New Offering End-of-Year (DMO)

DMO Getting Started

• DMO Getting Started - Overview: Welcome to the new ParishSOFT Offering and how to get started
• DMO Getting Started - Quick Start: How to add a batch
• DMO Getting Started - Batches: Why are my batches all closed after the update?
• DMO Getting Started - Benefits: How you will benefit when upgrading from Legacy Offering to New Offering
• DMO Getting Started - Logging in: Why do I get a blank white or teal screen when clicking the Offering tab?

DMO Integration between ParishSOFT Accounting and New Offering

• DMO Integration - Accounting: How to turn on integration between ParishSOFT Family Suite (New Offering) and ParishSOFT Accounting
• DMO Integration - Settings: How to set up integration between ParishSOFT Family Suite and ParishSOFT Accounting
• DMO Integration - Deposits: When I close my batch it no longer creates a deposit in accounting or it gives an error that it doesn't recognize my account
• DMO Integration - Mapping Batches: How to add the bank account to a batch when accounting integration is turned on
• DMO | PSFS | PSA Administration - Integration: How to give a staff member accounting permissions to create deposits in ParishSOFT Accounting

DMO Batches

• DMO Batches - Process: How to add a new batch
• DMO 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
• DMO Batches - Contribution Postings: How to delete a contribution that was posted through a batch (still open)
• DMO Batches - Contribution Postings: How to edit contributions in an open batch
• DMO Batches - Contribution Postings: How to multi-edit postings in an open batch

DMO Contributions

• DMO Contributions - Add: How to add contributions or pledges when there is no button (or plus sign)
• DMO Contributions - Add: How to add contributions outside a batch
• DMO Contributions - Delete: How to bulk-delete a group of contributions that were not posted through a batch
• DMO Contributions - Delete: How to delete a contribution that was not posted through a batch
• DMO 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)

DMO Funds

• DMO Batches - Correction Batch: How to create a correction batch to update the contribution date
• DMO Funds - Add: How to add funds
• DMO Funds - Delete: How to delete or hide a fund
• DMO Funds - Edit: How to add a pledge requirement to a fund
• DMO Funds - Edit: How to change the tax-deductible status of a fund going forward

DMO Pledges

• DMO Pledges - Add: How to add pledges outside of a batch
• DMO Pledges - Adjustments: How to adjust a pledge amount
• DMO Pledges - Adjustments: How to delete a pledge adjustment
• DMO Pledges - Delete: How to delete a pledge
• DMO Pledges - Edit: How to assign a contribution payment to a pledge

DMO Reports (4 Sections)

• DMO Reports - Differences: How PSFS Offering Reports compare to PSIO Reports
• DMO Reports - Error: Error when attempting to render report; tax statements fail to render a report after a prolonged period

DMO Settings and Imports

• DMO Batches - Batch Details: How to save a batch when getting the error, "Please correct errors before saving"
• DMO Contributions - Import: How to format a file for importing contributions
• DMO Contributions - Import: How to import contributions from Legacy Online Giving (OLG)
• DMO Contributions - Import: How to import offering from ParishSOFT Giving (PSG) or a 3rd party vendor
• DMO Settings - Administration: How to configure Batch Management Options