ParishSOFT How To's

Please reference the document below for Dicoese of Madison specific how-to documentation on basic procedures and processes within the ParishSOFT online tool.  The following main topics are referenced on this page:

• Family Directory
• Offerings and Pledges
• Religious Education
• Ministry Scheduler

How To PDFs:

• Setting Up Staff 
• Setting Up E-mail Preferences
• Saving Grid Lay-Out Preferences
• Saving Filter Preferences
• Adding New Families and Members
• Exporting Envelope List to Send to Vendor
• Labels for Parish Mailings
• Labels for Families of Specific Members within an Age Range
• Labels for Only Some Members
• Labels for Families You Did Not E-mail
• Listing Members by Age Range
• Birthday Reports for Specific Age Range
• Printing Lists of Members in a Workgroup
• Marking Members Deceased
• Printing Prefilled in Registration Forms
• Printing Sacrament Certificates
• Printing Sacramental Notifications

How To Videos (from ParishSOFT):

• Adding and Deleting People
• E-mailing from the Family Suite
• Setting Up Workgroups
• Simple Search for People
• Searching and Filtering for Reporting
• Adding Members to Families
• Exporting Envelope List to Send to Vendor
• Importing a Member into a New Family

How To PDFs:

• Editing Funds
• Hiding Offertory Funds
• Posting Offertory Quick Entry
• Posting Offertory Detailed Entry
• Changing Batch Amounts
• Printing Batch Reports
• Editing Postings in Committed or Open Batches
• Offertory Reports Via Fund for Thank-You Letters
• Offertory Report Via Family Workgroups
• Adding an Offertory Pledge Fund and Pledge
• Viewing Pledges and Printing Reports
• Alternate Pledge Reports
• Importing in Offertory Donations from Spreadsheets
• Sample Spreadsheet for Import Excel Download
• Exporting Members for List and Importing Off Collected Donations for an Event
• Average Giving Levels through Summary Contribution Reports

How To Videos:

• Fund Set Up
• Posting Contributions
• Editing and Deleting Contributions from Open Batches
• Creating Pledge Records
• Editing Contributions in a Closed Batch

How To PDFs:

• Setting up RE to default to correct sessions
• Printing off class lists for registration day
• Printing off labels for all or specific classes in RE
• Changing Room Numbers for a Class
• RE Exports and Class Rosters
• Printing off Book Labels for Classes
• RE Student Book Label Template for Download (in MS Word template format)
• Printing Labels for Families of Children of Specific Ages
• Getting a Count of Students

How to Videos:

• Look up Confirguration and Migration Wizard
• Dashboard Overview
• Adding Terms, Sessions, and Classes
• Setting Lookups
• Setting up Online Registration
• Processing Online Registration
• E-mailing Students and Parents

How to Documents:

• Printing Lists of Ministers
• Alternate Lists of Ministers
• Exporting Scheduled Ministers Dates

How to Videos:

• Adding Ministers
• Configuration
• Scheduling