The Offering module enables you to record both regular charitable contributions (offerings) as well as income received for pledges, tithes, and capital campaigns. If you are using Offering for the first time, this topic shows you where to start and then guides you through the sequence of main tasks involved in entering family and member contributions or pledges into your system.
The processes documented in this topic assume that you have View + Add/Edit access rights tied to your login credentials and that you have permission to access the fund you are posting the contribution or pledge to.
Basic Workflow for Using the Detailed Posting Process to Enter Entering Contributions and Offerings
Basic Workflow for Using the Detailed Posting Process to Enter Pledge Payments
Basic Workflow for Using the Quick-Entry Posting Process to Enter Contributions and Offerings
Basic Workflow for Using the Quick-Entry Posting Process to Enter Pledge Payments
The diagram below illustrates the basic workflow for using the Detailed Posting process to enter contributions and offerings into ParishSOFT Offering. You can use this process to enter contributions individually. Alternatively, to speed data entry, you can create a batch and then enter the entire batch of contributions into the system at once.
The process diagram below steps you through a basic workflow with the Detailed Posting process. Click the links in the diagram to jump to the topic that shows you how to perform the task. Note that before you can process a contribution for a donor, the donor must have a record in ParishSOFT Family Directory. In addition, the fund receiving a contribution needs to be in your chart of accounts.
The diagram below illustrates the basic workflow for using the Detailed Posting process to enter pledge payments for capital campaigns into ParishSOFT Offering. When entering pledges into the system, you must create a batch to hold those pledges.
The process diagram below steps you through a basic workflow for entering pledge payments into your system. Click the links in the diagram to jump to the topic that shows you how to perform the task. Note that before you can process a contribution for a donor, the donor must have a record in ParishSOFT Family Directory. In addition, the fund receiving a contribution needs to be in your chart of accounts. Although not required, you should create a pledge batch to verify your pledge data before you begin processing payments. The pledge batch can help ensure the integrity of your pledge data.
The diagram below illustrates the basic workflow for using the Quick-Entry Posting process to enter contributions and offerings into ParishSOFT Offering. The Quick-Entry Posting process is useful when you have a large number of contributions to enter into your system. Because this process is designed for higher volume data entry, you must create a batch, enter a group of contributions into a batch entry form, and then process the batch.
The process diagram below steps you through a basic workflow for entering contributions. Click the links in the diagram to jump to the topic that shows you how to perform the task. Note that before you can process a contribution for a donor, the donor must have a record in ParishSOFT Family Directory. In addition, the fund receiving a contribution needs to be in your chart of accounts. 
The diagram below illustrates the basic workflow for using the Quick-Entry Posting process to enter pledge payments into ParishSOFT Offering. The Quick-Entry Posting process is useful when you have a large number of payments to enter into your system. Because this process is designed for higher volume data entry, you must create a batch, enter a group of payments into a batch entry form, and then process the batch.
The process diagram below steps you through a basic workflow for entering pledge payments. Click the links in the diagram to jump to the topic that shows you how to perform the task. Note that before you can process a pledge for a donor, the donor must have a record in ParishSOFT Family Directory. In addition, the fund receiving a pledge needs to be in your chart of accounts, and the pledge records must exist in your system. Although not required, you should create a pledge batch to verify your pledge data before you begin processing payments to fulfil your pledges. The pledge batch can help ensure the integrity of your pledge data.
How to Create a Report of Contributions Posted to Specific Funds