DMO Offering
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 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 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 Funds - Edit: How to edit a fund
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 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 Contributions - Import: How to resolve a conversion failed when converting the nvarchar value error