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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
For End of Year Tips/Resources, please click here
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Family Directory
How To PDFs:
- Setting Up Staff
- Setting Up E-mail Preferences
- Saving Grid Lay-Out Preferences
- Saving Filter Preferences
- Adding New Families and Members
- Adding Sacraments for Members
- Adding a Shared Family from another Parish
- Moving a Member to a New Family
- Exporting Envelope List to Send to Vendor
- Labels for Parish Mailings
- Labels for Families of Specific Members within an Age Range
- Labels for Only Specific Members not familiess
- Labels for Families You Did Not E-mail
- Listing Members by Age Range
- Birthday Reports for Specific Age Range
- Exporting Members or Families in a Workgroup
- Marking Members Deceased
- Printing Prefilled in Registration Forms
- Printing Sacrament Certificates
- Printing Sacramental Notifications
- Printing off a Parish Roster
- Anniversary report for Diocesan Celebration -2020
How To Videos (from ParishSOFT):
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Offerings and Pledges
How To PDFs:
- Editing Funds
- Adding an Offertory Fund
- Hiding Offertory Funds
- Posting Offertory - Quick Entry
- Posting Offertory - Detailed Entry (use for corrections only)
- Changing Batch Amounts
- Printing Batch Reports
- Editing Postings in Committed or Open Batches
- End of Year Statements- Running & Printing
- Offertory Report- Summary giving by Funds, Date, Family Workgroups, etc.
- Adding an Pledge Fund and Pledge
- Double checking Pledges vs Contributions posted
- Pledge Thank you and 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:
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Religious Education
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
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Ministry Scheduler
How to Documents:
How to Videos: