Isidore Offering (IO)

Batches and Postings

Funds

• PSFS Offering - Funds: How to add a new fund
• PSFS Offering - Funds: How to change the tax status of a fund to tax-deductible or to non-tax-deductible
• PSFS Offering - Funds: How to delete a fund
• PSFS Offering - Funds: How to edit a fund's details
• PSFS Offering - Funds: How to export a list of your funds from ParishSOFT Family Suite

Giving History

• PSFS Offering - Giving History: Does the giving history show years where the family didn't give? 

Import

• PSFS Offering - Batches: How to create a correction batch for a closed imported batch
• PSFS Offering - Batches: How to delete a duplicated imported batch
• PSFS Offering - Import: How to format contribution export files to fit the "simple import" format
• PSFS Offering - Import: An imported batch which shows 100% complete is out of balance and will not close
• PSFS Offering - Import: Error "the same key has already been added"

Integration with ParishSOFT Accounting

• PSFS Offering - Accounting Batch Integration: How to set up integration between ParishSOFT Family Suite and ParishSOFT Accounting

Pledges

• PSFS Offering - Pledges: How to add $0 (blank) pledges
• PSFS Offering - Pledges: How to add a new pledge record for a family or a family member
• PSFS Offering - Pledges: How to add contributions to new pledge records when the contributions are in closed batches
• PSFS Offering - Pledges: How to adjust a pledge
• PSFS Offering - Pledges: How to create a pledge batch and verify the accuracy of pledge data

Contribution List

• PSFS Offering - Contribution List: Error - "Oops Something Went Wrong"
• PSFS Offering - Contribution List: How do I re-add columns missing from the Contribution List?
• PSFS Offering - Contribution List: How to edit a contribution in an open batch
• PSFS Offering - Contribution List: How to get fund totals for a certain date range using an Excel pivot table
• PSFS Offering - Contribution List: How to get the contribution totals for a single batch organized by fund

Reports and Statements

• PSFS Offering - Batches: How to create a quick entry batch report
• PSFS Offering - Batches: How to generate a batch list report for all batches
• PSFS Offering - Contribution List: How to create a family giving history report by year
• PSFS Offering - Funds: How to get a fund to display as an option in contribution reports
• PSFS Offering - Pledges: How to generate a Pledge Report with address information that can be used for mail merge