The Settings page provides features that enable staff members to set up their own login credentials for using the ParishSOFT Offering to ParishSOFT Accounting integration. Access to the Settings page is available only if your organization has a valid connection between ParishSOFT Offering and ParishSOFT Accounting and you have Offering permission for Accounting Integration enabled in your staff record.
For assistance with obtaining the right permissions, contact your organization administrator.
If you want the organization administrator to enter your login credentials into the system for you, you must supply the administrator with your username and password. The administrator can then your login information directly into your staff record. Administrators can find instructions for entering login credentials for their staff in the Administration module's Help.
The illustration below identifies the main elements on the Offering Settings page. Place your mouse pointer over a hyperlink (without clicking) to view a general description of the element. Click the link to jump to the section on this page that provides more detailed information.
In the two fields, enter the login credentials that give you access to ParishSOFT Accounting.
● Username: type your username in this field.
● Password: type your password in this field.
Click to save your login credentials. The system does the following:
● Displays the following message if your credentials are accepted:
The system now allows you to close batches in ParishSOFT Offering. After a batch is closed, the system automatically creates deposit entries for those batches in ParishSOFT Accounting.
● Displays this message if your credentials cannot be validated:
Contact your system administrator for assistance with resolving the problem.
Click to remove information from the Username and Password fields.
ParishSOFT Offering and ParishSOFT Accounting Cross-Systems Integration