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  1. ParishSoft
  2. ParishSOFT Family Suite (PSFS)
  3. Offering
  4. Overview

Overview

Introduction to contribution tracking and financial reporting.

  • About the Offering Module
  • Create a correction batch (to update any of these fields: Donor, Fund, Contribution Date, Contribution Type, Memo, Tax-Deductible Flag)
  • How many characters can be entered in the memo field when posting a contribution in a batch?
  • How to move through the batch process from Create & Post to Review & Edit to Close
  • How to navigate the Offering Module
  • How to post pledges to a batch
  • How to use the 'Batch uses pledges' option
  • Open and close the filter panel on Offering pages
  • Review a batch
  • Review your Offering data after converting to ParishSOFT
  • Search for a batch
  • Using Offering for the First Time to Process Gifts
  • Welcome to ParishSOFT Offering and how to get started
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