Training Materials

Contact List

Database Maintenance: Compact & Repair

Directory of Reports

How to Add an Out of Country Address

How to Change your Database (updated 4/08)

How to Enter a Non-Catholic Church of Baptism, Cemetery, or non-US Parish

How to Reset Your Synchronization Manager

ParishSoft Standard Operating Procedure (updated 2/12/08)

Quick Reference Guide

3.5.2 Sacraments Addendum

ParishSOFT Database Structure for Queries

System Admin

Reconnect database

How to update your ParishSOFT License

How to download new contribution reports

Family Directory

Adding a zip or foreign postal code

How to add an organization to your Online Catholic Directory

Adding a Family

Introduction to Workflow Groups

Creating Workflow Groups

Offering & Pledges

How to post an NSF or returned check in ParishSOFT

How to Add A Pledge Record

How to Add a Fund

How to Modify Funds

EYO statements: Auditing your data for accuracy

Creating a Correction Batch for V3.5

General

Creating your ParishSOFT Password

Reports

Creating a report for $0 Givers for all Funds

How to download new contribution report

Sacraments

Adding a Baptismal Record

Adding the Sacrament of Matrimony

Recording an Annulment

Religious Education & Tuition

Creating a Tuition Template

Creating a Family Tuition Record

How to Post Tuition Payments

Diocesan Level

Adding Staff to Diocesan Directory

Updates

Updates and Features V3.6.2

LOGOS Accounting

Introduction to the LOGOS Roadmap

How to create sub-departments and projects

Interim Steps Paychex to LOGOS

Month End Reports and Closing

Steps for setting up the New Year and Closing Fiscal Year 2007

Custom Reports Utility Instructions

Month End Closing Process

Paychex to LOGOS

How to Download the GL report into Preview

Importing Payroll from Preview into LOGOS

Posting Payroll through Accounts

Closing Fiscal Year 2006-2007 & Pension Allocation for 2006-2007

Outlook

Adding a new contact folder

Am I in Compliance with Safe Environment and Reporting through the HRiPortal

HRiPortal Password Change

Inactivating A Volunteer

Adding a New Volunteer file