PSFS Offering | End-of-Year

PSFS Offering | Getting Started

• PSFS Offering | Getting Started - Overview: Welcome to the new ParishSOFT Offering and how to get started
• PSFS Offering | Getting Started - Quick Start: How to add a batch
• PSFS Offering | Getting Started - Benefits: How you will benefit when upgrading from Legacy Offering to New Offering
• PSFS Offering | Getting Started - Logging in: Why do I get a blank white or teal screen when clicking the Offering tab?
• PSFS Offering | Getting Started - Navigation: How to navigate the Offering Module

PSFS Offering | Integration between ParishSOFT Accounting and Offering

• PSFS Offering Integration with Accounting - Activate: How to turn on integration between ParishSOFT Family Suite (New Offering) and 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 - 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
• PSFS Offering Integration with Accounting - Mapping Batches: How to add the bank account to a batch when accounting integration is turned on
• PSFS Offering Integration with Accounting - PSA Administration: How to give a staff member accounting permissions to create deposits in ParishSOFT Accounting

PSFS Offering | Batches

• PSFS Offering | Batches - Process: How to add a new batch
• PSFS Offering | Batches - Batch Details: How to save a batch when getting the error, "Please correct errors before saving"
• PSFS Offering | Batches - Bulk Process: How to bulk process batches from open status to flagged for review
• PSFS Offering | Batches - Bulk Process: How to bulk-process batches from review to close
• PSFS Offering | Batches - Closing: How to close a batch when getting the error one or more funds are missing a revenue account 

PSFS Offering | Contributions

• PSFS Offering | Contributions: How to combine contributions from a single parishioner who marries
• PSFS Offering | Contributions - Add: How to add contributions or pledges when there is no button (or plus sign)
• PSFS Offering | Contributions - Add: How to add contributions outside a batch
• PSFS Offering | Contributions - Delete: How to bulk-delete a group of contributions that were not posted through a batch
• PSFS Offering | Contributions - Delete: How to delete a contribution that was not posted through a batch

PSFS Offering | Funds

• PSFS Offering | Funds - Add: How to add funds
• PSFS Offering | Funds - Delete: How to delete or hide a fund
• PSFS Offering | Funds - Edit: How to add a pledge requirement to a fund
• PSFS Offering | Funds - Edit: How to change the tax-deductible status of a fund going forward
• PSFS Offering | Funds - Edit: How to edit a fund

PSFS 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 - Delete: How to adjust a pledge with activity or delete a pledge with no activity
• PSFS Offering | Pledges - Edit: How to assign a contribution payment to a pledge

PSFS Offering | Reports (4 Sections)

PSFS 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