About the Offering Tab

Overview

If your organization is licensed for ParishSOFT Offering, the Offering tab is available on the ParishSOFT Family Suite Home page. The tab gives you access to the Offering module, which is designed to help you manage both regular offerings, contributions, and pledges made to specific funds and to capital campaigns. Your organization must be licensed for ParishSOFT Offering to use the Offering module.

Main Buttons

The Offering tab has nine main buttons that give you the ability to access and manage family and member contribution and pledge transactions.

Button	Task Description
	Click to display the Fund Management page. This page lists all of the funds in your chart of accounts. You can add new funds, delete selected funds, set fund permissions from this page.
	Click to display the Batch Management page. This page provides a list view of all of batches created, both open and closed. This page provides a central location for you to view, add, and delete batches as well as edit transactions that were already entered into a batch.
	Click to display the Pledge Management page. This page provides a central location for adding pledges and managing your organization's pledge records, viewing pledge details, and tracking payments made by donors on a pledge.
	Click to display a dropdown menu with these two options: Detailed Posting: displays the Detailed Posting page. On this page, you can post contributions to funds and payments to pledges from donors individually or in batches. Quick Entry Posting: displays the Quick Entry posting page. As the name implies, this page contains features designed to help expedite the process of entering contributions into ParishSOFT Offering. If you need to enter a large number of contributions quickly, using the Quick Entry posting process can speed your workflow and save you lots of time.
	Click to display the Contribution List page. On this page, you can view contribution records for a particular day or a specified time period.
	Click to display the Admin Login page for your organization's giving application. The Online Giving button is visible only if your organization uses Online Giving or ParishSOFT Giving. If your organization uses ParishSOFT Giving and the Online Giving button is either not visible or when clicked takes users to the Online Giving website, you can configure the Offering application to both show the button and take users directly to ParishSOFT Giving's Login page. To find configuration instructions, see this topic in the Administration Help: How to Activate Features for ParishSOFT Giving.
	Click to display the Giving History page. On this page, you can access each donor's giving history profile to view contributions made to specific funds during the current year and for past years.
	Click to display the Import page. On this page, you can you import contributions into ParishSOFT Offering.
	Click to display the Reports page. On this page, you can transform your Offering data into useful reports for your organization and for your donors.
	This button is visible only if your organization has a valid connection between ParishSOFT Offering and ParishSOFT Accounting. Click to display the Settings page. On this page, users with the appropriate permissions to set up their own login credentials for the cross-systems integration between ParishSOFT Offering and ParishSOFT Accounting.

Important Links

Note these links in the upper-right corner:

● HELP: select to display the Help menu. You can access Offering's online Help from this menu.

● CONTACT: select to send an email message to ParishSOFT support.

● HOME: select to return to the Home page from any location in the application.

● SIGN OUT: select to log out of the application.

Getting Started

If you are feeling a little lost, click this link to help you get started: Basic Workflow. The topic provides step-by-step procedures to guide you through the process of setting up and using the Offering application to process contributions and pledges.

About the Offering Tab

Overview

Main Buttons

Important Links

Getting Started

Related Topics