You
must have organization administrator privileges to assign access rights
permissions.
This topic explains how to activate and set up the integration between ParishSOFT Offering and ParishSOFT Accounting. After the two systems are connected, staff members with the appropriate access rights assigned can close batches in ParishSOFT Offering. The action of closing the batch causes entries in the batch to be pushed automatically into the specified ParishSOFT Accounting funds and revenue accounts.
Allowing Staff Users to Close Batches in Offering
Cross-systems integration between ParishSOFT Offering and ParishSOFT Accounting makes it easier for you to get contributions and pledges entered in ParishSOFT Offering into your ParishSOFT Accounting system.
The connection between the two systems is seamless and designed to streamline your workflow and improve efficiency by reducing the need for you to toggle between both applications get your Offering pledge payments and contributions into the correct funds and bank accounts in ParishSOFT Accounting. After setting up the systems, do all of your batch entry work in ParishSOFT Offering, and then click a button to deposit entries from those batches directly into ParishSOFT Accounting.
Your organization must be licensed for both ParishSOFT Offering and ParishSOFT Accounting. If you are licensed for both systems, the integration between the two systems is activated automatically, and ParishSOFT takes care of linking your ParishSOFT Offering and Accounting databases for you.
The integration between the two system is implemented through databases linked at the single organization (church or parish) level.
To successfully use the integration feature, you need to perform the following setup tasks:
You
must have organization administrator privileges to assign access rights
permissions.
Access rights determine staff access to sensitive financial information and define permissions that enable the staff member to perform specific duties associated with the process of getting ParishSOFT Offering contributions and pledge payments into the correct funds and accounts in ParishSOFT Accounting.
Access rights are assigned by the organization administrator in the Manage Staff area of the ParishSOFT Administration module. We intentionally provide separate access right options to give administrators a lot of flexibility when assigning access rights to staff. To keep things simple, an administrator can assign all access rights to a single staff member. Alternatively, the administrator can assign different access rights to staff, tailoring them to the staff member's specific roles and responsibilities. The latter scheme imposes tighter controls and enhances security by adding a series of checks and balances to the process.
Access rights are set in each staff member's record, which is accessed in the Manage Staff area of the Administration module. The following access rights can be granted to staff members:
● Accounting Integration > Offering: allows the staff member to see ParishSOFT Accounting funds and bank accounts and permits him or her to enter deposits into the system.
An additional control 
enables the administrator
to enter login credentials for the staff member. These login credentials
allow the staff member to close batches in ParishSOFT Offering and automatically
deposit entries in those batches into ParishSOFT Accounting. The administrator
must obtain the staff member's username and password to perform this task.
A staff member can set up
his or her own login credentials. To view instructions for staff, go to
About the Settings Page.
● Offering > View: allows the staff member to view bank accounts and revenue accounts.
● Offering > Edit: allows the staff member to change bank accounts and revenue accounts.
● Offering > Close Batch: allows the staff member to close a batch in ParishSOFT Offering. The action of closing a batch locks it to prevent future changes and automatically creates a deposit entry in ParishSOFT Accounting.
To
link a fund, you must have Account
Integration permissions tied to your login credentials. Account Integration
permissions are set by the organization administrator in the Administration
module.
You must link each fund in the batch containing entries for deposit into ParishSOFT Accounting to a revenue account in your Chart of Accounts. Repeat this procedure for each fund in the batch.
to display the Fund
Management page.
to open the fund details window.For example:
to put the fund details
in edit mode.
.The ParishSOFT Offering fund is now linked to the revenue account in your organization’s Chart of Accounts.
To
assign a batch to a bank account, you must have Account
Integration permissions tied to your login credentials. Account Integration
permissions are set by the organization administrator In the Administration
module.
For each batch containing deposit entries, you must identify the bank account where the system must direct the deposit. To do this, complete the following:
Click 
to display the Batch Management page.
Locate the desired batch.
Then, click to open the
batch details window.
Click
to put the batch details in edit mode.
From the Bank Account list, select the desired bank account that appears in your Chart of Accounts.
Click .
The batch is now linked to the bank account in your organization’s Chart of Accounts. When the batch is closed, the deposit is sent to the bank account you selected.
To be able to close batches in ParishSOFT Offering, staff users with the appropriate permissions must also have their login credentials for ParishSOFT Accounting saved in the system.
● Staff users who have an assignment in only one organization can set up their own login credentials. For instructions, go to How to Set Up Your Login Credentials for ParishSOFT Accounting.
● Staff users who have multiple assignments in different organizations cannot set up their own login credentials. The organization administrator is responsible for setting up their login credentials. Administrators can find instructions for setting up a staff member's login credentials in the Administration module's Help. To access the Administration Help, do the following:
Open the Administration module.
In the top--right, click the HELP link to open the Administration Help.
In the Contents pane, open the Manage Staff book.
Select the topic "How to Enter a Staff Member's Login Credentials."
Sample Workflow to Create a Deposit Entry into ParishSOFT Accounting
How to Set Up Your Login Credentials for the ParishSOFT Offering to Accounting Integration