Sample Workflow to Create a Deposit Entry into ParishSOFT Accounting

The following example outlines a sample workflow to help you understand the process of getting ParishSOFT Offering pledge payments and contributions into the correct funds and bank accounts in ParishSOFT Accounting.

After you complete the setup, you can use your typical workflow to create batches and post contributions in ParishSOFT Offering. After you close a batch, you are done. The system automatically takes care of importing your contribution data from ParishSOFT Offering into ParishSOFT Accounting.

Step 1: Create a Batch

On the Batch Management page, create a new batch. Then, enter the required details for the batch and save it.

Step 2: Post Contributions to the Batch

When you are ready to post contributions, do the following:

Click .
Click , and then select Detailed Posting to display the Detailed Posting page.
In the Default Posting Data section, do the following:

Select the batch you created in Step 1 from the Batch dropdown list.
Select the desired fund from the Fund list.

Click to post contributions in the batch.

Step 3. Review the Batch for Accuracy

This is an important step. View the batch to check the details of the batch for accuracy. Edit the details, if necessary.

Step 4. Close the Batch

The user who closes the batch must have Close Batch permissions assigned to his or her login credentials. Close Batch permissions are set by the organization administrator. Closing locks the batch and prevents you from future editing.

When the batch is complete and correct, close the batch. The system displays a message to inform you that the batch was closed successfully and that a deposit entry was created in ParishSOFT Accounting.

Step 5. Verify the Deposit Entry

If desired, you can verify that the deposit was entered into ParishSOFT Accounting. To do this: