete a body of statement for donor statements
  • PSFS Offering | Donor Reports - Statements: How to edit or view an existing 'body of statement'
  • PSFS Offering | Donor Reports - Statements: How to add or edit a printed name for your statement

  See all 24 articles

• Offering: Pledge Reports
  • PSFS Offering | Reports - Pledge Reports: How to run a Donor List Report
  • PSFS Offering | Reports - Pledge Reports: How to set up and run the Families Without Pledges Report
  • PSFS Offering | Reports - Pledge Reports: How to print a Pledge Adjustments Report
• Offering: Other Reports (Audits, Lists, Records)
  • PSFS Offering | Lists - Batches: How to get a batch list report (posting list)
  • PSFS Offering | Reports - Batches: How to generate a batch detail report
  • PSFS Offering | Lists - Pledges: How to display or export a pledges list
  • PSFS Offering | Lists - Contributions: How to get a list of contributions for a date span and/or minimum or maximum amount sorted by one of several fields
  • PSFS Offering | Reports - CSA: How to direct an organization with DM access to run a CSA report
  • PSFS Offering | Lists - Funds: How to get a list of funds (which shows new Fund IDs)

  See all 7 articles

• Offering: Contributions
  • PSFS Offering | Contributions - Add: How to add contributions outside a batch
  • PSFS Offering | Contributions - Edit: How to edit a contribution that was not entered through a batch
  • PSFS Offering | Contributions - Edit: How to bulk-edit a group of contributions that were not entered through a batch (Fund, Pledge, Contribution Date, Contribution Type, Amount, Memo, Tax-Deductible)
  • PSFS Offering | Contributions - Search: How to search for a contribution or for a group of contributions
  • PSFS Offering | Contributions - Delete: How to delete a contribution that was not posted through a batch
  • PSFS Offering | Contributions - Delete: How to bulk-delete a group of contributions that were not posted through a batch

  See all 25 articles

• Offering: Pledges
  • PSFS Offering | Pledges - Add: How to add pledges outside of a batch
  • PSFS Offering | Pledges - Adjustments: How to adjust a pledge amount
  • PSFS Offering | Pledges - Adjustments: How to delete a pledge adjustment
  • PSFS Offering | Pledges - Search: How to search for a pledge record
  • PSFS Offering | Pledges - Edit: How to edit a pledge
  • PSFS Offering | Pledges - Edit: How to assign a contribution payment to a pledge

  See all 13 articles

• Offering: Funds
  • PSFS Offering | Funds - Add: How to add funds
  • PSFS Offering | Funds - Search: How to search for a fund
  • PSFS Offering | Funds - Permissions: How to manage fund permissions by fund
  • PSFS Offering | Funds - Permissions: How to manage fund permissions by staff
  • PSFS Offering | Funds - Export: How to export a list of your funds including the Fund ID
  • PSFS Offering | Funds - Edit: How to remove a pledge requirement from a fund

  See all 12 articles

• Offering: Batches
  • PSFS Offering - Batches: How to ensure Quick Entry Batch postings show on the Giving History list
  • PSFS Offering | Batches - Contribution Postings: How to post contributions to a batch
  • PSFS Offering | Batches - Contribution Postings: How to edit contributions in an open batch
  • PSFS Offering | Batches - Process: How to flag a batch for review
  • PSFS Offering | Batches - Process: How to close a batch
  • PSFS Offering | Batches - Process: How to add a new batch

  See all 47 articles

• Offering: Settings and Imports
  • PSFS Offering | Settings - Administration: How to configure Batch Management Options
  • PSFS Offering | Settings - Imports: How to configure your offering options for importing contributions for either envelope number or diocesan ID
  • PSFS Offering | Settings - Postings: How to configure the Batch Management Settings to require batches or not; why is there no + on my contributions page
• PSFS Offering Integration to ParishSOFT Accounting
  • PSFS Offering Integration with Accounting - Mapping Funds: How to map funds for integration with ParishSOFT Accounting
  • PSFS Offering Integration with Accounting - Settings: How to set up integration between ParishSOFT Family Suite and ParishSOFT Accounting
  • PSFS Offering Integration with Accounting - Activate: How to turn on integration between ParishSOFT Family Suite and ParishSOFT Accounting
  • PSFS Offering Integration with Accounting - PSFS Administration: How to set up a staff record for PSA Integration privileges
  • PSFS Offering Integration with Accounting - PSA Administration: How to give a staff member accounting permissions to create deposits in ParishSOFT Accounting
  • PSFS Offering Integration with Accounting - Mapping Batches: How to add the bank account to a batch when accounting integration is turned on

  See all 7 articles

• Religious Education Quick Start
  • PSFS Religious Ed - Quick Start: Why isn't anything happening when selecting Religious Education in the navigation bar?
  • PSFS Religious Ed - Quick Start: Why is Unknown Grade associated with my classes?
  • PSFS Religious Ed - Quick Start: How legacy Religious Ed Reports compare to updated reports
  • PSFS Religious Ed - Quick Start: How to navigate the Religious Education Module
  • PSFS Religious Ed - Quick Start: How to get an attendance sign-in sheet or a blank attendance sheet
  • PSFS Religious Ed - Quick Start: How to take attendance
• Religious Education: Settings
  • PSFS Religious Ed - Settings: How to add or edit Terms, Buildings, Rooms, Departments, Grades, and Volunteer Roles through the Lookups table
• Religious Education: Scheduling
  • PSFS Religious Ed Registration: How to process registrations
• Religious Education: Students & Volunteers
  • PSFS Religious Ed - Students & Volunteers | Add: How to add a volunteer
  • PSFS Religious Ed - Students & Volunteers | Add: How to add a student to a class through the Students & Volunteers page
  • PSFS Religious Ed - Students & Volunteers | Listing: How to generate a CSV listing of all of the students or volunteers in a session, in a class, or in a grade
  • PSFS Religious Ed - Students & Volunteers | Communications: How to email volunteers
  • PSFS Religious Ed - Students & Volunteers | Communications: How to email students and their parents
• Religious Education: Classes & Sessions
  • PSFS Religious Ed - Classes & Sessions | Roster: How to promote, unenroll, transfer, or remove a student from/to a class roster
  • PSFS Religious Ed - Classes & Sessions | Delete: How to delete a session
  • PSFS Religious Ed - Classes & Sessions | Update: How to change the session to which a class is assigned
  • PSFS Religious Ed - Classes & Sessions | Add: How to add a student to a class through the Classes page
  • PSFS Religious Ed - Classes & Sessions | Copy: How to copy sessions from one term to another
  • PSFS Religious Ed - Classes & Sessions | Copy: How to copy classes with all details (except students) to the next term

  See all 14 articles

• Religious Education: Reports
  • PSFS Religious Ed - Reports | Labels/List: How to get a birthday list
  • PSFS Religious Ed - Reports | Labels-List: How to get mailing labels
  • PSFS Religious Ed - Reports | Labels-List: How to get name tags
  • PSFS Religious Ed - Reports | Labels-List: How to get a list of students' sacraments
  • PSFS Religious Ed - Reports | Roster: How to get a Roster Export (CSV) Report
  • PSFS Religious Ed - Reports | Roster: How to get a Standard Roster Report

  See all 20 articles

• Religious Education: Attendance
  • PSFS Religious Ed - Attendance: How to take attendance
  • PSFS Religious Ed - Attendance: How to enroll a student to class from the Attendance page
• Tuition
  • PSFS Tuition - Getting Started: FAQs
  • PSFSv Tuition - Invoice: How to create invoices (Video)
  • PSFSv Tuition - Invoice: How to create tuition invoice templates (Video)
  • PSFSv Tuition - Invoices: How to apply payments and discounts (Video)
  • PSFSv Tuition - Invoice Items: How to add and edit invoice items (Video)
  • PSFS Tuition - Customers: How to add a customer

  See all 24 articles

• Intelligent Query
  • PSFS IQ - Query Builder: Why do my results show parishioners from my other parishes? 
  • PSFS IQ - Query Builder: How to create sub-queries in IQ
  • PSFSv IQ - Overview (Video)
  • PSFSv IQ - Adding Fields & Sorting (Video)
  • PSFSv IQ - Exporting Query Results & Using for a Mail Merge (Video)
  • PSFSv IQ - Adding Conditions, Basic (Video)

  See all 71 articles

• Ministry Scheduler
  • PSFSv Ministry Scheduler - Configuration (Video)
  • PSFS Ministry Scheduler - Scheduling: Why is a ministry missing from scheduling options?
  • PSFS Ministry Scheduler - Preferences: How to set or view minister schedule preferences
  • PSFS Ministry Scheduler - Scheduling: How to find scheduling conflicts for individual ministers
  • PSFS Ministry Scheduler - Minister Directory: How to delete an event or ministry
  • PSFS Ministry Scheduler - Preferences: How to specify exception dates for recurring events

  See all 26 articles

• Administration: General Troubleshooting
  • PSFS Administration - Bookmark: How to update your browser bookmark for the new ParishSOFT web address (URL)
• Administration: Email
  • PSFS Administration - Email Setup: 1 How to add your mail server settings in Family Suite
• Administration: Lookups
  • PSFS Administration - Lookups: How to move a Celebrant to the bottom of the list
  • PSFS Administration - Lookups: How to add a title to the lookups table
  • PSFS Administration - Lookups: How to add celebrants to the options for sacramental records
  • PSFS Administration - Lookups: How to move a celebrant to the top of Lookups
  • PSFS Administration - Lookups - How to add member strength options to the dropdown
  • PSFS Administration - Lookups : How to delete celebrants

  See all 8 articles

• Administration: Organizations
  • PSFS Administration - Organizations: How can I change the grad year dates?
  • PSFS Administration - Organizations: How to find your Organization ID
  • PSFS Administration - Organizations: How to add the church email
  • PSFS Administration - Organizations: How to change your church's contact info (email address, phone number, address, city, and state) that prints in statements or reports
• Administration: Manage Staff
  • PSFS Administration - Manage Staff: How to update your accounting integration credentials in ParishSOFT Family Suite after resetting your accounting password
  • PSFS Administration - Manage Staff: How to configure a parish staff record to grant permission to import contact information
  • PSFS Administration - Manage Staff: When you're a new organization administrator at a parish
  • PSFS Administration - Manage Staff: How to see a staff member that is not showing in the list
  • PSFS Administration - Manage Staff: How to set up staff to process Religious Ed registrations
  • PSFS Administration - Manage Staff: When a staff is logged in only the My Own Church page is available

  See all 26 articles

• Administration: Module Settings
  • PSFS Administration - Module Settings: How to change the Offering Online Giving URL link
  • PSFS Administration - Module Settings: How to tell if the option for the church to merge families is enabled
• Administration: Notifications
  • PSFS Administration - System Time Out: How long before the system times out due to inactivity
  • PSFS Administration - Notifications: About the Notifications Page
  • PSFS Administration - Notifications: What is the purpose of the Notification Center?
  • PSFSv Administration - Notifications: Reviewing your Notifications (Video)
• Administration: Suspense
  • PSFS Administration - Suspense: How to approve or deny change requests to a family or member record
  • PSFS Administration - Suspense: How to deny My Own Church registration requests
  • PSFS Administration - Suspense: How to delete My Own Church registration requests
  • PSFS Administration - Suspense: How to approve My Own Church Registration requests
  • PSFS Administration - Suspense: How to resolve missing radio button when attempting to review a new user(s) suspense request for My Own Church
  • PSFSv Administration - Suspense: New Users in Suspense (Video)

  See all 7 articles

• PSFS Tips & Tricks
  • Family Suite Refresh Frequently Asked Questions (FAQ)
  • Religious Education Redesign Frequently Asked Questions (FAQ)
  • PSFS Tips & Tricks: How to Use the Calendar to Set a Date
  • PSFS Tips & Tricks: August 2017 Tips & Tricks Webinar Recordings
• PSFS Setting Up and Creating Reports
  • PSFS Reports - General: How to view, print, and save reports (export)
  • PSFS Reports - General: About the report viewer
  • PSFS Reports - Layout: How to Customize the Layout of a Page
  • PSFS Reports - General: My reports will not print
  • PSFS Reports - Family Directory: How to export a report to CSV format and open it in Excel
  • PSFS Family Directory - Reports: How to print reports or statements using Google Chrome, Version 77
• PSFS Religious Education (Legacy)
  • PSFS Religious Ed (Legacy) - Classes: How to clone a school year (copying classes from one term to another)
  • PSFS Religious Ed (Legacy) - Classes: How to transfer a student with attendance
  • PSFSv Religious Ed (Legacy) - Lookup Configuration and Migration Wizard (Video)
  • PSFSv Religious Ed (Legacy) - Dashboard Overview (Video)
  • PSFSv Religious Ed (Legacy) - Configuration: Setting Lookups (Video)
  • PSFSv Religious Ed (Legacy) - Setting Up Online Registration (Video)

  See all 60 articles