ParishSOFT Offering Legacy
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
Import
- PSFS Offering - Batches: How to create a correction batch for a closed imported batch
- PSFS Offering - Batches: How to delete an OPEN 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
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