ParishSOFT Offering (New)
IO Getting Started
- IO Getting Started - Overview: Welcome to the new ParishSOFT Offering and how to get started
- IO Getting Started - Quick Start: How to add a batch
- IO Getting Started - Batches: Why are my batches all closed after the update?
- IO Getting Started - Benefits: How you will benefit when upgrading from PSFS Offering to PSIO Offering
- IO Getting Started - Logging in: Why do I get a blank white screen when clicking the Offering tab?
IO Batches
- IO Batches - Bulk Process: How to bulk process batches from open status to flagged for review
- IO Batches - Bulk Process: How to bulk-process batches from review to close
- IO Batches - Contribution Postings: How to change the contribution date or the fund of a contribution posting in an open batch
- IO Batches - Contribution Postings: How to change the donor and/or the amount in a contribution posting of an open batch
- IO Batches - Contribution Postings: How to change the following default values while in the process of adding postings to a batch: Fund, Contribution Type, Contribution Date, Default Donor Lookup
IO Contributions
- IO Contributions - Add: How to add contributions outside a batch
- IO Contributions - Add: How to add contributions when there is no button (or plus sign)
- IO Contributions - Delete: How to bulk-delete a group of contributions that were not posted through a batch
- IO Contributions - Delete: How to delete a contribution that was not posted through a batch
- IO Contributions - Edit: How to bulk-edit a group of contributions that were not entered through a batch
IO Funds
- IO Funds - Add: How to add funds
- IO Funds - Delete: How to delete a fund
- IO Funds - Edit: How to add a pledge requirement to a fund
- IO Funds - Edit: How to edit a fund
- IO Funds - Edit: How to remove a pledge requirement from a fund
IO Pledges
- IO Pledges - Add: How to add pledges outside of a batch
- IO Pledges - Adjustments: How to adjust a pledge amount
- IO Pledges - Adjustments: How to delete a pledge adjustment
- IO Pledges - Edit: How to assign a contribution payment to a pledge
- IO Pledges - Edit: How to edit a pledge
IO Reports (4 Sections)
IO Settings and Imports
- IO Batches - Batch Details: How to save a batch when getting the error, "Please correct errors before saving"
- IO Contributions - Import: How to format a file for importing contributions
- IO Contributions - Import: How to import contributions from Legacy Online Giving (OLG)
- IO Contributions - Import: How to import offering from a 3rd party vendor
- IO Settings - Administration: How to configure Batch Management Options